SOTS 2nd Hour: Nvidia’s China Chip Shipments, Under-the-Radar Retail Metric, New State AI Laws 12/22/25

A new report says Nvidia could start shipping its H200 chip to China as soon as February, but some major roadblocks remain. Then a top wall street analyst says there is an under-the-radar indicator when it comes to determining what retailers will outperform. Plus, companies prepare for a slew of new State AI laws set to go into effect on January 1st.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.