Wall Street Breakfast

Nvidia plans China H20 shipments after U.S. nod

Jul 15, 2025
Nvidia is set to resume its H20 chip sales to China after receiving approval for export licenses from the U.S. The Trade Desk experiences a surge in stock value following its addition to the S&P 500. Tesla makes headlines with the launch of its Model Y in India, priced at $69,751. Meanwhile, TikTok is exploring security solutions for its operations in Canada amid looming shutdown orders, while experts raise concerns about potential issues in the housing market.
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INSIGHT

Nvidia Eyes China Chip Sales Revival

  • Nvidia plans to resume H20 GPU sales to China after the U.S. assured export licenses will be granted.
  • This move follows a trade deal easing tech export restrictions and aims to restore Nvidia's China market share.
INSIGHT

Trade Desk Joins S&P 500

  • The Trade Desk rose 15% pre-market after its inclusion in the S&P 500 index.
  • This change reflects market confidence despite the stock's 35% loss year-to-date.
INSIGHT

Tesla Enters Indian Market

  • Tesla launched the Model Y in India at roughly $69,751, notably pricier than other markets.
  • This entry could lead to local manufacturing and supply chain investments in India.
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