Beijing has asked some Chinese tech companies to halt orders for Nvidia's H200 chips this week, and it may mandate domestic AI chip purchases, the Information reported on Wednesday, citing people fami... ...

Richmond Fed President Tom Barkin said on Tuesday that the outlook for monetary policy remains in a “delicate balance” amid the conflicting pressures from rising unemployment and still-elevated inflation. Barkin added that interest rates are now within the range of estimates for the so-called neutral rate following last year’s policy easing. At the same time, Fed Governor Stephen Miran said the central bank will need to lower interest rates by more than a percentage point this year, arguing that monetary po ...

Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters. It's just an hour to go here until the closing bell and stocks are higher.That's after data showed the US economy expanded at the fastest pace in two years. You've got the Dow up about 75 points. The S&P 500, your broad gauge, that's up about 4/10en of a percent, rising for a fourth straight day there. Your tech heavy NASDAQ, that's up about half a percent.Well, the delayed reading of third quarter economic growth u ...

12 December 2025 | 9:56PM HKT Portfolio Strategy Research CHINA WEEKLY KICKSTART Markets flat; Central Economic Work Conference readout suggests modestly pro-growth policy stance; CPI inflation rose and export growth rebounded in November MXCN/CSI300 was flat (-0.7%/-0.1%) this week. The Central Economic Work Conference was held on Dec 10-11 and the readout appears modestly more pro-growth than the December Politburo meeting on Dec 8. The FOMC lowered the target range for the fed funds rate by 25bp to 3.50- ...

Core Points - U.S. lawmaker John Moolenaar, chair of the bipartisan select committee focused on China, has requested Commerce Secretary Howard Lutnick to provide detailed explanations regarding specific issues related to China [1] Group 1 - The bipartisan select committee aims to address concerns and policies related to China [1] - The request for information indicates ongoing scrutiny of U.S.-China relations and potential implications for trade and investment [1]

CHONGQING, CHINA - NOVEMBER 24: In this photo illustration, the logo of Nvidia is displayed on a smartphone screen on November 24, 2025 in Chongqing, China. (Photo by Li Hongbo/VCG via Getty Images)VCG via Getty ImagesRubber was oil before oil. As Edmund Morris wrote in his biography of Thomas Edison, rubber was “a raw material essential enough to provoke armed conflict.” How things change.Consider a recent Wall Street Journal editorial about Nvidia’s H200 chips, and that asked why President Trump would “gi ...

Core Insights - President Trump has approved the sale of Nvidia Corporation (NVDA) H200 chips to China, which is expected to help Nvidia maintain and accelerate its leadership in the AI sector [1] Group 1: Company Analysis - The approval of H200 chip sales to China is seen as a strategic move for Nvidia to enhance its competitive position in artificial intelligence [1] - Nvidia's focus on AI leadership is supported by the sale of advanced technology to a significant market like China [1] Group 2: Industry Context - The aerospace, defense, and airline sectors are highlighted as having significant growth prospects, with ongoing developments that could affect investment strategies [1]

Core Viewpoint - The discussion emphasizes the importance of stock picking over index funds, highlighting that individual stocks can yield significant returns if chosen wisely, despite media negativity and market skepticism [2][21]. Group 1: Nvidia - Nvidia has been attempting to sell its high-performance chips to China, a market valued at $50 billion, but has faced restrictions from both the US and Chinese governments [4][5]. - The US government recently allowed Nvidia to sell the H200 chip to China, imposing a 25% surcharge, which is not expected to deter sales [7][8]. - Despite the positive development, Wall Street and media remain skeptical about China's interest in these chips, leading to a decline in Nvidia's stock price [8][10]. - The Chinese government is interested in Nvidia's products, despite supporting domestic competitors, indicating a potential future demand for Nvidia's chips [9][10]. - Nvidia is characterized as a retail stock, heavily owned by individual investors who are easily influenced by market sentiment [11]. Group 2: Apple - Apple faces ongoing skepticism from analysts, which has historically caused panic among shareholders, despite being a strong long-term performer [12][13]. - The launch of the iPhone 17 has been met with criticism, but the stock has performed well since its release, contradicting negative media narratives [15]. - The media's focus on negative stories about Apple is seen as a tactic to attract attention, rather than reflecting the company's actual performance [15][21]. Group 3: Warner Brothers Discovery - Warner Brothers Discovery, under CEO David Zaslav, has been working to reduce debt and improve cash flow, positioning the company for potential acquisition interest [17][18]. - The stock, previously trading at low valuations, is now seen as undervalued, with increased interest from acquirers like Paramount and Netflix [18][19]. - The belief in the company's turnaround strategy is emphasized, despite initial skepticism from the media [19][20].

Group 1: Nvidia and AI Chips - Nvidia has received approval to ship its H200 AI chips to "approved customers" in China and other countries, with a requirement for the U.S. to receive a 25% cut from the sales [2][3] - Shares of Nvidia, AMD, and Intel rose in overnight trading following the announcement, indicating positive market sentiment towards these companies [3] Group 2: Meta's AI Strategy - Meta has invested billions into revamping its AI strategy, but this has led to internal confusion and a lack of coherent direction [5] - The company is shifting focus from its Llama AI models to a new proprietary model codenamed Avocado, moving away from an open-source approach [6] Group 3: McDonald's Franchise Management - McDonald's is intensifying scrutiny on its franchisees, aiming to align their pricing with value goals to attract more price-sensitive consumers [11] - The company will update standards for franchisees, with potential penalties for non-compliance, including restrictions on opening new stores or termination of agreements [12] Group 4: Agricultural Aid - The Trump administration announced a $12 billion aid package for farmers affected by tariffs, with up to $11 billion allocated to the Agriculture Department's Farmer Bridge Assistance program for one-time payments to row crop farmers [10]

Core Insights - Beijing is planning to restrict access to Nvidia's advanced H200 chips, despite the U.S. government's decision to permit the export of this technology to China [1] Group 1 - The decision by Beijing indicates a potential shift in China's approach to technology imports, particularly in the semiconductor sector [1] - The move may impact Nvidia's market strategy and revenue from China, which is a significant market for the company [1] - This development highlights the ongoing tensions between the U.S. and China regarding technology and trade policies [1]