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$NVDA CEO JENSEN HUANG ON CHINA & EXPORT CONTROL:
“The H20 export ban ended our Hopper business in China. We can’t reduce Hopper further to comply—we’re writing off billions in unsellable inventory.”
“China will move forward with or without us. The question is whether they run AI on U.S. platforms—or their own.”
“Blocking U.S. chips strengthens China’s chipmakers abroad and weakens America’s position.”
“The AI race isn’t just about chips—it’s about which stack the world runs on. And that includes 6G and quantum.”
“The idea that China can’t make AI chips was always shaky—and now, it’s clearly wrong.”
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$NVDA CEO JENSEN HUANG ON CHINA & EXPORT CONTROL:
“The H20 export ban ended our Hopper business in China. We can’t reduce Hopper further to comply—we’re writing off billions in unsellable inventory.”
“China will move forward with or without us. The question is whether they run AI on U.S. platforms—or their own.”
“Blocking U.S. chips strengthens China’s chipmakers abroad and weakens America’s position.”
“The AI race isn’t just about chips—it’s about which stack the world runs on. And that includes 6G and quantum.”
“The idea that China can’t make AI chips was always shaky—and now, it’s clearly wrong.”
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Wall St Engine
ELON MUSK COMMENTS ON TELEGRAM DEAL, SAYS "NO DEAL" HAS BEEN SIGNED https://t.co/BIbAss3L1X
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ELON MUSK COMMENTS ON TELEGRAM DEAL, SAYS "NO DEAL" HAS BEEN SIGNED https://t.co/BIbAss3L1X
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Wall St Engine
$ELF Beauty is buying Hailey Bieber’s Rhode brand for $1 billion—$800M in cash and stock, plus $200M based on future performance. Rhode pulled in $212M revenue in year three and heads to Sephora later this year. Bieber will stay on as chief creative officer https://t.co/cyG4FEVXMP
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$ELF Beauty is buying Hailey Bieber’s Rhode brand for $1 billion—$800M in cash and stock, plus $200M based on future performance. Rhode pulled in $212M revenue in year three and heads to Sephora later this year. Bieber will stay on as chief creative officer https://t.co/cyG4FEVXMP
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Capital Employed
Best Stock Pitches newsletter dropping tomorrow. Many great ideas in this issue.
Subscribe here to get it in your inbox 👇
https://t.co/JMLSGe7zj7
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Best Stock Pitches newsletter dropping tomorrow. Many great ideas in this issue.
Subscribe here to get it in your inbox 👇
https://t.co/JMLSGe7zj7
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The U.S. Court of International Trade just ruled Trump’s global “Liberation Day” tariffs invalid, saying the president doesn’t have the authority to impose sweeping tariffs under IEEPA. The Trump admin has already filed an appeal. https://t.co/fGOLCM5NoS
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The U.S. Court of International Trade just ruled Trump’s global “Liberation Day” tariffs invalid, saying the president doesn’t have the authority to impose sweeping tariffs under IEEPA. The Trump admin has already filed an appeal. https://t.co/fGOLCM5NoS
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ELON MUSK: FIRST DELIVERY OF $TSLA SELF-DRIVING MODEL Y CARS IN JUNE https://t.co/0m1Zgrrf2S
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ELON MUSK: FIRST DELIVERY OF $TSLA SELF-DRIVING MODEL Y CARS IN JUNE https://t.co/0m1Zgrrf2S
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Wall St Engine
Today's Key Events (All EST) — 05/29/2025
08:30: US Initial Jobless Claims
08:30: US GDP QoQ 2nd Estimate
08:30: Fed's Barkin
110:40: Fed's Goolsbee
13:00: US 7-Year Auction
14:00: Fed's Kugler Speaks
16:00: Fed's Daly Speaks
Before Open 👇
04:00: $FUTU
04:35: $LI
05:25: Canadian Imperial Bank of Commerce $CM
06:00: Royal Bank of Canada $RY
06:00: BRP $DOOO
06:25: Bath & Body Works $BBWI
06:30: Hormel Foods $HRL
06:45: Foot Locker $FL
06:45: Burlington Stores $BURL
06:45: Caleres $CAL
06:45: Movado Group $MOV
07:00: Best Buy $BBY
07:00: Kohl's $KSS
07:00: Roivant Sciences $ROIV
07:00: SpartanNash $SPTN
07:00: Hamilton Lane $HLNE
07:05: Build-A-Bear Workshop $BBW
After Hours 👇
04:00: NetApp $NTAP
04:05: Marvell Technology $MRVL
04:05: Dell Technologies $DELL
04:05: Zscaler $ZS
04:05: Elastic $ESTC
04:05: ULTA Beauty $ULTA
04:05: American Eagle Outfitters $AEO
04:05: Ambarella $AMBA
04:05: PagerDuty $PD
04:05: Red Robin Gourmet Burgers $RRGB
04:10: UiPath $PATH
04:15: Costco $COST
04:15: CooperCompanies $COO
04:20: Gap $GAP
04:40: NGL Energy Partners $NGL
After Close: STARZ $STRZ
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Today's Key Events (All EST) — 05/29/2025
08:30: US Initial Jobless Claims
08:30: US GDP QoQ 2nd Estimate
08:30: Fed's Barkin
110:40: Fed's Goolsbee
13:00: US 7-Year Auction
14:00: Fed's Kugler Speaks
16:00: Fed's Daly Speaks
Before Open 👇
04:00: $FUTU
04:35: $LI
05:25: Canadian Imperial Bank of Commerce $CM
06:00: Royal Bank of Canada $RY
06:00: BRP $DOOO
06:25: Bath & Body Works $BBWI
06:30: Hormel Foods $HRL
06:45: Foot Locker $FL
06:45: Burlington Stores $BURL
06:45: Caleres $CAL
06:45: Movado Group $MOV
07:00: Best Buy $BBY
07:00: Kohl's $KSS
07:00: Roivant Sciences $ROIV
07:00: SpartanNash $SPTN
07:00: Hamilton Lane $HLNE
07:05: Build-A-Bear Workshop $BBW
After Hours 👇
04:00: NetApp $NTAP
04:05: Marvell Technology $MRVL
04:05: Dell Technologies $DELL
04:05: Zscaler $ZS
04:05: Elastic $ESTC
04:05: ULTA Beauty $ULTA
04:05: American Eagle Outfitters $AEO
04:05: Ambarella $AMBA
04:05: PagerDuty $PD
04:05: Red Robin Gourmet Burgers $RRGB
04:10: UiPath $PATH
04:15: Costco $COST
04:15: CooperCompanies $COO
04:20: Gap $GAP
04:40: NGL Energy Partners $NGL
After Close: STARZ $STRZ
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