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Wall Street sufre bajas por las nuevas medidas comerciales que afectan al sector tecnológico

Wall Street, las bolsas europeas y asiáticas experimentaron retrocesos generalizados el miércoles tras el anuncio de nuevas restricciones comerciales impuestas por el gobierno estadounidense sobre las exportaciones de chips clave de Nvidia hacia China, en lo que constituye el más reciente episodio de tensiones comerciales entre las dos mayores economías del mundo.
Nvidia informó a los reguladores que estas nuevas restricciones representarán un impacto financiero estimado en 5.500 millones de dólares para el trimestre en curso, debido a la imposición de un requisito de licencia para exportar sus chips de inteligencia artificial H20 a China. La empresa comunicó que las restricciones se extienden a circuitos integrados H20 y otros de ancho de banda similar, que estarán sujetos a requisitos de licencia por un “futuro indefinido”.
Las acciones estadounidenses cayeron considerablemente el miércoles ante la noticia, mientras los inversores intentaban asimilar la incertidumbre generada por la política comercial del presidente Trump.
El índice de referencia S&P 500 registraba una caída del 0,9%, mientras que el índice tecnológico Nasdaq Composite se desplomaron un 1,8%, liderando las pérdidas. Eel índice Dow Jones también oscila por debajo de la línea plana.
Las acciones de Nvidia fueron las más afectadas, con un desplome superior al 7%, tras revelarse las nuevas restricciones a sus exportaciones de chips.

Las acciones del fabricante de chips rival AMD cayeron un 6,5%.
Según la documentación presentada ante los organismos reguladores, el gobierno estadounidense justificó los controles como una medida para evitar que estos productos “puedan ser utilizados en, o desviados a, superordenadores en China”, reflejando la creciente preocupación de Washington por el avance tecnológico del país asiático en sectores estratégicos.
“Nvidia dejó caer el micrófono, revelando nuevas restricciones a la exportación de equipos de IA con destino a China”, comentó Stephen Innes, analista de SPI Asset Management, quien añadió: “Bienvenidos a la nueva normalidad: un paso adelante, dos sondeos arancelarios atrás”.
Este movimiento se produjo apenas días después de que Nvidia anunciara su intención de comenzar a producir superordenadores de inteligencia artificial en Estados Unidos por primera vez, una decisión que ahora adquiere nuevos matices estratégicos a la luz de estas restricciones comerciales.
Las restricciones a Nvidia no representan un hecho aislado en la creciente disputa comercial entre Estados Unidos y China. Trump también ha iniciado una investigación que podría derivar en la imposición de aranceles a minerales críticos como las tierras raras, elementos utilizados en una amplia gama de productos tecnológicos, desde teléfonos inteligentes hasta turbinas eólicas y motores de vehículos eléctricos.
Estos movimientos han intensificado las tensiones ya existentes entre ambas potencias. China respondió el miércoles indicando que los gravámenes estadounidenses están ejerciendo presión sobre su economía, aunque los datos oficiales mostraron un crecimiento superior al esperado durante el primer trimestre. Beijing exhortó a Washington a “dejar de amenazar y chantajear”.
Como señal de la escalada de tensiones, el servicio postal de Hong Kong decidió suspender el envío de mercancías a Estados Unidos, describiéndolo como respuesta a los gravámenes “intimidatorios” impuestos por Washington.

Los mercados financieros reaccionaron con cautela ante este nuevo capítulo de tensiones comerciales. Después de un par de días relativamente tranquilos tras las turbulencias arancelarias de la semana pasada, los inversores adoptaron nuevamente una postura defensiva.
En Europa, el índice de referencia londinense FTSE 100 cerró con una subida moderada del 0,3%, ya que los datos oficiales mostraron que la inflación británica se ralentizó más de lo esperado en marzo.
Frankfurt también cerró con una subida del 0,3%, pero París cayó casi un 0,1%.
Las acciones del gigante tecnológico holandés ASML, que fabrica máquinas para producir semiconductores, cayeron más de un cinco por ciento, ya que sus reservas netas se situaron por debajo de las expectativas.
Según David Morrison, analista de Trade Nation, el decepcionante informe de resultados de ASML “no ha hecho más que agravar las preocupaciones del sector tecnológico”.
En Asia, el impacto fue más pronunciado. El índice Nikkei 225 de Tokio bajó un 1,0%, cerrando en 33.920,40 puntos, mientras que el Hang Seng de Hong Kong se desplomó un 1,9%, finalizando en 21.056,98 puntos. El índice compuesto de Shanghái fue uno de los pocos que logró mantenerse en terreno positivo, con un modesto incremento del 0,3%.
Los gigantes tecnológicos asiáticos también registraron grandes caídas. Las acciones del fabricante de equipos de pruebas Advantest cayeron un 6,7% en Tokio, Disco Corp. perdió un 7,6% y la taiwanesa TSMC, un 2,4%.
El dólar volvió a caer frente a sus principales rivales.
Los rendimientos de las letras del Tesoro a 10 años se redujeron, pero siguen siendo elevados tras la venta masiva de la semana pasada, que suscitó dudas sobre el valor refugio de los bonos estadounidenses.
El oro alcanzó un récord de 3.317,75 dólares la onza, antes de ceder terreno.
Los precios del petróleo subieron casi un dos por ciento tras las fuertes caídas registradas recientemente por el temor a que los aranceles frenen el crecimiento económico mundial.
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Dem senator accuses top Trump official of being responsible for ‘hundreds of thousands of children dying’

