US-China tech competition, export controls, and the intersection of geopolitics and technology
Earlier this month, Anthropic revealed that Chinese state actors had used its Claude chatbot to orchestrate and execute a cyber espionage campaign for the first time. The company said that after it de...
One big headline really can change price action. Shares of popped 2% after Bloomberg reported that the Trump administration is internally discussing the idea of letting Nvidia sell its H200 chips to ...
is down again in premarket trading as CEO Jensen Huang continues to talk about perhaps the one thing that isn’t going well for the world’s largest publicly traded company: China . The chip designer ha...
ended Wednesday’s session with a late-day drubbing, which was followed by an article from the Financial Times in which CEO Jensen Huang said, “ China is going to win the AI race ” because its regulato...
tumbled late in the session Wednesday after the Financial Times released an article in which CEO Jensen Huang says that “China is going to win the AI race” because it has a more favorable regulatory e...
An electric vehicle maker is not content to merely manufacture cars, but has far greater ambitions that involve robotaxis, humanoid robots, and even flying cars. Sound familiar? It’s not . Rather, Nas...
CEO, Jensen Huang, really wants to sell the chipmaker’s most powerful Blackwell GPUs to China. He almost had his way. According to a report from The Wall Street Journal, President Trump was ready to ...
Shares of US rare earth and key mineral producers are lower in premarket trading after the White House said that China’s rollback of export curbs goes further than previously thought. Initial news rep...
and are the two most valuable publicly traded companies in the world. One big thing the two tech behemoths have in common: they’ve ascended to those lofty heights despite their China businesses being...
Blackwell chips weren’t the only thing that US President Donald Trump and Chinese President Xi Jinping didn’t talk about that was supposed to be on the agenda. Andrew Bishop, global head of policy res...
What US President Donald Trump and Chinese President Xi Jinping talked about in South Korea obviously matters for financial market participants. What they agreed to ? Even more so. But what they didn’...
There’s a silver lining for US mineral stocks even after US President Donald Trump rated his Chinese counterpart Xi Jinping in South Korea a “12 out of 10.” China is delaying the imposition of its pla...
is up more than 5% and is up more than 1% as Bloomberg reports that plans to invest in the companies’ Hong Kong listings, deepening the US-headquartered ride-hailing company’s ties with the Chinese ...
plans to shift the production of the majority of its new hardware, including Surface laptops and data center servers, outside China potentially by early next year, Nikkei Asia reports . It’s the lates...
Since President Trump’s interest in the sector kicked off a flurry of buying activity, the hottest trade on Wall Street has been in rare earth stocks. Names like , , , and have soared as investors wa...
Rare earth stocks are having a blast at the moment. Small stocks in the critical and rare earth minerals sector — the latest flashpoint of US-China trade relations — have ripped, but the trade went in...
Suppliers of the critical materials known as rare earths, at the heart of the latest trade tensions between China and the US, soared early Monday after JPMorgan announced a $10 billion plan to focus o...
US equity markets are starting the federal holiday broadly in the green, recapturing some of the losses from Friday, after President Trump signaled some softening in his stance on China just two days ...
Shares of rare earth metal producers soared Friday after the president published a Truth Social statement decrying what he describes as Chinese efforts to control the pipeline of the sought-after mine...
For months now, China has been getting increasingly defensive over its domestic industries, particularly the all-important AI hardware space. This morning, we got the latest measures from those contin...