Day: December 8, 2025

Nvidia’s stock rises as Trump blesses China sales. Here’s how big the opportunity could be.

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The latest twist in Nvidia’s China saga? President Donald Trump’s new post saying that he’ll allow chip sales to China as long as the U.S. government gets a 25% cut of business.

Trump first teased an arrangement in August, though then the government was to receive 15% of associated revenue. Nonetheless, Nvidia NVDA CFO Colette Kress said on the company’s latest earnings call that “sizable purchase orders never materialized…due to geopolitical issues and the increasingly competitive market in China.”

Goldman Sachs is pinning hopes on these consumers in 2026. Here are the stock picks.

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Barbara Kollmeyer is based in Madrid, where she leads MarketWatch’s pre-markets coverage of financial markets and writes the Need to Know column. She has worked in London and Los Angeles for MarketWatch previously. Follow her on Twitter @bkollmeyer.

‘I’m desperately trying to do right by everyone’: I’m giving my son $250K and my daughter 50% of a property. Is that fair?

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Quentin Fottrell is MarketWatch’s Managing Editor-Advice Columns and The Moneyist columnist. You can follow him on Twitter @quantanamo.

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