China
Texas Instruments, Analog Devices Stocks Fall. China Inquiry Targets U.S. Chip Makers.
China launched an anti-dumping investigation targeting certain U.S. analog chip makers.
1 minute read
Fed’s Powell Faces a Power Struggle. Why the Outcome Is Key for Stock Markets.
China says Nvidia broke antimonopoly laws, health plan subsidies in play, bank merger market heats up, and more news to start your day.
Long Read
How the U.S. Will Break China’s Rare Earth Dominance—and How to Play It
China controls about 85% of global processing capacity. The Department of Defense has a plan to rectify that.
Long Read
Apple Delays iPhone Air Launch in China. What We Know.
A page on Apple’s Chinese site says iPhone Air ‘release information will be updated later.’
2 minute read
Applied Materials Faces Growing Risks in China, Analyst Says. The Stock Falls.
Mizuho Securities downgrades the semiconductor-equipment company to Neutral from Outperform.
2 minute read
China and Russia Vie to Dominate in Energy. Trump Is Handing Them the Win.
His policy shifts are endangering America’s energy advantage, Carolyn Kissane writes in a guest commentary.
4 minute read
Alibaba Goes Big on AI With $3.2 Billion Convertible Bond. The Stock Is Rising.
The issuing of convertible notes comes just over a week after the online retailer said AI revenue had doubled over the past year.
1 minute read
3 Reasons Apple Stock Could Gain More Than 20%
Apple stock has suffered this year but Melius Research analyst Ben Reitzes thinks a rally is coming.
2 minute read
China Boosts Its ‘Night Economy.’ Investors Should Pay Attention.
From night markets to livestream shopping marathons, Beijing is betting that a 24-hour economy can kickstart spending.
4 minute read
China Is Whipsawing the EV Battery Industry. This Time Albemarle Stock Plummets.
Shares of lithium miner Albemarle dropped early Tuesday after a report that Chinese producer CATL would restart an idled mine.
2 minute read
Alibaba Stock Is Jumping. The Chinese Tech Giant Is Flexing Its AI Muscles.
The ecommerce giant unveiled its biggest artificial intelligence model to date. Investors like what they see.
1 minute read
Lux Capital’s Josh Wolfe on How the Venture-Capital Firm Is Turning Sci-Fi Into ‘Sci-Fact’
The venture-capital firm is scaling science and tech breakthroughs globally.
Long Read
China Plans to Sideline Lithium Competition. Albemarle Stock Rises.
The plan is moving lithium prices and lithium stocks.
2 minute read
American Exceptionalism May Be Dying. How to Make the Best of It.
Foreign stocks have momentum as the dollar weakens. These funds can help you capture the gains.
4 minute read
Emerging Markets Stocks Are Outperforming the U.S. Why the Rally Can Continue.
The dollar selloff is helping developing countries’ stocks.
3 minute read
Nvidia Stock Keeps Trading Sideways. Chinese Competition Has ‘Undeniably Arrived.’
Nvidia stock has moved sideways in recent days but hopes of Chinese sales and Broadcom's earnings could provide momentum.
1 minute read
The Golden Canary: What Precious Metals Are Saying About the Economy
Wall Street veterans used to tell their underlings, and their clients as well, that the bond market is a daily referendum for the government. It is facing competition now.
3 minute read
NIO Stock Rises After Second-Quarter Loss Narrows
NIO reports an adjusted operating loss of $567 million from sales of $2.7 billion. Wall Street was looking for a loss of about $620 million from sales of just over $2.7 billion.
2 minute read
Nvidia, PepsiCo, Tesla, Kraft Heinz, Constellation Brands, Cytokinetics, and More Stock Market Movers
Nvidia stock extends declines, and PepsiCo rises after an activist investor builds a $4 billion stake in the beverages and snacks company.
3 minute read
Alibaba Stock Gets a Boost. Wall Street Sees an AI Winner.
Wall Street analysts raised their price targets for the shares in light of the company’s strong artificial-intelligence growth.
2 minute read
EV Sales Stay Strong in China. Why Profitability Is a Worry For Tesla, BYD, NIO, Others.
EV sales remain strong in China. But a brutal price war in pushing down profitability.
3 minute read
Samsung, SK Hynix Stocks Drop on Export Curbs. What It Means for U.S. Chip Companies.
SK Hynix and Samsung stocks dropped after U.S. Commerce Department said it would change the licensing system to obtain U.S. equipment for their Chinese plants.
1 minute read
Alibaba Stock Soars 19%. What’s Behind the Jump.
Alibaba has been participating in a fierce race with local peers DeepSeek, Baidu and Tencent to release more powerful AI models.
2 minute read
BYD Stock Plummets. How China's EV Price War Tanked Tesla Rival's Earnings.
The EV maker has been forced to offer steep discounts to defend its market share.
1 minute read
A Tariff Exemption Just Closed. Expect Delays, Shortages, and Higher Prices.
The Trump administration removed the de minimus exemption for Chinese goods in May. It ended for all imports on Friday.
4 minute read
