Negativity From China's Restrictions On Nvidia And AMD - Positivity From China's Willingness To Talk
1. NVIDIA faces a $5.5B charge due to new licensing requirements affecting AMD. 2. China trade talks may positively impact market sentiment and technology stocks. 3. U.S. retail sales data shows strong consumer spending, beneficial for tech. 4. ASML's underwhelming guidance amidst uncertainty could impact semiconductor firms. 5. Negative money flows seen in major tech stocks, including AMD.