US-China tech competition, export controls, and the intersection of geopolitics and technology
Global markets were jolted into the green early on Monday after a bilateral statement from the United States and China signaled a reprieve in the trade war that has been top of investors’ concerns for...
Stocks were largely flat on Friday after President Trump said he may cut China’s 145% tariff to 80% ahead of trade negotiations in Switzerland this weekend. The S&P 500 slipped under 0.1%, the Nasdaq ...
To say that America is falling behind on any emergent technology is a bold statement. To say it of quantum computing might be even more eyebrow-raising, given that megacap tech companies like Amazon ,...
is extending its lead as the best-performing stock in the S&P 500 in this year on Friday, as shares approach record highs on reports that the White House is calling for record defense spending as part...
US stock futures flipped from negative to positive on Thursday evening thanks not to any reevaluation of megacap tech earnings from conference calls, but rather because China’s Ministry of Finance put...
Huawei is readying a homegrown answer to ubiquitous H100 GPU, The Wall Street Journal reports. The Chinese tech giant is reaching out to companies to test the forthcoming GPU, which is expected to sh...
In a Thursday morning post on Truth Social, President Trump lashed out at China over its retaliation against . Last week, the country reportedly ordered its airlines to stop taking deliveries from the...
Retailers ripped higher Wednesday as renewed optimism over a possible US-China trade breakthrough lifted the broader market. The consumer discretionary sector topped the S&P 500 leaderboard Wednesday ...
Strange as the timing may seem, given the broader geopolitical picture, many Chinese companies are seeing 2025 as the year to hit the US public market. Last week, tea giant Chagee soared 21% on its Na...
At least two 737 Max jets marked for delivery to China appear to have been returned to the US, according to reporting by Reuters. It’s unclear if the moves were initiated by Chinese airlines or the U...
The IPO environment has been bad enough for US banks, with tumultuous markets leading many companies to shy away from going public . Now, the head of a US congressional committee is asking and to pu...
is down 6.5% premarket after warning it will take a $5.5 billion charge in its upcoming earnings report in light of the US government cracking down on sales of its H20 chip to China. The is likewise ...
The government is now restricting its exports of H20 chips to China — chips the company had made to bypass previous restrictions on Chinese chip exports, Bloomberg reports. Shares of the company fell...
fell in early trading as it landed in the middle of the rapidly escalating trade war between the US and China. According to reporting by Bloomberg, China ordered its airlines to stop taking deliveries...
strong start to the week, on news that NATO will use its Maven Smart System AI software, is consistent with bullish Wedbush analyst Dan Ives’ view that the software firm remains well positioned to wea...
Last week, the China Film Administration announced — in response to President Trump’s 125% tariffs on Chinese imports to the US — that it would “ moderately reduce ” the number of American movies allo...
AI and defense software firm is up after NATO announced it bought Palantir’s Maven Smart System software for use within NATO’s Allied Command Operations. NATO’s purchase of Palantir software — which...
A full-on trade war has broken out between the US and China. President Trump has now slapped 145% tariffs on most Chinese imports. Meanwhile, China announced that it would increase the 34% tariffs it ...
I am just going to put this here, for posterity: A basket of US stocks compiled by Goldman Sachs with the biggest sales exposure to China (which includes , , and ) had its second-best session on recor...
As the US-China trade war heats up, President Trump is slapping higher fees on small parcel shipments, closing a loophole that’s helped flood American closets and homes with cheap Chinese goods. On We...