U.S. President Donald Trump speaks to reporters onboard Air Force One en route to the NATO summit in The Hague, Netherlands, June 24, 2025. Brian Snyder | Reuters The ceasefire between Israel and Iran appears to be holding. In yesterday’s newsletter, we talked about how a blitzkrieg of missile-led diplomacy seemed to help de-escalate tensions….
Worries about tariffs may have rattled global investors, but analysts still expect China’s technology sector to keep riding this year’s wave of interest in homegrown generative artificial intelligence. The latest salvo of U.S. tariffs on China and its Southeast Asia trading partners sent Chinese stocks tumbling at the open Thursday, but they closed well off…
William_potter | Istock | Getty Images The U.S. on Tuesday added dozens of Chinese tech companies to its export blacklist in its first such effort under the Donald Trump administration, as it doubles down on curtailing Beijing’s artificial intelligence and advanced computing capabilities. The U.S. Department of Commerce’s Bureau of Industry and Security added 80…
The difference between Chinese and U.S. stocks is only getting clearer. The S & P 500 fell into correction on Thursday for the first time since 2023 . Meanwhile, the MSCI China index has surged double digits in its best start to a year in history, largely thanks to artificial intelligence, according to Goldman Sachs….
Professional investors have stayed away from China’s stock markets despite several attempts by the country’s government to revive investment sentiment. An analysis of fund data reveals portfolio managers have steadily lowered their allocation toward China equities since mid-2020 when Beijing intervened in its property sector with the “three red lines” rule to address concerns of…
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Jack Dwyer, CEO of Infusive Asset Management, shares his take on Chinese equities and adds that the buzz around DeepSeek may be a catalyst for international investors to return to the market. Source link
Meituan Dianping application icons are displayed on an Apple Inc. iPhone in Hong Kong, China, on Friday, March 23, 2018. Justin Chin | Bloomberg | Getty Images Asian tech stocks rose Tuesday, following news that U.S. president Donald Trump had paused tariffs on Mexico for a month, while also postponing tariffs on Canadian exports. Gains…
Faced with the possible loss of TikTok, hundreds of thousands of people in the United States have downloaded Xiaohongshu, one of China’s most popular social media apps. Also called RedNote, Xiaohongshu has been the most downloaded free app in the United States on the Apple store since Tuesday. The app lets users share short videos…
Shares of Baidu (BIDU, Financial) fell 4% on Thursday after Reuters reported that Apple Inc. (AAPL, Financial) is in talks with Tencent Holdings Ltd. and ByteDance Ltd. to use their artificial intelligence models in Chinese iPhones. Apple’s AI Talks in China Deal Blow to Baidu Shares, Dips 4% Apple is incorporating ChatGPT by OpenAI into…
(Bloomberg) — China’s major technology stocks have been left behind in this year’s global frenzy over artificial intelligence, and a lack of demand for actual AI usage coupled with geopolitical pressures make it unlikely they can cash in anytime soon. Most Read from Bloomberg The Nasdaq 100 has soared more than 75% since ChatGPT was…