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![SquawkCNBC Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::404422077.png) Squawk Box [@SquawkCNBC](/creator/twitter/SquawkCNBC) on x 513K followers
Created: 2025-07-15 13:30:58 UTC

“This is a right step for semiconductor companies largely,” says Morgan Stanley’s Mike Wilson on Nvidia returning to China. “The AI-capex cycle has been very important for the overall market direction.”

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