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S19E6: NVIDIA’s China Comeback Fuels Market Rally Despite Rising Inflation (July 15, 2025)

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Manage episode 494610883 series 2661694
Content provided by Management Consulted. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Management Consulted or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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NVIDIA’s surprise approval to resume selling AI chips to China sent its stock soaring and lifted the broader market - even as fresh inflation data showed price pressures ticking back up.

Jenny Rae and Namaan break down why NVIDIA’s China comeback matters for investors and how U.S. policy is shaping global chip strategy.

They also explore what rising inflation could mean for Fed decisions ahead.

Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube.

Real Talk About Marketing
An Acxiom podcast where we discuss marketing made better, bringing you real...

Listen on: Apple Podcasts Spotify

Connect With Management Consulted

  continue reading

Chapters

1. S19E6: NVIDIA’s China Comeback Fuels Market Rally Despite Rising Inflation (July 15, 2025) (00:00:00)

2. [Ad] Real Talk About Marketing (00:09:12)

3. (Cont.) S19E6: NVIDIA’s China Comeback Fuels Market Rally Despite Rising Inflation (July 15, 2025) (00:10:00)

567 episodes

Artwork
iconShare
 
Manage episode 494610883 series 2661694
Content provided by Management Consulted. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Management Consulted or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

NVIDIA’s surprise approval to resume selling AI chips to China sent its stock soaring and lifted the broader market - even as fresh inflation data showed price pressures ticking back up.

Jenny Rae and Namaan break down why NVIDIA’s China comeback matters for investors and how U.S. policy is shaping global chip strategy.

They also explore what rising inflation could mean for Fed decisions ahead.

Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube.

Real Talk About Marketing
An Acxiom podcast where we discuss marketing made better, bringing you real...

Listen on: Apple Podcasts Spotify

Connect With Management Consulted

  continue reading

Chapters

1. S19E6: NVIDIA’s China Comeback Fuels Market Rally Despite Rising Inflation (July 15, 2025) (00:00:00)

2. [Ad] Real Talk About Marketing (00:09:12)

3. (Cont.) S19E6: NVIDIA’s China Comeback Fuels Market Rally Despite Rising Inflation (July 15, 2025) (00:10:00)

567 episodes

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