Let's now bring in a Tesla shareholder, CNBC contributor, San Hills Global Advisors, Brenda Vanello. Brenda, this is a scenario where a lot of folks have been looking for some kind of catalyst for Tesla to resume a sustained trend higher. Is this the one.>> I think it's one of many catalysts that are out there, but I think it's definitely a great vote of confidence. I mean, there was so many questions about whether Elon was really focused on Tesla for a period of time and whether the work that he was doing ...

Market Overview - The S&P 500 and Nasdaq have reached new all-time highs, driven by positive sentiment regarding a potential trade deal between the U.S. and China, particularly concerning TikTok's operations in the U.S. [1] - China's Ministry of Commerce has initiated an anti-dumping investigation into American-made analog integrated circuits, which may complicate trade negotiations [1] Nvidia and Mellanox - Nvidia is facing antitrust accusations from China related to its $7 billion acquisition of Mellanox Technologies in 2020, although Nvidia's shares showed resilience, only dipping slightly in premarket trading [1] - Nvidia's spokesperson emphasized compliance with the law and cooperation with government agencies regarding export controls [1] - The acquisition of Mellanox has significantly enhanced Nvidia's data center strategy, with networking revenues reaching a record $7.3 billion last quarter, driven by strong demand for its products [1] Cybersecurity Sector - CrowdStrike and Palo Alto Networks have seen stock price increases, outperforming the tech-heavy Nasdaq [1] - Palo Alto Networks received a boost from Wedbush Securities, which added it to their "best ideas" list, highlighting fiscal year 2026 as a pivotal year for its platformization strategy [1] - CrowdStrike is under observation during its annual Fal.Con conference, with an investor briefing scheduled for Wednesday [1] Upcoming Economic Data - No major earnings reports are expected after Monday's close, but minor reports from Dave & Buster's and Ferguson are anticipated [1] - Key economic data, including the August retail sales report and industrial production figures, will be released on Tuesday, leading up to the Federal Reserve's interest rate decision on Wednesday [1]

U.S. stocks opened Monday with modest gains, as investors reacted to President Trump's optimistic remarks on U.S.-China trade talks and braced for the Federal Reserve's upcoming interest rate decision. The S&P 500 and Nasdaq Composite are poised to extend last week's record highs, while the Dow Jones Industrial Average remained largely unchanged.President Trump's comments that "China talks are going well" helped lift investor sentiment, contributing to the positive market tone. However, the broader market's ...

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 ...

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. ...

Core Viewpoint - China has initiated an antitrust investigation against Nvidia, claiming violations related to its acquisition of Mellanox Technologies, which adds pressure on U.S.-China trade negotiations [1][8][9] Group 1: Nvidia's Antitrust Issues - The Chinese antitrust regulator is investigating Nvidia's $7 billion acquisition of Mellanox Technologies, which was approved under conditions that included ensuring chip supply to China [2][8] - Nvidia is facing scrutiny for halting the supply of its advanced chips to China due to U.S. export controls, which contradicts its earlier commitments to provide uninterrupted chip supply to Chinese customers [9][13] Group 2: U.S.-China Trade Relations - The investigation coincided with U.S. Treasury Secretary's announcement of a framework deal on TikTok, indicating ongoing trade negotiations between the two countries [5] - The U.S. government has restricted Nvidia and other American chip vendors from selling high-end AI chips to China since 2022, complicating Nvidia's position in the market [2][12] Group 3: China's Chip Industry Developments - Despite American restrictions, China is making progress in developing its own chips, although it has not yet achieved the capability to produce chips as powerful as Nvidia's [12][15] - Chinese companies like Huawei, Alibaba, and Baidu are increasingly utilizing domestically developed chips in their AI infrastructure, reflecting a push towards self-sufficiency in technology [14][15]

Core Viewpoint - Trade tensions between China and the U.S. regarding semiconductors have intensified, particularly following China's antitrust ruling against Nvidia related to its acquisition of Mellanox Technologies for $7 billion [1][2]. Group 1: Regulatory Actions - China's State Administration for Market Regulation found Nvidia in violation of antitrust regulations concerning its 2020 acquisition of Mellanox Technologies [1]. - Nvidia stated its commitment to comply with laws and cooperate with government agencies regarding the impact of export controls on competition [2]. Group 2: Trade Negotiations - The ruling against Nvidia is expected to negatively impact ongoing tariff negotiations between the U.S. and China, which are currently taking place in Madrid [2]. - Access to Nvidia chips remains a significant point of contention in U.S.-China relations, despite the trade discussions not being specifically focused on semiconductors [2]. Group 3: Export Controls and Licensing - The Biden administration's AI Diffusion Rule aimed to restrict U.S.-made AI chips to various countries, with specific limitations for China and other adversaries [3]. - Although the U.S. Department of Commerce repealed the AI rule in May, the future of AI chip exports to China remains uncertain due to previous licensing agreements imposed by the Trump administration [4]. - A recent deal requires companies selling chips to China to remit 15% of their revenue to the U.S., while China has discouraged purchases of Nvidia chips, resulting in none of Nvidia's chips passing through the new export process [5].

Nvidia (NASDAQ:NVDA) responded to China's antitrust concerns on Monday, and said it will cooperate with all relevant agencies. “We comply with the law in all respects,” an Nvidia spokesperson told Seeking Alpha. “We will continue to cooperate with all relevant government agencies ...

US China trade talks now facing even higher stakes after Chinese regulators announced today that Nvidia violated one of its antitrust laws with its 2020 acquisition of Melanox. Our Christina parts Nevos has more on that in today's tech check. They're going back a ways on this one.KP. Yeah, they are. So, five years.Well, China's market regulator, like you said, announced this morning that Nvidia violated anti- monopoly law. But this isn't really about antitrust. It's about leverage.Beijing launched this prob ...