Podcasts about nvidia corp

US equity markets settled with modest losses as investors digested the latest monetary policy pronouncements from the Federal Reserve and eyed results after the closing bell from two of the so-called ‘Magnificent Seven' cohort of mega-capitalisation technology companies - Dow fell -172-points or -0.38% , with 3M Co (down -3.41%) the worst performer in the 30-stock index. Procter & Gamble Co lost -2.38% after the company posted better-than-expected fourth quarter results after the close of the previous session and named Shailesh Jejurikar as its new chief executive. Nvidia Corp (up +2.14%) was the leading Dow component overnight.

US equity markets advanced amid some positive news and headlines in the trade front, while investors continued to wade through the latest quarterly earnings releases - Dow rallied +508-points or +1.14% to 45.010.29, falling just shy of recording its first record closing high since December. All of Boeing Co (up +2.36%), Caterpillar Inc (+2.49%), Chevron Corp (+2.05%), Goldman Sachs Group Inc (+2.44%), Merck & Co Inc (+2.90%), UnitedHealth Group Inc (+2.59%) and Nvidia Corp (+2.25%) rising over >2%.

The start of a busy week for Corporate America saw stocks giving up most of their gains, with traders looking for signs of resilience in earnings amid tariff risks. Treasury yields fell alongside the dollar. While the S&P 500 closed above 6,300 for the first time, the gauge rose just 0.1%. Energy shares joined a decline in oil. Chipmakers almost erased their advance as Nvidia Corp. slipped. Fellow megacaps Tesla Inc. and Alphabet Inc. will kick off the group's earnings season this week. The stakes will again be high as investors look for updates on artificial-intelligence spending. We break down the day's price action with Ed Butowsky, Managing Partner at Chapwood Investments. Plus - shares in Tokyo gained 1% as trading resumed after a public holiday Monday. The MSCI regional stock gauge advanced 0.3% in early trading. Market participants are focused on the performance of Japanese markets as investors weigh policy uncertainty after the ruling Liberal Democratic Party's historic loss in Sunday's elections. For a closer look, we hear from Sean Darby, Managing Director at Mizuho Securities Asia. He speaks with Bloomberg's Shery Ahn and Paul Allen on The Asia Trade.See omnystudio.com/listener for privacy information.

US equity markets mixed as investors waded through the latest round of corporate earnings releases and eyed results from the first of the ‘Magnificent Seven' cohort of mega-capitalisation stocks after the closing bell of tonight's AEST session - Dow rose +179-points or +0.40%. Amgen Inc (up +3.32%) and Merck & Co Inc (+2.90%) were the leading performers in the 30-stock index. Nvidia Corp (down -2.54%) was the weakest Dow component overnight.

The S&P 500 and Nasdaq scaled fresh record highs following better-than-expected retail sales data and another busy corporate earnings calendar - Dow rose +230-points or +0.52%, with Coca-Cola Co (up +1.91%) and Walt Disney Co (+1.99%) rising over >1.9%. Caterpillar Inc (+1.26%), Microsoft Corp (+1.20%) and Nvidia Corp (+0.95%) all hit record all-time highs

On today's podcast: 1) President Donald Trump said he was likely to impose tariffs on pharmaceuticals as soon as the end of the month and that levies on semiconductors could come soon as well, suggesting that those import taxes could hit alongside broad “reciprocal” rates set for implementation on Aug. 12) Kevin Hassett, one of President Donald Trump’s longest-serving economic aides, is the early frontrunner to replace Jerome Powell as Federal Reserve chief next year, according to people familiar with the process.3) Nvidia Corp. boss Jensen Huang anticipates getting the first batch of US licenses to export H20 AI chips to China soon, formally allowing the company to resume sales of a much sought-after component to the world’s top semiconductor arena.See omnystudio.com/listener for privacy information.

Your morning briefing, the business news you need in just 15 minutes.On today's podcast:(1) Chancellor of the Exchequer Rachel Reeves will highlight plans to spur homeownership by easing access to mortgages in her flagship annual address to the City of London, a key moment for Britain’s finance minister as she seeks to bounce back from a rocky period that included a market-moving tearful appearance in the House of Commons.(2) The UK economy is showing more signs of rebounding from its recent slump, with a jump in June retail sales adding to evidence of a strong pick-up in activity seen in other leading indicators.(3) China’s economic growth exceeded expectations in the second quarter, but strong exports to markets outside the US masked deepening pressure caused by weak consumer demand at home.(4) Nvidia Corp. plans to resume sales of its H20 AI chip to China after securing Washington’s assurances that such shipments would get approved, a dramatic reversal from the Trump administration’s earlier stance.(5) US President Donald Trump threatened to impose stiff financial penalties on Russia if it does not end hostilities with Ukraine even as he pledged fresh weapons supplies for Kyiv.(6) The European Union has finalized a second list of countermeasures to target US goods worth €72 billion ($84 billion), including Boeing Co. aircraft, automobiles and bourbon if it decides to retaliate as transatlantic trade tensions intensify.Podcast Conversation: What’s in a Fob? The Surprising Complexity of Designing Car KeysSee omnystudio.com/listener for privacy information.

