Market Pressure
According to Reuters, “Wall St hits over one-week low on tariff uncertainty, data in focus”, U.S. and global tech shares led declines as rising yields and tariff/legal uncertainty squeezed investor sentiment and headline risk — PRESSURE on MARKETS may heighten near-term volatility for tech-linked equities. [Reuters](https://www.reuters.com/business/wall-st-hits-over-one-week-low-tariff-uncertainty-data-focus-2025-09-02/)
Alibaba AI Surge
According to CNBC, “Alibaba shares jump 19% on cloud unit growth, report of new AI chip”, investors rallied on stronger cloud revenue and reports of an inference CHIP, underscoring that AI remains the dominant growth driver and capital magnet for Chinese and global tech investors. [CNBC](https://www.cnbc.com/2025/09/01/alibaba-shares-hong-kong-today.html)
Chip Controls
According to Reuters, “US revokes TSMC’s fast-track China export status, controls tighten”, Washington revoked expedited export privileges for chip equipment — a policy shift set to affect TSMC and other vendors and complicate SEMICONDUCTOR supply chains, amplifying geopolitical risk in tech manufacturing. [Reuters](https://www.reuters.com/world/china/us-revokes-tsmcs-fast-track-china-export-status-controls-tighten-2025-09-02/)
According to AP, “How major US stock indexes fared Tuesday, 9/2/2025” Wall Street fell as rising bond yields pressured equities, with the S&P 500 down 0.7%, the Dow off about 249 points and the Nasdaq slipping 0.8% amid investor concern over higher rates and Fed uncertainty. [AP News](https://apnews.com/article/8765630aaaac26a4cd8fd2a60eb2f574)
According to CNBC, “Judge bars Google from exclusive search deals but says it can keep Chrome” a federal judge found Google’s search conduct unlawful but ordered remedies banning exclusive deals and requiring data sharing in a landmark antitrust decision that lifted Alphabet shares. [CNBC](https://www.cnbc.com/2025/09/02/google-antitrust-search-ruling.html/)
Too busy to read? Listen to the audio file.