Trump to announce investment in AI, energy, threatens 100% tariffs on Russia, food brands could be ripe for deals, and more news to start your day.

Treasury Secretary Scott Bessent’s comments and news of the resumption of H20 chip sales to China have excited Wall Street.

CNBC’s Deirdre Bosa joins 'Money Movers' to discuss Nvidia's win over China users and CEO Jensen Huang's Trump playbook.

Nvidia backed Washington's AI push on Tuesday, echoing Trump advisor David Sacks' call to make American technology the global standard, as AI chip stocks rallied on signs of renewed U.S. investment and eased export restrictions.

Shares in Asia are mixed after an update on inflation pulled most U.S. stocks lower, though gains for Nvidia pushed the Nasdaq to another record.

Donald Trump’s decision to let Nvidia sell powerful artificial intelligence (AI) microchips to China has sparked fears that the technology could be used to boost Beijing’s military. Charles Parton, from the think tank Rusi, said there would “inevitably” be sales of semiconductors “which have the possibility of military use”.

We’re following the latest updates and analysis on the Donald Trump administration. Follow along live.

President Trump will wield 50% copper tariffs on August 1 as he promises more to come with countries such as Brazil in the crosshairs. Delta’s good news, Nvidia scores the first $4 trillion market cap milestone,