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Market Daily Report: Bursa Malaysia Ends Lower, Selected Sectors Gain After 6 Pct 2Q GDP Growth

KUALA LUMPUR, Aug 14 (Bernama) -- Bursa Malaysia closed lower on Friday, even as utilities, healthcare, and financial services sectors saw increased buying interest following the release of Malaysia’s second-quarter (2Q) gross domestic product (GDP) data. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) slid 7.32 points to 1,727.39 compared with Thursday’s close of 1,734.71. The benchmark index opened 0.01 of a point higher at 1,734.72 and fluctuated between 1,726.77 and 1,734.72 throughout the day. On the broader market, losers trounced gainers 619 to 538, while 554 counters were unchanged, 1,117 untraded and 29 suspended. Turnover eased to 3.50 billion units valued at RM2.59 billion from 3.51 billion units valued at RM3.05 billion on Thursday.   IPPFA Sdn Bhd director of investment strategy and country economist Mohd Sedek Jantan said FBM KLCI closed lower despite Malaysia’s stronger-than-expected 6.0 per cent GDP growth in 2Q 2026, underscoring the market’s forward-looki...

Broadcom Beats — But Not Enough: AI Hype Meets Reality Check

Summary  Broadcom delivered strong results, but the stock fell ~13% because expectations were even higher. The issue wasn’t weak numbers — it was  not beating the “AI hype expectations.” What Happened Broadcom  reported a strong quarter: Revenue:  $22.19B ( +48% YoY ) Net Income:  $12.07B ( +55% YoY ) AI semiconductor revenue:  $10.8B ( +143% YoY ) Margins remained strong (Operating margin ~67%) On paper, this is a  very powerful AI-driven quarter Why The Stock Still Crashed 1.  AI Guidance Didn’t Beat the “Real Expectation” Q3 AI revenue guided:  $16B Market expected:  ~$16.3B+   Even a small miss = big disappointment in AI stocks 2.  No Upgrade to Long-Term AI Target 2027 AI revenue target:  > $100B (unchanged)  Market wanted: “Raise the ceiling” → not just repeat guidance 3.  Google Risk (Key Concern) Alphabet  Broadcom depends heavily on Google TPU chips Management hinted  Google may diversify su...

US Slaps 25% Tariff on Select AI Chips, Unlocks Nvidia’s China Sales in Strategic Trade-Off

The US has imposed a  25% tariff on a narrow category of advanced semiconductors , a move closely tied to a deal that allows  Nvidia  to resume shipments of its Taiwan-made H200 AI chips to China — marking a major shift in Washington’s tech trade strategy. What’s the Deal? The tariff applies to  specific high-end AI processors , including Nvidia’s  H200  and  Advanced Micro Devices ’s  MI325X . The duty is collected  when chips enter the US , before being re-exported to China or other overseas markets. In return, Nvidia received approval in December to sell H200 chips to China, subject to export licences. President Donald Trump described the arrangement as a win-win: “China wants them… and we are going to be making 25% of the sale of those chips.” Why This Matters This is  not a blanket chip tariff . Instead, the US is: Holding off broader semiconductor levies following a national security probe Using  targeted tariffs + licensing c...