S19E6: NVIDIA’s China Comeback Fuels Market Rally Despite Rising Inflation (July 15, 2025)

NVIDIA’s surprise approval to resume selling AI chips to China sent its stock soaring and lifted the broader market - even as fresh inflation data showed price pressures ticking back up.

Jenny Rae and Namaan break down why NVIDIA’s China comeback matters for investors and how U.S. policy is shaping global chip strategy.

They also explore what rising inflation could mean for Fed decisions ahead. 

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