US Morning News Call | Trump Approves Nvidia H200 Chip Sales to China with 25% Fee

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President Donald Trump announced that the U.S. will permit $NVIDIA (NVDA.US)$ to ship H200 AI chips to approved customers in China and other countries, under conditions that "allow for continued strong National Security." Trump stated that 25% of the revenue from these sales will be paid to the U.S. government. He indicated that similar deals will be extended to $Advanced Micro Devices (AMD.US)$ , $Intel (INTC.US)$ , and other firms.

A video of $Tesla (TSLA.US)$ 's Optimus falling in Miami has sparked teleoperation rumors. The robot's hand movements during the accident appeared to mimic a remote pilot frantically pulling off their VR headset.

$Alphabet-C (GOOG.US)$ $Alphabet-A (GOOGL.US)$ announced that its first AI glasses, built with hardware partners like Samsung, Warby Parker, and Gentle Monster, will debut in 2026.

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The market anticipates $GameStop (GME.US)$ revenue of $987 million, up 14.76% YOY.