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Market Daily Report: FBM KLCI Closes Marginally Higher, In Line With Regional Peers

KUALA LUMPUR, March 14 (Bernama) -- The FTSE Bursa Malaysia KLCI (FBM KLCI) ended the week slightly higher, in line with regional indices despite the weaker performance on Wall Street overnight. At 5 pm, the FBM KLCI rose 2.12 points or 0.14 per cent to 1,512.15 from Thursday’s close of 1,510.03.  The market bellwether opened 10.08 points lower at 1,499.95, and moved between 1,493.29 and 1,516.25 throughout the day.  On the broader market, gainers outpaced losers with 680 to 292, while 437 counters were unchanged, 1,009 untraded, and 13 suspended. Turnover was marginally lower at 3.24 billion units worth RM2.5 billion from 3.25 billion units worth RM2.90 billion on Thursday.
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Nvidia Stock Drops Amid AI Chip Export Concerns

Shares of Nvidia (NVDA) tumbled 9.3% on Monday as the company faces increasing scrutiny over its advanced AI chips reaching China despite U.S. export controls.

Key Market Reactions

  • Nvidia (NVDA): Down 9.3% at $113.30 (as of 3:32 p.m. ET).
  • S&P 500 Index (SPX): Dropped 2.1%.
  • Advanced Micro Devices (AMD): Fell 2.3%.
  • Broadcom (AVGO): Declined 6.9%.

Nvidia had gained 4% on Friday, but remains under pressure following last week’s earnings report despite exceeding revenue expectations.

Tariff & Export Control Worries

  • President Donald Trump announced new tariffs on Canada, Mexico, and China, set to take effect on Tuesday.
  • Nvidia is under renewed scrutiny over reports that its AI chips are reaching Chinese customers despite U.S. restrictions.
  • The Wall Street Journal reported that some Chinese sellers are promising delivery of Nvidia's Blackwell chips within six weeks, allegedly routed through Malaysia, Vietnam, and Taiwan.

Singapore at the Center of Investigations

  • Nvidia's Singapore sales are drawing U.S. lawmakers’ attention, pushing for tighter export regulations.
  • Singaporean authorities charged three men in a fraud case linked to potential violations of U.S. export controls involving Nvidia semiconductors.
  • Nvidia has pledged to investigate potential diversion cases and take appropriate action.

Investor Takeaways

  • Stock remains volatile as geopolitical risks mount.
  • U.S.-China tensions could lead to tighter AI chip export controls, affecting Nvidia’s global sales.
  • Regulatory actions in Singapore and elsewhere may impact Nvidia’s international supply chain.
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