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Nvidia’s China business could be biggest question mark

Nvidia’s China business could be the biggest question mark

Wall Street may be expecting Nvidia to set October-quarter guidance at $55 billion, according to Mizuho desk-based analyst Jordan Klein, and he thinks that number “includes very modest” revenue from the company’s H20 chips.

Barron's · 3d

China's Nvidia Leads AI Drive as Markets Close Higher

Chinese shares reversed earlier gains to end higher, supported by semiconductor and hardware stocks. Chip stocks continued to rally on China's AI push and chip-localization efforts. SMIC rose 17% to end at a record closing price of CNY119.

Reuters · 3d

Reactions to Nvidia's mixed outlook, China uncertainty

Nvidia investors accustomed to blowout forecasts were left divided after the AI chip giant excluded some China sales from its current-quarter guidance in the face of a trade war between Washington and Beijing.

Stock Market LIVE: GIFT Nifty hints at positive start for Sensex, Nifty; Asian markets trade lower

AM, GIFT Nifty futures were trading 40 points higher at 24,608, indicating a positive start. On the macroeconomic front, ...

Nvidia Earnings Live: Results Come in Slightly Above Wall Street Expectations; Stock Slips in Extended Trading

Welcome to our live coverage of the highly anticipated release of quarterly results from Nvidia, the chipmaker at the center ...

Investor's Business Daily on MSN10d

Stock Market Today: Dow, S&P Under Pressure; This EV Stock Soars, And It's Not Tesla (Live Coverage)

The Dow Jones Industrial Average fell 0.3%, or around 120 points, pulled down by sinking Walmart shares. The 30-stock index ...

Nvidia earnings recap: Stock slips despite earnings beat as China sales remain uncertain

Nvidia released its highly anticipated Q2 earnings report — without any sales guidance for China chip sales in Q3.

Wall Street Journal24d

GM to Import EV Batteries From China Despite Tariffs

General Motors plans to import batteries from China to power its second-generation Chevrolet Bolt electric vehicle, despite steep tariffs imposed by President Trump.

AgWeb20d

Grains Rally on China Hopes: Is China Buying Beans? - AgWeb

Arlan Suderman, chief commodities economist with StoneX, Inc., says soybeans led the rally with nearly 24-cent gains in November on hopes for China export business. But the market may have gotten ...

Amazon S3 on MSN14d

Is This China Market Rally REALLY Real? | Macro Money

A stock market rally in Hong Kong might say more about China’s weakness than its strength. tastylive's Head of Global Macro ...

Wall Street Journal21d

Michigan Lawmaker Slams GM for Importing EV Batteries From China

General Motors is catching flak in its own backyard for its decision to import batteries from China for its most affordable electric vehicle, the forthcoming second-generation Chevrolet Bolt. Rep ...

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