^GSPC$7,403.80-1.04%^IXIC$24,857.35-1.33%^DJI$42,418.26-0.93%^VIX$27.12+1.65%^STOXX50E$65.95-2.00%BTC-USD$79,201.52-2.32%ETH-USD$2,221.62-2.71%SOL-USD$89.30-3.07%AAPL$302.06+1.29%MSFT$423.88+3.53%NVDA$227.67-3.42%TSLA$423.45-4.48%META$614.55-0.63%GOOGL$396.17-1.22%AMZN$262.15-1.90%AMD$430.76-4.21%EURUSD$1.163-0.34%GC$4,544.04-2.32%CL$100.74-1.23%^GSPC$7,403.80-1.04%^IXIC$24,857.35-1.33%^DJI$42,418.26-0.93%^VIX$27.12+1.65%^STOXX50E$65.95-2.00%BTC-USD$79,201.52-2.32%ETH-USD$2,221.62-2.71%SOL-USD$89.30-3.07%AAPL$302.06+1.29%MSFT$423.88+3.53%NVDA$227.67-3.42%TSLA$423.45-4.48%META$614.55-0.63%GOOGL$396.17-1.22%AMZN$262.15-1.90%AMD$430.76-4.21%EURUSD$1.163-0.34%GC$4,544.04-2.32%CL$100.74-1.23%
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Narrative · live

China bans Nvidia chip sales; semiconductor rally loses momentum as 25% revenue at risk

China restricted US semiconductor exports today, rattling chip stocks as traders reassess Nvidia's 25% China revenue exposure. AMD, Broadcom slide as supply-chain risks compound Taiwan tensions and AI capex uncertainty.

+0%
Mention growth · 24h

Coverage momentum · 14 days

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Rocky take

China bans Nvidia chip sales; semiconductor rally loses momentum as 25% revenue at risk has gained +0% in mention volume over the past 24 hours. Sentiment is skeptical. Coverage is led by tier-1 financial press with cross-platform amplification.

Correlated assets

Live prices
NVDA
NVIDIA Corporation
$227.67
-3.42%
AMD
Advanced Micro Devices, Inc.
$431.03
-4.15%
AVGO
Broadcom Inc.
$429.24
-2.40%
SMCI
Super Micro Computer Inc
$31.09
-5.89%

Sources covering this narrative

XActive
BloombergActive
ReutersActive