US equity markets weaker as investors digested the latest inflation figures and a mixed bag of second quarter results from some major banks - Dow dropped -436-points or -0.98% to 44,023.29, with American Express Co (down -3.20%) and UnitedHealth Group Inc (-2.95%) both down ~3%. Nvidia Corp rallied +4.04% to a record closing high of US$170.70 and was the leading Dow component following news that the U.S. government plans to grant licenses for the chipmaker to sell its H20 graphics processing units in China.

• US equity markets weaker as investors digested the latest inflation figures and a mixed bag of second quarter results from some major banks - Dow dropped -436-points or -0.98% to 44,023.29, with American Express Co (down -3.20%) and UnitedHealth Group Inc (-2.95%) both down ~3%. Nvidia Corp rallied +4.04% to a record closing high of US$170.70 and was the leading Dow component following news that the U.S. government plans to grant licenses for the chipmaker to sell its H20 graphics processing units in China.

On today's podcast: 1) Donald Trump’s threat to impose 50% tariffs on Brazilian goods sent the country’s currency plunging as the US leader sharply escalated a dispute with Latin America’s largest nation and leftist leader Luiz Inacio Lula da Silva. 2) Crews in central Texas are digging through massive piles of debris, overturned vehicles and shattered homes for a sixth day as the search continues for victims of flash floods that killed more than 100 people over the Fourth of July weekend. 3) Nvidia Corp. became the first company in history to achieve a $4 trillion market valuation, cementing its status as a kingpin in the global financial market.See omnystudio.com/listener for privacy information.

Bitcoin surged past $112,000 for the first time, setting a fresh record alongside a broad rally in risk assets that has swept up technology stocks big and small. The original cryptocurrency rose as much as 3.1% to $112,009, pushing its gain this year close to 20%. The move underscores the speculative momentum gripping markets even as President Donald Trump unleashes a fresh barrage of tariff announcements. The crypto rally is far from isolated: Nvidia Corp.’s brush with a $4 trillion valuation in Wednesday trading helped push the S&P 500 within a whisker of its record, with fast-money investors joining the stock-market fray. We speak to Matthew Tuttle, CEO & CIO at Tuttle Capital Management.Also - President Trump’s threat to impose 50% tariffs on Brazilian goods sent the country’s currency plunging as the US leader sharply escalated a dispute with Latin America’s largest nation and leftist leader Luiz Inacio Lula da Silva. In a letter posted to his social media account, Trump cited Jair Bolsonaro — the right-wing former president and Lula rival who is facing a trial on charges that he attempted a coup following his 2022 election defeat. For more insight, we heard from Deborah Elms, Head of trade policy at Hinrich Foundation.See omnystudio.com/listener for privacy information.

US equity markets advanced, with the S&P 500 and Nasdaq hitting fresh record highs as investors continued to shrug off tariff-related concerns - Dow rose +192-points or +0.43%, with American Express Co (up +2.49%) the leading performer in the 30-stock index. Nvidia Corp rose +0.75% to settle with a closing market capitalisation above >US$4 trillion after breaching that level intra-session a day earlier.

US equity markets advanced, with the technology-centric Nasdaq climbing to a fresh record high as tariff and trade headlines remained in focus and as investors parsed meeting minutes from the Federal Reserve's June monetary policy meeting - Dow rose +218-points or +0.49% to 44,458.30, settling ~1% below its record closing high. Nvidia Corp rose +1.80% to US$162.88, pulling back from earlier highs that saw the chipmaker become the first ever company to achieve a market capitalisation of US$4 trillion. Nvidia needed to finish at or above US$163.93 to reach the $4 trillion milestone at the close. Nonetheless, the chipmaker's closing market capitalisation of US$3.974 trillion was a record closing peak for any company. Amazon.com Inc +1.45% that its cloud division has developed hardware to cool down next-generation Nvidia graphics processing units (GPUs) that are used for artificial intelligence workloads. UnitedHeatlh Group Inc fell -1.56% to be the worst performing Dow component overnight following a report from the Wall Street Journal that ex-employees and medical professionals have been interviewed by Department of Justice investigators over a probe into the insurer's Medicare billing practices.

US equity markets settled little changed after another choppy session dominated by trade and tariff headlines - Dow fell -166-points or -0.37%, with JPMorgan Chase & Co (down -3.15%) and Nike Inc (-3.41%) down over >3%. Amazon.com Inc fell -1.84% as the eCommerce giant's four-day "Prime Day" sale event kicked off overnight. Nvidia Corp rose +1.11% and continues to close in on becoming the first company ever to market capitalisation of US$4 trillion.

