Investing.com -- The U.S. decision to tighten export controls on Nvidia’s H20 chips has introduced fresh complications for China’s AI sector, but the near-term disruption appears limited as domestic firms pivot to alternatives and deepen their investment in local ecosystems. Analysts at Bernstein say the ban may even hasten China’s shift away from reliance on American semiconductors, a ...
Investing.com -- A halt in Chinese imports of U.S. ethane, triggered by reciprocal tariffs, could lead to a sharp drop in ethane prices and strain Permian gas infrastructure, analysts at Bank of America said exploring the potential fallout.China is the world’s largest ethane importer, but current tariffs make U.S. ethane uneconomic compared to naphtha.BofA said the issue could be resolved i ...
Investing.com - The emergence of a new advanced artificial intelligence chip from Huawei could threaten U.S. semiconductor giant Nvidia (NASDAQ:NVDA) in the near term, according to analysts at Piper Sandler.Huawei is looking to begin mass shipments of its 910C AI processor to Chinese customers as early as next month, Reuters reported earlier this week. The 910C is more of an architectural evo ...
Investing.com - Shares in Alphabet (NASDAQ:GOOGL) jumped on Friday after the Google parent reported better-than-anticipated first-quarter income and backed its heavy artificial intelligence spending plans despite ongoing tariff-fueled economic turbulence.Operating income at the search giant came in at $30.6 billion during the period, well above analysts forecasts, while group-wide revenue was ...