Nvidia aims to begin H200 chip shipments to China by mid-Feb
Nvidia $NVIDIA(NVDA)$ has told Chinese clients it aims to start shipping its second-most powerful AI chips to China before the Lunar New Year holiday in mid-February, three people familiar with the matter told Reuters. The U.S. chipmaker plans to fulfil initial orders from existing stock, with shipments expected to total 5,000 to 10,000 chip modules — equivalent to about 40,000 to 80,000 H200 AI chips, the first and second sources said. Nvidia has also told Chinese clients that it plans to add new production capacity for the chips, with orders for that capacity opening in the second quarter of 2026, the third source said. Significant uncertainty remains, as Beijing has yet to approve any H200 purchases and the timeline could s
Nvidia stock gains on Trump chip export review, sparking rally in chipmakers $NVIDIA(NVDA)$ Nvidia stock (NVDA) rose 3.6% on Friday following a Reuters report that the Trump administration began its review of Nvidia H200 chip exports to China and news that US antitrust agencies cleared Nvidia's investment into Intel (INTC). The move higher put shares of the world's largest company on track for a weekly gain, as investors viewed the news as a sign that President Trump would follow through on his promise to allow Nvidia to sell advanced chips to China in exchange for a 25% fee to the governmen According to Reuters, the US Commerce Department sent license applications for the sale of Nvidia's advanced chips to the State, Energy, and Defense
Nine of the largest pharma companies ink deals with Trump to
Key Points Several of the largest U.S. and European-based drugmakers inked deals with President Donald Trump to voluntarily sell their medications for less, as his administration pushes to link the nation’s drug prices to cheaper ones abroad. Pfizer, AstraZeneca, Eli Lilly and Novo Nordisk have already struck deals with the Trump administration to cut prices. In exchange, the companies agreed to a three-year grace period during which their products won’t face Trump’s planned pharmaceutical-specific tariffs — as long as the drugmakers further invest in U.S. manufacturing. Several of the largest U.S. and European-based drugmakers inked deals with President Donald Trump on Friday to voluntarily sell their medications for less, as his administration pushes to link the nation’s drug prices t
US Market Summary $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $Dow Jones(.DJI)$ $iShares Russell 2000 ETF(IWM)$ The US markets closed lower on Wednesday and continue to face pressure in early Thursday trading. The primary driver is a sell-off in the technology sector, particularly in AI-related stocks. Key US Highlights: Tech & AI Retreat: Investors are showing signs of "AI funding fears," with Broadcom and Palantir seeing significant reversals. The Nasdaq 100 is currently on track for a second consecutive bearish week. Economic Indicators: All eyes are on today's Consumer Price Index (CPI)
Whether stocks are expensive depends on how you look at things. With a weighted forward price-to-earnings multiple of 22.4, the S&P 500 SPX is trading at an 11% premium to its five-year average of 20.1 and a 19% premium to its 10-year average of 18.8. But, since the end of September, the index's forward P/E ratio has actually decreased from 22.9. And more than half of stocks in the S&P 500 now have lower P/E ratios than they did as of Sept. 30. For the index, the forward P/E is based on current stock prices and rolling 12-month earnings-per-share estimates for its constituent stocks among analysts polled by LSEG, weighted by market capitalization. Some analysts and money managers believe the recent declines in P/E valuations are highlighting opportunities to buy into quality busine
Stock Market News Today, 12/15/25 – U.S. Stock Futures Rise Ahead of Key Economic Releases U.S. stock futures were trending higher early Monday as investors braced for a week packed with major economic releases. Futures on the Nasdaq 100 (NDX), the S&P 500 (SPX), and the Dow Jones Industrial Average ( $Dow Jones(.DJI)$ ) were up 0.16%, 0.22%, and 0.29%, respectively, at 3:14 a.m. EST on December 15. Unlock hedge-fund level data and powerful investing tools designed to help you make smarter, sharper decisions Stay ahead of the market with the latest news and analysis so your portfolio is always positioned for maximum potential The three major indexes ended last week with mixed results amid selling pressure on AI and large-cap technol
Sea Limited (NYSE:SE): Evaluating Valuation After Shopee’s Strong Q3 2025 E-Commerce Growth Simply Wall St Reviewed by Simply Wall St Sea (NYSE:$Sea Ltd(SE)$ ) has been making waves after reporting solid growth in its e-commerce operations during the third quarter of 2025. Investors are watching closely as rising revenue and transaction volumes support a positive growth outlook for Shopee. See our latest analysis for Sea. Momentum is shifting for Sea, with recent news of a major $1 billion share buyback and strong e-commerce growth helping attract renewed investor interest. While the stock’s share price has climbed 28% year-to-date, a 17.98% total shareholder return over the past year highlights the company’s abi
Netflix Need A Few More Episodes Before The Plot Turns Bullish by Shivank Goswami Benzinga Contributor Follow Netflix (NASDAQ:NFLX) has been at the center of market attention ever since it announced plans to acquire Warner Bros for $72 billion in equity value. What followed has been no less than a roller coaster move: first, reports of possible Justice Department intervention, and now Paramount's counteroffer of $108 billion, which has introduced a new layer of uncertainty into the deal. With all this unfolding, let's examine how Netflix is positioned under the Adhishthana principles and what the framework suggests for the stock going forward. Analysing Netflix Stock's Weekly Charts On the weekly timeframe, Netflix is currently in Phase 15, which places it in the middle of its Guna T
Netflix May Need A Few More Episodes Before The Plot Turns Bullish Netflix (NASDAQ:$Netflix(NFLX)$ ) has been at the center of market attention ever since it announced plans to acquire Warner Bros for $72 billion in equity value. What followed has been no less than a roller coaster move: first, reports of possible Justice Department intervention, and now Paramount's counteroffer of $108 billion, which has introduced a new layer of uncertainty into the deal. With all this unfolding, let's examine how Netflix is positioned under the Adhishthana principles and what the framework suggests for the stock going forward. Analysing Netflix Stock's Weekly Charts On the weekly timeframe, Netflix is currently in Phas