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Markets
China
Trump’s Illegal Tariffs Delivered 85% of Apple’s Earnings Beat
Elon Musk Dismisses Report Tesla Could Sell Chinese Business for SpaceX Merger: 'Absurdly Fake News'
Trump Considers AI Controls After OpenAI Breach but Warns Against Falling Behind China: 'We're Also Making Sure That We Lead....'
Elon Musk Dismisses Report Tesla Could Sell Chinese Business for SpaceX Merger: 'Absurdly Fake News'
Trump Considers AI Controls After OpenAI Breach but Warns Against Falling Behind China: 'We're Also Making Sure That We Lead....'
China Is Quietly Building a Space Empire — and a Former Trump Official Warns It Could Threaten US Dominance
Dan Ives Says Even Nvidia's 'Third-Rate' Chips Beat Huawei
China Is Quietly Building a Space Empire — and a Former Trump Official Warns It Could Threaten US Dominance
Dan Ives Says Even Nvidia's 'Third-Rate' Chips Beat Huawei
Nvidia And Meta Think Chinese AI Shouldn't Be Banned—Here's Why
Trump Administration Bans New Chinese AI Robots and Power Inverters Over National Security Fears: 'These Devices Could Create Supply Chain Vulnerabilities'
Read More...
China Recent News
SK Hynix, SanDisk Crash 15% as CXMT Frenzy Sparks Worst KOSPI Selloff — Memory ETFs Face Fresh Test
SK Hynix and Samsung plunged as China's CXMT IPO intensified memory-chip competition fears, putting ETFs exposed to the memory market under pressure.
Nvidia Employee Detained in Taiwan as Prosecutors Allege AI Chip Smuggling to China: Report (UPDATED)
Taiwanese prosecutors detained an Nvidia employee suspected of falsifying documents to smuggle advanced AI chips to China.
Anthropic CEO Dario Amodei Says He 'Never Advocated' Open-Weight AI Ban, Calls for Tougher Curbs on China Instead
Anthropic CEO Dario Amodei rejects an open-weight AI ban, urging tougher China chip export controls and mandatory AI safety tests.
SanDisk Rout Fuels 100% ETF Liftoff, China Memory Fears Flip Script
SanDisk has plunged 45% since its June high amid fears over China's memory chip push, propelling the SNDQ ETF above 110%.
DeepSeek’s $71 Billion Boom Collides With an Awkward Nvidia Question
DeepSeek pauses its latest fundraising round after reports of politically sensitive remarks about China’s AI gap and Nvidia reliance, while IPO preparations continue.
China's $500B Memory Giant Isn't Chasing Nvidia. It's Betting on Intel and AMD
China's new $500 billion memory giant is focusing on DDR5 for Intel, AMD servers, for a different AI opportunity from Nvidia's HBM boom.
China’s Biggest Chip IPO Creates a $500 Billion Rival for Micron as Apple Reportedly Tests CXMT Memory Chips
China's CXMT hits a $500B market cap after a 500% IPO surge. Apple is testing its DRAM chips as the memory giant aims to rival Micron.
Trump Administration Unites 20+ Allies to Build Secure 6G Networks as US Looks to Counter China’s Telecom Dominance: Report
Trump administration launches a 24-nation 6G alliance with key allies to develop secure networks and counter China's telecom influence.
CXMT Becomes China's Most Valuable Listed Company After Memory Chipmaker Surges 500% on Debut
China's ChangXin Memory Technologies surged more than 500% in its Shanghai debut, becoming China's most valuable listed company.
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
The Benzinga Stock Whisper Index highlights five stocks seeing increased investor interest during the week and looks at the catalysts driving attention
Trump Says 'We're Leading China' in Crypto, But Beijing Would 'Love to Take That Over'
President Donald Trump reiterated on Thursday, July 23, that the U.S. must lead in cryptocurrency or risk ceding dominance to China.
Chevron’s Biggest Stock Rally Since 2022 Faces a China-Sized Problem
Chevron and Exxon are surging with oil prices, but LPL's Jeffrey Roach says collapsing Chinese crude imports could threaten the rally later this year.
Webuy Global Targets China Inbound Tourism Boom with New Partnerships
Webuy Global (WBUY) shares rise 29% on strategic initiatives in China's inbound tourism market. Partnership with MeetPanda and PATA boosts growth.
Scott Bessent Says Open Source AI Not 'Open Season' on American Intellectual Property, Warns Chinese AI Firms of Sanctions
Treasury's Scott Bessent warns Chinese AI firms could face sanctions, Entity List over AI distillation tied to US IP theft.
QUICK SPARK: China's EV Price War Can't Last Forever– 'Unsustainable' GM CEO Says
GM CEO Mary Barra called China's EV price war "unsustainable," arguing the market needs consolidation - why Tesla investors should care..
Bernie Sanders Says Critics Were Wrong After Report Reveals US-China AI Talks: 'Better Late Than Never'
Bernie Sanders hailed planned U.S.-China AI talks, while Jim Cramer warned against Chinese AI models on national security grounds.
Larry Fink Says AI Needs More Electricity. Google Is Trying To Need Less Of It.
Larry Fink says electricity will determine the AI race. Google's reported Frozen v2 chip highlights improving AI efficiency as important.
Anthony Pompliano Says Banning Chinese AI the 'Most un-American' Thing to Do: Trump Admin Should 'Stop Complaining and Start Competing' (UPDATED)
Anthony Pompliano criticized the Trump administration's reported consideration of restricting Chinese AI models.
David Sacks Says Using Regulatory Uncertainty Against Chinese AI Is 'Completely Unacceptable'
David Sacks criticized using regulatory fear to deter Chinese AI models, urging evidence-based AI policy.
China’s Rare Earth Curbs Could Trigger $6.5 Trillion Supply Shock for Industries From EVs to Weapons Systems, IEA Warns
China's rare earth export controls put $6.5 trillion of global production at risk, warns IEA. ETF investors face two-sided risk.
Apple Intelligence's China Win Sparks Rally in Alibaba, Baidu Shares in Hong Kong
Shares of Alibaba and Baidu rose in Hong Kong after China approved Apple's generative AI service, clearing the way for Apple Intelligence.
ASML Still Gets One-Fifth of Revenue from China Despite the Chip War
ASML still gets one-fifth of its revenue from China despite U.S. export controls, showing the chip war hasn't slowed demand.
Nvidia Starts H200 AI Chip Shipments to China as US Approves Limited Exports
US confirms Nvidia is shipping limited H200 AI chips to China. NVDA stock jumps 4% as KeyBanc raises price target to $330 amid strong demand.
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