US equity markets fell sharply after resuming trading following the Independence Day holiday long weekend, with the S&P 500 and Nasdaq retreating from record all-time highs as investors digested a flurry of headlines related to tariffs and global trade - Dow dropped -422-points or -0.94%,with Sherwin-Williams Co (down -2.18%) the worst performer in the 30-stock index, while seven other components fell over >1.5%. Nvidia Corp fell -0.69% to US$158.24 despite analysts at Citigroup lifting their target price to US$190 per share (from US$180 previously) and now calculating that the total addressable market for data-centre AI chips could be $563B by 2028 (versus a prior projection of US$500B).Citigroup believes sovereign AI, which refers to countries looking to build out their own AI infrastructure, could contribute “up to billions of dollars” to Nvidia's top line in 2025 and will come to make up an even bigger portion of Nvidia's business mix next year. Amazon.com Inc inched +0.03% higher and was the only member of the so-called ‘Magnificent Seven' cohort of mega-capitalisation technology stocks to advance ahead of its annual “Prime Day” sale event kicking off tonight AEST (8 July). After sales hit an all-time high at last year's event, Amazon has extended this year's sale to four days from two.

US equity markets advanced in an abbreviated trading session ahead of the Independence Day holiday, with the S&P 500 and Nasdaq hitting fresh record closing highs for the fourth time in the last five days as investors a stronger-than-expected jobs report - Dow rose +334-points or +0.77% to 44,828.53, falling just short of logging its first record closing high since December. American Express Co (up +1.03%), investment banks Goldman Sachs Inc (+1.09%) and JPMorgan Chase & Co (+1.86%) and Nvidia Corp (+1.33%) all hit record highs.

US equity markets mixed to open the new month and quarter, with the S&P 500 and Nasdaq pulling back from record highs as investors continued to monitor trade negotiations and the progress of President Trump's "One Big Beautiful Bill" through Congress - Dow climbed +400-points or +0.91% Amgen Inc (+5.05%) and UnitedHealth Group Inc (+4.54%) rallied over >4%, while Merck & Co Inc (+3.35%), Nike Inc (+3.34%) and Sherwin-Williams Co (+3.38%) gained over >3%. Nvidia Corp (down -2.97%) was the worst performer in the 30-stock index overnight.

The benchmark S&P 500 index and Nasdaq indices hit record all-time highs on Friday (27 June) albeit US equity markets settled off their session highs (and briefly turned negative in afternoon trading) as investors digested a mixture of trade policy news - Dow rose +432-points or +1.00% to 43,819.27, still sitting ~2.7% below its record high. Nike Inc soared +15.19% to pace gains in both the Dow and S&P 500 after athletic apparel maker topped fiscal fourth-quarter estimates after the close of last Thursday's (26 June) session. Boeing Co rallied +5.91%, buoyed by news of Washington and Beijing agreeing on a framework of a trade deal after a months-long tariff war. Nvidia Corp (+1.76%) insiders sold over >US$1B worth of company stock in the past year, with a notable uptick in recent trading activity as executives capitalise on surging investor interest in artificial intelligence (AI), the Financial Times (FT) reported on Sunday (29 June). More than >US$500M of the share sales took place this month as the chip designer's share price climbed to an all-time high. Nvidia last week usurped Microsoft Corp (down -0.30%) as the world's most valuable company by market capitalisation. A Securities and Exchange Commission (SEC) filing recorded that Chief Executive Officer (CEO) Jensen Huang started selling shares last week for the first time since September.

US equity markets advanced and remained on track to book a second consecutive month of strong gains, with White House Press Secretary Karoline Leavitt playing down the July tariff deal deadlines that have been looming over markets - Dow climbed +404-points or +0.94% to 43,386.84, its highest close since 28 February but still -3.6% below its record closing high set on 4 December 2024 of 4,5014.04. Caterpillar Inc (up +2.77%) and Goldman Sachs Group Inc (+2.58% and touching a record intra-day high along with JPMorgan Chase & Co (+1.65%)) gained over >2.5%. Nvidia Corp added +0.46% and touched a fresh record high that briefly lifted the chipmaker's market capitalisation above >US$3.8 trillion, having reclaimed its title of the world's most valuable company by market capitalisation from Microsoft Corp (+1.05% and hitting a fresh record high) on Wednesday (25 June).

US equity markets settled narrowly mixed - Dow eased -107-points or -0.25%, with McDonald's Corp (down -2.03%) the worst performer in the 30-stock index overnight. Nvidia Corp climbed +4.33% to a record closing high of US$154.31. It marked the chipmaker's first record close since January, lifting Nvidia's market capitalisation to US$3.77 trillion to reclaim the title as the world's most valuable company by market capitalisation from one of its main customers Microsoft Corp (+0.44% to US$492.27, marking the 12th record close in 17 June trading sessions). Nvidia hosted its annual shareholder meeting overnight, with Chief Executive Officer (CEO) Jensen Huang identifying robotics as the company's biggest market for potential growth outside of artificial intelligence (AI) and noting that self-driving cars would be the first major commercial application for the technology. “We have many growth opportunities across our company, with AI and robotics the two largest, representing a multitrillion-dollar growth opportunity,” Mr Huang said. International Business Machines (IBM) Corp fell -0.93% after touching a fresh record intra-day high (US$296.16) earlier in the session.

US equity markets rallied and oil prices tumbled for a second consecutive session as investors welcomed news of a fragile cease-fire agreement between Iran and Israel - Dow rose +507-points or +1.19% to 43,089.02, with six of the index's components logging gains of over >2%. American Express Co (up +2.92%), Salesforce Inc (+2.95%) and Nvidia Corp (+2.59%) gained over >2.5%. International Business Machines (IBM) Corp (1.59%) and Microsoft Corp (+0.85%) hit record highs.

