The technological actions of the USA. The Nasdaq compound fell 1.2%, closing a week in which the heavy technology index fought to keep the maximums recent.
The semiconductor sector hit hard
Among the notable vessels, Marvell Technology fell almost 19%, which resembles the first days of Bitcoin, after revealing that their income from the data center had not been able to meet market expectations.
The Bank of America was reduced by the action of “buy” to “neutral” in response to these profits. Meanwhile, Nvidia, whose market capitalization makes it the largest semiconductor company that lies in the world, fell 3.3% on Friday.
The company marked continuous uncertainty in its sales to China, largely because the export restrictions of the United States affect its AI chips.
For the week, Nvidia’s shares fell 2.1%, marking its largest weekly decline since May. The broader weakness in chips manufacturers dragged the philadelphia semiconductor index to its lowest point since mid -April.
The S&P 500 also withdrew, 0.6% less for its greatest day of one day, although it still managed to finish an increase of 1.9%. It is likely that the sale of technological actions will be attributed to investors that obtain profits near the end of the month, especially after August of August when technological actions led markets to record levels.
Technology stocks overheated and the uncertainties of China close
Although the hundreds of billions of dollars of investment have already joined the data centers that feed generative projects such as chatgpt, real income in this space remains relatively modest.
According to Morgan Stanley, the generative products of the main cloud suppliers such as Amazon, Microsoft and Google brought about $ 45 billion last year.
Marvell, a key semiconductor supplier for these companies, has faced winds against additional, including commercial tensions and questions about their growth prospects. His actions, which had previously emerged in the AI hardware boom, have collapsed more than 40% since the beginning of 2025.
Nvidia, meanwhile, awaits a clarification from the United States government with respect to an agreement to resume Chip exports to China, and the administration is ready to raise an income participation of those sales.
Chinese authorities have discouraged local businesses to buy NVIDIA technology, increasing efforts to support national alternatives. Cambricon, a Chinese Chinese leader of Chinese, recently published record profits and claimed advances that bring their products closer to NVIDIA standards, which caused the price of their shares to rise.
The actions in Super Micro Computer based in the USA. UU., A vital part of the Nvidia supply chain, fell 5.5% after informing internal accounting challenges.
Bitcoin’s price falls more in the weekend
While technological actions and companies linked to AI face their own market turbulence, Bitcoin has not been immune to a broader feeling of risk.
The price of Bitcoin fell below $ 108,000 on Saturday, going to the weekend, almost 7% for the week and at its lowest point since July.
The sale has accelerated as investors react to persistent uncertainty around the monetary policy of the United States, sticky inflation and the weakening of labor market data.
