9:00 A. M. IN SHANGHAI, SHENZHEN AND HERE IN HONG KONG.YOU'RE WATCHING THE CHINA SHOW. I’M HAIDI STROUD-WATTS IN SYDNEY AND I’M AVRIL HONG IN SINGAPORE COUNTING DOWN TO THE OPEN TO BARK AT THEM GREATER CHINA. OUR TOP STORIES, OIL PRICES EXTENDING GAINS BUT ASIAN STOCKS REVERSING SOME LOSSES AFTER THE STRIKE WITH IRAN.CHINA'S DEEPSEEK REPORTEDLY PLANNING TO DEVELOP IN-HOUSE AI CHIPS AND A POTENTIAL BOOST TO LOCAL FIRMS TRYING TO ERODE NVIDIA'S DOMINANCE. STEPHEN: I'M STEPHEN ENGLE AT THE HONG KONG STOCK EXCH ...

AI Infrastructure & Hardware Ecosystem - Semiconductor and hardware leaders including NVIDIA (NVDA), AMD, Broadcom (AVGO), TSMC (TSMC), and Micron (MU) serve as the core pillars of the AI investment landscape [1] - Critical infrastructure components driving AI growth include HBM (High Bandwidth Memory), DRAM, 800G/1.6T optical modules, AI servers, GPUs, and ASICs [1] - Advanced manufacturing technologies such as CoWoS (Chip-on-Wafer-on-Substrate), PCB, and ABF substrates are essential for high-performance AI computing [1] - Power infrastructure and nuclear energy investments are emerging as vital support sectors for data center operations [1] Market Trends & Investment Analysis - Cloud hyperscalers including Microsoft, Google, Amazon, and Meta remain the primary drivers of AI infrastructure demand [1] - AI commercialization and application development are expanding through Large Language Models (LLMs), AI Agents, and SaaS platforms [1] - Market participants are closely monitoring AI bubble risks, tech stock valuations, PE (Price-to-Earnings) ratios, and EPS (Earnings Per Share) growth [1] - Investment vehicles such as AI-focused ETFs and semiconductor indices (SOXX, SMH, SOXL) provide diversified exposure to the AI sector [1]

President Trump has arrived in Turkey for the NATO summit, and Senator Chris Coons (D-DE) is also in Ankara with the U.S. delegation. Sen. Coons discusses the goals for the U.S. and its allies at the summit. Former New Jersey Governor Chris Christie is now a strategic advisor to the American Gaming Association, and he’s zeroing in on the differences between legal sports betting and prediction markets as wagers mount for the World Cup. Plus, the U.S. is officially out of the World Cup after a defeat to Belgi ...