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Big Tech Maps $600–$650 Billion AI Capex for 2026, Splitting Markets

Nvidia's chief says sky‑high demand makes the multiyear buildout sustainable.

U.S.–China Tensions Ease After Tariff Threat as Pentagon Accelerates Critical‑Minerals Stockpile

US Launches 10%–50% Reciprocal Tariffs, Doubles India Duty to 50%

Trump Delays 50% EU Tariffs to July 9 as US Markets Rally