US equity markets settled with modest gains, building on last week's advance that saw the benchmark indices log weekly gains of over >1% as investors awaited news from trade talks taking place between the U.S. and China - Dow flat at 42,761.76. Apple Inc -1.21% as its annual Worldwide Developers Conference kicked off overnight, with the company announcing its first new iPhone operating system redesign since 2013. However, there were no highly anticipated updates around artificial intelligence (AI)-enhanced Siri features, with Senior Vice President of Software Engineering Craig Federighi saying that the Siri features “need more time to reach our high quality bar” and that more information will be released “in the coming year.”  Boeing Co (up +3.18%) aircraft manufacturer landed its first plane in China after the easing of trade tensions with the U.S. led Beijing to allow deliveries of its jets again. Nvidia Corp +0.64% Chief Executive Officer (CEO) Jensen Huang pledging to boost investment in the UK's AI sector at London Tech Week, describing a “Goldilocks” opportunity. Meanwhile, the NVIDIA GTC 2025 - AI Conference for Developers kicks off in Paris tonight AEST.

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Tensions flared in Los Angeles on the third day of anti-deportation protests, as demonstrators clashed with law enforcement while President Donald Trump and California Governor Gavin Newsom exchanged blame over the unrest and responsibility for restoring order. (2) The US and China are set to resume trade negotiations in London on Monday in a bid to further defuse tensions over rare-earth minerals and advanced technology following a phone call between leaders Donald Trump and Xi Jinping last week. (3) Keir Starmer will make an appearance alongside Nvidia Corp co-founder Jensen Huang on Monday, as the British prime minister puts technology and artificial intelligence at the heart of his government’s plan to boost economic growth. (4) The UK’s finance industry kept its lead over the rest of Europe in attracting foreign investment last year, although activity across the region slowed, according to professional services firm EY. (5) European Central Bank Executive Board member Isabel Schnabel sees a favorable moment now to strengthen the euro’s global role as investors turn to Europe. Podcast Conversation: Monograms Wield Power in an Age of Resale and Superfakes: EssaySee omnystudio.com/listener for privacy information.

US equity markets settled with modest gains, building on last week's advance that saw the benchmark indices log weekly gains of over >1% as investors awaited news from trade talks taking place between the U.S. and China - Dow flat at 42,761.76. Apple Inc -1.21% as its annual Worldwide Developers Conference kicked off overnight, with the company announcing its first new iPhone operating system redesign since 2013. However, there were no highly anticipated updates around artificial intelligence (AI)-enhanced Siri features, with Senior Vice President of Software Engineering Craig Federighi saying that the Siri features “need more time to reach our high quality bar” and that more information will be released “in the coming year.” Boeing Co (up +3.18%) aircraft manufacturer landed its first plane in China after the easing of trade tensions with the U.S. led Beijing to allow deliveries of its jets again. Nvidia Corp +0.64% Chief Executive Officer (CEO) Jensen Huang pledging to boost investment in the UK's AI sector at London Tech Week, describing a “Goldilocks” opportunity. Meanwhile, the NVIDIA GTC 2025 - AI Conference for Developers kicks off in Paris tonight AEST.

• US equity markets retreated following g a choppy session that saw the S&P 500 and Nasdaq snap three-session winning streaks as investors digested the latest developments on the trade front and an escalating spat between Elon Musk and President Trump, while eyeing key jobs data tonight AEST - Dow fell -108-points or -0.25%, with Apple Inc (down -1.05), Nvidia Corp (-1.36%), Procter & Gamble Co (-1.9%), UnitedHealth Group Inc (-1.51%) and Walmart Inc (-1.4%) all down over >1%. Consumer products giant Procter & Gamble outlined plans to trim ~15% of its non-manufacturing workforce (or ~7K jobs) at a n industry conference in Paris. Microsoft Corp rose +0.82% to a record closing high of US$467.68, becoming the first among its peers to reclaim its highs since the selloff among large capitalisation technology peers earlier this year. The gin also saw Microsoft become the largest US company by market capitalisation, usurping Nvidia just two-days after the chipmaker had

Chip stocks traded strongly for a third consecutive session to underpin fresh gains on US equity markets - Dow rose +214-points or +0.51%. Nvidia Corp rose +2.8% to US$141.22 to be the leading performer in the 30-stock index, reclaiming the title from Microsoft Corp (+0.22%) as the most valuable US company by market capitalisation (at US$3.45 trillion).

