Negativity From China's Restrictions On Nvidia And AMD - Positivity From China's Willingness To Talk - Advanced Micro Devices (NASDAQ:AMD)
1. New licensing requirements affect both Nvidia and AMD products. 2. Nvidia faces a $5.5 billion charge due to licensing changes. 3. Trade talks with China and Japan may positively affect market sentiment. 4. ASML's earnings beat expectations but offered weak guidance. 5. U.S. retail sales are stronger than expected, indicating consumer resilience.