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AI Trade Rebounds After Oracle Funding Jitters Trigger Tech Selloff

Investors weigh funding strains against fresh signals of hot chip demand.

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U.S. Allows Licensed Nvidia H200 Sales to China as Nvidia Weighs Production Increase

Big Tech Ramps AI Spending Again, Pushing Annual Capex Past $350 Billion

Nvidia Said to Back xAI’s $20 Billion GPU SPV as AI Megadeals Draw Bubble Warnings