LUTNICK STALLED TRUMP'S NVIDIA–CHINA CHIP CURBS AFTER OVAL TALKS- AXIOS

Axios reported that Commerce Secretary Howard Lutnick stalled proposed Trump-administration curbs on Nvidia's chip sales to China following discussions in the Oval Office, suggesting internal disagreement over the scope of export restrictions. The primary transmission channel is policy-driven revenue expectations: tighter export controls would reduce Nvidia's addressable market in China, which has historically been a significant source of data-center demand, so a delay or softening of curbs tends to lift the outlook for its China-linked sales. Nvidia (NVDA) is the most directly exposed equity given its dependence on advanced AI accelerators, while Chinese semiconductor and AI-infrastructure names and broader U.S. chip peers would be secondary beneficiaries or casualties depending on whether restrictions are eased or reimposed. The next concrete catalyst is any formal Bureau of Industry and Security rule or licensing announcement on advanced-chip exports to China, since the timing and specificity of that document will determine whether the stalled measures are shelved or revived.

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