How big a deal is China's reported breakthrough on a key chipmaking tool?

    China’s reported chip breakthrough comes with some big caveats

    ASML‘s stock fell Tuesday after a report that China is mass-producing a critical tool that the Dutch tech giant has long held a monopoly over. The decline came amid a steep sell-off in global semiconductor stocks as investors continued to grapple with uncertainty about the sector. ASML was last trading down 1.8%, but the stock…

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    OpenAI model goes rogue: Here's what you need to know

      Sam Altman to meet with Trump administration amid China AI debate

      WASHINGTON, DC – JANUARY 21: OpenAI CEO Sam Altman appears during a news conference with U.S. President Donald Trump in the Roosevelt Room of the White House on January 21, 2025 in Washington, DC. Trump announced an investment in artificial intelligence (AI) infrastructure and took questions on a range of topics including his presidential pardons…

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      Chinese tech companies talk up local chips as Nvidia reportedly wins approval for return

        China AI chips ramp up as Nvidia H200 access unclear

        China is focusing on large language models in the artificial intelligence space. Blackdovfx | Istock | Getty Images Production of Chinese chips could ramp up this year, as executives at the country’s biggest tech companies look to deploy more homegrown technology — as it’s reported U.S. chip giant Nvidia could return. On Wednesday, internet titan…

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        Could business deals improve U.S.-China relations and help them avoid Thucydides' Trap?

          what it means for China markets

          A man looks at a screen showing Chinese stock market movements as he uses his mobile phone in Beijing on April 7, 2025. Wang Zhao | Afp | Getty Images Chinese equities could get a fresh boost after this week’s high-stakes meeting between U.S. President Donald Trump and Chinese President Xi Jinping, with investors saying…

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          Qualcomm shares jump more than 13% on Q2 earnings beat

            Qualcomm shares soar on CEO comments about China, large customer

            Qualcomm shares staged a dramatic turnaround after the bell on Wednesday as CEO Cristiano Amon said on the earnings call that it would begin shipping data center chips to “a large hyperscaler” within the calendar year. The stock initially fell as much as 7% after the chipmaker reported second-quarter earnings that topped Wall Street estimates…

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