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Nvidia approved to sell H20 GPUs in China. 🇨🇳
Yahoo Finance· 2025-07-15 21:20
The US government has approved for us uh filing licenses to start uh uh shipping H20s. So, we will start to uh sell H20s to the Chinese market and I'm looking forward to uh shipping H20s uh very soon. And so, I'm very happy with that with that.Very very good news. ...
Nasdaq climbs as Nvidia stock soars on plans to resume chip sales in China
Yahoo Finance· 2025-07-15 21:08
Nvidia eyes a fresh record close on plans to resume AI chips sales in China. Inflation ticks higher in June with CPI rising 2.7% on an annual basis. President Trump attends an energy and AI summit in Pittsburgh, Pennsylvania. #youtube #nvidia #stocks About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at financ ...
Nvidia, AMD, Meta, and the AI trade: Analyst weighs in
Yahoo Finance· 2025-07-15 21:03
Well, tech is lifting the broader markets today. Nvidia's rally sending the S&P 500 and NASDAQ to fresh intraday highs. Joining me now is Doug Clinton, Intelligent Alpha founder and CEO.Doug, it's so interesting because we have this going on. At the same time, there's this big event expected in Pennsylvania. We've been getting little trickles of announcements out that various companies including Google are going to be spending more money on data centers and on power investments for those data centers.So whe ...
Strategist details why investors should be diversified beyond Nvidia.
Yahoo Finance· 2025-07-15 20:42
Investment Strategy - Suggests considering taking profits on Nvidia, implying potential overvaluation [1] - Emphasizes the importance of diversification and avoiding chasing "shiny objects," with Nvidia currently considered as one [2] - Acknowledges the appeal of investing in high-performing stocks but cautions against excessive exposure [2] Market Sentiment - Notes that investors are consistently drawn to the "hottest thing" and "strongest thing" in the market [2] - Implies Nvidia's $4 trillion valuation may warrant a reevaluation of investment positions [1]
US stocks close higher, Nvidia reaches $4 trillion market cap, Trump unveils more tariff letters
Yahoo Finance· 2025-07-15 19:55
US stocks close higher, Nvidia reaches $4 trillion market cap, Trump unveils more tariff letters All three major indexes closed in the green with the Nasdaq notching a record close. Nvidia became the first company to reach a $4 trillion market cap. President Trump sent out seven more letters to trade partners. We look at the impact on markets and the future of trade. #youtube #stocks #news About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, co ...
Bitcoin falls below $120,000. Is now the time to buy?
Yahoo Finance· 2025-07-15 19:43
Joining me now is Andy Bear, managing director of Coindesk Indices, who watches all of this very, very closely. Andy, it's great to have you here given the action that we've been seeing lately, which has been really interesting. So, there's all of the sort of fundamental enthusiasm that's going on, institutional adoption, what's happening in Congress during so-called crypto week, and then as always, there are sort of technical effects in the market.So, how do we, you know, how do you attribute sort of each ...
JPM earnings: Where Jamie Dimon sees risks in U.S. economy.
Yahoo Finance· 2025-07-15 19:23
Risk Reduction - Extending the tax bill for businesses reduces risk by providing clarity on future taxes [1] - Progress in tariff negotiations, including announcements and delays, slightly reduces risk associated with tariffs [1] - The industry hopes that some frameworks are completed soon, ideally before August 1st [2]
What former Governor Ann Richards taught me about money
Yahoo Finance· 2025-07-15 18:55
Financial Inclusion & Personal Finance - Importance of understanding money flow for personal freedom and community power [1] - Personal finance journey of Shamina Singh, including student debt and home buying [1] - Significance of using financial tools, especially for marginalized groups like queer women of color [1] Career & Values - Shamina Singh's transition from politics to finance, influenced by Sikh values of service [1] - Impact of Ann Richards' lesson on understanding money movement for real impact [1] Yahoo Finance Resources - Yahoo Finance provides free stock ticker data, news, portfolio management resources, and market data [1] - Yahoo Finance offers an app available on Apple and Android [1] - Yahoo Finance is present on social media platforms like X, Instagram, TikTok, Facebook, and LinkedIn [1]
Nvidia stock hits record highs again, Trump pressures Fed to cut rates
Yahoo Finance· 2025-07-15 17:09
Market Catalysts anchor Julie Hyman breaks down the latest market moves for July 15, 2025. Nvidia stock hits record highs again on news that the company received assurances from the Trump administration that it would be granted permission to sell its H20 chips in China. President Trump continues to pressure the Fed to cut rates. This time, after the June CPI data came in, indicating that inflation rose slightly. We look at the outlook for Fed rate cuts and what it means for the economy and investors. For mo ...
Nvidia stock jumps to record highs, here's why
Yahoo Finance· 2025-07-15 16:56
Nvidia and China Market - Nvidia expects to resume H20 chip sales in China after CEO's meeting with President Trump [1] - The H20 ban was a $25 billion headwind to revenues in Q1 and is expected to be an $8 billion headwind in Q2 [3] - Historically, China accounted for 20-25% of Nvidia's data center business, but it dropped to zero due to the H20 ban [3] - Nvidia anticipates China to potentially return to 10-15% of its data center business, similar to pre-H20 ban levels [4] - Nvidia has developed the RTX Pro GPU, compliant with the China market [4] Competition and Innovation - China is innovating in chip development, but lags behind Nvidia and lacks Nvidia's ecosystem [5][6] - Nvidia needs to balance maintaining competitiveness and preventing China from accelerating its AI capabilities [7] - Custom silicon development (ASICs) by hyperscalers faces challenges in flexibility and usability [13][14][15] - Despite some companies developing their own chips, they still purchase GPUs, indicating that both will coexist [16] Market Outlook and Demand - Strong demand signals exist, with hyperscalers planning for millions of XPUs by 2027 [8][9] - Broadcom and TSMC project strong growth continuing until the end of the decade [9] - The global economy's replatforming and increasing capital intensity will fuel investments in XPUs and Nvidia [11]