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Engineering The Trade - August 11, 2025 - NVIDIA's Tough Trade-Off With China Explained
Manage episode 499614530 series 68544
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In today's episode, Jermal Chandler and Josh Fabian discuss NVIDIA's (NVDA) significant financial sacrifice to maintain business ties with China amid ongoing tariff negotiations. They analyze upcoming inflation reports and their potential impact on market reactions, as well as the expected move for the S&P 500. The conversation also touches on the evolving landscape of streaming services, particularly with Disney bundling its offerings to compete in the sports arena. Jermal and Josh both emphasize the need for caution as they navigate the market in light of these developments.
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Manage episode 499614530 series 68544
Content provided by tastylive. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by tastylive 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.
In today's episode, Jermal Chandler and Josh Fabian discuss NVIDIA's (NVDA) significant financial sacrifice to maintain business ties with China amid ongoing tariff negotiations. They analyze upcoming inflation reports and their potential impact on market reactions, as well as the expected move for the S&P 500. The conversation also touches on the evolving landscape of streaming services, particularly with Disney bundling its offerings to compete in the sports arena. Jermal and Josh both emphasize the need for caution as they navigate the market in light of these developments.
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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