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Nasdaq Hits Record As Earnings Beat Forecasts; CPI, PPI Reports Ahead

1. Nvidia and AMD to share 15% revenue with U.S. on China AI chip sales. 2. Nasdaq hits record high, bolstered by positive earnings reports. 3. Earnings growth is surprisingly stronger than revenue increases. 4. AI chip export licenses under scrutiny due to U.S.-China tensions. 5. Market outlook remains cautious amid potential inflationary pressures.

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FAQ

Why Bullish?

The shared revenue deal may stabilize AMD's market position in AI segments despite potential regulatory concerns.

How important is it?

The deal directly ties AMD's financial performance to U.S.-China relations, creating immediate relevance in market movements.

Why Short Term?

Immediate effects expected as the market reacts to the revenue-sharing agreement, impacting short-term stock performance.

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