Core Viewpoint - China has initiated an antitrust investigation into Qualcomm Inc.'s planned acquisition of Autotalks, signaling increased scrutiny on major US technology firms [1] Group 1: Investigation Details - The antitrust probe targets Qualcomm Inc., a significant player in the semiconductor industry [1] - The investigation comes just before an important meeting between the leaders of China and the United States, indicating potential geopolitical implications [1] Group 2: Market Impact - The announcement of the investigation had an immediate negative effect on Qualcomm's stock price, reflecting investor concerns over regulatory challenges [1]

Core Viewpoint - Nvidia's shares declined after announcing a charge of up to $5.5 billion due to China export restrictions, impacting its ability to export the H20 chip without a license, which is unlikely to be granted [1][2]. Financial Impact - Analysts estimate that the revenue impact from the restrictions could be significant, with Wedbush projecting a 10% revenue decrease, while Bank of America suggests a potential 9% to 13% reduction in 2025 and 2026 under a "dire" tariffs scenario [2]. - Nvidia reported $17.1 billion in revenue for fiscal 2025, indicating that the loss from China could be around 13% of total revenue, which has been declining over the past two years [3]. Regulatory Challenges - The House Select Committee is investigating Nvidia's relationship with DeepSeek, a Chinese AI start-up, labeling it a national security threat due to its use of Nvidia chips [5]. - Nvidia has been asked to provide documentation regarding its customer transactions in China and Southeast Asia amid concerns of chip diversion against U.S. export rules [6]. Company Reputation - Nvidia has faced previous fines, including a $5.5 million penalty related to SEC investigations, and is currently under antitrust scrutiny in France and China [7]. - The ongoing investigation may affect Nvidia's reputation, but it could also be seen as a recognition of the company's advanced technology [8]. Future Outlook - If the investigation clears Nvidia, it could enhance the company's standing, making its stock an attractive buy despite the current challenges [10].