Nvidia’s Record Setting Run… And Trump’s Powell Pressure Ramps Up 7/15/25
Nvidia gunning for a license to sell its H20 chips in China, and one asset manager’s thoughts on what it means for the future of AI investments. Plus A hefty week of earnings, starting with big banks. And Trump’s ongoing threats to fire Fed chair Powell. Why one Wall Street forecaster says doing so would feed inflation and hurt stocks.
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Show Notes
Nvidia gunning for a license to sell its H20 chips in China, and one asset manager’s thoughts on what it means for the future of AI investments. Plus A hefty week of earnings, starting with big banks. And Trump’s ongoing threats to fire Fed chair Powell. Why one Wall Street forecaster says doing so would feed inflation and hurt stocks.
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