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15.07.25 - 15:00
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Futures Rise, Nvidia Spikes After Trump Greenlights Selling Some Chips To China (ZeroHedge)
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Futures Rise, Nvidia Spikes After Trump Greenlights Selling Some Chips To China
US equity futures are higher, led by Tech with the biggest overnight news being that Trump is allowing NVDA to resume its (less advanced) H2O chip sales to China; there had been chatter of a chips-for-rare earths pact to thaw US/China trade relations. As of 8:00am ET, S&P futures rose 0.3%, while Nasdaq futures rose 0.5%, with NVDA jumping another +5.3% in pre-market trading, while AMD +3.5%, MRVL +2.85, AVGO +1.4% also gained. The balance of Mag7 is mostly higher; semis are poised to be the best sub-group, and cyclicals are higher with banks with a mild bid into earnings this morning. Bond yields are lower as the curve bull flattens into CPI with JPM noting that some FICC client convos are pointing to a dovish CPI print. The USD is weaker and commodities are declining across all 3 complexes though precious, crude, and sugar remain bid. Today's focus is the unofficial kick off 25Q2 earnings and Banks have a low ...
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15.07.25 - 15:00
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U.S. Stocks May See Early Strength As Nvidia Surges (RTTNews)
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Stocks may move to the upside in early trading on Tuesday, adding to the modest gains posted in the previous session. The major index futures are currently pointing to a higher open for the markets, with the S&P 500 futures up by 0.3 percent....
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15.07.25 - 14:27
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Nvidia, AMD Get Green Light To Restart Certain AI Chip Sales To China (ZeroHedge)
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Nvidia, AMD Get Green Light To Restart Certain AI Chip Sales To China
Update (0805ET):
Bloomberg reports, "AMD received similar assurances from the US Commerce Department and plans to restart shipments of its MI308 chips to China once licenses for sales are approved."
This means both AMD and Nvidia will be able to resume shipments of certain AI chips to China, pending license approvals.
In premarket trading, shares of both AMD and Nvidia were trading 4.5% higher.
Earlier, Nvidia announced that its H20 AI chips would be approved for export to China under a U.S. export license... Read below.
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Nvidia shares rose as much as 5% in premarket trading in New York after the company announced in a blog post that exports of its H20 AI chips to China would be approved under a U.S. export license — a major reversal from the Trump administration's earlier stance aimed at curbing Beijing's AI ambitions.
Nvidia CEO Jensen Huang visited the White House last week, appeared ...
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15.07.25 - 14:12
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Bessent on Inflation, Jerome Powell, Nvidia, Trade Deals (Bloomberg)
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US Treasury Secretary Scott Bessent discusses US inflation, getting the “formal process” underway to find a successor to Jerome Powell as Federal Reserve Chair, trade deals with China and the European Union, and whether market reaction impacts the Trump administration's approach to tariffs and trade. (Source: Bloomberg)...
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15.07.25 - 13:36
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Nvidia to Sell H20 Chips to China Again, Russia 100% Tariff Threat | The Opening Trade 07/15 (Bloomberg)
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US government officials told Nvidia they would green-light export licenses for the H20 artificial intelligence accelerator, the company said in a blog post on Monday — a move that may add billions to Nvidia's revenue this year, restoring its ability to fulfill orders it had written off as lost due to government restrictions.
President Donald Trump threatened to impose stiff economic penalties on Russia if it doesn't end hostilities with Ukraine within 50 days as he pledged fresh weapons supplies for Kyiv.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards and Kriti Gupta. (Source: Bloomberg)...
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