The real story buried under the tariff headlines: (https://www.cnbc.com/2026/09/08/xiaomi-huawei-apple-foldable-iphone.html), which tells you everything about *where* the AI capex cycle is heading next — not data centers, but consumer hardware refresh. That capital reallocation away from semiconductor generalists like $NVDA toward display tech and custom optics is already priced into the selloff today.

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