TRUMP ON JENSEN HUANG: SPOKE TO HIM ON WEDNESDAY -STRAIGHT SHOOTER PODCAST

President Trump said in a "Straight Shooter" podcast appearance that he spoke with Nvidia CEO Jensen Huang on Wednesday, according to the headline; the headline itself does not disclose the substance of the call. The transmission channel for a comment like this runs through policy expectations and sentiment toward Nvidia, since Huang's relationship with the White House has been tied to export controls on advanced AI chips and to broader trade and semiconductor policy. Nvidia and other AI-linked semiconductor names would be the most directly exposed, as shifts in perceived regulatory access to China or tariff treatment can reprice revenue expectations for high-multiple chip stocks. Traders should watch for any follow-up statements from Nvidia or the administration clarifying whether the discussion touched on export licensing, and for Nvidia's next scheduled earnings report, where guidance on China-related revenue would be the key test of how much policy headline risk is priced in.

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