BI Weekend: Nvidia, Macy’s Earnings, Trump Family’s Money Making Machine
Bloomberg Intelligence
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NVIDIA's Financial Landscape and Clean Energy Challenges
This chapter examines NVIDIA's optimistic revenue forecast against the backdrop of challenges in the Chinese market and tariff impacts on Macy's sales. It also discusses the legislative hurdles facing the clean energy sector due to a new tax and spending bill approved by House Republicans, which poses significant restrictions on renewable energy initiatives. The conversation highlights the intricate dynamics between semiconductor competition, particularly with AMD, and the precarious state of solar companies amid evolving regulations.
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