CNBC's "Fast Money" Nvidia’s Record Setting Run… And Trump’s Powell Pressure Ramps Up 7/15/25
Jul 15, 2025
Tim Seymour, a seasoned trader and market commentator, dives deep into Nvidia's pursuit of a license to sell H20 chips in China and its implications for AI investments. The conversation shifts to the anticipated earnings from major banks and the potential market reactions. Lastly, Seymour discusses Trump's threats against Fed Chair Powell and a Wall Street forecaster's warning about the inflation risks tied to such political pressures. It's a mix of market insight, economic analysis, and geopolitical concerns that keep listeners on their toes.
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Nvidia's China Chip Approval
- Nvidia's approval to sell AI chips in China marks a significant strategic breakthrough amid geopolitical tensions.
- This move supports Nvidia's dominant AI hardware lead and unlocks about 15% of its business related to China.
Nvidia's Growth Outlook
- Nvidia is growing rapidly with expected 30% revenue growth in 2026, accelerating from 25%.
- The AI hardware sector is early in its buildout, with huge growth potential still ahead.
AI Trade Beyond Nvidia
- Investors should look beyond Nvidia to play the AI growth trade, including Taiwan Semiconductor and AI infrastructure companies.
- Market share competition, especially between Nvidia and AMD, remains important for future valuations.