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Commerce Secretary Howard Lutnick urged G20 nations to adopt the US AI tech stack and data centers, warning of potential semiconductor and server tariffs for non-compliance. Proposed tariffs on impor…
The US trade deficit widened 24.4% to $88.6 billion in July, driven by surging AI semiconductor imports. Looming semiconductor tariffs, expanding trade disputes with Canada and key Asian partners, an…
Broadcom fell 1.5% Friday amid uncertainty regarding potential new semiconductor tariffs, which threaten the AI supply chain. Despite defensive broader markets, the tech sector underperformed. Upcomi…
AMD shares dipped nearly 1% on Friday amid reports of potential new semiconductor tariffs under the incoming Trump administration. Investors are concerned these tariffs could increase costs and slow …
The Trump administration is considering new semiconductor tariffs, potentially impacting tech companies like Nvidia. This could hinder data center expansion and AI development by increasing costs for…
NVDA rallied over 7% pre-market after crushing earnings expectations ($2.22 vs $2.09). The semiconductor sector also rose on reports that the Trump administration may implement tariffs, potentially i…
Trump picks up Nvidia CEO Jensen Huang for Beijing summit with Xi Jinping to negotiate trade deals. Huang's inclusion signals potential breakthrough on H200 AI chip export restrictions, benefiting Nv…
Nvidia shares dipped slightly amid easing tariff concerns but remain near yearly highs due to strong AI chip demand, robust TSMC revenue, and potential tariff relief for U.S. tech firms.
TSMC's strong earnings and bullish AI chip demand boosted Nvidia shares amid semiconductor tariffs, signaling confidence in long-term growth despite potential trade-related headwinds.
US announces 100% tariffs and export controls on critical software targeting China, escalating trade tensions that threaten Nvidia due to AI chip bans and restricted technology access.
China opened an anti-dumping probe into U.S. semiconductors, putting Nvidia and other American chipmakers at risk amid heightened U.S.-China tech tensions while Chinese chip stocks rallied.
Trump threatened substantial tariffs on semiconductor imports unless firms move production to the U.S.; Apple is noted as likely insulated after raising a $600B US investment commitment, while TSMC, …
Trump proposed 100% semiconductor tariffs but granted exemptions for firms investing in the U.S.; Apple secured exemptions after a $600B domestic manufacturing pledge, easing market fears though tari…
Trump's move to oust Fed governor Lisa Cook unsettled markets, lifting long yields and boosting rate-cut bets; the dollar eased. Trade tariff threats to semiconductors and looming U.S. inflation data…