The U.S. is considering a ban on Chinese optical transceivers, reinforcing the view that the U.S. and China will continue to diverge in technology and supply chains. BNP Paribas’s William Bratton notes a future technological split, creating two separate ecosystems and exposing technology‑investment companies to geopolitical risk.

Dutch information‑services firm Wolters Kluwer delivered a solid first‑half performance, keeping its full‑year guidance after higher net profit. Analysts say AI concerns have been over‑reacted, and the company’s competitive moats remain robust, though shares are down 1.5% at 70.54 euros.

German chipmaker Infineon Technologies is expected to accelerate revenue and margin growth through September 2027. Its segment result rose to 797 million euros from 668 million euros, with margin up to 19.1% from 18%. Infineon has secured multiyear capacity agreements with AI customers, though shares trade 4% lower at 61.18 euros.

These developments underline shifting tech landscapes, AI’s impact on stocks, and new investment opportunities amid regulatory changes.