Tracking one Boeing 737’s journey through the US-China trade war
For the first time in two months, is making a delivery to China. A 737 that originally took off from Boeing Field in Seattle on Friday landed in Zhoushan, China, on Monday. According to Reuters , it ...
Here’s what Musk stands to lose from the US government
Elon Musk’s messy public breakup with President Trump appears to be causing damage to both men’s fortunes , but Musk has more to lose thanks to his companies’ many entanglements with the US government...
Stocks sink as the president fights with the world’s richest man
US stocks erased early losses to climb to session highs after President Donald Trump said he had “a very good phone call with President Xi of China” before giving up all those gains in the afternoon t...
Automakers say China’s rare-earth magnets stranglehold could cause massive production issues in weeks
Automakers are only about two years past the global semiconductor shortage that squeezed production. Now, a new potentially major supply issue is brewing, caused by China’s control over rare-earth mag...
OpenAI’s plan for “democratic AI”
Last month, a phalanx of tech executives joined President Trump on his trip to the Middle East to secure some blockbuster deals with American AI companies. announced it was partnering with Saudi Arabi...
Why Nvidia’s concern over China escalated into full-blown alarm
In May 2023, when Nvidia’s blowout earnings report unofficially kicked the AI boom into high gear and sent shares ripping 24% higher, “China” was barely on anyone’s lips. The world’s second-largest ec...
Stocks close the day flat but S&P 500 notches its best month since 2023
Stocks were mixed Friday after President Donald Trump accused China of violating its preliminary trade agreement, rekindling fears of a prolonged trade war. The S&P 500 closed flat, the Nasdaq fell 0....
Why Palantir has been the single best Trump trade
Reporters with The New York Times laid out the growing scope of work with the federal government under the Trump administration, noting that the US has paid Palantir $113 million since President Trum...
Consumer stocks are worried about the return of a hot trade war with China
US equity futures slumped in premarket trading after President Donald Trump posted on Truth Social that China “HAS TOTALLY VIOLATED ITS AGREEMENT WITH US.” Markets opened regular trading hours Friday ...
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Data shows how tariffs have affected China imports to the US
It’s hard to believe we’re almost two months out from President Trump’s April 2, 2025, “ Liberation Day ” tariff announcements, which plunged global trade into a chaotic tailspin. Now, a trade court ...
US stocks slump to lows late in session after reports of fresh semiconductor curbs on China
A listless day for US stocks turned into a bit of a sell-off late in the session after a report that the White House told chip software companies to halt sales to clients in China. The S&P 500 closed...
President Trump tells US chip designers to stop working with China: Report
Well, it looks like President Trump may have stolen the semiconductor spotlight just ahead of earnings. The Financial Times is reporting that the president has ordered so-called EDA (electronic desig...
Nvidia jumps on report of new AI chip tailor-made for Chinese market
On Monday, Reuters reported that is planning on retooling its new Blackwell chip to make a cheaper, though less powerful, version of the chips for sale to China. Shares are up 2.5% in early trading o...
Report: Huawei was slated to deliver the “full Chinese stack” for Malaysia’s sovereign AI
In the global race for AI, your “tech stack” really matters. The “stack” refers to the different layers of technology that make up modern AI infrastructure. To build your stack, you need to carefully ...
China “demands” that the US “correct its mistakes” on semiconductor restrictions
Last week started with a massive rally in US stocks thanks to a trade truce with China . This week begins on more of a negative note amid news that this aforementioned detente might be taking a bit of...
Ives: iPhone production will remain in China and India, despite what Trump says
Yesterday President Trump reiterated that he wants to move production to the US, not India, where it had been moving iPhone manufacturing for the US market to avoid uncertainty about tariffs on China...
Tesla CEO’s gamble on Trump is paying off for SpaceX
For Tesla shareholders, Elon Musk’s gamble on President Trump paid off until it didn’t (and then did again), but he’s still had plenty to gain for his other companies, including SpaceX, the parent of ...
As Apple moves production from China to India, Trump reiterates that he wants it in the US
Despite a cooling trade war with China, where produces a big chunk of its products, the iPhone maker is still feeling the heat from the Trump administration. Today, President Trump said he told Apple...
Billions from Nvidia’s “sovereign AI” deal with Saudi Arabia business could tamper effects of export controls
has been pursuing deals to help countries build and run their own domestically-produced “ sovereign AI .” CEO Jensen Huang has appeared in countries like Thailand, Denmark and the United Arab Emirates...
US stocks surge on trade truce with China
The US and China agreed to substantially dial down tariffs levied on one another for 90 days, a major de-escalation in the most important front of the trade war that’s whipsawed global markets. The S&...