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Bessent Says Nvidia, AMD Deals Could Be a “Model”

Bloomberg Tech

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Market Movements in Semiconductor Stocks Amid Geopolitical Concerns

This chapter examines the volatile performance of the Nasdaq 100, particularly among chip manufacturers like Nvidia and AMD, set against a backdrop of geopolitical uncertainties. It also highlights the contrasting fortunes of Micron and CoreWeave, showcasing the broader implications for the semiconductor sector and AI-driven data center demand.

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