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Nvidia (NVDA) Soars on Prospect of Selling Blackwell AI Chips in China After White House Talks | GuruFocus | Login to see the signal | |
Nvidia, Intel in Focus: Blackwell-China Talks and $5.7B U.S. Deal Reshape ChipsSummaryNvidia says selling next‑gen Blackwell AI chips in China could become possible amid White House talks on approvals and safeguards; a Stanford paper finds AI-exposed job losses for young workers. Intel also headlines over a proposed US stake in its foundry deal. |
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Nvidia (NVDA) Rebounds After Treasury Says U.S. Stake Not on Table | ReutersRefinitiv | Login to see the signal | |
US not eyeing stake in Nvidia, Treasury Secretary Bessent saysSummaryU.S. Treasury Secretary Scott Bessent said taking a U.S. stake in Nvidia (NVDA) is "not on the table," noting Nvidia doesn't need financial support; the administration may consider stakes in other industries after a near-10% stake in Intel and prior intervention in U.S. Steel deals. |
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Nvidia (NVDA) Soars on White House China Chip Deal amid Talk of Government Stakes | Reuters | Login to see the signal | |
Trump administration mulls taking stakes in defense firms including Lockheed MartinSummaryCommerce Secretary Lutnick said the administration may take stakes in defense firms and has brokered a revenue-sharing China deal with Nvidia and AMD, highlighting rising federal intervention in strategic companies and potential impacts on market access and corporate strategy. |