Shares of semiconductor and chip companies are trading lower amid concerns with the overall AI outlook from possible changes to Nvidia capital discipline and fewer deals in vendor financing, private credit dealmaking, and guarantees. Also, Treasury Secretary Bessent’s criticism of Commerce Secretary Lutnick may imply future policy risk.
Shares of semiconductor and chip companies are trading lower amid concerns with the overall AI outlook from possible changes to Nvidia capital discipline and fewer deals in vendor financing, private credit dealmaking, and guarantees. Also, Treasury Secretary Bessent’s criticism of Commerce Secretary Lutnick may imply future policy risk.
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