NVIDIA (NVDA) CEO says he hopes China will allow the H200 to be sold, while he believes China is still deciding and the Co. has not yet received purchase orders for H200
NVIDIA's CEO commenting on the potential sale of their H200 product in China indicates uncertainty in their market access, which is critical given China's significance in semiconductor demand.
Deutsche Bank (DBK GY) Q4 (EUR): Net income 1.3bln (prev. 1.6bln Y/Y), Revenue 7.73bln (exp. 7.64bln), FY25 Revenue 32.1bln (exp. 31.9bln); announces EUR 1bln share buyback
ABB (ABBN SW) Q4 (USD) basic EPS 0.70 (exp. 0.66), rev. 9.1bln (exp. 8.8bln)
NVIDIA (NVDA) CEO says he hopes China will allow the H200 to be sold, while he believes China is still deciding and the Co. has not yet received purchase orders for H200
SAP (SAP GY) Q4 2025 (EUR): Adj. oper. profit 2.83bln (exp. 2.75bln), Revenue 9.68bln (exp. 9.74bln), Cloud Revenue 5.61bln (exp. 5.64bln), Cloud/Software Revenue 8.62bln (exp. 8.68bln); announced up to EUR 10bln buyback, to start Feb 2026
Prada (1913 HK) cuts ties with more than 200 suppliers after labour abuse audit, according to FT
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The absence of purchase orders suggests potential delays in revenue projections and could pressure NVIDIA's stock, particularly if investors perceive this as a sign of deteriorating relations or increased regulatory hurdles in a key market.
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