From Nasdaq: 2025-06-02 09:24:00

In this podcast, Motley Fool analyst Tim Beyers and host Mary Long discuss market relief over Trump trade saga news, highlights from Nvidia’s latest report, and a trade-related announcement impacting the semiconductor supply chain. For full episodes, visit The Motley Fool’s podcast center and explore their top 10 stocks to buy list.
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The recent court ruling on Trump’s tariffs deeming them illegal may delay tariff implementation, leading to a relief rally in the market. Nvidia’s strong free cash flow of $24 billion this quarter could position the company for potential growth and market value. However, Nvidia’s minimal dividend payment raises questions about its strategy.
Nvidia faced challenges with selling H20 chips to China, resulting in a significant charge and revenue loss. Despite this setback, finding alternative markets for these chips could still bring value. Jensen Huang’s focus on US chip manufacturing aligns with the current administration’s policies but may take time to execute fully.
The Trump administration’s announcement concerning export controls on chip software to China impacts companies like Cadence Design Systems and Synopsys. EDA software plays a vital role in chip design and verification, raising concerns about China’s access to high-performance chipsets. Nvidia’s shift to US manufacturing by year-end may involve partnerships with companies like Intel.
Jensen Huang’s commitment to US chip manufacturing aligns with current policies but may take time to materialize. Partnering with Intel could offer production solutions for Nvidia’s needs. Reckless predictions aside, the process of shifting manufacturing to the US by year-end may be more complex than anticipated.



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