Trump publicly lashed out at NATO allies, increasing near-term geopolitical and political risk that could weigh on defense names and European market sentiment. Nvidia is reported to be ramping chip activity for China, a development that raises potential export-control and supply-chain scrutiny and could move semiconductor stocks and related suppliers.
Trump publicly lashed out at NATO allies, increasing near-term geopolitical and political risk that could weigh on defense names and European market sentiment. Nvidia is reported to be ramping chip activity for China, a development that raises potential export-control and supply-chain scrutiny and could move semiconductor stocks and related suppliers.
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