The American exceptionalism trade is wobbling
It falls to Nvidia to make or break the market mood for the rest of the year
Related reading
Trump’s pay-to-play economy
America’s export tariff on Nvidia and AMD chips sets a troubling precedent
Nvidia’s exuberant valuation is a tomorrow problem
Crude measures do not capture what happens in the more distant future, which matters greatly to the company’s worth
Trump’s export tariff is worth it for Nvidia
The numbers at stake are surprisingly small
Nvidia shares hit record high on renewed AI optimism
Chip designer claws back market losses from Donald Trump’s trade war and DeepSeek breakthrough
So long, American exceptionalism
For the first time, investors are talking about ‘US risk’
Nvidia shrugs off ‘AI bubble’ anxiety with bumper chip demand
US tech group’s quarterly sales outstrip expectations, reassuring investors and boosting shares worldwide