Nvidia Corp‘s NVDA China dream is unraveling fast. Just as the company thought it had a workaround for U.S. export limits, Beijing slapped down its custom AI chips and opened an antitrust probe, turning one of its most strategic markets into a geopolitical minefield. Investors now face a stark question: can Nvidia thrive in AI if China is off-limits?Track NVDA stock here.From Workarounds To Dead EndsThe latest blow came when China's Cyberspace Administration ordered tech giants like ByteDance and Alibaba Gr ...

Based on my forward assessment of Nvidia (NASDAQ: NVDA ) stock, I assigned a ‘Strong Buy’ rating on it. In simple words, Nvidia is architecting the multi-trillion-dollar AI industrial shift and transitioning from a chip supplier to the first moverAnalyst’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 positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving ...

Following the lackluster performance seen on Tuesday, stocks are likely to continue to experience choppy trading early in the session on Wednesday. The major index futures are currently pointing to a roughly flat open for the , with the S&P 500 futures down by less than a tenth of a percent.Traders may continue to stick to the sidelines ahead of the Federal Reserve's highly anticipated monetary policy announcement later this afternoon.With the Fed widely expected to lower interest rates by 25 basis points, ...

Investment Rating - The report maintains an "Overweight" rating for the communication industry [5]. Core Insights - The communication industry experienced steady revenue growth and accelerated profitability in H1 2025, with total revenue reaching 1,785 billion yuan, a year-on-year increase of 10.07%, and net profit attributable to shareholders at 160.43 billion yuan, up 11.26% year-on-year [2][8]. - In Q2 2025, the industry continued to show robust growth, with revenue of 942.48 billion yuan, reflecting a year-on-year increase of 10.91%, and net profit attributable to shareholders of 98.68 billion yuan, up 12.33% year-on-year [11]. - Key sectors such as optical modules, communication PCBs, network equipment manufacturers, and IoT modules demonstrated strong performance, ranking among the top five in revenue and net profit growth rates [14][16]. Summary by Sections 1. H1 2025 Performance Overview - The communication industry achieved total revenue of 1,785 billion yuan in H1 2025, with a year-on-year growth of 10.07%, and net profit attributable to shareholders of 160.43 billion yuan, up 11.26% year-on-year [2][8]. 2. AI Industry Chain Investment - Overseas cloud vendors are expected to maintain optimistic growth in capital expenditures, with a total of 95 billion USD in Q2 2025, marking an increase of 82.96% year-on-year [22]. - Major companies like Apple and Meta are significantly increasing their investments in AI infrastructure, indicating a robust outlook for the AI industry chain [22][24]. 3. Sector Performance Changes - The optical module and device sector reported revenue of 479.88 billion yuan in H1 2025, with a year-on-year increase of 64.88%, and net profit of 108.76 billion yuan, up 111.99% year-on-year [31]. - The communication PCB sector achieved revenue of 572.49 billion yuan in H1 2025, reflecting a year-on-year growth of 37.66%, and net profit of 80.58 billion yuan, up 80.79% year-on-year [36]. - The network equipment sector generated revenue of 5,071.11 billion yuan in H1 2025, with a year-on-year increase of 28.86%, and net profit of 191.84 billion yuan, up 19.57% year-on-year [40]. 4. Telecom Operators' Performance - The basic telecom operators' sector reported revenue of 10,133.93 billion yuan in H1 2025, a slight increase of 0.33% year-on-year, with net profit of 1,136.01 billion yuan, up 5.14% year-on-year [54]. - China Mobile's total connections reached 3.815 billion, with a net increase of 145 million, and its digital transformation revenue grew by 6.6% year-on-year [55].

Kevin Green, senior markets correspondent to help set up the action today. All right, KG, before we get into the Fed, let's talk about where we are with markets, although, you know, they're kind of part and parcel this week in terms of how stocks have been moving. Uh, so we backed away a little bit from records yesterday.Um, and it seems to me that's in anticipation of the Fed. How would you characterize it. Yeah, I would agree.Actually, if you kind of look at the NASDAQ, the NASDAQ has been on a really agg ...

