Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
NVDA
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Nvidia (NVDA) Rebounds After China H20 Export Licenses, $2B–$5B Quarterly Upside | GuruFocus | Login to see the signal | |
Nvidia Wins China License for H20, $5 Billion Upside PossibleSummaryNvidia obtained licenses to sell H20 GPUs to key Chinese customers, but shipments remain slowed by geopolitics. CFO says approvals could add $2–5 billion in revenue in a single quarter if finalized. |
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AAPL
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Nvidia (NVDA) Soars on Taiwan Export Surge as AI Chip Demand Fuels Growth | Reuters | Login to see the signal | |
Taiwan August exports beats forecasts to hit record level despite tariffsSummaryTaiwan's August exports jumped 34.1% to $58.49bn on strong AI and tech demand, with US shipments up 65.2%. Semiconductor exports rose 37.4% and September exports are seen up 30–36%, though US tariffs and geopolitical risks require monitoring. |
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NVDA
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Nvidia (NVDA) Soars on Taiwan Export Surge as AI Chip Demand Fuels Growth | Reuters | Login to see the signal | |
Taiwan August exports beats forecasts to hit record level despite tariffsSummaryTaiwan's August exports jumped 34.1% to $58.49bn on strong AI and tech demand, with US shipments up 65.2%. Semiconductor exports rose 37.4% and September exports are seen up 30–36%, though US tariffs and geopolitical risks require monitoring. |
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NVDA
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Nvidia (NVDA) Soars on U.S. Approval of H20 Chip Sales to China | Reuters | Login to see the signal | |
Trump-China deal rests on the art of the possibleSummaryThe White House is courting CEOs for possible U.S.-China talks; Washington allowed Nvidia's H20 chip sales to China for a 15% revenue cut, signaling potential semiconductor export easing amid broader tariff and trade negotiation uncertainty. |
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GOOGL
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Alphabet (GOOGL) Tumbles as US-EU Digital Tax Clash and Export Threats Escalate | GuruFocus | Login to see the signal | |
Trump Threatens Tech Tariffs as EU Defies US Over Digital RulesSummaryEscalating US-EU dispute over digital taxes and potential US export restrictions threatens major US tech firms (Alphabet, Apple, Meta, Tesla) as the EU advances the Digital Services and Markets Acts amid separate tariff talks. |
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