The China Securities Regulatory Commission building in Beijing on July 20, 2026. Sopa Images | Lightrocket | Getty Images Hi, this is Evelyn, writing to you from Beijing. Welcome to the latest edition of The China Connection — a snapshot of what I’m seeing and hearing from local businesses. China’s tech advances may rile Washington…
My top 10 things to watch Monday, Aug. 3 1. Peace talks between the U.S. and Iran are back on the menu, so oil prices are falling. WTI crude is off more than 5%, trading below $80 a barrel this morning. Stock futures are higher across the board, led by the Dow . Within our…
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings season. Cooler-than-expected June reports on consumer and producer prices offered encouraging signs that inflation continued to ease, while earnings from the nation’s largest banks reinforced the strength of capital markets. At the same time, investors kept one…
SHANGHAI, CHINA – JULY 17: Chinese President Xi Jinping waves as he arrives at the opening ceremony for the World AI Conference on July 17, 2026 in Shanghai, China. (Photo by Ng Han Guan-Pool/Getty Images) Pool | Getty Images News | Getty Images Chinese President Xi Jinping on Friday positioned China as a partner in…
SK Hynix Inc. signage at the company’s office in Seongnam, South Korea, on Tuesday, June 30, 2026. SeongJoon Cho | Bloomberg | Getty Images Asian semiconductor stocks tumbled Thursday, as a sell-off in U.S. chipmakers spilled into the region, with SK Hynix continuing to see massive volatility since its U.S. listing last week. Shares of…
ASML on Wednesday raised its guidance for the second time this year as its customers continue to ramp up production capacity of AI chips. The Dutch semiconductor-equipment maker said it now expects full-year sales to come in between 43 billion euros ($49 billion) and 45 billion euros, and a gross margin of between 54 and…
Samuel Boivin | Nurphoto | Getty Images Micron Technology’s shares tumbled on Friday, giving back some of the gains from a post-earnings rally, as the memory chipmaker looked to wrap a rocky week of trading that has seen big swings. The stock sank more than 6% as other tech firms also struggled. Intel fell 3%, Arm shed nearly…
French startup Mistral AI is exploring designing its own chips and may eventually develop them, CEO Arthur Mensch told CNBC. It is the first comment made by Mensch about Mistral’s semiconductor ambitions, underscoring how the company is looking to control more of its infrastructure as it competes with U.S. heavyweights OpenAI and Anthropic. “Of course,…
Tingbo He, president of Huawei semiconductor, presents at an industry conference in Shanghai on May 25, 2026. Huawei SHANGHAI — Chinese tech giant Huawei on Monday touted a new approach to developing advanced semiconductors despite U.S. sanctions, as Nvidia struggles to sell its high-end chips in China. Huawei said it developed a new engineering approach…
Lip-Bu Tan, CEO of Intel Corp., departs following a meeting at the White House in Washington, Aug. 11, 2025. Alex Wroblewski | Bloomberg | Getty Images Intel reported first-quarter earnings Thursday that blew past Wall Street’s expectations, as the struggling chipmaker shows signs of a revival. Shares of the U.S. chipmaker jumped 20% in after-hours…
