For more on what this may all mean or not mean, let's bring in Bernstein senior analyst Stacy Rasg. Stacy kind of hit with a an antirust accusation and the stock market snores. >> Well, you got to remember they're not selling anything in China right now. >> They want to >> they they want to and actually the reason we're they're not selling right now it is because of the China side.The US seems to be getting a little more flexible on that. Um it's sort of unfortunate because you know supposedly the antitrust ...

MATT: FUTURES HIGHER ON A FLURRY OF HEADLINES. I AM MATT MILLER. DANI: AND I AM DANI BURGER. BLOOMBERG "OPEN INTEREST" STARTS RIGHT NOW. MATT: COMING UP, PRESIDENT TRUMP WANTS TO SCRAP QUARTERLY EARNINGS, A MOVE THAT COULD CREATE A TECTONIC SHIFT IN U.S. EQUITY MARKETS. THE PRESIDENT ALSO SAYS HE WILL SPEAK WITH XI JINPING ON FRIDAY AS CHINA RAISES TRADE TENSIONS BY INVESTIGATING NVIDIA. AND GO BIG OR GO HOME. PRESIDENT TRUMP PREDICTS A HEFTY CUT FROM THE FED AS OFFICIALS JUGGLE A HIGH-STAKES MOMENT FOR THE ...

From left, Advanced Micro Devices CEO Lisa Su and CoreWeave CEO Michael Intrator testify before the Senate Committee on Commerce, Science, and Transportation in Washington on May 8, 2025. The tech leaders testified about the global artificial intelligence race and where the United States can remain competitive.CoreWeave shares jumped as much as 8% on Monday after the provider of cloud infrastructure for artificial intelligence workloads disclosed an order worth at least $6.3 billion from Nvidia.Under the te ...

Nvidia uh becoming the latest pawn in the US China trade negotiations. Christina Partzene has more on that layer in tech check. Christina Leslie.Well, China's market regulator announced this morning that Nvidia violated anti- monopoly law. But this is more than just about antirust. It's also about leverage.Beijing launched this probe in December, just one week after Washington unveiled tougher chip export controls and conveniently announced the quote violation today as US China trade negotiators just finish ...

Nvidia uh becoming the latest pawn in the US China trade negotiations. Christina Partzene has more on that layer in tech check. Christina Leslie.Well, China's market regulator announced this morning that Nvidia violated anti- monopoly law. But this is more than just about antirust. It's also about leverage.Beijing launched this probe in December, just one week after Washington unveiled tougher chip export controls and conveniently announced the quote violation today as US China trade negotiators just finish ...

Nvidia (NASDAQ:NVDA ) has been the obvious winner over the past three years if we look at the sheer amount of money pouring into it. ...

SINGAPORE—China said an initial probe found Nvidia violated the country’s antimonopoly law, heightening pressure on Washington during the latest round of U.S.-China trade talks that ended Monday. Beijing’s antitrust regulator cited the violations in connection with Nvidia’s acquisition of an Israeli company that was completed in 2020. The regulator said the investigation was continuing, and it didn’t elaborate on the preliminary findings or say whether it would punish Nvidia.Beijing approved the deal after ...

The S&P 500 Index ($SPX) (SPY) today is up +0.52%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.29%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.60%.  September E-mini S&P futures (ESU25) are up +0.51%, and September E-mini Nasdaq futures (NQU25) are up +0.59%. Stock indexes are climbing today, with the S&P 500 and Nasdaq 100 posting new all-time highs.  Falling bond yields are supportive for stocks ahead of the Tue/Wed FOMC meeting, when the Fed is expected to cut interest rates by 25 bp.  Th ...

Polymarket leaning even heavier into TradFi with “Earnings Markets”Now you can bet on Apple and Nvidia earnings every quarterhttps://t.co/bAwNJXRYJs ...

our largest customer. I can't share the exact percentage, but the breakdown is relatively similar to Nvidia. And part of the reason is that concentration is relevant, but the high order bid is like building a phenomenal business that's creating a lot of value for the most important customers, right. And like ultimately Nvidia is worth trillions of dollars and some of the best empirical evidence that it's okay to have a business that leans into a handful of customers, especially when those customers are the ...