October 5, 2025

Scalloping the revenues of semiconductors

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US President Donald Trump (L) listens to NVIDIA CEO, Jensen Huang, speaks in the White House cross room during an event on “Investing in America” on April 30, 2025 in Washington, DC.

Andrew Harnik | Getty images

The American markets continue to get on the wave of artificial intelligence, with the closure of the Nasdaq composite in Nasdaq to Friday technologies and other major indexes.

The seismic changes in the Wave of AI can be felt everywhere – the food of the rise of new billionaires at a record rate to considerably change the landscape of cybersecurity and defense and how governments seek to gain boom.

No wonder the semiconductors can have become an important article on the commercial chess commission. In fact, the United States government is trying to take advantage of the authorization of flea companies accessing the large Chinese market. On Wednesday, the CEO of Nvidia, Jensen Huang, would have met US President Donald Trump to the White House and would have agreed to give the federal government a 15% drop in sales in China. Another flea manufacturer, AMD, accepted the same offer.

NVIDIA, on the other hand, has rejected the allegations of the Chinese state media according to which its chips AI H20 present a risk of national security for China as it seeks to resume sales in the country.

While investors seem to applaud the AI – NVIDIA shares won more than 1% on Friday – they are also preparing for a heavy week of the upcoming data. The consumer price index on Tuesday will be developed because it could give clarity on the trajectory of the rates of the federal reserve.

– Nur Hikmah MD Ali

What you need to know today

Nvidia refutes security risk allegations. The chip giant postponed Sunday after an account affiliated with the Chinese state diffuser CCTV said that his chips were not safe and had a “remote stop” function.

American actions display a winning week. Friday, the Nasdaq Composite jumped 0.98% to a fresh record. The S&P 500 has also won to close a few shy points in a new record. The pan -European Stoxx 600 index won 0.19%.

NVIDIA and AMD agree to pay 15% of flea sales in China in the United States Flea manufacturers will receive export licenses in exchange, in an unprecedented arrangement with the White House, according to the Financial Times.

Strong luxury makes a comeback. High -end brands rotate visible opulence in order to court buyers while they are struggling with several opposite winds, including commercial prices and the feeling of mild consumption.

(Pro) heavy week of data for Wall Street. The latest consumer price index is expected to be released on Tuesday and the producer prices index is expected to be released on Thursday. Investors also expect other economic data such as retail sales, as they assess whether the federal reserve will reduce rates in September.

And finally …

Kate Green | Getty Images Entertainment | Getty images

Lipsticks and Labu dolls at concerts, the trend of “drafts” is booming in uncertain times

“Treatonomics” – A consumer trend that covers spending on “everyday luxury” to greater experiences and affirming life – is booming while people are looking for an increase in mood during the economic uncertainty.

The volatility we are experiencing should not dissipate in the next five to eight years, predicts the retail analysis company.

“This gives us a strong indication that the treaty will persist for at least three to five years,” said Meredith Smith, principal director of Kantar.

– Holly Ellyatt


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