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Nvidia’s Worried About Tech Cold War With China. Why Markets Should Be, Too.

Por: MarketWatch Business May 24, 2023

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Newsletter Sign-up The S&P 500’s gains have been almost entirely borne by technology companies such as Apple and Microsoft, each up some 30%. That’s also the why the Nasdaq has outperformed the Dow Jones Industrial Average by the most since at least 1972 so far in 2023. The outlook isn’t nearly as rosy, primarily because the industry still relies heavily on China both for supply chains and as a market. The tension appears to be getting... + full article



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