Think this is, you know, getting to be the end of this long lingering drama, this big open question of how is this effective ban on this app going to play out. This looks like a resolution that that should keep tick tock, continuing to operate in the United States and under a new structure that that is majority owned in the US itself. I think there are real questions about whether this really adheres to all the limits in in the law that Congress adopted.But at the same time, I'm not sure there's going to be ...

We are following two major media stories tonight. And if you aren't following them, turn the volume up. Let's start with TikTok.The mega popular video sharing platform has officially finalized a deal to create a new American entity averting a U .S. ban, a ban that was voted on, signed, approved. Now we're just pretending that never happened by handing a majority ownership, not the whole thing to several big U .S.firms, many of which have very close ties to President Trump. Meanwhile the FCC now claims dayti ...

Market Overview - Stock futures are modestly lower, influenced by Intel's significant pre-market decline and ongoing geopolitical uncertainty [1] - Markets are trading mixed and cautiously softer after a volatile week reflecting shifting investor sentiment around geopolitics, earnings, and economic data [1] Commodity Trends - Gold continues to see strong demand, trading near record levels, while the silver spot price has surpassed $100 per ounce [2] Futures Performance - In pre-market trading, S&P 500 futures fell 0.19%, Nasdaq futures fell 0.23%, and Dow futures fell 0.43% [2] Company Movements - Life360 (LIF) up 23% after FY25 pre-announcement [5] - Nvidia (NVDA) up 1% following reports that Chinese regulators are preparing for orders of Nvidia's H200 AI chips [5] - Intel (INTC) down 12% after a weak outlook [5] - Other notable movements include Booz Allen (BAH) up 6%, Intuitive Surgical (ISRG) up 3%, and Capital One (COF) down 4% [5]

Core Viewpoint - Nvidia is poised for significant growth as Chinese regulators may approve the sale of its H200 AI chips, which could unlock a lucrative market previously restricted due to export limitations [2][3][5]. Group 1: Market Dynamics - Nvidia has been a key player in the AI revolution, with its GPUs being the preferred choice for AI applications [2]. - The company faced challenges due to restrictions on sales to China, one of its largest markets, impacting its overall performance [2]. - Recent reports indicate that Chinese tech giants like Alibaba, Tencent, and ByteDance are being instructed to submit orders for Nvidia's H200 chips, suggesting a potential easing of restrictions [3][5]. Group 2: Financial Implications - In 2024, sales of lower-quality AI chips to Chinese customers reached $17.1 billion, despite the absence of sales from Nvidia's advanced chips [6]. - CEO Jensen Huang noted that demand for H200 chips in China is "very high," with potential sales exceeding $50 billion annually if imports are approved [7]. - Nvidia has reportedly received orders for 2 million H200 chips at $27,000 each, which could generate $54 billion in revenue, subject to a 25% export levy, resulting in $40 billion in incremental revenue [7][8]. Group 3: Future Projections - Nvidia has not factored in sales to China in its forecasts, which could significantly enhance its outlook [10]. - The company has an AI chip sales backlog of $500 billion for the next six quarters, with expectations for this figure to grow [10]. - Analysts project Nvidia's revenue for fiscal 2027 to be $320 billion, with the potential for earnings per share (EPS) to reach $8.29, suggesting a possible share price increase to $385, representing a 105% gain from current levels [10].

>> THIS IS BALANCE OF POWER. JOE: FROM BLOOMBERG'S WASHINGTON, D.C. STUDIOS, WELCOME TO "BALANCE OF POWER. PRESIDENT TRUMP REVIVING HIS THREATS AGAINST IRAN'S SENIOR LEADERSHIP AS A CARRIER STRIKE GROUP MAKES ITS WAY TOWARD THE MIDDLE EAST. MORE ON WHAT THE LATEST MOVE MEANS FOR TENSIONS IN THE REGION.PLUS, MOMENTUM BUILDING AROUND BLACKROCK'S RICK RIEDER AS A POTENTIAL FED CHAIR. THE PRESIDENT APPARENTLY IMPRESSED BY HIS WALL STREET EXPERIENCE AND IDEAS FOR OVERHAULING THE FED. WHAT THIS COULD SIGNAL FOR B ...

