Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
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NVDA
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Nvidia (NVDA) Tumbles as GAIN AI Act Export Curbs Threaten China Sales | ReutersRefinitiv | Login to see the signal | |
Nvidia says GAIN AI Act would restrict competition, likens it to AI Diffusion RuleSummaryNvidia warned the GAIN AI Act would curb global competition by forcing chipmakers to prioritize domestic orders and restrict exports of high-end AI processors, mirroring earlier AI diffusion controls and potentially limiting shipments to China. |
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NVDA
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NVIDIA (NVDA) Tumbles on Proposed AI Diffusion Bill Restricting Global Chip Competition | Reuters | Login to see the signal | |
Nvidia On Gain AI Act Says Proposed Bill Would Restrict Competition Worldwide In Any Industry That Uses Mainstream Computing ChipsSummaryA proposed AI bill would restrict competition for industries using mainstream computing chips, threatening US leadership and the economy; Nvidia shares fell 2.7% on the news. |
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NVDA
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Nvidia (NVDA) Tumbles on Risk of 15% China Chip Levy and Regulatory Uncertainty | GuruFocus | Login to see the signal | |
Nvidia in Limbo as U.S. Mulls 15% Cut on China ChipsSummaryNvidia faces uncertainty over a possible U.S. requirement to take 15% of China H20 chip sales; no formal regulation yet. The levy could raise costs, spark lawsuits and advantage rivals, though H20 could still add $2–5B if tensions ease. |
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NVDA
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Nvidia (NVDA) Tumbles on China H20 Uncertainty Despite Q3 Revenue Beat | Reuters | Login to see the signal | |
Nvidia still growing, but China uncertainty clouds outlookSummaryNvidia forecasted Q3 revenue of $54B, beating estimates but excluded H20 chip sales to China; shares fell amid China uncertainty. AI-driven data-center demand remains strong; company announced $60B buybacks and expects sizable sovereign AI revenue. |
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