White-hot Chinese demand is spurring Nvidia to order even more H20s: Report
Chinese demand for processors is so strong that the chip designer is tearing up its two-week-old plans in order to sell even more AI GPUs to the world’s second-largest economy. That’s the skinny of a...
S&P 500 slips as Nvidia’s surge spares benchmark indexes from a bludgeoning
Chipmakers got a lift from the ability to send AI processors to China once again, but that was only enough to stave off a much bigger decline for the S&P 500 in a session where the lion’s share of con...
Chinese stocks are jumping on solid economic growth, easing of export curbs
A solid GDP print along with the US softening its stance on seemingly the most contentious front between the world’s two largest economies — access to advanced technology — have Chinese stocks rallyin...
“This is a huge win for tech stocks”: Ives on US relaxing AI chip sales to China
and are leading a massive rally in chip stocks this morning after indicating that they’re able to start selling AI chips that had been under export restrictions to China once again . As of 8:30 a.m. ...
AMD soars on renewed access to China’s data center market
Access to China’s data center market isn’t just a big deal for . is also ripping higher in premarket trading, recently up 4.6%, after saying it plans to begin sending its MI308 chips to China again. I...
Nvidia says it’s clear to sell its H20 AI chips in China again, stock jumps
The US government has “assured” it will be granted necessary licenses to resume selling GPUs to China, the company said in a statement , after CEO Jensen Huang met President Trump last week. The appa...
Malaysia tightens export controls on US AI chips as Nvidia’s Jensen Huang heads to China
Malaysia’s Ministry of Investment, Trade, and Industry is now requiring permits for any exports of AI chips of US origin. The statement doesn’t reference China by name, but this is all about a continu...
How Trump 2.0’s trade war is very different compared to his first term
Brad Setser, senior fellow at the Council on Foreign Relations and one of the, if not the best, sources for information and analysis on trade and capital flows, charted the difference between Presiden...
Semi stocks start the week soft as White House reportedly plans stronger curbs on China’s access to AI chips
Semiconductor stocks are in the red on the heels of a report from Bloomberg that the Trump administration is cracking down on China’s ability to access AI chips via Malaysia and Thailand by curbing th...
US chip designers surge as Commerce Department reverses restrictions on business in China
A couple of US semiconductor-adjacent companies are jumping on Thursday amid thawing on a contentious front in the US-China trade war: advanced technology. and are surging after the Commerce Departme...
Why Ives says a defanged Iran is extra bullish for tech stocks
Wedbush Securities analyst Dan Ives is out with an interesting take on why a potential ceasefire between Israel and Iran is especially good news for his coverage area: tech stocks. (Note: the fires do...
Delta, United, and American Airlines stumble following US strikes against Iran
US airlines with flights to Middle East cities like Tel Aviv, Dubai, and Doha are slumping on Monday following America’s strikes on Iran over the weekend. Airlines ticking down include , , and . All h...
Palantir flirts with new high as war boosts defense tech
briefly breached $142 in early trading — enough for a new closing high — as defense tech shares popped after the US attack on Iranian nuclear facilities over the weekend. Palantir’s 85% gain in 2025 p...
Bitcoin, crypto stocks fall on Middle East conflict escalation
Amid conflict escalation and macro uncertainty, crypto-adjacent stocks were down in early trading Monday, with and both tumbling around 2%, while crypto exchange dipped premarket but has recovere...
Reported crackdown on China’s access to US chip equipment weighs on semiconductor stocks
, , and are the biggest decliners in the on the heels of a report from The Wall Street Journal that the Commerce Department is looking at canceling waivers that allow global chip companies like Sams...
Another Chinese startup claims to outperform DeepSeek
- and -backed AI startup MiniMax said its latest model outperforms DeepSeek, the Chinese AI startup whose “faster, cheaper, better” performance caused a market rout earlier this year that had Big Tech...
China drafts auto data rules, potentially a stepping stone toward Tesla’s full self-driving in the country
For the first time, the Chinese government has released draft guidelines for how car data generated there can be “queried, retrieved, downloaded and exported,” Bloomberg reports, saying the move could...
Nearly all of Foxconn’s India-made iPhones are now going to the US, report finds
From March to May, manufacturing partner, Foxconn, shipped 97% of the $3.2 billion worth of iPhones it exported from India to the US, up from just 50% last year, according to customs data seen by Re...
US stock futures sink, oil spikes, and European markets open lower after Israeli strikes on Iran fuels war fears
Israel launched air strikes on Iran’s nuclear and military sites early Friday in an operation Prime Minister Benjamin Netanyahu said could last “as many days as it takes.” The strikes, reflecting Isra...
Tesla’s sales are down 30% in China, and it’s not because of Elon Musk
Tesla’s sales in China were down 30% to 38,588 vehicles in May compared with the same month a year earlier, according to new data from China Passenger Car Association reported by China EV blog CnEVPos...