Wall Street ended up on relief Meta and Microsoft kept their AI spending plans even amid mixed earnings. Next up, Apple earnings.
Featured Posts Title
Reassessing China as Trump, Xi Jinping meet
Fulfilling earlier US-China agreements is a work in progress as Trump and Xi meet again
Beijing, Hangzhou, Shenzhen top China’s 2026 AI computing power ranking
Beijing ranks fifth in 2026 Global City Talent Retention Index
Beijing to host robotics competition in October, testing real-world capabilities of robots
China’s Continued Control of Rare Earths Looms Over Trump-Xi Meeting
Former Shenzhen mayor Qin Weizhong under corruption probe by China’s discipline watchdog
Recent Posts
US stocks goosed by earnings, intact AI budgets. Nvidia dips on talk of China sales curb.
Apple earnings recap: Tim Cook weighs in on DeepSeek as China and iPhone sales disappoint
Apple’s earnings call is today at 5 pm ET. AAPL stock heads into the report down 4% YTD. Analysts are focused on services and China sales.
Mobileye forecasts downbeat annual revenue as China weakness persists
Mobileye Global forecast fiscal 2025 revenue below Wall Street expectations on Thursday, anticipating fewer shipments of its assisted driving technology to China, sending its shares down more than 12% …
China offers condolences over Washington air disaster
China offered deep condolences over the Washington air disaster, the country’s Ministry of Foreign Affairs said in a post on Friday on its official website.
Cook points to ‘fiscal stimulus’ after Apple suffers steepest China sales decline in a year
When Apple reported its December quarter earnings on Thursday, it revealed that China sales had dropped 11.1% on an annual basis. Cook told analysts that over half of the decline was due to inventory …
The CIA says COVID-19 came from a lab – scientists are not so sure
Five years on from the start of the pandemic, Donald Trump’s new CIA director has weighed into the contentious debate saying a lab leak was “most likely”.
In Crypto We Trust: What The Trump Administration Means For Crypto
Last week’s Executive Order on digital financial technology cut a decisive path and set the course for U.S. crypto policy to be put into law. For many, it offers trust.
Column-China passes on US soybeans despite Brazilian delays -Braun
Brazil’s slow soybean harvest means that supplies are not reaching buyers as quickly as they might have hoped. But China, the destination for more than 70% of Brazil’s annual soy exports, does not …
Apple Earnings: Record Results Even As iPhone, China Sales Fall Short Of Forecasts
Apple reported $18.5 billion in sales in greater China last quarter, comfortably below consensus estimates of $20.9 billion.
AI chipmaker Cerebras says it’s been ‘crushed with demand’ for China’s DeepSeek from business customers
The upstart AI chip company Cerebras has started offering China’s market-shaking DeepSeek on its U.S. servers. Cerebras makes uncommonly large chips that are particularly good at speedy inference — …
China passes on US soybeans despite Brazilian delays -Braun
Brazil’s slow soybean harvest means that supplies are not reaching buyers as quickly as they might have hoped.
Nvidia Chip Flow to China Should be Throttled Post-DeepSeek, U.S. Lawmakers Say
Export controls need to be tightened after revelations the Chinese company used Nvidia technology, the leaders of a congressional committee said.
Apple profit tops Wall Street target even as iPhone, China sales fall short
Apple beat Wall Street’s quarterly profit estimates on Thursday, but iPhone sales and China revenue for the holiday quarter were weak due to stiff Chinese competition and a slow rollout of artificial …
