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The Latest Breaking News from China

Stocks Turn Mixed Ahead of This Week's Key Inflation Reports

The S&P 500 Index ($SPX ) (SPY ) today is down -0.06%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down -0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.08%. September E-mini S&P futures (ESU25 ) are down -0.05%, and September E-mini Nasdaq futures...

Barchart

Ford Is Building a $30,000, Mid-Size Electric Pickup Truck

Jim Farley and Ford’s answer to the “existential threat” that China poses to the Western automakers is here. Almost. The Blue Oval revealed today its “Model T” moment, and it’s more than just a car, or even a range of cars. Ford is introducing its new “Universal EV Platform” alongside…

Motor1

Stocks Supported by Fed Rate Cut Speculation and Strength in Chip Makers

The S&P 500 Index ($SPX ) (SPY ) today is up +0.06%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up +0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.04%. September E-mini S&P futures (ESU25 ) are up +0.04%, and September E-mini Nasdaq futures...

Barchart

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Nvidia and AMD reportedly sharing 15% of their China GPU revenue in exchange for export licenses — 'unprecedented' export revenue sharing deal may have been struck

Nvidia and AMD have reportedly agreed to pay the U.S. government 15% of China-sourced revenues to unlock export licenses for previously restricted chips.

Tom’s Hardware

Options Traders Price in Volatile Nvidia Earnings Reaction After U.S. Government Deal on AI Chips

NVDA and AMD are in focus this morning after an unusual revenue-sharing deal with the U.S. government on AI chip sales to China.

Barchart

Why Peak China may finally have arrived

The technological and strategic brilliance of its world-class companies are being swamped by macroeconomic troubles

The Guardian - UK

South Africa and China set up a quantum communication link: how we did it and why it’s historic

A major breakthrough in quantum technology was achieved in October 2024: the first-ever quantum satellite communication link between China and South Africa. The connection spanned a remarkable 12,900km: the longest intercontinental quantum communication link established to date. The longest before this was 7,600km and within the northern hemisphere only.

The Conversation

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Nvidia, AMD to pay 15% of China chip sale revenue to U.S. government

Nvidia and AMD agreed to share 15% of their revenues from chip sales to China with the U.S. government, a U.S. government official has confirmed

The Independent UK

Alibaba Faces Fierce AI Talent Poaching As Rivals Lure Top Qwen Model Engineers

Alibaba Group (NYSE:BABA) has become a prime target in China’s artificial intelligence (AI) talent war as rival tech giants poach senior experts from its Tongyi Lab, the developer of the widely used open-source Qwen models.

Benzinga

Intel CEO Lip-Bu Tan expected to visit Trump to address China links — duo tipped to have 'wide-ranging' conversation to address national security concerns

Intel CEO Lip-Bu Tan, facing pressure from Trump over China ties, will reportedly meet the president to clarify his background and stress Intel’s national security role. Tan, who led Cadence Design, aims to secure support for Intel’s U.S. manufacturing amid strategic board tensions and slowed plant progress.

Tom’s Hardware

America Has Completely Blown Any Sort Of EV Transition

The rest of the world is moving away from gasoline more quickly than the United States is, including the Global South.

InsideEVs

Nvidia, AMD To Hand Over 15% Of China AI Chip Revenue To US Government

Chipmakers agree to revenue-sharing arrangement to resume shipments ahead of trade deadline; analysts warn of margin hit and legal challenges.

International Business Times

Nvidia and AMD agree to pay 15% of China chip export revenues to US

Unprecedented deal, an apparent reversal of security restrictions, is in return for licences to sell to China

The Guardian - UK

What Game Is Being Played in Grains Early Monday Morning?

Many of you who watch the Grains sector overnight likely recognized it was the same old game being played by the same old rules.

Barchart

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The Independent UK

A pause on higher tariffs for China is due to expire Tuesday. Here's what to know.

A 90-day pause on imposing higher tariffs on China is due to expire on Tuesday and it is unclear if it will be extended

Barchart

Stocks Set for Muted Open as Investors Await U.S. Inflation Data and Trump-Putin Summit

September S&P 500 E-Mini futures (ESU25) are up +0.09%, and September Nasdaq 100 E-Mini futures (NQU25) are up +0.05% this morning, pointing to a muted open on Wall Street as investors await key U.S. economic data, especially the inflation report, and a summit between U.S. President Donald Trump and Russia’s…

TechRadar

15% of Nvidia and AMD China chip sales to go to US government - new export licenses subject to ‘unprecedented’ sales tariff despite ‘national security problem’

AMD and Nvidia will have to hand over 15% of the revenue from new China chips sales to US government in 'unprecedented' sales deal.

International Business Times

Chinese Vessels Collide While Pursuing Philippine Boat In South China Sea

A Chinese navy vessel collided with one from its own coast guard while chasing a Philippine patrol boat in the South China Sea on Monday, Manila said, releasing dramatic video footage of the confrontation.

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Al Jazeera

China says it expels Philippine vessels near Scarborough Shoal

Manila says a Chinese navy vessel collides with one from its own coastguard while chasing a Philippine patrol boat.

Benzinga

Former Surgeon General Slams RFK Jr. Over mRNA Cuts, Says US 'Conceding To China,' 2 Million Lives At Risk

Former U.S. Surgeon General Jerome Adams is warning that halting federal funding for mRNA vaccine research will cost lives, derail medical breakthroughs, and hand a critical technological advantage to China.

Benzinga

Tesla Supplier CATL Halts Operations At One Of The World's Biggest Lithium Mines: Report

CATL, or Contemporary Amperex Technology Limited, which supplies batteries to major automakers like Tesla Inc. (NASDAQ:TSLA) and General Motors Co. (NYSE:GM), has shut operations at a major Lithium mine in China.

Euronews

Chipmakers Nvidia and AMD to pay 15% of China revenue to US government

The unprecedented deal is part of a bargain to secure US export licenses for the Chinese market.

Benzinga

Peter Schiff, The Kobeissi Letter Warn Of 'Federal Shakedown' Over Nvidia, AMD's 15% China Chip Revenue Deal With Trump Administration

Economist Peter Schiff and capital markets commentator The Kobeissi Letter have sharply criticized Nvidia Corp.'s (NASDAQ:NVDA) and Advanced Micro Devices, Inc.'s (NASDAQ:AMD) agreement to pay 15% of their China chip revenues to the U.S. government, calling it a “federal shakedown.”

Al Jazeera

Nvidia, AMD to pay 15% of China chip sales to US government

Trade experts express concern about reported deal linking exports controls to monetary payments.

Benzinga

Trump Urges China To Quadruple US Soybean Purchases To Address Their Shortage, Tackle Trade Deficit—Experts Say 'Highly Unlikely'

President Donald Trump has called on China to significantly increase its soybean orders from the United States, a move that could potentially address the trade imbalance between the two nations.

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