BAE Systems surges 7% on $1.5T US defense budget plan; Chemring up 4.2%. Traders eye geopolitical impact.
AVGO dips 3.1% on tech rotation; defense stocks surge on $1.5T budget news. Traders lock profits.
Tech stocks dump 5%+ on profit-taking; defense stocks surge on $1.5T budget news. ADSK down 6.1%.
IOT drops 6.3% on tech rotation; defense stocks rally on $1.5T budget news. IOT trades 44.5% below 52-wk high.
Tech stocks dump 4% as AI trade cools; defense stocks surge 10% on $1.5T budget news. Traders eye valuation.
Nvidia demands full upfront payment for H200 chips in China amid regulatory uncertainty. Orders for 2M+ GPUs signal strong demand despite risks.
Tech stocks dump 3-7% on profit-taking; defense giants rally on $1.5T budget news. PLAB down 7.6%, 18.8% off highs.
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