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Heavy short interest hits SpaceX ahead of its first earnings report and looming share lockup expiration. Speculation about a Tesla-SpaceX merger adds uncertainty, especially regarding Tesla's China o…
Meta's AI ambitions face a setback as the Chinese government blocks its $2 billion acquisition of startup Manus. While the deal collapse hinders Meta's agentic AI roadmap, the company's internal prog…
Apple's stock trades sideways amid uncertainty over its AI catalyst. A potential 2026 AI upgrade cycle and foldable iPhone could boost growth, but delays and China regulatory risks temper optimism.
Nvidia's shares dropped 3% after Chinese customs blocked shipments of AI processors, halting production and delaying orders. Regulatory scrutiny and trade tensions may postpone revenue recognition, s…
Nvidia faces short-term pressure from weak near-term catalysts and China regulatory uncertainty, despite strong AI demand and substantial H200 chip orders. Investors await Taiwan Semiconductor earnin…
Meta Platforms fell on Chinese regulatory scrutiny of its $2bn AI acquisition, while Alphabet reached an all-time high aided by a positive analyst upgrade amid sector rotation and geopolitical tensio…
China will review Meta's acquisition of AI startup Manus to ensure compliance with its laws on foreign investment, technology exports, and data transfers.
Nvidia requires full upfront payment for H200 AI chip orders from China amid regulatory uncertainty, while demand remains high. China plans partial approvals this quarter but restricts some buyers. N…
Nvidia faces uncertainty over selling its H200 AI chips in China despite strong US orders and growing adoption, while Elon Musk's xAI heavily leverages Nvidia's GPUs, supporting future demand.
Nvidia shares rose after a $5 billion strategic move to buy Intel stock and deepen GPU-CPU ties, offsetting earlier China regulatory concerns; analysts remain mixed but many keep bullish targets impl…
Nvidia jumped ~3% after unveiling a $5 billion investment and partnership with Intel to buy Intel stock and co-develop AI and PC chips; China regulatory bans still weigh on longer-term outlook.
China ordered major tech firms to stop buying Nvidia's RTX Pro 6000D and cancel deals, escalating anti-monopoly scrutiny alongside U.S. export curbs and cooling demand, which pushed NVDA shares modes…
China instructed major tech firms to stop buying Nvidia AI chips and cancel RTX Pro 6000D orders amid anti‑monopoly accusations, pushing NVDA shares lower and raising concerns about demand in the Chi…
Nvidia shares fell after an FT report that China told local tech firms to stop buying the company's AI chips, while markets awaited an expected Fed rate cut.
China's internet regulator ordered top firms to halt purchases and cancel orders of Nvidia's RTX Pro 6000D, part of a push to cut reliance on U.S. tech; shares fell in premarket and China also accuse…
China's internet regulator told major firms to stop buying Nvidia AI chips and cancel RTX Pro 6000D orders, citing anti‑monopoly concerns, pressuring Nvidia shares premarket and threatening Chinese s…
FT reports China's regulator ordered major tech firms to stop buying Nvidia RTX Pro 6000D AI chips and cancel existing orders.
China's SAMR says Nvidia's 2020 Mellanox takeover violated conditions, prompting a review; Nvidia pledges cooperation and shares held steady, highlighting Beijing's heightened scrutiny of U.S. chipma…
U.S. indexes hit record highs as yields fall and Fed rate-cut odds rise; Alphabet jumped after Citigroup raised its price target and Tesla rallied on Musk buying nearly $1B of stock.
China launched a preliminary probe into Nvidia's 2020 Mellanox acquisition, sparking a roughly 1.5% share drop as investors price in a potentially prolonged regulatory review and geopolitical complic…