Here’s a breakdown of the details provided, categorized for clarity:

Investment Firms:

KKR: Up 2% after hours.Stock is down 20% from the Jan. 31 high,but up 13% in a month.
Ares: Flat after hours. Stock is off 13% from the February high, but up about 4.8% in a month.
Blackstone: Shares are off 20% from the Nov. 25 high. Stock is up 17% in a month.
blackrock: Fell nearly 6% Tuesday after hitting a new high earlier this week. Stock is up 7.6% in a month.
Apollo Global Management (APO): Mentioned with “1M mountain” indicating a 1-month chart.

Big Banks:

Goldman Sachs: Up 38% over three months. Stock is down 3% from the high. CEO David Solomon will be on CNBC TV’s “Money Movers” at 11 a.m. Wednesday.
Bank of America: Up 21% in three months. Stock is off 6% from the high.
Morgan Stanley: Up 28% over three months. Shares are down 2.5% from last week’s high.
PNC Financial: Up nearly 24% in three months. Shares are off 11% from the November high.

Other Companies:

Johnson & Johnson (JNJ): Shares are flat in the last three months. Shares are 8% from the march high. Reports in the morning on “Squawk box.” mentioned with “3M mountain” indicating a 3-month chart.
United Airlines: Shares have gained 29% over the past three months. Stock is 25% from the January high. SL Green (SLG): Stock has gained 19% in the past three months. The real estate investment trust is down 25% from the November high. Shares have a dividend yield of nearly 5%. Mentioned with “3M mountain” indicating a 3-month chart.
nvidia (NVDA): Stock was up 4% Tuesday, hitting another record. Shares have gained 52% over the past three months.CEO Jensen Huang is expected to speak in the morning. Mentioned with “3M mountain” indicating a 3-month chart.
ON Semi: Big winner in July, up 12.4%.
Synopsys: Up 11% this month (July).
AMD: Up about 9.7% this month (july).
Marvell: Down 6.5% in July.
Qualcomm: Down 3% in July.
Micron: Down 2.5% in july.
Alibaba: U.S.-traded shares jumped 8% Tuesday after positive economic data from China.Stock is still down 21% from the March high. Carter Worth believes “downside looks limited, upside looks unlimited.”
Baidu: U.S.-listed shares where up about 8.7% Tuesday. Stock is 20% from the October high.
Weibo: Up 6% in the session. Stock is 16% from the high.
JD.com: Up 4%. Stock is off 33% from the October high.

Market & Sector Information:

Tech Sector: only S&P 500 sector in positive territory on Tuesday. Up 1.27% on Tuesday, hitting a new high. This is mostly due to Nvidia.
VanEck Semiconductor ETF (SMH): Up almost 2% tuesday. Up 13% in a month.
KraneShares CSI China internet ETF (KWEB): Up about 4% Tuesday. Down 9% from the previous mention (likely a recent high or start of a period).

Japan Market Information:

Elections: For the House of Councillors on Sunday.
Bond Yields: japan’s 10-year bond yield hit 1.59% on Tuesday (highest as 2008). Japan’s 30-year bond yield hit 3.21% (record high). Attributed to concerns about government spending and budget cuts.
iShares MSCI Japan ETF (EWJ): Down 5% from the late June high. Down 4.4% so far in July.CNBC Programming:

“Squawk Box”: Full coverage of big bank reports Wednesday morning, starting at 6 a.m. ET with Becky Swift,

US Lifts Chip Design Software Export Restrictions to China

Q: Which companies are affected by the lifting of chip design software export restrictions?

Synopsys,Cadence,and Siemens EDA are among the companies that can now resume exporting chip design software to China. These companies hold a important share of the electronic design automation (EDA) market.

Q: How will the lifting of restrictions impact the chip design software industry?

the lifting of restrictions allows U.S.chip design software companies to resume business in China, potentially boosting their revenue and market share. It also signals a possible easing of trade tensions between the U.S. and China in the technology sector.

