Taiwan Chip Stocks Rally After Nvidias 150 Billion Spending Commitment Mainland China Peers Decline DA Davidson Adjusts CoreWeave CRWV to Neutral Citing Margin and Debt Challenges Inflation Pressures Widen Beyond Oil and Iran Other Sectors Show Reacceleration Microsoft Anthropic in Talks Over Custom AI Chip Deal Following 5 Billion Investment Citi Raises Price Target for Frontier Group Holdings After Fiscal First Quarter Results Three Signs from APEC Highlight Persistent USChina Trade Divide Market Rotation Away from Blue Chips Signals Potential Shift in Investor Sentiment