Chinese chip stocks surged on Monday following a Bloomberg report that the Chinese government is urging companies to halt the use of Nvidia's (NVDA) H20 chips in their AI development. This strategic move aims to boost China's domestic AI market share in anticipation of potential further restrictions from the US government.

Catalysts co-hosts Seana Smith and Madison Mills discuss how this could create more investment opportunities for smaller Chinese chipmakers.

For more expert insight and the latest market action, click here to watch this full episode of Catalysts.

This post was written by Angel Smith