symbol: TSM – 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 months 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…

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 news4 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…