3.8 • 950 Ratings
🗓️ 15 July 2025
⏱️ 6 minutes
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0:00.0 | Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. |
0:08.0 | Thanks so much for joining us on this Tuesday, July 15th. I'm Julie Morgan. |
0:13.7 | Invidia looks to reboot China chip sales. The trade desk scores an S&B 500 seat, and Tesla puts a hefty price tag on India's Model Y. |
0:25.1 | Envidia said in a statement that it hopes to resume sales of its H20 GPUs to Chinese clients |
0:31.5 | citing U.S. government assurances that export licenses will be granted. |
0:36.9 | Sales had been halted in April despite the chips being |
0:40.1 | designed to bypass export restrictions. This follows a preliminary trade deal last month that sought |
0:46.6 | China to resume rare earth exports and the U.S. to ease tech export restrictions. |
0:52.7 | NVIDIA CEO Jensen Wong has criticized chip restrictions for hurting U.S. tech leadership |
0:58.2 | and halving NVIDIA's China market share. |
1:02.0 | Wong also unveiled a new compliant chip, the RTFX Pro, aimed at smart factories and logistics. |
1:08.0 | He recently met with President Trump to express support for U.S. job |
1:12.4 | creation, onshoreing, and AI leadership. In addition, he met with Chinese officials to promote |
1:18.6 | safe AI collaboration. The trade desk is up 15% in pre-market action after the company has been |
1:26.4 | included in the SMP 500 index. |
1:29.5 | The digital advertising platform will replace ANSIS in the SMP 500 effective before the opening |
1:35.7 | of trading on Friday, July 18th. Synopsis will acquire ANSys and a deal expected to be completed |
1:42.5 | the previous day. |
1:51.4 | Overall, the stock has lost 35% so far this year compared to the 6% rise in the SMP 500. |
1:58.3 | Tesla has officially entered the Indian market with the launch of its Model Y electric SUV. |
2:05.2 | Price at around 6 million Indian rupees or $69,751 U.S. dollars. |
2:12.3 | The Indian pricing is notably higher than in other major markets. In comparison, the Model Y starts at $44,990 in the U.S. and speaking in strictly dollars in other countries, around $36,000 in China and $50,000 in Germany. |
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