Semiconductor Stocks Stay In Focus As Massive AI Spending, and China Deal Fuel Growth Hopes
1. Big Tech giants plan $250 billion investment in AI infrastructure. 2. Nvidia and AMD gain export licenses to sell AI chips in China. 3. Investors are engaged in profit-taking amid geopolitical tensions. 4. U.S. leads AI development over China for the first time in decades. 5. Massive growth in AI-related sectors is anticipated over the coming years.