I'm specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I'm a senior analyst at a multi-strategy hedge fund with 7 years of experience. I graduated from UCLA with a degree of Business Economics and UMich Ross School of Business with a Master of Accounting. My articles primarily focus on company fundamentals.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such pos ...

Turning now to two of America's premier semiconductor makers and their massive deal with White House, which gives the US government a 15% cut of some of their profit from sales to China. That's right, the agreement involves Nvidia and AMD. The companies make chips that are crucial to the artificial intelligence boom.This unusual business move integrating the US government in private enterprise. So, with that said, we got to bring in the perfect guy. NBC News business and data correspondent Brian Chung.Good ...

Stacey, we start with what you say initially. Look, 85% looks better than 0% in terms of revenues. But what is the precedent here.What is their long term access to China to. Yeah. So, again, I don't like the precedent that it sets.It feels like a very slippery slope. Again, like I said, 85% better than zero. I think it's better for them both for them as frankly as well as for for the U.S. in general to be able to sell into China.Like you don't want to hand the Chinese market for air over to Huawei. We want ...

Riva, you have more than two decades of experience as a geopolitical strategist advising companies on what on earth is happening around the world. Have you ever seen the United States impose what is essentially an export tax in exchange for those companies being able to export technology to a specific market. Well, unorthodox is an understatement here, right.And there's that whole pesky detail of what about Article one, Section nine of the Constitution that says no tax or duty shall be laid on articles expo ...

it doesn't mean that it can't happen. And when it does, people will feel a little nervous. >> I want to move and talk about since we since you mentioned sort of mega-cap tech, why the money continues to go there.Nvidia did get its target raise today. The stock's been trading around a new high. But the news today of what the president just referred to in his news conference called a restrictive covenant regarding Nvidia and AMD.And these 15% the pay of China chip sales, the revenue to the US government is re ...

Nvidia, AMD to Pay US 15% of China Chip Sales in Trump Deal. Listen for more on Bloomberg Intelligence. https://t.co/J0aQIighr6 ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

The pay of China chip sales, the revenue to the US government is really an extraordinary development. Aean Jabvers is following that for us as well as another story today that's been of interest in the news. But let's address this Nvidia and AMD part of it first. Uh because it really is new almost uncharted territory. Is it? Yeah, it is Scott. It's a new tax of sorts on American companies who want to get export license l licenses from the US government. We had a fascinating discussion live in the briefing r ...

I'm the finance executive editor Brian Singer taking a look at a live shot of the opening bells on Wall Street on this Monday morning. CF Industries ringing the bell at the NYC Doro Arc Acquisition Corp. Sounds like a stack getting things underway over at the NASDAQ. Uh now the rally of course rages on in what is becoming somewhat old hat in 2025.Stocks have entered a new week of trading hovering around at record highs. Markets are rallying around the notion the Fed slashes interest rates in September to ju ...

research@firstshanghai.com 新力量 New Force 第一上海研究部 总第 4834 期 2025 年 8 月 11 日 星期一 研究观点 【公司研究】 中国移动(941，买入）：经营业绩稳健增长，派息比率进一步提升 华虹半导体 (1347，买入）：需求景气度延续，运营趋势向好 超威半导体（AMD.买入）：预计今年 MI 系列销售额 80 亿美元，Q3 营收及毛利指引超 预期 宁德时代（3750，买入）: 产品保持高市占率，盈利水平稳健向上 【行业评论】 科技行业周报：算力景气持续，关注产业链延伸机会 评级变化 | 公司 | 代码 | 评级 | 目标价(港元） | | | 2025年EPS(港元) | | | 2026年EPS(港元) | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 新 旧 新 | 旧 | 变动 | 新 | 旧 | 变动 | 新 | 旧 | 变动 | | 中国移动 | 941 | 买入 买入 116.00 | 112.00 | 4% | 7.260 | 7.4 ...