|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
08.01.26 - 15:36
|
Futures Drop After Latest Trump Headline Vortex, Silver Slides Ahead Of Index Rebalance (ZeroHedge)
|
|
|
Futures Drop After Latest Trump Headline Vortex, Silver Slides Ahead Of Index Rebalance
US futures are lower as New Year optimism gives way to jitters about the economy and geopolitics with attention turning to tomorrow's NFP report. Traders are also trying to make sense of Trump's latest edicts on defense and corporate landlords, with a vortex of headlines making things feel more unpredictable than usual. As of 8:00am ET, S&P 500 futures drop 0.2% with Nasdaq 100 contracts -0.3% with tech names leading declines amid profit-taking on artificial-intelligence trade but off the day's lows after a report that China is to approve some Nvidia H200 purchases as soon as this quarter. In premarket trading, Mag7 names mixed but net higher as Semis are weaker. Defense stocks are up after Trump demanded a $500 billion boost to annual defense spending. That followed an edict that major defense contractors that work with the government must end stock buybacks and dividends until they invest more in...
|
|
|
08.01.26 - 15:36
|
China Set To Approve Nvidia H200 AI Chip Purchases As Soon As This Quarter (ZeroHedge)
|
|
|
China Set To Approve Nvidia H200 AI Chip Purchases As Soon As This Quarter
Top on our market radar this morning: a Bloomberg News report says China is preparing to approve limited imports of Nvidia's H200 AI chips as soon as this quarter, restoring partial access to a massive market after years of restrictions.
If Bloomberg's report proves accurate, you can imagine how Jensen Huang is feeling right now.
Sources told the outlet that H200 approval would be limited to select commercial uses. The chip, which is used to train large AI models, would remain barred from the military, sensitive government agencies, critical infrastructure, and state-owned enterprises, with some limited exceptions.
For context, the H200 is an older-generation Hopper chip that the Trump administration has permitted for export to China, unlike the newer Blackwell or future Rubin processors, which remain restricted on national security grounds.
Last week, Reuters reported that major Chinese tech firms, including Alibaba ...
|
|
|
|
|
|
|
08.01.26 - 14:30
|
China to Approve Nvidia H200 Purchases, Trump′s Defense Spending Push | The Opening Trade 1/8/2026 (Bloomberg)
|
|
|
China plans to approve some imports of Nvidia's H200 chips as soon as this quarter, according to people familiar with the situation, giving the company renewed access to a critical market.
President Donald Trump demanded a $500 billion increase in annual defense spending and threatened to cut out some companies that would profit from the boost.
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, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
