Markets
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Luke Kawa

Nvidia stock shrugs off report that Chinese customers will only be able to buy H200 AI chips “under special circumstances”

The Information is reporting that Chinese customers won’t be able to get their hands on as many Nvidia H200 AI chips as they want.

Per the outlet, the “Chinese government this week told some tech companies it would only approve their purchases of Nvidia’s H200 AI chips under special circumstances, such as for university research and development labs,” citing two people with direct knowledge of the situation.

On December 8, US President Donald Trump said Nvidia would be allowed to sell these chips, the most advanced in its Hopper generation, to China. This was shortly followed by a report from the Financial Times that Chinese regulators were “discussing ways to permit limited access to the H200,” as the world’s second-largest economy has been keen on boosting its domestic chip industry. Last week, Bloomberg reported that “Chinese officials are preparing to allow local companies to buy the component from Nvidia for select commercial use,” with imports beginning “as soon as this quarter.”

Call it information fatigue, because the market doesn’t seem to care about this latest report, with shares making fresh highs for the day not even 10 minutes after this news hit the wires. Or perhaps when it comes to AI development, it’s not hard to come up with “special circumstances” to justify access to powerful chips.

The report adds that Chinese officials have told companies to only buy these chips if “necessary” — without really defining what “necessary” means.

It’s not the first time traders shrugged off reporting from The Information on Nvidia. Shares finished up 1% on January 7, the day the outlet reported that Beijing was suspending purchases of the H200 pending a decision on what the import restrictions would be.

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Luke Kawa
3h
Why extreme oil price volatility sets off alarm bells for markets and the economy

Nearly every time front-month Brent futures have risen or fallen 30% or more in a month, that’s been accompanied by above-average stock market volatility. In most cases, it’s either coincided with or been soon followed by a recession.

Lightbulb and alarm clock
markets
Matt Phillips

Oil-sensitive stocks and companies relying on middle-class spending are getting crushed

Sometimes there’s a singular story driving the markets. With US benchmark crude oil prices topping $100 a barrel, Monday is one of those days.

Oil-sensitive stocks are getting clobbered, with airlines foremost among them. JetBlue, United Airlines, and Alaska Air are all tumbling.

But the pain is more widespread than that, with industries where oil prices are a major input, such as chemical manufacturers (Eastman Chemical), industrial machinery makers (Illinois Tool Works), and building products (Owens-Corning), also getting shellacked.

More ominous — economically speaking — is the performance of companies catering to America’s middle class, including Macy’s, Kohl’s, Best Buy, and Texas Roadhouse. The drop suggests that investors and traders expect the rising cost of fuel to eat away at disposable income, potentially setting the stage for an economic slowdown.

Some of the worst off on Monday are companies that are both fuel-sensitive and heavily reliant on middle-class consumers — a double whammy.

Cases in point: Carnival is getting creamed, and Clorox, a company that depends on slightly better-off Americans shelling out for its brand-name products, is also getting pummeled.

Stock futures tumble as war drives oil above $100 for the first time since 2022

Stock futures tumble as war drives oil above $100 for the first time since 2022

But the pain is more widespread than that, with industries where oil prices are a major input, such as chemical manufacturers (Eastman Chemical), industrial machinery makers (Illinois Tool Works), and building products (Owens-Corning), also getting shellacked.

More ominous — economically speaking — is the performance of companies catering to America’s middle class, including Macy’s, Kohl’s, Best Buy, and Texas Roadhouse. The drop suggests that investors and traders expect the rising cost of fuel to eat away at disposable income, potentially setting the stage for an economic slowdown.

Some of the worst off on Monday are companies that are both fuel-sensitive and heavily reliant on middle-class consumers — a double whammy.

Cases in point: Carnival is getting creamed, and Clorox, a company that depends on slightly better-off Americans shelling out for its brand-name products, is also getting pummeled.

Retro outdoor sign to save money on gas, Save $ on fuel

Where in the US have gas prices jumped the most since the US attack on Iran?

Drivers in some states are seeing pump prices rise much faster than others.

Hyunsoo Rim5h
markets
Claire Yubin Oh

Live Nation reportedly reaches settlement with DOJ over Ticketmaster

Live Nation is jumping in premarket trading on Monday after reports that it has reached a settlement with the Department of Justice over an antitrust lawsuit that could have forced the company to sell Ticketmaster.

After Bloomberg reported that the company was close to a settlement, The Wall Street Journal early on Monday reported that a deal had indeed been reached with an agreement that crucially spares the entertainment giant from breaking up with Ticketmaster, in return for making it easier for other promoters to compete in Live Nation venues.

The prompt agreement, with negotiations presumably intensifying since the trial kicked off on March 2, is expected to get relief to consumers faster than Live Nation going through a trial, per a Justice Department official cited by the WSJ.

Separately, Politico reported that the settlement would include $200 million in damages to participating states — a tiny fraction of Live Nation’s more than $36 billion market cap. Politico also expects Live Nation to divest more than 10 amphitheaters and cap Ticketmaster’s service fees at its amphitheaters under the agreement.

The settlement, which still requires approval from a judge, is set to be made public on Monday, and has seen about 10 states agreeing to the new framework, according to people familiar with the matter. Other state attorneys general may continue to separately litigate.

Live Nation Reaches Settlement in Federal Antitrust Case

Live Nation Reaches Settlement in Federal Antitrust Case

After Bloomberg reported that the company was close to a settlement, The Wall Street Journal early on Monday reported that a deal had indeed been reached with an agreement that crucially spares the entertainment giant from breaking up with Ticketmaster, in return for making it easier for other promoters to compete in Live Nation venues.

The prompt agreement, with negotiations presumably intensifying since the trial kicked off on March 2, is expected to get relief to consumers faster than Live Nation going through a trial, per a Justice Department official cited by the WSJ.

Separately, Politico reported that the settlement would include $200 million in damages to participating states — a tiny fraction of Live Nation’s more than $36 billion market cap. Politico also expects Live Nation to divest more than 10 amphitheaters and cap Ticketmaster’s service fees at its amphitheaters under the agreement.

The settlement, which still requires approval from a judge, is set to be made public on Monday, and has seen about 10 states agreeing to the new framework, according to people familiar with the matter. Other state attorneys general may continue to separately litigate.

markets
Luke Kawa

Leo KoGuan, billionaire Tesla bull, tweets that he purchased another 1 million shares of Nvidia

Billionaire software entrepreneur, philosopher, and now major Tesla and Nvidia bull Leo KoGuan tweeted that he bought another 1 million shares of the chip designer.

“Hopefully, I can contribute a little to calm the nervous market. Good luck all,” he wrote in his message.

Unless KoGuan can work some magic in global oil markets or conflict resolution in the Middle East, however, “a little” may be all he’s able to contribute in favor of market tranquility.

Stocks, including Nvidia, are modestly positive this morning despite the spike in oil prices weighing on major indexes.

Billionaire Tesla bull tweets that he purchased 1 million shares of Nvidia

Billionaire Tesla bull tweets that he purchased 1 million shares of Nvidia

Unless KoGuan can work some magic in global oil markets or conflict resolution in the Middle East, however, “a little” may be all he’s able to contribute in favor of market tranquility.

Stocks, including Nvidia, are modestly positive this morning despite the spike in oil prices weighing on major indexes.

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