US equity markets settled little changed following a volatile session to close out a volatile month as U.S. President Trump slammed China before sounding upbeat about reaching a trade deal - Dow added +54-points or +0.13% Nvidia Corp -2.92%

US equity markets settled little changed following a volatile session to close out a volatile month as U.S. President Trump slammed China before sounding upbeat about reaching a trade deal - Dow added +54-points or +0.13% Nvidia Corp -2.92%

US equity markets advanced and remain on track to log weekly and monthly gains, buoyed by a solid first quarter result from chip giant Nvidia Corp (up +3.25%) that saw its data centre business record . However, gains were capped as investors monitored judicial developments surrounding President Trump's “reciprocal” tariffs - Dow rose +11-points or +0.28% Boeing Co +3.32% and hit a 52-week high after Chief Executive Officer (CEO) Kelly Ortberg said its airplane deliveries to China will resume next month after handovers were paused amid a trade war with the Trump administration. Mr Orberg also said Boeing could ramp up production of its best-selling Max jets to 47 a month by the end of the year. Salesforce Inc dropped -3.3% and was the worst performing Dow component overnight the cloud software giant

• US equity markets advanced and remain on track to log weekly and monthly gains, buoyed by a solid first quarter result from chip giant Nvidia Corp (up +3.25%) that saw its data centre business record . However, gains were capped as investors monitored judicial developments surrounding President Trump's “reciprocal” tariffs - Dow rose +11-points or +0.28% Boeing Co +3.32% and hit a 52-week high after Chief Executive Officer (CEO) Kelly Ortberg said its airplane deliveries to China will resume next month after handovers were paused amid a trade war with the Trump administration. Mr Orberg also said Boeing could ramp up production of its best-selling Max jets to 47 a month by the end of the year. Salesforce Inc dropped -3.3% and was the worst performing Dow component overnight the cloud software giant

On today's podcast: 1) President Donald Trump’s tariff strategy has been thrown into turmoil after a US court issued a rare rebuke blocking many of the import taxes he has threatened and imposed on other countries. 2) Nvidia Corp. Chief Executive Officer Jensen Huang soothed investor fears about a China slowdown by delivering a solid sales forecast, saying that the AI computing market is still poised for “exponential growth.” 3) China blasted the Trump administration’s move to revoke the visas of Chinese students in the US, underscoring the fragility of a recent steadying of ties between the world’s largest economies.See omnystudio.com/listener for privacy information.

Nvidia Corp. Chief Executive Officer Jensen Huang soothed investor fears about a China slowdown by delivering a solid sales forecast, saying that the AI computing market is still poised for “exponential growth.” The company expects revenue of about $45 billion in the second fiscal quarter, which runs through July. New export restrictions will cost Nvidia about $8 billion in Chinese revenue during the period, but the forecast still met analysts’ estimates. We got reaction from Daniel Newman, CEO of the Futurum Group.Plus - The equity market drifted lower prior to Nvidia's results. We speak to Tim Pagliara, Chairman and Chief Investment Officer, CapWealth.See omnystudio.com/listener for privacy information.

US equity markets retreated and settled near their session lows ahead of the highly anticipated first quarter result from ‘Magnificent Seven' and Dow component Nvidia Corp after the closing bell - Dow fell -245-points or -0.58%

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) The vast majority of President Donald Trump’s global tariffs were deemed illegal and blocked by the US trade court, dealing a major blow to a pillar of his economic agenda. (2) US assets got a boost Thursday after a vast majority of President Donald Trump’s global tariffs were deemed illegal and blocked by the US trade court. Upbeat earnings from Nvidia Corp. also lifted investor sentiment. (3) Billionaire Elon Musk said Wednesday that his time as formal adviser to President Donald Trump is coming to a close, raising questions about the future of the Department of Government Efficiency effort he spearheaded. (4) Nvidia hief Executive Officer Jensen Huang soothed investor fears about a China slowdown by delivering a solid sales forecast, saying that the AI computing market is still poised for “exponential growth.” (5) Federal Reserve officials broadly agreed heightened economic uncertainty justified their patient approach to interest-rate adjustments, minutes from their latest policy meeting showed Wednesday. (6) The UK said it plans to require the country’s pension funds to invest in private markets and the domestic economy, a move widely opposed by the City of London’s investment managers. Podcast Conversation: Trump Bristles at ‘TACO Trade’ That Bets on Him Backing DownSee omnystudio.com/listener for privacy information.

US equity markets retreated and settled near their session lows ahead of the highly anticipated first quarter result from ‘Magnificent Seven' and Dow component Nvidia Corp after the closing bell - Dow fell -245-points or -0.58%

US equity markets settled sharply higher after resuming trading after the Memorial Day long weekend, with investors responding to President Trump's decision over the weekend to delay the implementation of a 50% tariff on imports from the European Union (EU) to 9 July from 1 June - Dow rose +741-points or +1.78% to 42,344, snapping a four session losing streak. Nike Inc (up +4.68%) and Nvidia Corp (+3.21%).

US equity markets recent rally paused as Treasury yields ticked higher  - Dow eased -114-points or -0.27%.  Nvidia Corp fell -0.88% Chief Executive Officer (CEO) Jensen Huang said Monday (19 May) the company would be opening its artificial-intelligence server platform to rival chip makers but he also warned the U.S. government's move to limit chip exports to China could hit revenue by $15B. UnitedHealth Group Inc (up +1.8%) was the leading Dow component for a third consecutive session, continuing to rebound from steep losses last week that was spurred by the departure of its CEO and reports that the health insurer faces a Department of Justice (DOJ) investigation and that saw the stock fall over >20% to hit 5-year low last Thursday (15 May).The broader S&P500 lost -0.39%, snapping a six-session winning streak. Energy (down -0.99%) sat at the foot of the primary sector leaderboard for a second consecutive session and led eight of the eleven primary sectors lower. Utilities (up +0.29%), Health Care (+0.27%) and Consumer Staples (+0.24%) all added ~0.3%.

