Investors say they want Trump and Xi to stay out of AI’s way

▤ Summary

Investors want Presidents Trump and Xi to avoid intervening in the AI sector and expect trade tensions to stay on the backburner during their meeting. Market players are watching whether the U.S. will relax chip export restrictions—especially for Nvidia chips—as a key determinant for AI progress in China. A rising yuan, strong exports, and fund flows into Chinese tech and data-center plays show investors betting on China’s AI self-sufficiency drive. With low expectations for big summit announcements, traders are focusing on AI developments and chip policy as the main near-term market catalysts.

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