News

China Trade Deal Deadline Extended to Nov. 9

Investors appear to be expecting another extension of the China deadline—anything other than that could be a shock.

Nvidia, AMD to pay U.S. government 15% of China AI chip sales in an unusual export agreement

The agreement between the chipmakers and the U.S. government will allow Nvidia and AMD to obtain export licenses to resume ...

Scott Bessent Sees Nvidia-AMD China Deal As Blueprint, Facebook Users Claim $725 Million, Intel Surges On Trump Stake Buzz — Weekly Tech Recap

Facebook's $725M settlement payouts, a U.S. revenue-sharing deal with Nvidia and AMD, Intel stake talks, an AI ...

U.S. Government to Take Cut of Nvidia and AMD A.I. Chip Sales to China

In a highly unusual arrangement with President Trump, the companies are expected to kick 15 percent of what they make in ...

Veteran analyst drops blunt 7-word take on AMD’s China deal

Tight supply enables Nvidia to pass much of the 15% dent to customers, keeping margin erosion to a minimum while keeping China in its customer base. Nevertheless, the risks remain, especially if ...