AI Selloff Broadens

its chance, of the story’s futures

−1.0%on the S&P 500, if it happens

Investors conclude that China’s Nvidia H200 deployment ban is part of a deeper demand and policy problem for AI accelerators. The weakness spreads from Nvidia to other semiconductor and AI-infrastructure names, while Apple benefits only modestly from relative safety.

What it moves

Technology−2.1%

Sectors in percent; other series by direction only.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

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