TRUMP ADMIN PLANNING RULE THAT WOULD REQUIRE LICENSES FOR AI CHIP EXPORTS WORLDWIDE
okay, this feels like a headline the algos will run with but NOT something that has any meaningful impact on the chip sectorwhy?well…its kind of weird for Trump to make Nvidia and AMD get approvals before shipping chips worldwidethis is the same Trump who spent months in 2025 trying to get the Saudis to buy millions of chipsobviously makes nonsense for this rule to *actually* hurt chip exports because that would hurt the chip stocks and Trump does not want that, so maybe this is a rule in place for more procedural logistics on monitoring chip sales, especially with China, but not something that is being designed to hurt chip sales globally $NVIDIA(NVDA.US) $AMD(AMD.US) $Broadcom(AVGO.US)Source: amit
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