Ethics Fight Escalates
−1.3%
The dispute shifts from export-control policy to allegations of process failures, favoritism, or improper White House-Commerce coordination. This path is less likely but would be more damaging because it could put both Lutnick’s decision-making and Nvidia’s access strategy under formal investigation.
What it moves
- Technology−2.1%
- Market volatility
- Riskier companies' borrowing costs
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