Elon Musk, Jensen Huang and Tim Cook are set to dine with Xi this week. Here’s what their companies want from China.
The Trump White House’s guest list reads like a map of corporate America’s exposure to China — from Tesla’s Shanghai factory, to Nvidia’s blocked AI chips, to Citi’s long-awaited brokerage license.
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# Investment Summary Tesla, Nvidia, and Citigroup executives are strategically engaging with Chinese leadership to address critical business obstacles: Tesla seeks continued access to its Shanghai manufacturing hub, Nvidia aims to overturn U.S. export restrictions on advanced AI chips that have impacted revenues, and Citi pursues regulatory approval for a long-delayed brokerage license in China's financial markets. The meeting signals potential shifts in U.S.-China trade policy that could significantly impact these companies' China-related revenues and valuations, with particular upside risk for Nvidia if
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