Market Outsiders

NVIDIA’s China Comeback Fuels Market Rally Despite Rising Inflation (July 15, 2025)

Management Consulted Season 2 Episode 14

NVIDIA’s surprise approval to resume selling AI chips to China sent its stock soaring and lifted the broader market - even as fresh inflation data showed price pressures ticking back up.

Jenny Rae and Namaan break down why NVIDIA’s China comeback matters for investors and how U.S. policy is shaping global chip strategy.

They also explore what rising inflation could mean for Fed decisions ahead. 

Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube.

People on this episode

Podcasts we love

Check out these other fine podcasts recommended by us, not an algorithm.

Strategy Simplified Artwork

Strategy Simplified

Management Consulted