Jordan Klein
Managing Director at Mizuho Securities USA, specializing in the tech sector. Offers insights on the news that Nvidia and Advanced Micro Devices will pay 15% of their revenues from Chinese AI chip sales to the US government in order to secure export licenses.
Top 3 podcasts with Jordan Klein
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Sep 18, 2025 • 43min
US Government’s Intel Stake Worth $14B After Nvidia Deal
Jordan Klein, Managing Director at Mizuho Americas, dives into the recent $5 billion investment by Nvidia in Intel and its massive impact on the semiconductor sector. He explores how this deal reshapes the competitive landscape among major players like AMD and ARM. Klein also sheds light on market reactions and investor sentiments surrounding the agreement, discussing the geopolitical backdrop that may influence future moves in tech investments.
Aug 11, 2025 • 38min
Fed Chair Search Expands to Include Bowman, Jefferson and Logan
Molly Smith, Bloomberg News Economics editor, discusses the economic landscape and the potential effects of upcoming data releases on tariffs and inflation. Ed Price, Senior Fellow at NYU, shares insights on the strategic implications of the Trump-Putin meeting amidst global tensions. Jordan Klein from Mizuho Securities explains the landmark deal between Nvidia and AMD, revealing how chip sales to China will affect U.S. revenues. Finally, Lauren Sanfilippo offers a cautious market outlook, addressing key challenges facing traders today.
Mar 6, 2025 • 41min
AI Fuels Tech Selloff, President Trump To Meet Tech CEOs
Jordan Klein, Managing Director and TMT Sector Specialist at Mizuho, dives into the turbulent tech market shaped by AI advancements and selloffs. He discusses how Chinese AI competition is reshaping global stock dynamics, particularly in the semiconductor sector. The impending meeting between President Trump and tech executives could significantly alter the CHIPS Act and U.S. manufacturing strategies. Klein also highlights the challenges facing women in tech and the shifting landscape of innovation in defense spending.