Group 1 - The U.S. and China have approved a deal for TikTok's U.S. business to be sold to a consortium led by Oracle Corp. and Silverlake, resolving a long-standing dispute over national security concerns [1] - The agreement allows ByteDance to retain just under 20% ownership of the U.S. business, while Oracle, Silverlake, and MGX will each hold 15% stakes [2] - The deal is expected to close this week, meeting a deadline set by the Trump administration for ByteDance to divest its U.S. operations [4] Group 2 - The valuation of TikTok's U.S. unit is estimated at approximately $14 billion, although the final sale price has not been disclosed [5] - Negotiations regarding TikTok's algorithm, a key issue in the U.S.-China discussions, remain unclear [5]

Will Tik Tok's new owners in the US mess with your feeds. Here's what you need to know. On January 22nd, Tik Tok's deal to split off its US operations closed, giving the cloud giant Oracle and a group of investment firms a chunk of the video sharing platform.Bite Dance, Tik Tok's China based parent company, still has a 19.9% stake, satisfying the federal Tik Tok ban law that went into effect last year. So, how might this affect your feed. For one, the new Tik Tok US will retrain, test, and update its algori ...

TikTok picked an insider to lead its newly created US business, choosing an executive with deep ties to the entertainment world and history reporting up to ByteDance’s leadership https://t.co/Ufl4fNzrXC ...

分组1 - Intel's stock has plunged due to a disappointing sales outlook, marking its largest drop since August 2022, with a 15% decline in a volatile trading week [1][7] - The company is facing significant manufacturing and execution issues, particularly with yield and production of server chips, leading to unfulfilled orders [1][3] - Analysts express concerns about Intel's ability to attract external customers for its foundry business if manufacturing processes do not demonstrate high efficiency [1][3] 分组2 - Chinese tech firms, including Alibaba, Tencent, and ByteDance, have received approval to prepare orders for NVIDIA's H200 chips, indicating a potential thaw in U.S.-China tech relations [2][4] - The approval comes with caveats, as Chinese officials are cautious about the chips being used in sensitive sectors like the military [2][4] - Analysts suggest that this development could open up significant market opportunities for NVIDIA in China, although the exact size of this opportunity remains uncertain [2][4] 分组3 - Tesla has begun offering robotaxi rides in Austin without a human safety driver, marking a significant step in autonomous vehicle technology [4][5] - The development is seen as a confidence boost for Tesla's vision-only platform, which relies solely on cameras, contrasting with competitors like Waymo that use multiple sensors [4][5] - Consumer acceptance of autonomous vehicles is growing, particularly in markets like San Francisco, where users are increasingly comfortable with ride-hailing services [5] 分组4 - Capital One has agreed to acquire fintech startup Brex for $1.51 billion, marking the largest acquisition for the bank since its purchase of Discover [7][8] - The acquisition is seen as a strategic move to combine Brex's technology with Capital One's scale and resources, aiming to accelerate product development [7][8] - Brex's valuation has significantly decreased from its previous $12 billion valuation, reflecting broader market trends in fintech [7][8] 分组5 - Apple is experiencing a rough week, with its stock on track for an eighth consecutive weekly decline, the worst run since May 2022 [6] - Jon Ternus, Apple's hardware chief, has been given additional responsibilities overseeing design teams, positioning him as a potential successor to CEO Tim Cook [6][6] - The focus for Ternus will likely be on the development of a foldable iPhone, which is anticipated to be a key growth driver for the company [6][6]

Today in Bloomberg Deals: Goldman’s activism head says targets can expect more of the same this year, plus ByteDance takes the next step toward transferring its US assets. https://t.co/HZlYSwgwU3 ...