SOTS 2nd Hour: Nvidia’s China Chip Shipments, Under-the-Radar Retail Metric, New State AI Laws 12/22/25

A new report says Nvidia could start shipping its H200 chip to China as soon as February, but some major roadblocks remain. Then a top wall street analyst says there is an under-the-radar indicator when it comes to determining what retailers will outperform. Plus, companies prepare for a slew of new State AI laws set to go into effect on January 1st. Squawk on the Street Disclaimer