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06.03.26 - 22:48
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US Considers Permits for Global Nvidia, AMD AI Chip Sales | Bloomberg Tech 3/6/2026 (Bloomberg)
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Bloomberg's Caroline Hyde and Ed Ludlow discuss reports that the US Commerce Department has drafted regulations restricting AI chip shipments to anywhere in the world without American approval. Plus, Oracle plans to cut thousands of jobs as it handles a cash crunch from a massive AI data center expansion effort. And, the Pentagon has officially notified lawmakers that it has determined Anthropic and its products pose a risk to the US supply chain. (Source: Bloomberg)...
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03.03.26 - 00:48
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US considers capping Nvidia H200 sales at 75,000 per Chinese customer (SCMP)
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US officials are considering caps on the number of AI accelerators Nvidia can export to any one Chinese company, which would further constrain the chipmaker's re-entry into a crucial market.
The Trump administration has talked about limiting Chinese firms to buying 75,000 of Nvidia's H200 chips each, according to people familiar with the matter.
Shipments of Advanced Micro Devices' MI325 chips, which have similar capabilities, would also count towards a customer's cap, the people said. These......
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04.02.26 - 15:06
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Futures Rise Despite Software, AMD Rout Ahead Of Google Earnings (ZeroHedge)
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Futures Rise Despite Software, AMD Rout Ahead Of Google Earnings
US stock futures are up small with Tech lagging on rotation fears, though major indices are off their overnight lows. The AI narrative has been flipped upside down, with traders focused on perceived losers, most of which are in the Software sector, where “there's no floor” according to one investment manager. As of 8:00am ET, S&P futures are up 0.2%, well off session lows; Nasdaq futures rise 0.2%, pressured by weakness in AMD which tumbled 8% after projections which disappointed Wall Street; Alphabet is set to report after the close. Pre-market, Mag7 are mixed with AAPL, AMZN, and GOOG higher with Semis under pressure (AMD -7%, AVGO -0.8%, NVDA -0.1%). Both Cyclicals and Defensives are mixed without a clear leader. The USD is bid as bond yields are higher by 1-2bps.Commodities are stronger led by Energy and Metals, with gold blasting off back over $5k, and silver rising above $90. Today's macro data focus is on ISM Se...
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04.02.26 - 13:12
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AI Disruption Fears Spark Selloff; Novo Nordisk, AMD Drops After Earnings | Bloomberg Brief 2/4/2026 (Bloomberg)
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US equity futures take a breather from a global rout driven by stocks sensitive to potential disruption from Anthropic's new automation tool. Investors await results from Alphabet and Qualcomm as AMD's AI-fueled outlook disappoints. Shares of Novo Nordisk plunges as the drugmaker forecasts sales to fall as much 13% this year. Iran asks the US to move the scheduled diplomatic talks this week from Turkey to Oman and to limit the agenda to Tehran's nuclear program. Stephanie Guild of Robinhood discusses the opportunities in software stocks amid the recent selloff. (Source: Bloomberg)...
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