Cut off on semiconductor income

US President Donald Trump (L) listens to when NVIDIA CEO Jensen Juan speaks in the White House Cross during the “Investment in America” event on April 30, 2025 in Washington, Colombia District.

Andrew Harnica | Gets the image

US markets continue to drive on the waves of artificial intelligence, and on Friday on Friday, NASDAQ composites, consisting of new highs, and other major indexes are also growing.

Seismic shifts from the wave II can be felt everywhere – from fueled the rise of new billionaires At a record pace by dramatically changing cybersecurity And the defensive landscape, and how governments seek to get from the boom.

No wonder AI semiconductor forces became an important part of the trading plaque. In fact, the US government is trying to profit from the resolution of chips access to a large Chinese market. On Wednesday, justify Nvidia CEO Jensen Juan met with US President Donald Trump at the White House and agreed to give the federal government a 15% reduction in China. Another chips makerAMD, agreed to the same deal.

Meanwhile, Nvidia refuses to accuse Chinese state media that its H20 AI chips are at the risk of national security for China because it is supposed to restore sales to the country.

While investors appear to encourage AI-Nvidia stocks more than 1% on Friday-they also overcome ahead for the data. The consumer price index, which is on Tuesday, will be particularly focused as it can make clarity on the federal reserve rate.

– Nur Hickma, Doctor of Medical Sciences Ali

What do you need to know today

NVIDIA refutes security charges. Chip -gian pushed back on Sunday After the account -related account account said his chips were not safe and had a “remote shutdown” function.

American shares are placed a winning week. Friday composite nasdaq jumped by 0.98% to a fresh record high. The S&P 500 also purchased to close just a few points shy away from the new record. Pan -European SToxx 600 index scored 0.19%.

Nvidia and AMD agree to pay 15% sales in China in the US The producers will receive export licenses in exchange, in an unprecedented agreement with the White House, According to Financial Times.

Loud luxury makes a refund. High -end brands have Turning to visible wealth In the pursuit of Woo buyers when they fight several winds, including trading tariffs and soft consumer sentiments.

(Pro) Data Heavy Weeks for Wall Street. The last consumer price index must be released on Tuesday, and the manufacturer’s price index must be released on Thursday. Investors too wait for other economic data For example, retail sales if they estimate whether the federal reserve will reduce the rates in September.

And finally …

Kate Green | Getty Images Entertainment | Gets the image

From lipstick and dolls labubu to concert

“Lachbonomics” is a consumer trend that covers the cost of “daily luxury” to the greater, which confirms life, causes prosperous, because people are looking for mood in times of economic uncertainty.

The volatility that we feel is likely to not scatter over the next five years, predicts the firm for retail analysis.

“It gives us strong signs that the treat will be stored at least three more years,” said Cantor Moore Smith.

– Holly Elitt

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