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Applied Materials (AMAT) rebounds 22% in a week after a China-driven selloff, with Susquehanna's $900 target and raised 2026 guidance signaling a bullish AI capex cycle for semiconductor equipment ma…
Nvidia reported record Q1 revenue, driven by 92% growth in data centers, and provided strong guidance. However, potential U.S. regulations on remote access to advanced AI chips globally present a lon…
U.S. may extend Chinese rare earth access past 2027 as domestic magnet capacity lags. Persistent Chinese dominance threatens EV, defense, and tech supply chains reliant on rare earth magnets.
Nvidia faces ongoing legal scrutiny over past crypto-related revenue but shows strong AI-driven demand, new Chinese export deliveries, and significant investor inflows, supporting positive near-term …
Tesla shares decline amid a three-week losing streak, impacted by chip shortage risks from potential Chinese export controls and rising oil prices that threaten consumer spending, while investors wei…
Nvidia can sell advanced AI chips to China under strict export license rules, with significant U.S. government oversight and revenue-sharing conditions, impacting its China business cautiously.
Nvidia stock trades sideways amid strong AI demand signs, cost pressures, and competition ahead of quarterly earnings on February 25, with investors cautious due to valuation and China export concern…
Nvidia denies requiring full upfront payment for H200 AI chips, clarifying payment terms amid regulatory uncertainties with Chinese customers.
Nvidia secured over $54 billion in H200 chip orders but faces Chinese order pauses, prompting upfront payments. CEO supports eased export controls amid chip sector profit-taking and stock declines.
China's commerce ministry is investigating Meta's $2 billion acquisition of AI startup Manus for possible export control and tech transfer regulation violations, pressuring Meta amid increased scruti…
Tesla faces declining sales in Europe amid strong competition and regulatory challenges, while Norway’s top investor opposes Elon Musk’s massive pay package, signaling investor concerns despite likel…
China's export controls on rare earths escalate trade tensions with the US, prompting Trump to threaten tariffs; the USD weakens while EURUSD and GBPUSD show mixed reactions amid global market disrup…
Asian stocks showed mixed performance amid Wall Street weakness and cautious commodity markets. The dollar held near a two-month high ahead of an expected Fed rate cut. China tightened rare earth exp…
EUR/USD remains pressured near its 100-day moving average amid mixed dollar strength and Fed rate cut expectations, while geopolitical tensions from China's rare earth export curbs add caution to the…
Huawei plans a 500,000+ chip Atlas 950 SuperCluster claiming to outpace Nvidia, while China tightens scrutiny and limits testing of Nvidia gear, intensifying regulatory and competitive pressure on Nv…
China antitrust probe and rising competition from Broadcom and OpenAI pressured Nvidia shares, but strong earnings revisions, high analyst price targets, and favorable valuation underpin buy-side sup…