Today’s episode explores how artificial intelligence demand is reshaping global trade, supply chains, and geopolitical strategy, alongside the latest market and weather updates.

The episode begins with Nvidia’s renewed push to sell high-performance AI chips to Chinese firms, following reports that the H200 accelerator has received limited approval for export. This marks a notable shift after years of restrictions between the U.S. and China over advanced semiconductor technology. Alex and Morgan discuss how this move reflects a delicate balancing act—supporting global innovation and economic growth while navigating national security concerns tied to AI capabilities.

The conversation then expands to the broader economic picture, where the U.S. goods trade deficit reached a record $1.2 trillion i ...