U.S. vs. China AI spending gap widens

TEND TO WREAK HAVOC, ARE CAUSE JITTERS IN SOME POCKETS OF THE MARKET TODAY, WE HAVE AN EXAMPLE OF THE OPPOSITE EFFECT IN THE CHINESE SPACE ACTING AS A CATALYST FOR BROAD RALLIES. DEIRDRE BOSA HAS MORE ON THIS AND WHAT IT MEANS TO INVESTORS, AND WHAT IT MEANS ABOUT THE RACE IN THESE TWO COUNTRIES. DEIRDRE YES.>> IT KIND OF COMES DOWN TO CAPEX IN A NUMBER OF THINGS. I'LL GET INTO THAT. BUT AS YOU SAID, THE MARKET JUST GAVE US A PERFECT EXAMPLE OF THE SPLIT ON THE US SIDE, BROKERAGES, THEY'RE SELLING OFF AFTER ...