The "life preserver effect" of Nvidia (NVDA) continues as the chipmaker remains the leading market mover. Now, the Trump administration is in talks with the company of potentially selling a "downgraded" version of its Blackwell chip to China. It also comes as China itself advises companies in country not to use Nvidia's chips. Marley Kayden talks about what makes all of these developments "interesting timing" for the A.I. giant.