Catalyst watch for the week of July 2. Seeking Alpha Managing News Editor Kim Khan says investors should look out for nonfarm payroll numbers at the end of the week (00:32). Hot topics: What impact could a new AI chip curb have on companies like Nvidia (NVDA), Advanced Micro Devices (AMD) and Taiwan Semi (TSM)? (01:20) Also, what impact does a heat wave have on the economy? (03:54)Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Texas power demand surges to new all-time high amid heat waveU.S. GDP growth revised up to 2.0% in third estimate, exceeding consensusMicron leads chips lower as investors fret about recoveryNvidia: Potential AI Chip Rules May Impact Investment CaseHow do you value a chip stock like Nvidia?Nvidia leads chips higher as sector looks to end the week on solid groundNvidia could see notable impact to revenue on new AI chip curb: analysts (update)Chip war heats up as U.S. said to mull new curbs on exports to China
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