Stock Movers Nvidia H20 Chips; Workday Drops; Zoom Higher
Aug 22, 2025
Nvidia's shares dip as production of the H20 AI chip halts after concerns from Beijing. CEO Jensen Huang is taken aback by the scrutiny over security issues. Conversely, Zoom's stocks rise with a robust sales outlook, showing a growing customer base. Meanwhile, Workday faces disappointment after keeping its revenue guidance unchanged, highlighting worries about AI's impact on jobs. The show dissects these market dynamics, providing listeners with valuable stock insights.
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Security Concerns Trump Product Merit
- Nvidia's CEO maintained surprise and denied any backdoors in the H20 while Beijing flagged data-security risks.
- The political/security concerns override pure product demand and reshape regional supply chains.
China Blocks Nvidia H20 Demand
- Beijing urged local firms to avoid Nvidia's H20 chip over alleged security backdoors, prompting suppliers to halt related production.
- That shift buoyed Chinese chip makers as buyers pivot toward domestic alternatives like Huawei.
Host's Personal Zoom Aside
- Lisa Mateo noted she rarely uses Zoom, claiming only a few meetings in her life as a personal aside.
- This brief personal detail contrasted with the show's discussion of Zoom's business momentum.