Closing Bell Closing Bell: The Fed's Next Move, Bitcoin Conference 5/28/25
May 28, 2025
Christina Partsinevolos, a CNBC correspondent who tracks the tech and semiconductor markets, joins Bryn Talkington of Requisite Capital, economic strategist Robert Kaplan, and Washington correspondent Megan Casella. They discuss the anticipated impact of Nvidia's earnings on investors and how U.S. export restrictions on semiconductors could lead to significant losses. The group also analyzes the economic landscape, Federal Reserve policies, and market adaptability amidst growing volatility, focusing on strategic insights for navigating challenging conditions.
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NVIDIA's China Export Challenge
- Nvidia faces significant impact from recent China export restrictions, leading to a potential $15 billion sales loss.
- Supply constraints are easing, but analysts haven't fully priced in these challenges yet.
NVIDIA's Messy Quarter Outlook
- NVIDIA's current quarter might be messy due to underestimated impacts of the China ban.
- Despite this, the medium and long-term outlook on AI and NVIDIA remains positive.
Trading NVIDIA Amid High Expectations
- Traders may consider selling calls as NVIDIA's stock faces resistance near all-time highs.
- Long-term investors should view current challenges as temporary with promising AI growth ahead.