Nvidia CEO Jensen Huang sought White House permission to sell chips in China and offered to invest $500 billion in the U.S. as a sweetener. President Trump wanted something more. https://t.co/uXb5koO5PJ ...

Um so basically earnings have come in okay. They've beat kind of subdued expectations. The growth rate is moderate relative to history.Um what's your key takeaway so far and especially as we go into this very busy week. I mean so far to me one of the biggest takeaways from a macro perspective is that the US consumer at least to date is holding in pretty well. And I think that came across most strongly with the bank earnings.So to me that was important because we know the consumer is about 69% of the economy ...

Well, I think the great thing right now about Arizona is number one, we have existence proof that you can get extremely um you know complex advanced chips done in the US. So that's fantastic. We're going to start the production and now the idea is how can we move more faster.Um I think the AI action plan absolutely uh helps this notion of bringing up the resources that are necessary whether it's regulatory or power or you know just ensuring that there's a view that um this is a priority and if it's a priori ...