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Market Impact

Nvidia’s AI Lead Faces Fresh Tests as Stock Pulls Back and Rivals Step Up

Investors now question the durability of its margins given hyperscalers’ shift to custom chips.

Nvidia Weighs Boosting H200 Output After U.S. Clears Conditional Sales to China

Analysts Rally Behind AI Leaders as Backlogs Swell and Competition Intensifies

AI Stocks Slide as U.S. Halts Nvidia China Chip Sales and Beijing Tightens Data‑Center Rules