The US and China have extended their trade truce by two months, focusing on farm goods like soybeans while largely sidelining semiconductors. China is meeting soybean purchase commitments, benefiting companies like Archer-Daniels-Midland and Bunge, but agricultural equipment sales remain weak, reflecting a lag in farm income. The semiconductor sector saw no relief from export controls, with companies like Nvidia expecting no revenue from China, relying instead on strong domestic AI spending. The trade extension buys time but leaves chip stocks vulnerable to policy risks unless AI demand remains robust.
Nvidia shares on Pluang show a slight gain of 0.16% at USD 224.93, with a market cap of $5.42 trillion, while Archer-Daniels-Midland is down 1.49% at USD 80.66 as of Sep 25, 2026 20:51 WIB. The platform data indicates a balanced interest in Nvidia with 55% buy orders, contrasting with full buy interest in Archer-Daniels-Midland despite its price drop. This trading activity highlights investor focus on semiconductor and agricultural sectors amid ongoing trade talks.
