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China plans to take the U.S. head-on with efforts to bolster domestic semiconductor industry, and this could bode ill for Nvidia and the likes.
Goldman Sachs believes tech shares will come under pressure and prefers areas like energy and Japanese shares, said Alexandra Wilson-Elizondo, co-chief investment officer of multi-asset solutions.
Investors push back rate cut expectations to November, Wall Street falls, US Treasury yields jump. $A slumps. NextDC prepares $1.3b capital raising. Avita cuts guidance. Follow here.
Investors expect Nvidia to the S&P 500 pack, but Super Micro Computer is outshining the semiconductor giant.
Intel Corp. is creating an ecosystem to foster the development and use of artificial intelligence on the PC, just as it did for the early days of WiFi, but...