>> GOOD MORNING, THIS IS "HORIZONS MIDDLE EAST AND AFRICA." GLOBAL CHIP STOCKS STUMBLE AS INVESTORS QUESTION THE LONGEVITY OF A. I. BOOM WITH QUESTIONS OTHER DEBT AND DEMAND.OIL EXTENDS A SHARP RETREAT AFTER PRESIDENT TRUMP SAYS WASHINGTON AND TEHRAN ARE TALKING. TRADERS WEIGH LOWER ESCALATION RISK AGAINST CONTINUED UNCERTAINTY. AND SUBSIDIARY -- THEY JOIN US TO DISCUSS EARNINGS AMID GEOPOLITICAL TENSIONS.IT’S JUST GONE 8:00 A. M. IN THE EMIRATES, I’M ABEER ABU OMAR IN DUBAI.GEOPOLITICS CONTINUE TO HAPPEN I ...

LIZZY: THIS IS BLOOMBERG DAYBREAK: EUROPE. THE CHIP ROUT DEEPENS. DOUBLE DIGIT DECLINES AT SK HYNIX AND SAMSUNG, PUSHING ASIA TOWARD CORRECTION TERRITORY.OIL AND GAS FAR FURTHER AS PRESIDENT TRUMP SAYS THERE'S GOOD CHANCE OF A DEAL WITH IRAN. TEHRAN DENIES FORMAL TALKS ARE TAKING PLACE. AND SALES DISAPPOINT IN LVMH.GOOD MORNING, HERE'S THE PICTURE IN MARKETS THIS TUESDAY, WE HAVE TO START IN SOUTH KOREA, THE KOSPI HAS BEEN HALTED TWICE SO FAR THIS SESSION ON DECLINES OF MORE THAN 8%. CURRENTLY DOWN MORE THA ...

9:00 A. M. IN SHANGHAI, SHENZHEN AND HERE IN HONG KONG.YOU'RE WATCHING THE CHINA SHOW. I’M YVONNE MAN WITH DAVID INGLES GOOD MORNING WE ARE COUNTING DOWN THE OPEN OF MARKETS IN GREATER CHINA ASIAN TECH STOCKS GETTING ABSOLUTELY WHACKED TODAY. STEEP LOSSES ON WALL STREET.CONCERNS OVER CIRCULAR AI FUNDING. AND WHETHER A DEAL WITH IRAN IS POSSIBLE. YVONNE: MASS PRODUCTION OF CHIP SHAKING -- MAKING MACHINES.DAVID: WE SPEAK WITH THE U.S. START OF THE CHARGE. YVONNE: WHEN THE CHIPS FALL, YOU START TO SEE MORE OF ...

Live from Sydney I'm Paul Allen. This is insight where we dive deeper into the stories that matter with crucial context and shop analysis. Asian markets real as global chip stocks tumble, with investors questioning the durability of the AI boom.Concerns growing over debt positioning and demand for oil. Extending a sharp retreat after President Trump says Washington and Tehran are talking traders way lower. Escalation risks against continued uncertainty.Markets are also bracing for pivotal earnings reports a ...

A $570 billion rout in just a little over a month has flipped South Korean memory chipmaker SK Hynix from one of the world’s hottest AI trades to one of the biggest portfolio question marks. https://t.co/Cf1D5noA5m📷: SeongJoon Cho/Bloomberg https://t.co/5oae7bWa5N ...

India’s software stocks are set for their biggest monthly outperformance over global chipmakers https://t.co/ZAZ9s4nFuf ...

South Korean stocks suffered a series of trading suspension on Tuesday, as a selloff in chipmakers spread across sectors https://t.co/oHT0H8QL9D ...

I guess that the very popular song of Tracy Chapman. Similar name. This market is moving quicker than a fast car.Uh, getting these triggered. So another day, so I'm losing count now, The number of days this month that we've seen either the Kosdaq or the Kospi just get halted because of just how volatile things have been. But yes, that's where we are currently.So we'll revisit, of course, what goes on there in about 20 minutes when things, of course, resume trade. Uh, joining us here on set to help us make s ...

Taiwanese prosecutors have detained an Nvidia employee and searched the company’s offices as part of a widening probe into the alleged smuggling of AI accelerators into China, according to people familiar with the matter https://t.co/2KtCqQWjvj ...

Artificial Intelligence & Semiconductor Industry Trends - Artificial Intelligence chipmaker Nvidia faces market scrutiny over circular financing risks, including guaranteed investments and customer backstops to sustain massive growth rates [5][6][8][9] - Nvidia invests 5 million dollars in artificial intelligence startup Safe Superintelligence and plans 2 gigawatts of data centers with SK Group [19][49][118] - Major cloud hyperscalers push into negative free cash flow territory due to skyrocketing infrastructure and capital expenditure demands [10] - A Shanghai-based firm backed by the Chinese state begins mass-producing Deep Ultraviolet (DUV) lithography machines, targeting 5 units this year and 20 units next year to build a domestic chip supply chain, posing potential threats to ASML and causing ASML shares to slide by more than 8% [1][18][50][93] - South Korea's KOSPI index trades at less than 6 times forward earnings, with SK Hynix shares dropping roughly 40% and wiping out nearly 500 billion dollars in value, while trading below its July 9 IPO price [2][43][55][58] - Token consumption metrics across major technology firms grow 4X to 5X over the past year, driving underlying demand for data center chips [16][17] Macroeconomics & Energy Markets - Brent crude trades below 90 dollars a barrel while dropping 8.7%, though remaining up about 20% for the month, driven by eased Middle East supply threats and U.S.-Iran ceasefire discussions mediated through Oman [1][3][28][36][128] - U.S. WTI crude declines by 0.6% amid ongoing negotiations between the U.S. and Iran to end the conflict [4][28] - Central bank policy expectations price in a 34% chance of a Bank of Japan rate hike next month and about a 40% chance of a Federal Reserve rate hike, as investors grow concerned that central banks are falling behind the curve on inflation [24][25] - China commits to capping replacement tariffs on U.S. goods at 20%, while current tariffs stand at 12.5% amid U.S. probes into forced labor and overcapacity [38][39][144] - Global mining companies BHP and Rio Tinto experience stable iron ore demand and high copper prices, with copper trading consistently above 13,000 dollars a ton [164][165][169]