This report is from this week’s CNBC’s The China Connection newsletter, which brings you insights and analysis on what’s driving the world’s second-largest economy. You can subscribe here. The big story Instead of trumpeting China’s tech advances, Premier Li Qiang struck an uncharacteristically somber tone during a nationwide address on policy plans. I’ve heard him speak…
NANJING, CHINA – MARCH 2, 2026 – New energy vehicles parked outside a BYD store in Nanjing, Jiangsu Province, China on March 2, 2026. (Photo credit should read CFOTO/Future Publishing via Getty Images) Cfoto | Future Publishing | Getty Images BYD lost ground to its domestic competitors over the first two months of the year,…
Gregory Beard, director of the Department of Energy’s Office of Energy Dominance Financing. Courtesy: U.S. Department of Energy Former Apollo executive and longtime New Yorker Gregory Beard says he wouldn’t have left the private sector for just any job. But opportunity came knocking in the form of Energy Secretary Chris Wright, who tapped Beard to…
Robots taking part in a martial arts performance at the 2026 Spring Festival Gala in Beijing, China on February 16, 2026. Vcg | Visual China Group | Getty Images Chinese humanoid robots are having a moment in the spotlight after a standout performance at the country’s annual Spring Festival Gala earlier this week, with videos…
A Ford F-150 Lightning next to a Tesla Cybertruck. Michael Wayland / CNBC DETROIT — Ford Motor‘s $5 billion “bet” on its next generation of all-electric vehicles will feature a budding technology that Tesla commercialized in the U.S. on its Cybertruck, the Detroit automaker said Tuesday. The system, known as a 48-volt electrical architecture, had…
Rivian Automotive on Thursday beat Wall Street’s fourth-quarter expectations and said it’s targeting a significant increase in vehicle deliveries this year, but the automaker also cautioned that it will continue losing money as it launches its crucial R2 next-generation vehicle. Rivian’s 2026 guidance includes increasing vehicle deliveries to between 62,000 and 67,000 units, which would…
We’re through the busiest part of the earnings season storm, with most of the world’s biggest tech firms already in. Nonetheless, this week brings numbers from two more portfolio names — plus, three important economic reports. According to FactSet, nearly three-quarters of the 59% of S & P 500 companies that have reported quarterly results…
The Trump administration has made unprecedented equity investments and obtained other stakes in at least 10 companies over the past year. Many are in critical mineral companies as the White House plots a strategy to directly back mining companies to build a domestic supply chain and reduce dependence on China. But the investments also include…
North Carolina Sean Pavone | Istock | Getty Images Lithium and steel outshined A.I. in 2025, at least when it comes to CNBC’s exclusive Power City Indexes. The Power City Indexes (PCI) were built ten years ago. The ‘indexes’ are made up from the 11 or 12 largest market cap companies in 36 different city and…
Investors are facing a period of historically high concentration in the S&P 500 Index headed into 2026, with a small number of mega-cap technology and AI-related companies dominating the index’s performance and risk. That’s leading more investment managers to advise clients as part of an annual portfolio review process to pay extra attention to opportunities…
