NVIDIA’s surprise approval to resume selling AI chips to China sent its stock soaring and lifted the broader market - even as fresh inflation data showed price pressures ticking back up.

Jenny Rae and Namaan break down why NVIDIA’s China comeback matters for investors and how U.S. policy is shaping global chip strategy.

They also explore what rising inflation could mean for Fed decisions ahead.

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Nissan is in survival mode. After major layoffs and underused factories, the automaker is now producing trucks for former rival Honda while raising $4.5B in unsecured bonds and delaying supplier payments.

We break down what’s really happening and why this could be a textbook case in crisis management.

Plus, Goldman Sachs is piloting its first autonomous software engineer - an AI agent named Devin. We explore what this means for AI on Wall Street and why it could signal a future acquisition.

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Ferrero just dropped $3.1 billion to acquire cereal maker WK Kellogg, home of Froot Loops and Frosted Flakes. But why now, and why cereal?

In this episode, Namaan and Jenny Rae unpack the deal from every angle, connecting the dots on category expansion, geographic growth, shelf space strategy, and manufacturing capacity.

Plus, how this move compares to Ferrero’s other acquisitions, what it signals for the snack industry, and why most M&A deals fail.

Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube.

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• Connect with Namaan and Jenny Rae on LinkedIn