China

Both companies saw a drop in U.S. web traffic and sales after a change in tax and trade policy in the spring. Amazon, Gap, and others are benefiting.

If stagflation takes hold in the year’s second half, earnings estimates may fall, threatening the market’s currently lofty valuation, says one strategist. Plus, investor newsletter commentary about silver, small-caps, and China’s economy.

Bridgewater Associates exited its investments in five Chinese stocks in the second quarter, including e-commerce giant Alibaba.

China’s economy is stuck in a rut. Beijing’s steady incremental stimulus fuels growth spurts that have proven to not be sustainable.

The message in the Nvidia revenue-sharing plan is that everything is negotiable, Christopher Tang writes in a guest commentary.

The stock has fallen this year as the broader U.S. market has powered ahead.

JPMorgan analyst Nick Lai cut his rating on Li Auto stock to Hold from Buy. He is worried about slowing demand.

Bullish stock extends gains following its strong trading debut Wednesday, while Coherent tumbles after issuing a disappointing outlook.

Bitcoin hit a new high of more than $124,000 overnight but the largest cryptocurrency and Ether are retreating from recent highs.

The elevator company is poised to benefit from increased demand, thanks to a building boom in China, South Korea, and India.

Visiting the U.S. is a flex for the Russian leader, Ed Price writes in a guest commentary.

Nvidia would benefit from being permitted sales to China, but the deal with the Trump administration is likely to face legal scrutiny.

Intel shares were gaining, as CEO Lip-Bu Tan appears to be out of President Donald Trump’s firing line. But there’s a bigger prize to be won.

Republicans are concerned about Tan’s ties to Chinese firms.

Tencent, Atour, Kanzhun, and Full Truck Alliance are poised to climb higher.

The U.S. government plans to take 15% of revenue from certain Nvidia and AMD chip sales in China. That may be illegal, experts say.

The government will take a 15% cut of the revenue the chip makers generate by selling certain chips to China, according to media reports.

The unusual arrangement will apply to Nvidia’s H20 chip and AMD’s MI308.

New Jersey’s pension sold all of its Alibaba shares, initiated stakes in D-Wave and Rigetti Computing, and bought more IonQ stock in the second quarter.

Beijing’s child-care subsidies could give a boost to providers of early‑education and maternal health.

The administration seems determined to secure a meeting between President Donald Trump and China’s Xi Jinping this fall in hopes of securing a deal on trade and other fronts.

The Yemeni group is still disrupting shipments, Leslie Palti-Guzman writes in a guest commentary.

Firefly Aerospace launches IPO above expectations, the housing market looks out of whack, and more news to start your day.

Nvidia could face delays in planned shipments of its H20 chip for the Chinese market

AMD earnings beat expectations but China semiconductor sales are difficult to predict, the president has candidates to reshape the Fed, and more news to start your day.