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Chinese rare earth suppliers are halting shipments to the U.S. and key allies over geopolitical tensions and sanctions fears. Critical materials essential for semiconductors and electric vehicle magn…
The US plans to control over 65 billion barrels of Venezuelan crude reserves, blocking China from debt repayments via oil revenues. While China's crude reliance on Venezuela has declined, the geopoli…
China is accelerating efforts to replace Microsoft Windows with domestic operating systems across state-linked organizations, ordering earlier-than-planned phaseouts before 2027. While China represen…
Reuters reported a potential Trump administration ban on U.S. imports of new Chinese optical transceivers, hammering China's optical module makers like Zhongji Innolight, though analysts view it as a…
Treasury Secretary Bessent says China cut Iranian oil imports ~40% via sanctions on teapot refineries, also citing weak Chinese demand. He separately accused Chinese AI models of copying U.S. LLM wat…
The Trump administration has reportedly delayed blacklisting over 100 Chinese tech firms, including DeepSeek, to avoid escalating trade tensions. This pause on Entity List additions provides temporar…
U.S. Select Committee on China criticized JPMorgan Chase and Bank of America for assisting Chinese battery maker CATL in Hong Kong IPO, despite CATL's Defense Department military designation, raising…
U.S.-China tensions escalate as Beijing weaponizes supply chains across critical minerals, pharmaceuticals, semiconductors, and electronics. Congressional commission warns of severe vulnerabilities t…
Tekne Capital favors overseas tech, highlighting China's AI and semiconductor growth. Samsung and Tesla's chip deals suggest upcoming capacity expansion. Apple benefits indirectly via Taiwan Semi. Ch…
Nvidia faces regulatory hurdles over AI chip sales to ByteDance amid strict US licensing terms, risking lost business to foreign competitors if terms remain restrictive.
The U.S. government is funding Project Vault, a $12 billion stockpile of critical minerals involving Google, aiming to secure supply chains and reduce reliance on China amid geopolitical tensions.
Bitcoin declines sharply as Trump nominates Kevin Warsh for Fed chair, signaling a hawkish stance that threatens easy liquidity and fuels speculation of higher rates affecting crypto prices.
China has conditionally approved Nvidia's H200 AI chip sales to top AI startup DeepSeek and other firms, amid U.S.-China tensions. Nvidia awaits final licensing, while strong demand in China and scru…
Nvidia faces political scrutiny as U.S. lawmakers accuse it of aiding China's military AI development, pressuring shares amid export control debates and national security concerns.
Nvidia aided China's DeepSeek AI models, later used by the Chinese military, raising U.S. concerns over technology transfer despite export controls. Congressional scrutiny and political backlash pres…
Alibaba plans to restructure its chip unit amid growing interest in China's AI semiconductor market, filling a gap left by Nvidia's limited presence due to US-China tensions.
The US plans to grant Nvidia licenses to export powerful AI chips to China, sparking congressional backlash and a bill to tighten export controls over national security concerns amid fears of boostin…
Nvidia CEO Jensen Huang's planned China visit aims to resume AI chip sales amid geopolitical tensions, causing stock volatility and a partial rebound after a recent 4.4% drop amid market sell-off and…
Nvidia shares fell over 3% amid geopolitical trade tensions and analyst warnings of slowing AI infrastructure spending growth in 2026, raising concerns about chip demand and revenue expansion amid su…
Morgan Stanley expects continued growth in space tech for 2026, boosted by government contracts and geopolitical dynamics favoring commercial solutions involving Amazon's Kuiper project.