US government officials told Nvidia they would green-light export licenses for the H20 artificial intelligence accelerator, the company said in a blog post on Monday — a move that may add billions to Nvidia’s revenue this year, restoring its ability to fulfill orders it had written off as lost due to government restrictions.
President Donald Trump threatened to impose stiff economic penalties on Russia if it doesn’t end hostilities with Ukraine within 50 days as he pledged fresh weapons supplies for Kyiv. “We’re going to be doing very severe tariffs if we don’t have a deal in 50 days, tariffs at about 100%,” Trump said Monday during a meeting with NATO Secretary General Mark Rutte at the White House.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards and Kriti Gupta.
Chapters:
00:00:00 – The Opening Trade
00:01:28 – Trump Disappointed with Putin
00:05:00 – Nvidia H20 Chips
00:10:30 – French Budget Plan
00:11:37 – Grok Antisemitic Posts
00:11:54 – Volvo Tariffs
00:12:13 – Mansion House Speech
00:14:34 – US CPI
00:20:09 – Long-End Bonds
00:28:13 – EU Retaliatory Tariffs
00:30:09 – RIO Tinto New CEO
00:32:28 – China Economy Grows
00:39:02 – NVDA Stock
00:47:03 – Stocks to Watch: Rio Tinto, Ericsson, Volvo
01:03:40 – Volvo 25% Rise
01:14:29 – Reeves at Mansion House
01:18:10 – Canary Wharf Group Chairman Nigel Wilson
01:28:41 – Trump Russia Tariffs
01:34:36 – US Inflation Rise
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