NVDA Dec 2025 270.000 put
- Yahoo Finance Video
Why Biden's China tariffs may not be so bad for US chip demand
The Biden administration has enacted a new set of tariffs against China that will hit up to $18 billion in imported goods, including quadrupling the duties imposed on electric vehicles (EVs) and doubling tariffs on solar panels and semiconductors to 50% each. Bernstein Managing Director and Senior Analyst Stacy Rasgon joins The Morning Brief to elaborate on whether or not these trade policies will have any lasting effects on the United States, its demand for semiconductor imports, and the new avenues China is approaching to acquire more AI chips. "The US just doesn't import a lot of direct semiconductors from China... it's maybe a few billion dollars, it's not any more than that. So there's no direct impact," Rasgon says. "Now the indirect impact, you know again risks of further escalation... like counter like actions from China... those have been the issues that we've been dealing with over the last several years. By and large, they have been manageable." For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Luke Carberry Mogan.
- Investor's Business Daily
A Way To Go Bullish On Nvidia Earnings With Limited Risk
Nvidia is due to report earnings on Wednesday after the closing bell, and the options market is pricing in an 10.2% move in either direction. Nvidia stock has stayed above the lower expected range following all six of the last six earnings announcements. Now that we know the expected range, let's find a bull put spread that has the short strike roughly 10.3% below the stock price.
- Reuters
Google launches Trillium chip, improving AI data center performance fivefold
Google parent Alphabet on Tuesday unveiled a product called Trillium in its artificial intelligence data center chip family that it says is nearly five times as fast as its prior version. "Industry demand for (machine learning) computer has grown by a factor of 1 million in the last six years, roughly increasing 10-fold every year," Alphabet CEO Sundar Pichai said in a briefing call with reporters. "I think Google was built for this moment, we've been pioneering (AI chips) for more than a decade."
