Bloomberg Intelligence BI Weekend: Nvidia Chips, Dating Apps, Tesla Vote
11 snips
Jul 18, 2025 Dive into the tech world as Nvidia and AMD navigate AI chip sales to China amidst shifting policies. Discover how UnitedHealth is beating Wall Street targets while facing scrutiny, and Hewlett Packard Enterprise's new strategies for growth. Explore Gen Z's unique relationship with dating apps, marked by skepticism towards AI. Plus, get insights on Tesla's potential investment in Elon Musk's AI startup and the evolving landscape of U.S. renewable energy, including the role of nuclear power in a cleaner future!
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AI Chip Sales Resume to China
- NVIDIA and AMD can resume selling deprecated AI chip versions in China under new US guidelines.
- This represents a positive growth opportunity potentially adding $25 billion in sales for NVIDIA annually.
UnitedHealth's Earnings Strategy Questioned
- UnitedHealth used stealthy stake sales to boost earnings and beat Wall Street targets.
- These gains obscured operational weaknesses, raising investor concerns about sustainability.
HPE's Operational Challenges and AI Lag
- Hewlett Packard Enterprise faces operational challenges and lags in AI sales compared to competitors.
- Activist investor Elliott Management aims to drive operational improvements and create synergy through a new strategy committee.