When it comes to Arista Networks and Broadcom, what's good for the goose is good for the gander. ANET's big Q2 beats are sending strong signals Broadcom's way.
ETF investors face policy risk as US-China tensions affect semiconductor and precious metals markets. Nvidia and AMD stocks may suffer, while gold ETFs could benefit from tariff clarity.
The President said that while he would not approve exports of the full chip, a version that is downgraded by 30% to 50% could be considered at a later date.
If the new export curbs had not been implemented by the Trump administration, Bernstein estimates that Nvidia would have generated $23 billion in revenue from H20 chips in 2025.
