One should not be fooled by China’s icy response to America’s recent policy reversal that will allow a key Nvidia Corp ...

China-specific AI chip after US Commerce Secretary Howard Lutnick made comments officials found "insulting." Chinese regulators are now trying to discourage domestic tech firms from buying the H20 ...

US Treasury Secretary Scott Bessent said the US is content with its current tariff setup with China, signaling the Trump administration wants stability ahead of the November trade truce deadline. In a ...

As we published this, President Donald Trump was even mulling quasi-nationalisation. More than ever, semiconductors hold the ...

Cordless curling irons or flatirons containing gas cartridges, butane-fueled curling irons or flat irons and gas refills (spare cartridges) for curling irons or flat irons are all banned, effective ...

In the second quarter, Appaloosa dumped 100% of its Broadcom stake, even after robust results and corresponding stock price gains. Despite holding dozens of stocks, Nvidia is now Tepper's seventh ...

Infrastructure is where scarcity lies: Memory chips, packaging, grid capacity, and data-center space are the new constraints. For investors, utilities, power infrastructure, and data-center REITs may ...

Manufacturer of analog chips Analog Devices (NASDAQ:ADI) reported Q2 CY2025 results , with sales up 24.6% year on year to ...

Foxconn, Pegatron, and Quanta are moving AI-focused production to Mexico, even as Trump’s tariff threats and Mexico’s quiet diplomacy shape the runway.

Explore Nvidia’s Q2 2026 earnings outlook, AI-driven growth, China revenue-sharing deal, and analyst sentiment. Read now for key insights and forecasts.

He dismisses the idea that U.S. debt or dollar collapse will trigger disaster. “The U.S. holds over 8,000 tons of gold, worth nearly $888 billion,” he says, noting it’s still valued at a 1973 book ...

Samsung reportedly offered NVIDIA its 12-layer HBM3E memory at 20-30% cheaper than SK hynix for use on its made-for-China H20 ...