Core Viewpoint - Nvidia asserts compliance with laws following a Chinese investigation that found the company in breach of antitrust rules, highlighting the ongoing tech rivalry between China and the United States [1][4]. Group 1: Nvidia's Compliance and Investigations - Nvidia stated it complies with all laws in response to the Chinese investigation into its antitrust practices [1][2]. - China's market watchdog opened an investigation into Nvidia in December, concluding that the company violated anti-monopoly laws based on preliminary findings [4]. Group 2: US-China Tech Competition - The competition between the US and China in the semiconductor industry is intensifying, with Nvidia caught in the middle [2]. - Washington has restricted Nvidia from exporting its most advanced products to China and mandated that the company pay 15% of revenue from certain AI chip sales to the US government [3]. Group 3: Responses and Future Implications - In response to the investigation, China has expressed national security concerns regarding Nvidia chips and is encouraging local businesses to rely on domestic semiconductor suppliers [3]. - The announcement of the investigation coincided with trade talks between US and Chinese officials, indicating the broader implications of the tech rivalry [4][5].

President Trump’s administration revoked antitrust immunity for the agreement between Delta Air Lines and Grupo Aeromexico to plan and price flights from the start of 2026 https://t.co/gAdCKB5Z42 ...

Major U.S. indices ended in the green with the Dow Jones Industrial Average rising 0.1% to 45,883.45 and the S&P 500 gaining almost 0.5% to 6,615.28. The Nasdaq ended the day higher by 0.9% at 22,348.75.These are the top stocks that gained the attention of retail traders and investors through the day:Nvidia Corporation NVDANvidia’s stock experienced a slight decline of 0.04%, closing at $177.75. The stock reached an intraday high of $178.85 and a low of $174.51, with a 52-week range between $86.63 and $184. ...

Core Viewpoint - Nvidia is becoming a significant player in the US-China trade negotiations, with recent actions by China's market regulator indicating a violation of anti-monopoly laws, which may serve as leverage in ongoing negotiations [1][2]. Group 1: Regulatory Actions - China's market regulator announced that Nvidia violated anti-monopoly laws, coinciding with heightened tensions in US-China trade relations [1][2]. - The investigation into Nvidia began in December, shortly after the US imposed stricter chip export controls, suggesting a strategic timing to enhance China's negotiating position [2]. Group 2: Market Impact - Nvidia's shares experienced a slight decline of approximately 0.3%, reflecting broader selling pressure across the semiconductor sector due to China's anti-dumping probe targeting US analog chip suppliers [3]. - The company's revenue potential is significantly tied to demand from China, and the ongoing geopolitical tensions could limit Nvidia's upside in revenues and earnings if China continues to distance itself from US technology [4]. Group 3: Company Statements - Nvidia stated that it complies with the law in all respects, indicating a proactive stance in addressing the allegations [3]. - The company reported no sales to China-based customers for its H20 product in the second quarter, highlighting the current limitations on its revenue potential from the Chinese market [4].

Google (NASDAQ:GOOG) (NASDAQ:GOOGL) considered divesting pieces of its ad tech business to address antitrust concerns in Europe and the U.S., but a lawyer for the tech giant claims the Department of Justice has gone considerably further with its ...

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]

Google considered selling off parts of its ad tech business to resolve antitrust concerns in Europe and the US, a lawyer for the company said Monday, but a Justice Department proposal to force the sale of its advertising exchange goes much further https://t.co/nNCLtXHjE0 ...

Chinese regulators, on a day of U.S. trade talks, said that an acquisition by Nvidia had violated antimonopoly regulations. ...

Group 1 - China's top competition regulator has found that Nvidia violated the country's antitrust laws following a preliminary investigation [1] - The investigation was initiated due to Nvidia allegedly breaching conditions from its 2020 acquisition of Mellanox Technologies, valued at $6.9 billion [2] - Nvidia's shares fell over 1.5% in premarket trading, reaching $175.11 [2] Group 2 - Nvidia generated $17 billion in revenue from China in its last fiscal year, accounting for approximately 13% of total sales [3] - Nvidia's CEO estimated potential earnings of $15 billion from sales of H20 AI chips to China [3] Group 3 - The antitrust probe announcement coincides with U.S.-China trade talks in Madrid, where discussions include the fate of TikTok [4] - U.S. Treasury Secretary indicated that both sides are close to an agreement, but Beijing's approval may depend on trade concessions [4]

Core Viewpoint - The European Commission has accepted Microsoft's commitments to address antitrust concerns regarding the integration of Teams with its Office 365 and Microsoft 365 suites, making these measures legally binding under EU antitrust laws [1][6]. Group 1: Antitrust Concerns - The investigation by the European Commission focused on Microsoft's bundling of Teams with popular productivity applications like Word, Excel, PowerPoint, and Outlook, raising concerns about potential anticompetitive behavior [2][4]. - The EC's investigation, initiated in July 2023, preliminarily identified issues with Microsoft's integration of Teams since April 2019, suggesting it may violate Article 102 of the Treaty on the Functioning of the European Union [4]. Group 2: Microsoft's Commitments - Microsoft will offer versions of Office 365 and Microsoft 365 without Teams at a reduced price, allowing customers, including those with long-term licenses, to switch to these new versions [2][3]. - The company will enhance interoperability between competing products and Microsoft services and improve data portability from Teams to other platforms [3]. - Starting from November 1, 2025, customers will have the option to choose between product suites with or without Teams globally [3]. Group 3: Market Test and Pricing Adjustments - A market test conducted between May and June 2025 led to Microsoft agreeing to increase the price difference between packages with and without Teams by 50% for certain business segments [5]. - Microsoft also committed to prominently advertising both options to ensure customer awareness [5]. Group 4: Background and Reactions - The agreement follows complaints from Slack Technologies and alfaview regarding Microsoft's competitive practices, which were retracted after Microsoft's proposed commitments [6]. - EC executive vice-president Teresa Ribera emphasized the importance of collaboration tools, especially post-pandemic, and highlighted the binding nature of Microsoft's commitments to end tying practices that hinder competition [6].