Nvidia's H20 chips face Beijing's security scrutiny despite export assurances. Orders for 300K units placed.
MASGA deal boosts Hanwha Ocean 13% on $150B shipbuilding pact; Hanwha Systems profit dips 60% on Philly Shipyard acquisition.
China's polysilicon sector eyes $7B fund to cut 38% capacity, boosting prices ~70%. Traders watch for OPEC-like supply control.
AI data centers drive US power demand up 22%, potentially raising bills 5%. Trump's policy may worsen this energy cost surge.
US-EU trade deal: 15% tariffs on autos, semis, pharma. Europe calls it 'not legally binding,' US touts $1.35T investment.
Dollar strength returns, U.S. stocks rally on AI, Euro slides, gold stalls. Traders eye Fed rates.
US tariffs on India loom, threatening exports & investor sentiment. Pharma, textiles, oil face headwinds. Markets await clarity.

8 months ago
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