Wednesday, November 19, 2025

Nvidia: the White House, the Market, and the Race

 How Trump and Nvidia’s C.E.O. Became Partners on the International Stage - The New York Times

Over the last 10 months, President Trump has become close with Jensen Huang, Nvidia’s chief executive, as the company’s chips have become a tool in trade and peace talks.

Nvidia and Walmart Could Ease Wall St.’s Jitters. Or Make Them Worse. - The New York Times

After four consecutive down days, the stock market is looking increasingly queasy. Earnings reports from Nvidia, Walmart and Target could hint at what’s ahead.

In the A.I. Race, Chinese Talent Still Drives American Research - The New York Times

Although some Silicon Valley executives paint China as the enemy, Chinese brains continue to play a major role in U.S. research.