China Urges Firms Not to Use Nvidia H20 Chips; Trump Extends China Truce for 90 Days
On today's podcast: 1) China has urged local companies to avoid using Nvidia Corp.’s H20 processors, particularly for government-related purposes, complicating the chipmaker’s attempts to recoup billions in lost China revenue as well as the Trump administration’s unprecedented push to turn those sales into a US government windfall.2) President Donald Trump extended a pause of higher tariffs on Chinese goods for another 90 days into early November, stabilizing trade ties between the world’s two largest economies.Trump signed an order extending the truce through Nov. 10, deferring a tariff hike set for Tuesday. The de-escalation first took effect when the US and China agreed to reduce tit-for-tat tariff hikes and ease export restrictions on rare earth magnets and certain technologies.3) Donald Trump downplayed expectations for his upcoming meeting with Russian leader Vladimir Putin as the US president seeks to end the war in Ukraine, casting it as a “feel-out meeting” and saying he would confer with Ukrainian and European leaders after the sitdown.See omnystudio.com/listener for privacy information.
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17:20
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17:20
Trump to Meet Putin in Alaska; Nvidia & AMD to Pay US 15% of China Chip Sales
On today's podcast: 1) Donald Trump plans to meet Russian President Vladimir Putin in Alaska as the US president looks to broker an agreement that will bring an end to the war in Ukraine.2) Nvidia Corp. and Advanced Micro Devices Inc. agreed to pay 15% of their revenues from Chinese AI chip sales to the US government in a deal to secure export licenses, an unusual arrangement that may unnerve both US companies and Beijing.3) US President Donald Trump said he hopes China will massively step up its purchases of American soybeans — comments that come a day before a trade truce expiresSee omnystudio.com/listener for privacy information.
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16:53
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16:53
The CEO Radar: 'No Regret' Moves for CEOs Facing Uncertainty (Sponsored Content)
While discussions of US tariff policies dominated Q2 earnings calls to an unprecedented degree, another equally important trend is bubbling just under the surface in C-suites and on trading floors: concern that the economic uncertainty caused by tariff turmoil may lead to a downturn. That’s the conclusion of the third edition of the CEO Radar—a tool to help CEOs determine which issues truly deserve their time and attention. It unpacks the leading topics discussed on more than 4,500 earnings calls worldwide in Q2 2025, enabling chief executives to compare their agendas to those of their peers, and to the market’s expectations. On this episode of the CEO Radar Podcast, Edward Adams of Bloomberg Media Studios is joined by BCG Global Chair Rich Lesser and Mai-Britt Poulsen, Global Leader of BCGs Consumer & Retail Practice, to discuss how CEOs can build their resilience. This episode of the CEO Radar Podcast is produced by Bloomberg Media Studios and sponsored by by BCG Global.See omnystudio.com/listener for privacy information.
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15:08
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15:08
Daybreak Weekend: US Inflation, Renewable Energy, RBA Decision
Bloomberg Daybreak Weekend with Guest Host Amy Morris take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S CPI, PPI, and retail sales data, along with Cisco earnings. In the UK – a look at Europe’s renewable energy sector and Vestas earnings. In Asia – a look at ahead to the next RBA decision, and the impact of chip tariffs. See omnystudio.com/listener for privacy information.
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38:17
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38:17
Israel Poised to Storm Gaza City; Trump's Surprise Fed Pick
On today's podcast: 1) Israel's security cabinet approves a military takeover of Gaza City. Israeli Prime Minister Benjamin Netanyahu secured cabinet approval for a military takeover of Gaza City, described as part of a final push to topple Hamas. The decision marks an escalation in the conflict, with the Israel Defense Forces preparing to seize Gaza City while providing humanitarian aid to the civilian population outside combat zones.2) President Trump makes a surprise move as he tries to reshape the Fed with the nomination of Stephen Miran to fill the seat on the Fed's Board of Governors that expires in January. Miran, the Chair of the Council of Economic Advisors, supports Trump's push to cut interest rates, and his nomination is seen as a signal of what Trump wants from the central bank ahead of his choice to succeed Jerome Powell.See omnystudio.com/listener for privacy information.
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