Motley Fool Money Rule Changes → Chip Charges
14 snips
Apr 16, 2025 
Anthony Schiavone, an investment analyst, and Kevin Simzer, COO of Trend Micro, dive into the recent changes in U.S. export rules affecting Nvidia, resulting in a hefty $5.5 billion charge. They discuss how these changes could influence market sentiments and investment strategies amidst semiconductor volatility. Kevin shares insights on the evolving cybersecurity landscape, highlighting the heightened threats from AI-driven attacks like ransomware and spear phishing and how organizations must adapt to protect their data assets.
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NVIDIA's $5.5 Billion Charge
- NVIDIA faces a $5.5 billion charge due to new export restrictions on its H20 AI chip.
- Despite this, the company is likely to withstand the impact given its size and financial strength.
Reacting to Market Volatility
- Understand your reasons for owning a stock before reacting to market fluctuations.
- Be slow to react to new information, especially in a volatile environment where policies can change rapidly.
Prologis Q1 Earnings
- Prologis, a logistics real estate company, reported strong Q1 earnings with increased revenue and new leases.
- Despite slight occupancy dip, their core FFO per share exceeded estimates.