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Sen. Jeff Merkley, D-Ore., accused Trump Office of Management and Budget (OMB) Director Russell Vought of being responsible for the deaths of hundreds of thousands of children due to the budget cuts he has overseen under the Trump administration.
Vought faced a high-intensity grilling from both Democratic and GOP senators in the Senate Appropriations Committee on Wednesday over a package of proposed budget cuts – called a rescissions package – the administration sent to the legislative branch earlier this month.
Democratic committee members, as well as some Republicans, appeared very frustrated with the administration over the proposed cuts. At one point during the hearing, several protesters stood and began shouting, causing the proceedings to briefly come to a halt. It was unclear what the protesters were objecting to.
While Vought claimed that the administration’s cuts to USAID and PEPFAR have not halted lifesaving treatment, Merkley asserted that the claim is a «huge deception.»
TRUMP’S PLAN TO SLASH ‘WOKE’ FOREIGN AID, NPR FUNDS CLEARS HOUSE AS SENATE BATTLE LOOMS
In this Jan. 24, 2019 file photo, Sen. Jeff Merkley, D-Ore., speaks during the U.S. Conference of Mayors meeting in Washington. Right: President Donald Trump’s Office of Management and Budget Director Russell Vought is sworn in during the Senate Banking Committee nomination hearing in the Dirksen Senate Building on Jan. 22, 2025, in Washington, D.C. (Kayla Bartkowski/Getty Images and AP Photo/Jose Luis Magana, File)
According to Merkley, a Boston University School of Public Health study claims that some 246,000 children have died due to the various foreign aid programs cut by DOGE.
«We are talking a quarter million children because of your irresponsible shutdown of programs that Congress had fully authorized, and you unconstitutionally shut down in partnership with Elon Musk and the Secretary of State,» fired Merkley. «How do you feel about being responsible for hundreds of thousands of children dying because of your sudden interruption in these key programs?»
Vought soundly rejected the assertion, saying that every administration «has the ability to do a programmatic review when they come into office» and to make changes based on «new spending priorities.»
Before he could finish, Merkley cut Vought off, saying, «I find your response both ignorant and callous.»
MARJORIE TAYLOR GREENE LAUNCHES PROBE INTO PLANNED PARENTHOOD’S USE OF TAXPAYER FUNDS

An American flag and USAID flag fly outside the USAID building in Washington, D.C., U.S., Feb.1, 2025. (REUTERS/Annabelle Gordon)
«You chose to shut down programs in the middle that have resulted in hundreds of thousands of children dying in the last few months. I find that abhorrent, and few Americans have ever had such a devastating and disastrously impact,» Merkley exclaimed.
Sen. Patty Murray, D-Wash., also confronted Vought, accusing the administration of trying to illegally maneuver around Congress to make its cuts, which she said undermine American interests abroad.
«Will you tell us specifically where, the Philippines, Pacific islands, Jordan, you’re planning to undermine American interests?» she asked, to which Vought responded: «Of course not. We’ve been very clear in all the administration’s priorities that all of our commitments with regard to Jordan and Egypt are maintained.»
Before Vought could finish, Murray cut in again, saying, «I assume you’re unwilling to share which humanitarian crisis this administration plans to walk away with, which is what we would be voting on, and that is critical information.»
WATCH: RFK JR. REBUKES DEM SENATOR FOR PLAYING POLITICS WITH CANCER-STRICKEN CONSTITUENT: ‘YOU DON’T CARE’

Sen. Patty Murray, D-Wash., was among Appropriations Committee Democrats who challenged Vought on DOGE cuts and their impact. (Jacquelyn Martin)
But it wasn’t just Democrats taking Vought to task during the hearing.
Sen. Lisa Murkowski, R-Alaska, also voiced frustration over the Trump administration’s DOGE cuts, taking particular issue with cuts to public broadcasting, which she said plays an important emergency services role in her state.
Sen. Mitch McConnell, R-Ky., also voiced objections to the cuts to foreign aid, which he said were opportunities to project American soft power.
«Instead of creating efficiency, you’ve created vacuums for adversaries like China to fill responsible investments in soft power, prevent conflict, preserve American influence, and save countless of lives at the same time,» said McConnell.
For his part, Vought said that «it is critical that this body and the American people writ large, understand that many foreign aid programs use benevolent-sounding titles to hide truly appalling activity that is not in line with American interests.»
FOUR PLEAD GUILTY IN MASSIVE BRIBERY SCHEME AT AGENCY DEMOCRATS FOUGHT TO PROTECT FROM DOGE