US equity markets recent rally paused as Treasury yields ticked higher - Dow eased -114-points or -0.27%. Nvidia Corp fell -0.88% Chief Executive Officer (CEO) Jensen Huang said Monday (19 May) the company would be opening its artificial-intelligence server platform to rival chip makers but he also warned the U.S. government's move to limit chip exports to China could hit revenue by $15B. UnitedHealth Group Inc (up +1.8%) was the leading Dow component for a third consecutive session, continuing to rebound from steep losses last week that was spurred by the departure of its CEO and reports that the health insurer faces a Department of Justice (DOJ) investigation and that saw the stock fall over >20% to hit 5-year low last Thursday (15 May).

US equity markets advanced on Friday (16 May) to cap a strong week and despite news Moody Ratings had downgraded the US's highest investment grade position - Dow rose +332-points or +0.78% to 42,654.74, moving into positive territory for 2025. UnitedHealth Group Inc rebounded +6.40%, clawing back some of the heavy losses posted in the prior session amid reports that the insurer's Medicare Advantage business was the subject of a criminal probe. News of the investigation came on the heels of the insurance giant withdrawing its full-year guidance and announcing the departure of its CEO. Nvidia Corp added +0.42% ahead of CEO Jensen Huang taking the stage on Sunday (18 May) at Computex, an annual technology trade show, with this year's theme - “AI Next” - focused squarely on the emerging technology that has lately powered growth in the company's business. Microsoft Corp after offering a series of new concessions to the European Commission (EC) in a bid to settle a long-running antitrust investigation into the bundling of its Teams communications app with Office 365. Its proposal reportedly included unbundling Teams from its Office and Microsoft 365 software suites, offering those products at a lower price without Teams, and enhancing interoperability for rival services.

As the S&P 500 closed higher for five consecutive sessions, the American equity benchmark posted its longest winning streak since November. Monday marked the fifth time in the past month the index fully wiped out an intraday gain or drop of 1% or more. The number of reversals already matches the total seen in the entire year of 2024. After the US close, President Donald Trump renewed criticism of Federal Reserve Chairman Jerome Powell as he championed his economic policies and tariff regime during a Tuesday event to mark his 100th day in office. We break down Trump's remarks with Joe Mathieu, Host of Bloomberg's Balance of Power. As uncertainty around US tariffs looms over global markets, investors in Asia are looking ahead to key economic data from China to get a sense of the macro environment. We speak with Mary Nicola, Bloomberg MLIV Strategist in Singapore. Plus - four of the so-called Magnificent Seven - Microsoft Corp., Apple Inc., Meta Platforms Inc. and Amazon.com Inc. - are due to report earnings this week. Analysts expect the group — which also includes Google-parent Alphabet, Tesla Inc. and Nvidia Corp. — to deliver an average of 15% profit growth in 2025, a forecast that's barely budged since the start of March despite the flareup in trade tensions. We preview the numbers with David Nicholson, Chief Research Officer at The Futurum Group.See omnystudio.com/listener for privacy information.

US equities are mostly lower with S&P futures pointing down 1.49%. US 2-year yield is steady at 3.8% and 10-year down 5 bps to 4.3%. Gold extends to new record high, bitcoin futures down and WTI crude settled slightly down. Both Asian and European equity markets are lower. Hang Seng underperformed and Taiwan was sharply down. China, Japan and South Korea were also weaker. European indices are pointing down around 1%. White House formally launched national security probes into pharmaceuticals and semis, paving the way for new sectoral tariffs. However, move had been widely telegraphed and market has seemingly been more focused on recent off-ramps. In addition, with US and Japan set to talk trade this week, some thoughts bar for early deals with key allies may be low. Companies mentioned: Datagroup, SPX Technologies, NVIDIA Corp, ASML Holdings

S&P futures and TSX are pointing slightly up. Asian equities inched higher in cautious trade with a 0.8% surge in Nikkei, Hang Seng and Shanghai are slightly up with India leading the gainers as its banks and auto stocks rallied on tariff reprieve news. European equity markets are mostly higher, with major indices up near 1%. Overnight, US 10-year yield was steady at 4.4% with the 2-year up 1 bP to 3.9%. US dollar unchanged, AUD higher, NZD at four-month high, yen and yuan flat. Oil went up and gold firmer. Crude futures are slightly higher, precious metals are also resuming their upward trend, base metals are mixed. Cryptocurrencies are higher.Companies mentioned: Apple, Lowe's Companies, Ryanair Holdings, NVIDIA Corp

