Trump's Tariffs Were Built to Close the Trade Gap. The AI Buildout Is Keeping It Open
The July goods gap widened to $118.8B as capital goods imports hit a record $140.1B and Korean chip shipments to the US surged 68.7%
Read original at benzingaStocks · News reference
Shares of memory-related companies are trading higher amid multiple catalysts including reports suggesting that Taiwan Semiconductor will raise prices 10% and that Chinese AI provider Moonshot may seek a $50 billion valuation in its IPO, both of which help underpin demand outlook for the sector.
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