US to Blacklist 30 More Chinese Companies

The transcript discusses how companies, particularly in the tech industry, are managing their exposure to China amidst sanctions. It highlights NVIDIA's strategy of developing products that comply with export restrictions by staying just below the technology threshold. Despite these challenges, companies are finding ways to pivot and mitigate financial impacts during earnings season.

What is the significance of companies having exposure to China in terms of revenue?

In what ways do companies quantify the hit from market changes?