symbol: MU – Charm

Consumer Tech News (Nov 10-14): China Lifts Rare Earth Export Ban to U.S., Microsoft and Google Invest Billions in AI Data Centers & More – Advanced Micro Devices (NASDAQ:AMD), Apple (NASDAQ:AAPL)

Cs news3 weeks ago08 mins

China has suspended its nearly year-long ban on exports of gallium, germanium, and antimony to the United States. The country’s Commerce Ministry broke the news on Sunday, following the recent “amazing meeting” between President Donald Trump and Chinese President Xi Jinping. President Donald Trump has demanded that all air traffic controllers return to work as the nation’s aviation system endured…

Trump Mulls Tech Export Crackdown On China: These 10 Stocks Are Sinking – CoreWeave (NASDAQ:CRWV)

Cs news2 months ago06 mins

A fresh wave of trade tension between the U.S. and China rocked Wall Street on midday Wednesday after President Donald Trump hinted at sweeping restrictions on technology exports powered by American software, sending tech stocks into a sudden tailspin. • CRWV is taking a hit from negative sentiment. See the full breakdown here. According to…

Jensen Huang Says Nvidia Went From 95% Market Share To 0% In China: ‘I Think It’s A Mistake For US Not To…’ – NVIDIA (NASDAQ:NVDA)

Cs news2 months ago04 mins

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang says the company’s market share in China has collapsed from 95% to zero. Huang Says ‘We Are 100% Out Of China’ Earlier this week, speaking at the Citadel Securities Future of Global Markets 2025 event, Huang said, “At the moment, we are 100% out of China.” He continued, “We…

All-In On US AI Stocks? Don’t Miss The China Trade: Alpine Macro – Invesco China Technology ETF (ARCA:CQQQ), ASML Holding (NASDAQ:ASML)

Cs news2 months ago05 mins

As the battle for AI supremacy intensifies between the world’s two largest economies, analysts say investors focused solely on U.S. tech stocks risk overlooking a critical hedge hiding in plain sight. In a recent research report, Henry Wu, chief quantitative strategist at Alpine Macro—a firm owned by Oxford Economics—said investors piling into U.S. AI giants…