Hey, it's Kramer, and this is my morning take on the market from today's CBC Investing Club morning meeting.

A ton of news today.

Now, I know we've got the Fed meeting, but I think this idea that maybe there's some good

part movement in trading talks with China may be good, even including makes me less worried about

NVIDIA and this news they have about the antitrust investigation.

Yeah, we'll have to see on that. The antitrust investigation ruled a monopoly. It dates back to

the Melanox deal, which went through in 2020, was approved with conditions. Perhaps China is saying some of those conditions were violated.

We'll have to see.

Invidia was looking a little bit uglier earlier.

It was down $5.5.5 when Frank Holland was won.

It was very big.

I do think that there's before people realized it was melanox,

I think people just felt it was just a jinned up antitrust.

They had left that Melanox investigation open.

Now, let's be really, this is politically motivated.

That is not what you do.

And Besson said, look, the timing on this was awful.

I am hoping that this company's part of a comprehensive deal.

Yeah, it is interesting because Nvidia regaining access to the China market with, you know,

licenses was viewed as a part of a bargaining chip as a a deal with china so it's kind of in the cross

airs here but we're kind of shrugging off this news now you are back from kentucky huge

interview thank you with corning's CEO and of course timcoff well i tried to put in my weekend

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