Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

Senator Elizabeth Warren called out the Trump administration on Wednesday for allowing Nvidia Corp. (NVDA) to resume selling its H20 AI chips to China, just months after banning them. “We should be advancing American tech dominance and national security,

Three weeks ago, we recommended Nvidia Inc. (NVDA) stock in a June 22 Barchart article and shorting out-of-the-money puts. Now, NVDA is near its target prices, and the short play is successful. What is the best play here?

Jim Cramer believes that Nvidia Corp. (NASDAQ:NVDA) is poised to get a significant boost with the U.S. government assuring licenses for the sale of its H20 chips or general processing units to China,

Nvidia backed Washington's AI push on Tuesday, echoing Trump advisor David Sacks' call to make American technology the global standard, as AI chip stocks rallied on signs of renewed U.S. investment and eased export restrictions.

Nvidia Corp. (NVDA) has received the Trump Administration’s nod to sell its China-compliant artificial intelligence (AI) H20 chips in the Asian country, three months after the company disclosed a $5.5 billion charge related to new export curbs put in place by the Trump administration.

The consumer price index for June show that Trump tariffs began to nudge inflation only modestly higher last month.