Anthropic CEO Amodei asked to testify before Congress about Claude-powered Chinese cyberattack, Axios reports
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...
Nvidia spikes on report that the Trump administration is considering letting Nvidia sell its best Hopper chips to China
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 ...
Nvidia’s tumble rolls on as CEO Jensen Huang continues to talk about the one thing going wrong for the chip designer
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...
Nvidia’s slump continues even after Jensen Huang softens his statement that “China is going to win the AI race”
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...
Nvidia slumps as Jensen Huang warns that China “will win” the AI race versus the US
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...
China’s XPeng mimics Tesla, with EVs, robotaxis, robots, and AI chips
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...
Trump’s deal offering top Nvidia chips to China was nixed at last minute, the WSJ reports
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 ...
US key mineral stocks dip as White House says China’s rollback of rare earth export curbs more comprehensive than previously thought
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...
Apple and Nvidia are showing how China failures are no barrier to unparalleled stock market success
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...
Boeing slumps as Trump-Xi meeting produces no purchase announcements, Deutsche Bank downgrades to “hold” from “buy”
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...
Trump and Xi didn’t talk about Nvidia’s “super duper” Blackwell chips
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’...
US mineral stocks soar on lack of full rollback of China’s rare earth export curbs
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...
Pony AI and WeRide rise on report that Uber plans to invest in their Hong Kong listings
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 ...
Microsoft is moving most of its production out of China
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...
Critical Metals is now worth more than $3 billion. It had only four full-time employees at the end of June
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 Wall Street’s hottest trade right now, so much so that MP Materials’ stock traded more than JPMorgan yesterday
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...
Rare earth stocks soar after JPMorgan announces $10 billion investment plan in sector, continued expectations of US government involvement
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...
Stocks bounce back in the futures market, regaining some of Friday’s lost ground after Trump softens China stance
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 ...
Rare earth stocks spike after Trump says China should not be allowed to hold the world “captive” on rare earths
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...
China steps up customs crackdown on Nvidia chips, launches antitrust investigation into Qualcomm, and plans special port fees on US ships
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...