Nvidia Caught in the Crossfire of the US-China Trade War

In this episode, we cover the Bank of Canada’s latest rate decision, where policymakers held steady at 2.75% despite growing calls for a cut. We break down their two-scenario framework as they weigh inflation risks against the looming threat of a trade war-induced recession. We then turn to Nvidia, which announced a $5.5 billion charge tied to new U.S. export restrictions on its H20 chips to China—a move that could significantly dent its China business. We also dig into ASML’s latest earnings, where strong AI-driven demand continues to offset rising geopolitical risks and tariff uncertainty. Next, we unpack the drama surrounding Well Health’s delayed financials, revenue restatement due to Circle Medical billing practices, and how that’s impacting investor confidence despite a year of solid operational growth. Lastly, we discuss JPMorgan’s Q1 results and Jamie Dimon’s increasingly cautious tone. With rising provisions for credit losses and talk of earnings downgrades across the S&P 500, we explore what this might signal for markets in the months ahead. Ticker of stocks discussed: NVDA, ASML, JPM, WELL.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.  See omnystudio.com/listener for privacy information.