Why is Trump imposing 30% tariffs on EU and Mexico?
What caused Intel’s mass layoffs in Oregon?
How will Trump’s tariffs impact US trade partners?
Why did Nvidia’s stock surpass $4 trillion valuation?
What led to Linda Yaccarino stepping down at X?
How is SpaceX’s $2B investment in xAI significant?
Why is the US facing a surprise tariff revenue surplus?
New Copper Tariffs Could Push Nvidia Closer To Navitas (NASDAQ:NVTS)
seekingalpha.com/article/4800651-new-copper-tariffs-could-push-nvidia-closer-to-navitas
Summary
- Navitas is the unlikely beneficiary of the new 50% US copper tariff; its gallium nitride tech is set to reduce copper usage in data centers.
- The Nvidia collaboration is a major long-term catalyst; it carries a $450M pipeline that could drive significant revenue and margin…
This story appeared on seekingalpha.com, 2025-07-12 22:04:55.023000.