S19E6: NVIDIA’s China Comeback Fuels Market Rally Despite Rising Inflation (July 15, 2025)

Send us a text 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. Subscribe to the Market Outsiders feed for daily episodes ( Apple , Spotify ). Follow Management Consulted on LinkedIn and subscribe on YouTube Connect with Namaan and Jenny Rae on LinkedIn Listen to the Market Outsiders podcast, the new daily show with the Management Consulted team Connect With Management Consulted Schedule free 15min consultation with the MC Team. Watch the video version of the podcast on YouTube ! Follow us on LinkedIn , Instagram , and TikTok for the latest updates and industry insights! Join an upcoming live event - case interviews demos, expert panels, and more. Email us ( team@managementconsulted.com ) with questions or feedback.