I started trading on the Moscow Exchange in 2005 as a private trader. Since 2010, I have been a financial markets analyst. I worked as an analyst in several brokerage companies in Russia and then in Ukraine since 2018. I also worked for a leading financial media outlet in Ukraine, covering global markets for Ukrainian readers. I specialize in macroeconomics and general market trends. I am also interested in history and philosophy. Although I received my economic education at Yakutsk State University, I am s ...

1. 美国三大股指期货涨跌不一，纳指期货、标普500指数期货跌0.04%，道指期货涨0.08%。 11. 葛兰素史克计划未来五年在美国投资300亿美元用于研发和供应链基础设施建设。 2. 欧股主要指数普涨，德国DAX指数涨0.18%，英国富时100指数涨0.26%，法国CAC指数跌0.1%，欧洲 斯托克50指数涨0.01%。 3. 美联储将于北京时间次日凌晨2点公布利率决议，市场普遍预期降息25个基点，利率区间达到4%至 4.25%。 4. 白宫贸易顾问纳瓦罗：美联储今天应降息50个基点，下次会议再降50个基点。 5. 美银调查：全球基金经理人现金持有比例连续3月维持在3.9%的低位，股票配置净增持比例则达7个 月来最高水平。 6. 美国科技巨头承诺在英国投资逾400亿美元，其中微软将向AI基础设施和现有业务投入投资300亿美 元。 7. 英伟达携手OpenAI等AI巨头在英国投资110亿英镑，推进"星际之门"项目。 10. 礼来将于数周内在美国、英国、欧盟、日本和中国提交减肥药Orforglipron审批申请。 12. 激进投资者Elliott斥资逾20亿美元入股Workday，并公开支持现有领导团队。 ( ...

US equity futures are flat into today's Fed decision, with the long end of the yield curve moving lower. As of 8:10am ET, S&P and Nasdaq futures are down 0.1%, with Nvidia lower in premarket trading after the FT reported that China has ordered some companies to terminate orders for a certain type of AI chip (AMD -1%, AVGO flat). Other Mag7 names are flat. Cyclicals are under pressure. In other assets ahead of the Fed, the dollar is near its lowest level in three years although it is catching a bid after los ...

Core Insights - Nvidia CEO Jensen Huang expressed disappointment over China's reported ban on Nvidia's AI semiconductors, including the H20 chip, which affects major companies like ByteDance and Alibaba [2] - Huang indicated that Nvidia's contributions to the Chinese market have been significant, but geopolitical tensions between the U.S. and China are influencing the company's operations [2][6] - Nvidia has advised financial analysts to exclude China from their forecasts due to the uncertainty stemming from U.S.-China discussions [2][3] Company Developments - The U.S. government previously imposed restrictions on Nvidia's AI chip exports to China, citing national security concerns, which included the H20 chip [2][3] - A deal was struck between President Trump and Huang in August, allowing Nvidia to receive export licenses in exchange for 15% of H20 sales in China going to the U.S. government [3] - Nvidia is currently facing an anti-monopoly investigation in China regarding its acquisition of Mellanox, a company specializing in network solutions [4] Investment and Market Importance - Nvidia announced a £11 billion ($15 billion) investment in U.K. AI infrastructure, alongside other U.S. tech giants making similar multibillion-dollar investments [5] - Despite the geopolitical challenges, Huang emphasized the importance of the Chinese AI sector, describing it as large and vibrant, and reaffirmed Nvidia's commitment to support both the Chinese government and U.S. government [5][6]

U.S. House Speaker Mike Johnson (R-LA) speaks with reporters outside his office in the U.S. Capitol in Washington, D.C., U.S., Sept. 11, 2025.Republican House Speaker Mike Johnson called China an "adversary" of the U.S. on Wednesday after a report that the country has told tech companies to stop buying Nvidia's artificial intelligence chips.The Cyberspace Administration of China ordered companies to halt purchases of Nvidia's RTX Pro 6000D, a chip that was made for the country, the FT reported, citing peopl ...