Stock Movers Nvidia China Ban; New Fortress Soars; Workday Upgrade
Sep 17, 2025
Nvidia faces setbacks as China's internet regulator halts orders for its RTX Pro 6000D, sparking market concern. Meanwhile, New Fortress Energy is on the rise, buoyed by a lucrative $4 billion liquefied natural gas deal with Puerto Rico. Workday enjoys a boost following analyst upgrades and a comprehensive review of its strategic improvements. The podcast delves into how these developments reflect the ever-shifting landscape of stock market dynamics.
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China Blocks Nvidia RTX Pro 6000D Orders
- China instructed firms to stop testing and cancel orders for Nvidia's RTX Pro 6000D, affecting planned deployments at Alibaba and ByteDance.
- Nvidia sits at the center of US-China tech tensions because its chips drive advanced AI capabilities.
Nvidia's Market Resilience
- Nvidia's enormous market cap and YTD gains show resilience despite export and geopolitical pressures.
- Market participants still model strong earnings, revenues, and free cash flow into Nvidia's outlook.
Use Analyst Upgrades As Trading Signals
- Watch analyst reactions after company events as they can prompt upgrades and immediate stock moves.
- Use such analyst commentary to reassess positions in enterprise software names like Workday.