NVIDIA

The S&P 500 is up, boosted by AI stocks like Nvidia and Broadcom. The U.S. announced a delay on tariffs for Chinese semiconductors, potentially easing trade tensions. Analysts see a buying opportunity in Meta Platforms, citing AI potential despite recent stock declines. Investors await jobless claims data, with the market closing early on Christmas Eve.

Stocks saw muted movement as rising bond yields offset strong GDP data, tempering Fed rate cut hopes. However, some believe a Trump-appointed Fed could accelerate rate cuts, benefiting equities. The CNBC Investing Club added Alphabet back to its watchlist, citing AI advancements and easing antitrust concerns. Nvidia’s stock recovery suggests recognition of its AI leadership, with its upcoming chip platform expected to be a catalyst. Other companies discussed include Prologis, ServiceNow, Johnson & Johnson, Reddit, and Tyson Foods.

The AI trade regained momentum, lifting Big Tech as Nvidia’s valuation appears attractive at 25x forward earnings. However, Nike tumbled on weak guidance, highlighting market sensitivity. Wells Fargo impressed with its M&A advisory growth, prompting an upgrade for financial stocks. Boeing also rose, with JPMorgan reiterating its “top pick” status on increased production expectations.

words.The S&P 500 slipped after a fresh high, driven by a tech‑stock rotation while materials, financials and industrials led gains; the Dow rose 1 %. Investors await the “Santa Claus rally” starting Dec 19. Key week‑long stories: Broadcom fell 11.5% on cautious AI‑chip demand; Oracle dropped further after delaying OpenAI data‑center projects; Nvidia secured limited export licences for a throttled AI accelerator to China; GE Vernova posted strong guidance on AI‑data‑center power‑equipment. Market focus now is Fed policy, AI‑chip supply‑chain dynamics, and enterprise‑software spending.

Nvidia denied reports that Chinese AI startup DeepSeek smuggled its advanced Blackwell chips, which the U.S. has banned from export to protect a strategic AI lead. While Nvidia investigates all leads, it says there’s no evidence of “phantom data centers.” President Trump has proposed allowing H200 chips to “approved” Chinese customers with a 25% U.S. revenue share, sparking bipartisan debate over technology‑transfer risks. DeepSeek’s low‑cost R1 model has risen quickly, highlighting competitive pressure on Western AI firms and the uncertainty of export controls.

.Nvidia received U.S. approval to export its second‑tier H200 GPUs to vetted Chinese customers for a 25 % treasury royalty, a move announced by President Trump. The H200, an upgraded version of the throttled H20, could add $25‑30 billion in revenue and lift EPS by $0.60‑$0.70, yielding a PEG below 1.0 and a forward P/E around 24×. Though Wall Street’s reaction was muted, analysts expect Chinese adoption to narrow the AI compute gap and boost Nvidia’s earnings despite lingering geopolitical risks.

U.S. authorities dismantled a China‑linked smuggling ring that moved over $160 million of export‑controlled NVIDIA H100 and H200 GPUs. Operation Gatekeeper led to the guilty plea of Texas businessman Alan Hao Hsu and his firm Hao Global, plus charges against New York‑based Fanyue Gong and Canadian Benlin Yuan for using falsified documents and “straw purchasers” to reroute chips to mainland China, Hong Kong and other prohibited sites. The bust underscores heightened enforcement of AI‑hardware export controls and the broader U.S.–China rivalry over advanced semiconductor technology.

President Trump announced that Nvidia may ship its H200 AI chips to approved Chinese customers, with the United States receiving 25% of sales revenue. Chinese President Xi Jinping welcomed the plan. The same revenue‑sharing model will apply to AMD, Intel and other U.S. chipmakers. The policy is presented as a way to protect American jobs, sustain domestic manufacturing and generate tax income while avoiding a full export ban. Analysts see modest share gains, increased competition, and a shift toward calibrated engagement that could become a template for future high‑tech export agreements.

the summary).Foxconn, traditionally a smartphone assembler, is now a key Nvidia partner, producing AI‑optimized server racks that drove a 26% YoY revenue rise to NT$844.3 bn (≈US$27 bn) in November. AI server sales offset a 6% monthly dip in consumer electronics, boosting Q3 profit 17% YoY. The firm launched a Taiwan AI manufacturing hub with Nvidia, invested in data‑center specialist TECO, and partnered with OpenAI on hardware. This pivot promises higher margins, greater capital spend, and geographic diversification, lifting its share price 26% YTD and positioning Foxconn as a central player in the expanding AI infrastructure market.

. Nvidia announced this week that it will invest $2 billion for a stake in chip‑design fir…