Nvidia Edges Back into China with H200 Chips – But Sales Remain Zero
Nvidia gets US license for limited H200 AI chip exports to China with 25% duty, but zero revenue so far amid Beijing import uncertainty and rising local rivals.
Nvidia gets US license for limited H200 AI chip exports to China with 25% duty, but zero revenue so far amid Beijing import uncertainty and rising local rivals.
Zoom’s FY2027 earnings guidance fell below Wall Street forecasts due to rising AI expenses. Q4 revenue beat but profit missed.
H.C. Wainwright upgrades JOBY to Buy with $18 target on final-stage FAA progress and eIPP catalyst. Joby beats Q4 loss ($0.14 vs $0.20 expected) and cash ($1.41B vs $1.01B), eyes first passengers in Dubai via Uber + US early ops this year.
Celsius (CELH) smashed Q4 2025 expectations — revenue doubled to $721.6M, adjusted EPS jumped 86%, and Alani Nu is flying in PepsiCo’s system.
Baidu’s (BIDU) latest results show slowing revenue and tough AI competition, yet cloud growth, overseas robotaxis, and a new $5B buyback + dividend signal brighter days ahead.
C3.ai just reported weak Q3 2026 results, missed expectations, slashed its revenue outlook, and announced major layoffs under its new CEO. Stock plunged ~23% premarket.