>> NVIDIA OF THE WORLD'S MOST VALUABLE COMPANY UNDERWHELM'S ON EARNINGS AS INVESTORS DIGEST DECELERATING GROWTH. THIS AS IT CFO WEIGHS IN ON THE TRUMP ADMINISTRATION'S 15% COMMISSION ON SHIP SAILS TELLING US THE PLAN NEEDS TO BE CODIFIED FIRST. WE BREAK DOWN OF THEIR FROM THE TECH WORLD. SNOWFLAKE HP GAINING AFTER THE BELL BUT FIRST WE CHECK IN ON THIS MARKET WHICH IS DRAGGED TO LOWER BY ONE PIECE. LOOKING AT NVIDIA OFF 9/10 OF A PERCENT. AFTER-HOURS TRADE YESTERDAY MORE THAN 3% LOWER AS PEOPLE DIGEST THE C ...

China's been cracking down on Nvidia's H20 AI chips. I'm Christina Parts Douglas at CMC headquarters in New Jersey. And recent comments from Commerce Secretary Howard Lutnik on CNBC earlier in July are really just adding fuel to the fire.We want to keep having the Chinese use the American technology stack because they still rely upon it and that's key. So we try to play that balance. We don't sell them our best stuff. Not our second best stuff, not even our third best.I think fourth best is where we've come ...

Company Overview - Graphjet Technology has developed patented technology to recycle palm kernel shells into single layer graphene and artificial graphite, positioning itself as an innovative producer in the graphene and graphite market [6] Collaboration and Research - Graphjet has agreed to collaborate with the Centre for Materials Engineering and Smart Manufacturing (MERCU) at Universiti Kebangsaan Malaysia (UKM) to utilize graphite and graphene in additive manufacturing technology for advanced heat sinks [1][2] - The collaboration is part of the Consortium of Research Excellence (KKP) 2025 under the Malaysian Ministry of Higher Education [1] Technological Advancements - The completion of a new laboratory enhances Graphjet's capability for quality testing and research on its graphite and graphene products, reducing reliance on third-party testing services and improving turnaround times for development programs [2] - The focus on additive manufacturing technology aims to improve existing heat sinks and develop new advanced heat sinks, particularly for data centers [3] Market Demand - There is a surging demand for specialized chips, especially AI chips, which require more efficient cooling solutions, thus increasing the need for advanced heat sinks [3] - The data center industry is booming in Malaysia and Southeast Asia, with major companies like Amazon Web Services, Microsoft, Google Cloud, Alibaba Cloud, and Equinix & NTT investing in the region [4]

Market Trends & Regulatory Impact - Nvidia and AMD reportedly agree to give the US government 15% of revenue from AI chip exports to China in exchange for export licenses [1] - The agreement raises questions about national security concerns and whether the government is arbitrarily intervening in business deals [2][3] - China is reportedly downplaying the importance of the chips, citing potential security issues [4][5] - The situation sets a unique precedent for government intervention in the market, potentially mirroring China's approach [7][8] - The shift from viewing export controls as a national security issue to a trade issue is a concerning precedent [9][10] Company Performance & Competitive Landscape - The 15% revenue share may disproportionately affect AMD due to its lower margins compared to Nvidia [2][3] - The agreement could potentially benefit Nvidia more than AMD due to Nvidia's stronger margin position [3] - The involvement of the White House as a backer for Nvidia is seen as a powerful advantage [8] Potential Expansion & Future Implications - There are concerns that companies like Tesla and Apple could eventually be affected by similar regulations [6] - The situation may expand beyond AMD and Nvidia to include other chip players [6]

Market Trends & Trade Deals - S&P futures are up by 131%, with a new street high year-end target of 7100 [2] - A U S -E U trade deal has been reached, averting a trade war with a 15% U S tariff on most E U goods [7][8] - The E U will spend $750 billion on American energy and $600 billion investing in the U S [10] - U S and Chinese officials are meeting in Stockholm to discuss extending the trade truce, potentially for another 90 days [11][13] Company Performance & Deals - Samsung will produce AI semi-conductors for Tesla in a deal worth more than $16 billion [1][3][29] - Tesla shares are up 2% following the announcement of the Samsung deal [3] - Sarepta's stock is down 90% this year due to complications around the rollout of its gene therapy drug and an FDA probe into a related death [5][53] - Heineken beer sales declined in the last quarter, leading to its biggest intraday drop in months [30][73] Economic Outlook & Risks - Goldman Sachs notes reduced trade policy uncertainty risk due to the U S -E U deal, but warns of potential rate shock risk from the Fed [16][18] - The market is in a "Goldilocks regime" with bullish sentiment, but implied volatility and correlation are low, indicating a lack of expectation for negative surprises [16][19] - There's concern whether massive capital expenditures by tech companies will translate into the same profitability, potentially requiring a revisit of valuations [24][27]

Core Viewpoint - Microsoft is entering the handheld gaming console market with the launch of the ROG Xbox Ally and ROG Xbox Ally X, aiming to compete with Nintendo's recently released Switch 2 [1][2]. Group 1: Product Launch and Features - The ROG Xbox Ally handhelds will enable cross-device gameplay, allowing gamers to play "anytime, anywhere, on any device" [2]. - The ROG Xbox Ally X will feature the AMD Ryzen AI Z2 Extreme processor, while the standard ROG Xbox Ally will use the AMD Ryzen Z2 processor [4]. - The Nintendo Switch 2 utilizes a chip from NVIDIA, a leader in AI chips and GPUs, highlighting a key difference in hardware between the two consoles [4]. Group 2: Market Context and Competition - Nintendo has historically dominated the handheld market with successful consoles like the Game Boy, Nintendo DS, and Nintendo Switch [3]. - Microsoft aims to capture market share in both physical and handheld console segments, intensifying competition with Nintendo starting in 2025 [6]. - The new Microsoft handhelds are expected to launch in time for the holiday season in 2025, which is a peak shopping period for gaming consoles [5]. Group 3: Strategic Partnerships - Microsoft has partnered with Roblox to make its games playable natively on the new handhelds, marking a significant development for both companies [4]. Group 4: Financial Performance - Microsoft stock closed at $472.75, up 0.50%, and reached an all-time high of $473.43 during intraday trading, reflecting a 13% increase year-to-date in 2025 [6].