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 ...

KOREAN KOSPI RIPS TO RECORD AS ASIAN AI TRADE ACCELERATESSouth Korea's KOSPI gapped 4.70% higher at Monday's open to a fresh all-time high, led by SK Hynix surging 10.74%, with momentum carrying into Tuesday's session as the global AI chip trade extends.China's CSI 300 added 0.58% Monday while Hong Kong's Hang Seng dipped 0.48%. Japan's Nikkei traded choppy across both sessions as Nintendo fell 5.5% on Switch 2 pricing concerns. AI-exposed Asia is ripping, consumer-exposed Asia is stalling. ...

And right now we are two minutes away from the end of the trading day. Romaine Bostick here with Katie Bell taking you through to that closing bell. It's a global simulcast.Carol Massar and Tim Sandvik join us. Welcome to our audiences across all of our Bloomberg platforms. Television, radio.Our partnership with YouTube here. On a day where Carol Masters hair is looking fabulous. What happened to big.I just couldn't, I couldn't. I cannot look away. It's like a lion's mane.There you are. Okay, uh, let's move ...

Let's just call it a breather right now after that massive you talked about it AI fueled run. The Philadelphia Semiconductor Index has gotten as much as 60% above its 200-day moving average. That's a level we really haven't seen since the dot com era.So some profit taking here isn't too surprising. You're seeing it across the board though. Look at this sea of red.Qualcomm, Intel, On Semi among the worst performers in the S&P 500 today. Qualcomm on pace for its worst day since March 2020 while Intel is pulli ...

The European Union is working to join a US-led initiative aimed at securing supply chains for artificial intelligence and semiconductors as competition with China intensifies https://t.co/B8ldI7V68L ...

I was talking with the equities desk this morning at Bloomberg News about a lot of these names that are really lower today, taking a pause, Intel, Micron, Intel in particular. They were kind of primed for a bit of a pullback. Right.Is that it. Is that just timing in the moment, or is it the CPI print we got this morning. I think the CPI print is completely disregarded by the chip nation and AI because they don't care.They just simply don't care what cost things are. Or, I guess, overall, they don't care. Go ...