# Chip Giant’s China Deal… And A Software Slump 8/11/25

An episode of [CNBC's "Fast Money"](https://invisiblenetwork.ai/podcast/215529509), 11 Aug 2025, 44 min.

Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/b7b89f33-e5b5-46a6-9e42-7f843e9567e5/episodes/32e14dc5-6bdb-4bf2-bf86-e8a138589b6b/audio/128/default.mp3?aid=rss_feed&awCollectionId=b7b89f33-e5b5-46a6-9e42-7f843e9567e5&awEpisodeId=32e14dc5-6bdb-4bf2-bf86-e8a138589b6b&feed=szW8tJ16

A China chip deal making headlines as Nvidia and AMD agree to give a piece of their revenue to the U.S. government. What it means for the semi market both companies are gaining access to, and if there could be similar deals in the works. Plus A slump in software stocks. The names showing signs of stress, and where one top tech analyst sees the group heading from here. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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