China
NIO, Li Auto Stocks Rise as Deliveries Defy China's EV Slump. BYD, XPeng Suffer.
BYD, NIO, XPeng, and Li Auto delivered about 400,000 electrified cars in March, including plug-in hybrids, down 12% year over year.
1 minute read
China’s Birthrate Falls. But the Child-Care Business Is Booming.
China is creating spending channels across healthcare, fertility, and infant nutrition, boosting some companies.
4 minute read
Tesla, Meta, Entergy, Coinbase, Robinhood, Brown-Forman, Norwegian, and More Stock Market Movers
Meta stock declines following Thursday’s big selloff, which occurred on the heels of a landmark social-media trial.
2 minute read
These Stocks Are Today’s Movers: Meta, Alphabet, Super Micro, Coherent, Sandisk, Pony AI, Best Buy, and More
Meta and Alphabet shares slip after the Facebook parent and Google’s YouTube are found liable in a social media addiction trial.
3 minute read
Nvidia, Trump Jr. Have Backed This AI Start-Up. It Could be the U.S. Answer to China’s Threat.
Nvidia is funding an ecosystem of U.S. artificial-intelligence models to counter Chinese AI companies like DeepSeek.
2 minute read
Iran Has Distracted From the Mag 7 Woes. Why the Slump Is a Good Thing for Stock Markets.
Meta, YouTube ordered to pay damages, Microsoft stock off to worst three-month start to a year, Iran war puts spotlight on Taiwan risks, and more news to start your day.
Long Read
The Iran War Puts a Spotlight on Taiwan Risk. There’s More at Stake for Your Portfolio.
It had been thought Iran would be unlikely to close the Strait of Hormuz. How events are shaping China’s designs on Taiwan.
Long Read
Arm, Intel, AMD, Firefly Aerospace, Robinhood, JD.com, Sarepta, and More Stock Market Movers
Arm Holdings stock jumps after the semiconductor company says it will make its own data-center CPU.
3 minute read
Alibaba Stock Jumps. China’s Food Delivery War Just Took an Unexpected Twist.
Alibaba, JD.com, and Meituan have been locked in a brutal price war, particularly in food delivery.
1 minute read
Oil Is Back Under $100. Trump Says Iran Has Agreed to No Nuclear Weapons.
Brent and WTI fell sharply after President Donald Trump said Iran had agreed to no nuclear weapons on Monday.
4 minute read
Nvidia Stock Gains. China Is Still an Issue.
Nvidia stock could do with a resumption of sales in China but competition from a new Huawei chip could be an obstacle.
2 minute read
Super Micro, Dell, Planet Labs, SolarEdge, XPeng, York Space Systems, and More Stock Market Movers
Super Micro stock plunges after the U.S. government charges employees with involvement in a plan to divert servers to China.
2 minute read
Super Micro Stock Plunges 28% After Co-Founder’s Arrest
Super Micro Computer stock tumbled after it placed two employees on leave and fired a contractor after learning of their alleged involvement in a chip-smuggling plan.
4 minute read
XPeng Stock Rises After Earnings. There’s a First Time for Everything.
Investors have been fretting for a while about the impact a bruising price war in China could have on EV makers’ bottom lines.
1 minute read
Micron, Accenture, Seagate, APA, Newmont, Alibaba, Swarmer, and More Stock Market Movers
Micron stock drops even as the memory-chip maker posts strong fiscal second-quarter earnings.
2 minute read
Alibaba Just Released Earnings. Why the Stock Is Slumping.
Alibaba stock is being outshone by MiniMax and Zhipu in China and earnings didn't help.
3 minute read
The Unintended Winners and Losers of the War In Iran
The war is a blow to Europe and NATO and a boon for Russia, Christopher Smart writes in a guest commentary.
Long Read
Alibaba Just Announced a Business Reorganization. Can It Get the Stock Back on Track?
Alibaba stock has stuttered but the company is betting that a new business unit overseeing all its AI businesses can help revive optimism.
2 minute read
Stocks Can’t Recover While Oil Prices Surge. Why the Fed’s Unlikely to Help.
Nvidia’s Huang predicts $1 trillion in hardware sales, government bonds will keep selling off, Nebius strikes a second big AI deal, and more news to start your day.
Long Read
U.S.-China Summit Could Be Delayed. Why It May Not Rattle Markets.
A possible delay to a meeting between Donald Trump and Xi Jinping may not derail the broader U.S.-China truce taking shape on trade and strategic issues.
4 minute read
Nvidia Chips Are Reaching China’s ByteDance. It’s a Good Thing for the Stock.
ByteDance is set to get access to around 36,000 of Nvidia’s B200 chips, The Wall Street Journal reported,
2 minute read
Apple Reduces China App Store Fees as It Fends Off Pressure From Beijing
The company will lower the cut it takes from app developers for China App Store transactions to 25% from 30%.
1 minute read
Li Auto Posts Mixed Earnings. Why the Stock Is Falling.
Total sales dropped 35% from a year ago to $4.1 billion.
2 minute read
Alibaba Stock Is Down but Not Out. Its Earnings Report Should Boost Shares.
The company is expected to post strong growth in its cloud unit for the quarter, which provides web-hosting services and competes with Amazon, Alphabet, and Microsoft.
3 minute read
BioNTech, NIO, Centene, Vertex, Paramount, Rivian, Occidental, and More Stock Market Movers
Shares in electric-vehicle makers Rivian Automotive and NIO rise following an upgrade and strong earnings, respectively.
2 minute read
