NVDA (US)

With Nvidia (NVDA) exports to China once again making headlines, we see roughly a 40–50% probability that the company will be permitted to export China-specific versions of its Blackwell chips as early as next year. …

With President Trump in Asia and trade agreements expected between the U.S. and various countries, including at least a narrow deal with China, we held a conference call yesterday with trade expert Dr. Derek Scissors. …

Below our are thoughts on the following recent trade issue developments: The U.S. Supreme Court decision to hear the Trump administration’s appeal of a lower court ruling invalidating the president’s reciprocal and fentanyl tariffs under…

We provide our takeaways from a trade and tariff conference call we hosted last week considering tomorrow’s expiration of President Trump’s 90-day pause on reciprocal tariffs, though the effective rates have been pushed to August…

The big news we expect out of Washington this week, with Congress in session, includes:   A release by the Senate Finance Committee of its tax, Medicaid, and perhaps Medicare mark for the reconciliation bill….