Lock the editor’s digest lock for free
Roula Khalaf, the editor of FT, selects his favorite story in this week’s newsletter.
NVIDIA is a rebound on Tuesday.
The shares rose 4.5 % in pre -market transactions after a history of $ 589 billion from the market value of US chip manufacturers. The loss on Monday, when the high -tech -centered Nasdaque composite index was reduced by 3.1 %, panicked because Wall Street and Silicon Valley were in the need to invest tens of billions in the United States from Deep Sech to AI. I came. The basic infrastructure dollar.
Futures trading indicated that US shares have been set to suppress some of the loss of the previous day. The contract to track NASDAQ increased by 0.6 %, and the S & P 500 was set to open 0.3 % after 1.5 % on Monday.
In Europe, high -tech shares were left under pressure, but the wider market was stable. The most valuable technology company ASML on the continent to manufacture chip manufacturing equipment has decreased by 1 %, and ASM International has decreased by nearly 3 %. Siemens’s energy decreased by 20 % as the high -tech route deepened, but increased by 3 % in early transactions.
The Stoxx Europe 600 index has risen 0.5 %.
“Investors reminded me that even technology stocks need to have a risk premium,” said Guy Miller, the insurance company, Churich’s chief market strategist. “”[The tech rout has been] A healthy reminder that is not a straight line in market and technical development. “
The Japanese high -tech Nikkai 225 closed 1.4 %, as chipmaking industry companies continued to decline. The wide TOPIX with a low weight of high -tech exporters in Japan was flat.
SoftBank Group’s stocks that were listed in Tokyo were hard hits, increased rapidly by 5.2 %, and extended this week to about 12 %.

According to analysts, SoftBank stated that it was influenced by 10 % of the 10 % of the Japanese groups in the United States, ARM Holdings, which owns 88 % of shares.
Last week, the founder’s son accompanied President Donald Trump in the unveiling Stargate joint venture, and Softbank, Oracle, and $ 100 million data stated that it could grow to $ 500 million in four years. I participated in the center investment.
Following the news that US dollar, the US Finance Secretary of Finance, Scott Bessent, was promoting the news that it was promoting a “new universal tariff” starting with 2.5 % to import the United States, and currencies including Japanese yen and pounds. 0.5 % strengthened for baskets.
Jeffrey’s strategist Chris Wood has raised the question of whether his son’s photography was “marked the peak of AI Capex Boom.”
In the product market, LME copper was partially promoted by the construction of data centers, decreasing 2 % on Tuesday to $ 9,088 per ton. Nickel fell 0.7 % to $ 15,565 per ton.
In Hong Kong, Chinese high -tech companies have recorded profits on Tuesday, but chip manufacturers’ smocks decreased by 2 % and decreased by 0.4 %.
Hong Kong’s Hang Senbenchmark closed 0.2 % on Tuesdays, with high -tech companies in China, including TENCENT and BAIDU, which closed 1.4 and 3.6 %, respectively.