Hello everyone. A top Wall Street analyst says that AI is not in a bubble. We've got new data on the US China trade negotiations and Miami Mayor Francis Suarez.He's going to join us to explain the power of capitalism and why technology companies are flocking to cities that are encouraging innovation. We are live today from the desk of Anthony Pompiano. Before we get into today's episode, I need your help.My goal is to get to 1 million subscribers on YouTube. So, go ahead and hit that button. There's 33,782 ...

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].