意大利4月服务业PMI 49.8，预期47.6，前值48.8。

This earnings season has been positive for AI, yet investors have been selling Nvidia Corp. shares. Nvidia, whose GPUs dominate AI chips, has fallen 9% over six sessions after hitting a record on April 27, underperforming the Philadelphia semiconductor index, which rose over 5%. Concerns are rising that its dominance is under threat as major tech firms expand in-house and rival chip offerings. Alphabet is commercializing TPUs, Amazon’s Trainium has over $225 billion in commitments, Meta is investing heavily, while Intel and Qualcomm are gaining data center traction. Bill Stone of Glenview Trust noted near-100% market share leaves only downside risk as credible competitors emerge.

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