Probe, Sales Continue

Congressional Republicans and Democrats intensify oversight of Commerce Secretary Howard Lutnick and Nvidia CEO Jensen Huang, but the White House does not immediately reverse H200 license approvals. This is the most likely near-term outcome because the administration has already accepted a revenue-sharing framework and may prefer hearings over a sudden policy U-turn.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.