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US Lifts Chip Design Software Export Restrictions to China

In a move signaling easing trade tensions, the U.S. government has rescinded export restrictions on chip design software sales to China. Semiconductor software giants Synopsys and Cadence have confirmed the reversal, paving the way for the resumption of exports [[3]].

Chip Design Software Companies Respond

Synopsys, a California-based software developer, stated it is indeed actively working to restore access to its previously restricted products in China [[SOURCE]]. Cadence, a rival company, verified that the U.S. Bureau of Industry and Security, a division of the Department of Commerce, had indeed reversed the export limitations. A Cadence spokesperson confirmed they are reinstating access to their software and technology for affected customers,adhering to U.S. export regulations [[SOURCE]].

Did You Know? The Electronic Design Automation (EDA) market, dominated by U.S. firms, is crucial for designing chips and semiconductor devices.

Background on the Export Restrictions

Prior to this reversal, the U.S. government had reportedly informed several chip design software firms on May 23, 2025, that they needed to secure licenses before exporting specific goods, including software and chemicals essential for semiconductor manufacturing, to China [[2]].

Impact on Siemens EDA

Siemens EDA, a subsidiary of Germany’s Siemens, was also affected by the export ban. Reports indicate that Siemens EDA is now permitted to resume its business operations in China [[3]].

Market Share of Key players

Synopsys, Cadence, and Siemens EDA are major players in the U.S.-dominated electronic design automation (EDA) market. According to TrendForce, their global market shares in 2024 were 31%, 30%, and 13%, respectively.

Company	Global Market share (2024)
Synopsys	31%
Cadence	30%
Siemens EDA	13%

Easing Trade tensions

This development follows recent signals from China indicating progress in trade discussions with the U.S. Both countries have reportedly reached conditional agreements to resume certain exchanges of rare earths and advanced technologies [[1]].

Pro Tip: Monitoring trade agreements and policy changes can provide valuable insights into potential market shifts and investment opportunities.

Evergreen Insights: The Importance of Chip Design Software

Chip design software is the backbone of the modern electronics industry.It enables engineers to design and simulate complex integrated circuits before they are manufactured. Access to this software is crucial for innovation and competitiveness in the semiconductor sector. Restrictions on exports can hinder technological advancement and create supply chain disruptions.

The back-and-forth on chip export restrictions highlights the delicate balance between national security concerns and the economic benefits of global trade. As technology becomes increasingly central to geopolitical strategy, these types of policy shifts are likely to remain a recurring theme.

Frequently asked Questions About Chip Design Software Export Restrictions

Why did the US lift chip design software export restrictions to China?

The U.S. government lifted export restrictions on chip design software to China as trade relations between the two countries showed signs of improvement, including agreements to resume exchanges of rare earths and advanced technology.

Which companies are affected by the lifting of chip design software export restrictions?

Synopsys, Cadence, and Siemens EDA are among the companies that can now resume exporting chip design software to China. These companies hold a significant share of the electronic design automation (EDA) market.

What is electronic design automation (EDA)?

Electronic Design Automation (EDA) encompasses the software, hardware, and services essential for designing chips and semiconductor devices. It is a critical component of the semiconductor industry.

What market share do Synopsys, Cadence, and Siemens EDA hold in the EDA market?

In 2024, Synopsys held a 31% global market share, Cadence held 30%, and Siemens EDA held 13% in the electronic design automation (EDA) market, according to TrendForce.

When did the US reportedly impose the chip design software export restrictions?

The U.S. reportedly informed several chip design software companies on May 23, 2025, that they needed to obtain licenses before exporting goods, including software and chemicals for semiconductors, to China.

How will the lifting of restrictions impact the chip design software industry?

The lifting of restrictions allows U.S. chip design software companies to resume business in China,potentially boosting their revenue and market share. It also signals a possible easing of trade tensions between the U.S. and China in the technology sector.

What are your thoughts on the impact of these policy changes on the global semiconductor industry? How do you think this will affect future trade relations between the U.S. and China?

Share your insights and join the discussion below! Don’t forget to subscribe to World Today News for the latest updates on global technology and trade.

Synopsys Inc

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US-China Trade: Chip Software Restrictions Lifted