NVIDIA (NVDA) confirms it was granted a US licence in February to ship a small amount of H200 chips to China-based customers and H200 chips face 25% tariffs
NVIDIA's confirmation of receiving a US license to ship H200 chips to China is significant as it indicates a cautious approach to navigating US-China trade tensions, albeit within the constraints of a 25% tariff.
North Korea held a military parade, according to KCNA
BoJ's Governor Ueda says basic stance is to continue hiking interest rates if the likelihood of our economic, price forecasts materialising heightens, according to Yomiuri
NVIDIA (NVDA) confirms it was granted a US licence in February to ship a small amount of H200 chips to China-based customers and H200 chips face 25% tariffs
NVIDIA Corporation (NVDA) Q4 2026 (USD): Adj. EPS 1.62 (exp. 1.54), Revenue 68.1bln (exp. 66.12bln)
Newsquawk US Market Wrap: Stocks advance as AI fears continue to ease
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- Still negotiating OpenAI investment, deal not finalised.
- FY2026 gross margin fell because of a USD 4.5bln write-off due to overstock and purchase commitments.
- CFO expects supply constraints for advanced architectures to continue.
The ongoing negotiations regarding OpenAI investment, combined with the CFO's warning about continued supply constraints, suggest a complex operational environment that may affect future margins and growth expectations. This could have implications for investor sentiment not only in NVIDIA but across related sectors, affecting stocks and currencies linked to tech and semiconductors.
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