China’s commitment to innovation poses a long-term threat to U.S. companies. What it needs now is for its citizens to spend more.
Long Read
Nvidia stock has been hit this week by concerns about the artificial-intelligence trade and the company’s prospects in China.
2 minute read
The company is opening a massive plant in Michigan to make a critical component of solar panels. It’s going toe to toe with China.
Long Read
The coffee maker is selling a 60% stake in the business to Boyu Capital.
4 minute read
The Dutch government’s repossession of auto chip powerhouse Nexperia from its Chinese parent looks to be spreading pain across the auto industry.
3 minute read
Nvidia stock gained as CEO Jensen Huang warned Chinese competitors are near to matching U.S. capabilities in AI chips.
1 minute read
Hope for and end to the government shutdown as it enters Day 37, Robinhood’s revenue doubles, and more news to start your day.
Long Read
Aspiring rare-earths miner Ramaco Resources is raising capital via convertible debt. That pressured its stock early Wednesday.
2 minute read
Nvidia stock was recovering Wednesday after AI-exposed stocks slumped the previous day.
1 minute read
Sales of all-electric cars in China were strong in October, but there were signs of weakness for investors to note.
3 minute read
Shares of MP Materials, USA Rare Earth, and Ramaco Resources were all lower.
2 minute read
Nvidia stock was rising despite President Donald Trump signaling the U.S. will continue to curb exports of the company’s chips to Chinese customers.
2 minute read
Supreme Court arguments over tariffs are coming, shutdown milestone approaches, China’s EV sales are slowing, and more news to start your day.
Long Read
The aspiring miner had news about a deal with the government and its plan to develop a terminal where it and other miners could store the minerals.
3 minute read
As China’s economy slows and youth anxiety deepens, a consumer trend is taking hold—one that trades luxury logos for incense, tarot cards, and temple retreats.
4 minute read
A U.S.-China summit in South Korea did just enough, even if it didn’t fix everything that has kept the two sides at odds.
3 minute read
The de-escalation took a worst-case scenario off the table for markets. But much of what was agreed upon between China and the U.S. still has to be completed.
Long Read
While investors don’t have much exposure to Chinese stocks, they are getting harder to ignore.
3 minute read
A deal that is being touted as a win looks more like a return to the status quo.
4 minute read
Nvidia stock has been buoyant in recent days but it didn’t get a hoped-for boost from President Trump's meeting with Xi Jinping.
1 minute read
Do stock markets hate uncertainty? We’re about to find out.
3 minute read
Fed’s Powell says December rate cut isn’t a given, Trump cuts China tariffs, Microsoft, Alphabet beat expectations, and more news to start your day.
Long Read
Strategic stockpiles of rare earth materials is another way for America to achieve rare earth independence from China. This company wants to start one.
3 minute read
One possible U.S. concession could be a suspension of some of the fentanyl tariffs to assess progress on China’s efforts, analysts say.
Long Read
President Donald Trump and Xi Jinping’s meeting Thursday will be crucial for the rare-earths sector and global trade.
3 minute read