00:00Nvidia reportedly received the green light from the U.S. government to sell its H-200 ships to major Chinese
00:06companies, a significant policy reversal that sent tech stocks sharply higher.
00:11Both Boeing CEO Kelly Ortberg and Nvidia CEO Jensen Huang accompanied President Trump to Beijing for the summit, joining a
00:19delegation of more than a dozen top U.S. business leaders.
00:22The two sides are also discussing potential A.I. guardrails aimed at keeping advanced A.I. models out of the
00:29hands of bad actors, though experts warn enforcement would be extremely difficult.
00:33The broader semiconductor sector has been on a tear, with the VanEck Semiconductor ETF jumping 58 percent so far in
00:422026.
00:42Nvidia is scheduled to report its own earnings on May 20th, a report Wall Street is watching closely as the
00:49A.I. infrastructure spending boom shows no sign of slowing.
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