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Eamonn Sheridan

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News
Trump nvidia chip
News

U.S. to approve major AI-chip sales to UAE and Saudi Arabia with strict China safeguards

  • The U.S. plans to approve exports of up to 70,000 advanced Nvidia AI-chip servers to UAE and Saudi state-backed AI firms.
Eamonn Sheridan
19/11/2025 | 22:36 GMT
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Eamonn Sheridan
19/11/2025 | 22:36 GMT
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Stocks
Nvidia to the moon
Stocks

Nvidia sees $500bn chip pipeline through 2026, but China sales hit by geopolitics

  • Nvidia’s forward visibility reinforces the strength of the global AI-capex cycle, while confirmation of China softness may shift investor focus toward demand concentration in the U.S. and non-China sovereign AI markets.
Eamonn Sheridan
19/11/2025 | 22:16 GMT
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Eamonn Sheridan
19/11/2025 | 22:16 GMT
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News
Trump Trade Tariffs
News

U.S. may delay chip tariffs as White House weighs risks of China backlash

  • Washington is quietly cooling on near-term chip tariffs as it tries to avoid higher consumer prices and a clash with China.
Eamonn Sheridan
19/11/2025 | 21:59 GMT
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Eamonn Sheridan
19/11/2025 | 21:59 GMT
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Central Banks
PBOC
Central Banks

Economic calendar in Asia 20 November 2025: People's Bank of China Loan Prime Rate (LPR)

  • Th PBOC repo rate is now its main policy lever, not the LPRs
Eamonn Sheridan
19/11/2025 | 21:54 GMT
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Eamonn Sheridan
19/11/2025 | 21:54 GMT
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Stock market update
nq nvidia beat 20 November 2025 2
Stock market update

US equity index futures have risen further after Nvidia reports beats

  • NVDA earnings are out, solid beats have eased markets fears. For now.
Eamonn Sheridan
19/11/2025 | 21:37 GMT
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Eamonn Sheridan
19/11/2025 | 21:37 GMT
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