The Rundown Nvidia Is Back in China, This Drone Stock Just Exploded 700%
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Mar 18, 2026 Market reactions to geopolitical shocks and shifting investor sentiment. A Fed meeting preview with dot-plot implications and oil-driven inflation risks. Nvidia resumes AI chip sales in China after approvals. A drone-swarm company rockets on its IPO debut. Amazon experiments with one-hour and three-hour paid delivery options.
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Fed Dot Plot Will Reflect Oil Shock Uncertainty
- The Fed is likely to hold rates but the dot plot will signal rate-cut timing uncertainty.
- Rising oil from the Strait of Hormuz and a slowing labor market (92,000 job losses in February) complicate inflation and cut expectations.
NVIDIA Resumes China AI Chip Sales
- NVIDIA restarted H200 AI chip production for China after getting approvals from both US and Chinese authorities.
- This reverses a near-zero China revenue hit (previously ~13% of revenue) and includes plans for a Grok inference chip variant for China.
Josh D'Amaro Becomes Disney CEO Amid Messy Turnaround
- Josh D'Amaro officially takes over as Disney CEO at a shareholder meeting, inheriting Parks success but wider media challenges.
- Disney is down 50% from 2021 highs; Bob Iger will remain as senior advisor and board member.