Rule Changes → Chip Charges
Update: 2025-04-16
Description
Nvidia built a chip to comply with American export rules. This week, those rules changed. Markets reacted dramatically, but chances are that the $2.5 trillion chipmaker can stand the hit.
(00:21 ) Anthony Schiavone and Mary Long discuss Nvidia’s $5.5 billion charge and earnings from Prologis.
Then, (12:31 ), Ricky Mulvey talks with Kevin Simzer, COO of Trend Micro, about AI’s impact on the cybersecurity space.
Companies mentioned: NVDA, PLD, AOT
Host: Mary Long
Guests: Anthony Schiavone, Ricky Mulvey, Kevin Simzer
Engineer: Dan Boyd
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