OMB Director Russell Vought, shown here from a Jan. 2025 confirmation hearing, was subject to some critical questions by Republican Sens. Murkowski and McConnell at an Appropriations Committee hearing held Wednesday, June 26. (Kayla Bartkowski/Getty Images)
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Vought said the «entire federal government must be responsible with each taxpayer dollar that comes to Washington.»
«The American people voted for change. President Trump stands ready to put our fiscal house back in order and put the American taxpayer first,» he said, adding, «A vote for rescissions is a vote to show that the United States Senate is serious about getting our fiscal house in order. I hope that the Senate will join us in that fight.»
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‘Presidential incapacity’: Senate Republican seeks paper trail of Biden’s autopen use

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FIRST ON FOX: A Senate Republican wants to build a paper trail of former President Joe Biden’s autopen usage with the end goal of calling more hearings, passing legislation or amending the Constitution to best address «a mentally incapacitated president.»
Sen. Eric Schmitt, chair of the Senate Judiciary Subcommittee on the Constitution, is requesting special access under the Presidential Records Act to a trove of Biden-era documents and memos that chronicle his usage of an autopen.
In a letter to Secretary of State and Acting National Archivist Marco Rubio exclusively obtained by Fox News, Schmitt argued that creating a paper trail of key directives made toward the end of his presidency would help in «deciding which legislative remedy is most appropriate.»
TOP BIDEN AIDE ADMITS TO CONGRESS SHE DIRECTED AUTOPEN SIGNATURES WITHOUT KNOWING WHO GAVE FINAL APPROVAL
Neera Tanden, the former director of Biden’s Domestic Policy Council, testified for more than five hours Tuesday behind closed doors as part of House Republicans’ investigation into the former president’s mental acuity and his use of an automatic signature tool. (Getty Images)
«In particular, the increased use of the autopen to sign pardons, executive orders, and other documents as his Presidency progressed became a poignant symbol of President Biden’s mental decline and has created questions about the validity of those orders and pardons if President Biden did not direct the use of the autopen,» he wrote.
Schmitt requested access to a slew of documents, including memos about procedures for usage of the autopen, who was granted authority to use the autopen and emails from staff authorizing or requesting authorization for autopen usage.
SENATE HEARING ON WHO WAS ‘REALLY RUNNING’ BIDEN WHITE HOUSE KICKS OFF WEDNESDAY

Sen. Eric Schmitt, R-Mo., arrives for a Senate Judiciary Committee hearing in Dirksen building Tuesday, June 17, 2025. (Getty Images)
He also requested access to all White House records after Nov. 1, 2024, that refer or relate to presidential pardons; that prioritize briefing books, memos and decision memos for pardons; and, eventually, access to all White House records after Nov. 1.
«With that information, the subcommittee will be better positioned to ensure that any potential proposed amendment will be sufficiently comprehensive so as to address any plausible contingency concerning a mentally incapacitated President,» Schmitt wrote.
«It would be challenging enough to amend the Constitution once — much less more than once if it then subsequently turned out not all contingencies around presidential incapacity were adequately considered.»
Schmitt’s letter comes after the Senate Judiciary Committee’s hearing on Biden’s alleged mental decline while in office and how the autopen could have played a central role in his inner circle’s alleged attempt to skirt the Constitution while continuing to carry out the duties of the office.
EX-WHITE HOUSE OFFICIALS TO TESTIFY ON WHO ‘REALLY RAN THE COUNTRY’ DURING BIDEN ERA

President Donald Trump speaks with reporters while flying aboard Air Force One en route from Calgary, Canada, to Joint Base Andrews, Maryland, late Monday, June 16, 2025. (AP Photo/Mark Schiefelbein)
It also explicitly mentions the closed-door, transcribed hearing with Biden’s former director of the Domestic Policy Council, Neera Tanden, conducted by the House Oversight Committee this week.
A source told Fox News Digital that during the transcribed interview, which lasted five hours, Tanden testified she had «minimal interaction with President Biden» in her role as staff secretary and that to obtain autopen signatures, she would send decision memos to members of Biden’s inner circle.
She said during the interview she was not aware of what actions or approvals happened between the time the memo was sent out and returned with approval.
However, Tanden’s opening statement, shared with Fox News Digital by her lawyer, Michael Bromwich, said that, as staff secretary, she was responsible for «handling the flow of documents to and from the President» and that she was authorized to direct that autopen signatures be «affixed to certain categories of documents.»
«We had a system for authorizing the use of the autopen that I inherited from prior Administrations,» Tanden said. «We employed that system throughout my tenure as Staff Secretary.»
She was later named director of Biden’s Domestic Policy Council and said she was no longer responsible for the flow of documents and was no longer involved in decisions related to the autopen.
«I would note that much of the public discussion on the subject matter of this hearing has conflated two very different issues: first, the president’s age and second, whether President Bident was in command as President,» she said. «I had no experience in the White House that would provide any reason to question his command as President. He was in charge.»
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Schmitt requested that access to the swathe of memos and communications be granted no later than July 16.
«It is important for this subcommittee to have a clear picture of President Biden’s decision-making capacity at the end of his presidency and to know the extent to which members of his inner circle possibly usurped the President’s decision-making authority,» he wrote.
Fox News Digital’s Liz Elkind contributed to this report.
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