Bloomberg's Nathan Hager breaks down the recent market volatility with Morgan Stanley's Mike Wilson and Bloomberg Opinion contributor Mohamed El-Erian. Global stocks steadied from a selloff and US stock futures signaled a Wall Street bounce, as Bloomberg News reported President Donald Trump will meet with top business executives later in the day. Contracts for the Nasdaq 100 rose 0.5% after the index’s deepest slump since 2022, while those on the S&P 500 climbed 0.4%. Tesla Inc. shares rose in premarket trading after Monday’s 15% slide while other tech names including Nvidia Corp. also edged higher. In Europe, the Stoxx 600 index was steady while earlier, Asian shares bounced off an intraday five-week low.There was relief for other risk assets too, as Bitcoin stabilized after a five-day selloff and oil prices notched a small bounce from Monday’s drop. However, concerns over the once unstoppable resilience of the US economy continue to support Treasury markets, with 10-year yields edging lower again on Tuesday. The dollar index slid 0.3%.See omnystudio.com/listener for privacy information.

Bloomberg's Nathan Hager breaks down the recent market volatility with Morgan Stanley's Mike Wilson and Bloomberg Opinion contributor Mohamed El-Erian. Global stocks steadied from a selloff and US stock futures signaled a Wall Street bounce, as Bloomberg News reported President Donald Trump will meet with top business executives later in the day. Contracts for the Nasdaq 100 rose 0.5% after the index’s deepest slump since 2022, while those on the S&P 500 climbed 0.4%. Tesla Inc. shares rose in premarket trading after Monday’s 15% slide while other tech names including Nvidia Corp. also edged higher. In Europe, the Stoxx 600 index was steady while earlier, Asian shares bounced off an intraday five-week low.There was relief for other risk assets too, as Bitcoin stabilized after a five-day selloff and oil prices notched a small bounce from Monday’s drop. However, concerns over the once unstoppable resilience of the US economy continue to support Treasury markets, with 10-year yields edging lower again on Tuesday. The dollar index slid 0.3%.See omnystudio.com/listener for privacy information.

On today's podcast: 1) Nvidia Corp., the chipmaker at the center of an AI spending boom, delivered good-but-not-great quarterly numbers on Wednesday, drawing a muted response from investors accustomed to blowout results. 2) Chief Justice John Roberts temporarily let President Donald Trump keep freezing foreign-aid payments while the US Supreme Court weighs whether to lift an order that would require disbursement of as much as $2 billion. 3) Two-time Academy Award-winner Gene Hackman and his wife were found dead at their New Mexico home on Wednesday, the BBC reported, citing local police.See omnystudio.com/listener for privacy information.

Good afternoon, I'm _____ with today's episode of EZ News. Tai-Ex opening The Tai-Ex opened up 44-points this morning from yesterday's close, at 23,446 on turnover of $4.5-billion N-T. Shares in Taiwan broke a two-session falling streak Wednesday, as artificial intelligence stocks were boosted by expectations about an Nvidia Corp. investor conference later in the day. Analysts say after the index fell to the day's low of around 130 points, some bargain hunters jumped into the trading floor to pick up AI stocks, helping the broader market return to positive territory, and buying continued into the end of the session. Toddler hurt in Taichung blast discharged A 2 year-old girl from Macau, who sustained severe head injuries in the deadly gas explosion at a Taichung Shin Kong Mitsukoshi on February 13 has been discharged from China Medical University Hospital. She will be transported to Macau via a medical charter flight, according to the hospital. The girl's vital signs have stabilized after having been admitted in critical condition and a deep coma, though intracranial (顱內的) pressure remains a concern. The family was visiting Taiwan as a group of 7 when the explosion occurred. The girl's 85 year-old great-grandmother and 24 year-old uncle, who were both injured in the gas explosion and later transferred to the hospital for treatment, were also discharged Wednesday and are expected to return to Macau on the same flight. US registers first measles death in decade A child in the US state of Texas has died from measles (麻疹) amid a worsening outbreak. The death is the first in the country from the disease in more than a decade. Nick Harper has more. NZ Raises Concerns on China's LiveFire Exercises New Zealand's foreign minister says China has agreed to consider concerns that its military did not give enough notice before staging live-fire exercises in the waters between New Zealand and Australia last week. Foreign Minister Winston Peters said Wednesday in Beijing that his Chinese counterpart Wang Yi took New Zealand's concerns on board. Last Friday, passenger flights between Australia and New Zealand hurriedly diverted (改變方向) after Chinese naval vessels warned pilots they were flying above a live-fire exercise. A Chinese Defense Ministry spokesperson said the drills were in compliance with international law and did not affect aviation safety. Vatican Pope Shows Slight Improvement The Vatican says Pope Francis has shown further slight improvement as he battles double pneumonia, but doctors still say his prognosis (預後) is still guarded (警戒著的 ). A CT chest scan taken Tuesday evening showed the “normal evolution” of an infection as it is being treated. And the Vatican's latest update says tests have confirmed an improvement. The slight kidney insufficiency detected a few days ago has receded, and Francis is continuing to receive respiratory physiotherapy. It was the first time the Vatican has said Francis was receiving physiotherapy to help him expel (排出) fluid from his lungs. Francis resumed work in the afternoon, after receiving the Eucharist in the morning. That was the I.C.R.T. EZ News, I'm _____. -- Hosting provided by SoundOn

