Yeah, look, I think it's part of it is the conflation of the AI conversation. AI is a stack, right. I mean, you've got all sorts of aspects here from R&D, from chips, from design EDA.We've already seen that come up in the last year, relaxing on export controls on EDA tools like ASML and Tokyo. So, I you know, there's going to be bits and pieces along the AI conversation where there will be trades. I think we'll see cattle probably come back the battery manufacturer that is taking the ire of the Chinese comm ...

JUST IN: Nvidia $NVDA becomes first company in history to reach $5.5 trillion market cap. https://t.co/Ssn0RQc9op ...

Enterprise AI adoption is rapidly accelerating. To support enterprises AMD latest offering, the AMD Instinct MI350P PCIe card built on the leading AMD CDNA™ 4 architecture brings high memory capacity, high performance through low precision formats with standard enterprise connectivity, power and cooling. With simplified deployment using AMD Enterprise AI software built on ROCm™ software, these cards deliver an ecosystem friendly, enterprise-ready, scalable AI without data-center redesign. ...

🚀 NVIDIA continues to lead the AI wave, powering data centers, AI models, and next-gen computing worldwide.As AI adoption accelerates, $NVDA remains one of the key stocks to watch.#Bybit #NewFinancialPlatform ...

RAMIFICATIONS WITH MICHAEL PETTIS OF THE CARNEGIE ENDOWMENT . ALSO ON THE SHOW, TRADERS RENEW BEARISH BETS ON U.S. TREASURIES. EXPECTATIONS GROW THAT THE FED WILL RAISE INTEREST RATES AS OIL AND INFLATION PUSH HIGHER. SAMSUNG FAILS TO REACH A WAY AGREEMENT WITH ITS LARGEST LABOR UNION.THE RISK OF A STRIKE AT THE WORLD'S BIGGEST MEMORY SUPPLIER THREATENING THE GLOBAL AI SUPPLY CHAIN AND STOCK RALLY. IN A SURPRISE MOVE, INDIA HIKES GOLD AND SILVER TARIFFS TO AROUND 15% AS NEW DELHI RACES TO DEFEND THE RUPEE F ...

Trump Says Nvidia CEO Jensen Huang Is Flying With Him To China—Refuting Reports Of His Exclusionhttps://t.co/DzrfXL4RHf https://t.co/DTXA4B8ZhA ...

>> THIS IS "THE ASIA TRADE," I AM SHERY AHN IN TOKYO. HAIDI: I AM HAIDI STROUD-WATTS. WE ARE LIVE IN BEIJING AS WE COUNT DOWN TO PRESIDENT TRUMP'S ARRIVAL FOR HIS MEETING WITH XI JINPING.THIS MEETING HAS BEEN BUILT UP FOR ALMOST A DECADE. THAT WAS THE LAST TIME A U.S. PRESIDENT VISITED CHINA. THE BACKGROUND SINCE THE PRESIDENT'S LAST MET LAST YEAR, THINGS HAVE CHANGED DRAMATICALLY.THREE MONTHS OF THE WAR IN IRAN. PRESIDENT TRUMP SAYING THE CEASE-FIRE REMAINS SO FRAGILE IT IS ON LIFE SUPPORT. THIS IS THE WEE ...

🔥 BIG: $NVDA surges to an all-time high as Trump confirms Jensen Huang is on Air Force One heading to China, pushing Nvidia's market cap to $5.4 trillion. https://t.co/z5VaYwqyF0 ...

The worsening shortage in global memory chips due to the artificial intelligence buildout is driving a widening gulf in corporate results and stock performances. https://t.co/DiTOCeHHyO ...

South Korean stocks slid for a second day as global investors continued to sell high-flying chipmaker shares. https://t.co/BAY6iWyxdr ...