Large Cut Confirmed
−1.9%
The rumor is confirmed at or near the reported 30% level, forcing investors to reassess the pace of AI infrastructure spending. The market treats the news as a sector-level semiconductor and AI hardware shock, especially after Microsoft’s capex trim and the China H200 restriction.
What it moves
- Technology−3.5%
- Industrials−0.7%
- Riskier companies' borrowing costs
- Market volatility
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