Trump proporcionó respuestas aparentemente contradictorias sobre sus planes de imponer aranceles a Canadá y México, así como a la Unión Europea; Nvidia Corp., el fabricante de chips en el centro de un auge del gasto en IA, informó sólidos resultados trimestrales y una previsión optimista de ingresos para el período actual, aunque las cifras no alcanzaron el alto nivel con el que contaban algunos inversionistas; y Petrobras anunció dividendos por US$1.600 millones, cifra menor a la estimada, tras una pérdida inesperada de US$2.900 millones en el cuarto trimestre debido a "acontecimientos inesperados", incluida una fuerte devaluación de la moneda.Más de Bloomberg en EspañolNewsletter Cinco cosas: https://trib.al/WIwfnT0Linkedin: https://www.linkedin.com/company/bloomberg-en-espanol/Youtube: https://www.youtube.com/BloombergEspanolWhatsApp: https://whatsapp.com/channel/0029VaFVFoWKAwEg9Fdhml1lTikTok: https://www.tiktok.com/@bloombergenespanolX: https://twitter.com/BBGenEspanolProducción: Ivana Bargues y Stephen WicarySee omnystudio.com/listener for privacy information.

On today's podcast: 1) Ukraine agreed with the US to jointly develop its wealth of natural resources as part of a deal that could ease tension with President Donald Trump and advance his administration’s goal of a ceasefire with Russia, people familiar with the matter said. 2) Chances for early action on Donald Trump’s tax cut plans improved as House Republicans passed a budget blueprint Tuesday calling for deep cuts in safety-net programs such as Medicaid. 3) Nvidia Corp. will deliver its highly anticipated fourth-quarter report on Wednesday, giving investors an update on AI spending at a time when the world’s biggest tech stocks have been in retreat.See omnystudio.com/listener for privacy information.

NVIDIA Corp. v. E. Ohman J:or Fonder AB | 11/13/24 | Docket #: 23-970

Bulls remain in charge Data not important - down the road all will be fine Seasonality - Race to the End CPI and PPI - conflicting PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter DONATIONS ? This week on TDI Podcast - Patrick O'Hare from Briefing.com Warm-Up - Bulls remain in charge - Data not important - down the road all will be fine - Seasonality - Race to the End - Check the Podcast Cover Design - trying to do all from AI generation through end of year. - Musk pulls a fast one Markets - CPI and PPI - conflicting - Bank earnings - so far so good - Fed allowing people to look past negatives - rather to opportunities ahead - US Chips and Exports - roughed up market Economics This Week - Import and Export Prices - Retail Sales - Philly Fed - Industrial Production - Housing Starts - Building Permits Of Interest: NY Fed says median inflation expectations remained unchanged at 3.0% at the one-year horizon, increased to 2.7% from 2.5% at the three-year horizon, and increased to 2.9% from 2.8% at the five-year horizon. - So inflation is a bit more sticky than Recession - No Says Goldman - Goldman lowers recession odds to just 15% Seasonality - The Race until the end - Sell Rosh Hashana and Buy Yom Kippur - so far so good - working just as planned. Almost... - End of year from here favors the bulls - Could have a few complications with the election right in  between but electoral promises will be  helpful for markets Markets Worried? - Biden administration officials have discussed capping sales of advanced AI chips from Nvidia Corp. and other American companies on a country-specific basis - NVDA, INTC, AMD in the crosshairs for Middle East - Officials are focused on Persian Gulf countries that have a growing appetite for AI data centers and the deep pockets to fund them - The new approach would set a ceiling on export licenses for certain countries in the interest of national security - ASML earnings miss (Stock dropped 16%) is a drag on chip/semiconductor sector Fed Powers - Former President Trump on Bloomberg interview says Fed Chair Jerome Powell dropped rates too much in 2020; says a president should be able to give his or her opinion to Fed on interest rates, but he or she shouldn't be allowed to order it ELON - Pulling a fast one - Tesla had its Optimus robots controlled by remote at CyberCab event, according to Bloomberg - Also, reports that driver-less cars controlled by remote drivers in India (or somewhere) - Isn't that fraud? Example of promises hitting the wires - Former President Trump will propose today making all interest on car loans fully tax deductible, according to Reuters - Former President Trump will also propose a 15% corporate tax rate only for companies that produce products in America - Former President Trump will also propose banning all Chinese autonomous vehicles from traveling on US roads (Special gift for Elon) Consumer Confidence - Last Friday - confidence showed people less confident - Inflation expectations lower, but dropped 2 points from last month JPM Earnings - JPMorgan Chase & Co. reported a surprise gain in net interest income for the third quarter and raised its forecast for the key revenue source, even amid expectations that US interest rates will continue to fall. - Revenue from the bank's Wall Street operations also defied analysts' estimates, with investment-banking fees surging 31%, topping estimates for a 16% gain. Equity traders notched a 27% revenue increase. - Official:  JPMorgan Chase reported strong third-quarter earnings, with earnings per share (EPS) of $4.50, beating estimates.