China, Nvidia & Humanoid Robots

The collapse of China’s real estate segment and the response of the Chinese government—stimulating not consumption but production—are keeping the country’s exports high and effectively exporting deflation along with goods. This has ramifications for the economies of its trading partners, as Jackie reports. China’s weak economy is hurting multinational companies doing business there and domestic corporations alike. … Also: A look at Nvidia’s fundamental and valuation stats in the wake of strong earnings that nonetheless failed to excite investors. … And in our Disruptive Technologies segment, more on humanoid robots: Optimus and Figure 2.0.