China
The global critical minerals race is heating up — and rare earths stocks are skyrocketing
A wheel loader takes ore to a crusher at the MP Materials rare earth mine in Mountain Pass, California, U.S. January 30, 2020. Steve Marcus | Reuters The emergence of critical minerals as a new arena of geopolitical competition has coincided with a dizzying rally in U.S.-listed rare earths mining stocks. Despite paring gains in […]
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Trump says Xi assured him China won’t take action on Taiwan while he’s in the White House
U.S. President Donald Trump and Chinese President Xi Jinping talk as they leave after a bilateral meeting at Gimhae International Airport, on the sidelines of the Asia-Pacific Economic Cooperation (APEC) summit, in Busan, South Korea, October 30, 2025. Evelyn Hockstein | Reuters President Donald Trump says that Chinese President Xi Jinping has given him assurances […]
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Where the Nexperia auto chip crisis stands now as the U.S., China and EU race to contain fallout
The logo of Chinese-owned semiconductor company Nexperia is displayed at the chipmaker’s German facility, after the Dutch government seized control and auto industry bodies sounded the alarm over the possible impact on car production, in Hamburg, Germany, Oct. 23, 2025. Jonas Walzberg | Reuters Netherlands-based chipmaker Nexperia is at the heart of a standoff between […]
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China’s Xi pushes for global AI body at APEC in counter to U.S.
Chinese President Xi Jinping took center stage at a meeting of APEC leaders on Saturday to push a proposal for a global body to govern artificial intelligence and position China as an alternative to the United States on trade cooperation. The comments were the first by the Chinese leader on an initiative Beijing unveiled this […]
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Nexperia cuts wafer supplies to Chinese plant, ratcheting up chip disruptions
The logo of Chinese-owned semiconductor company Nexperia is displayed at the chipmaker’s German facility, after the Dutch government seized control and auto industry bodies sounded the alarm over the possible impact on car production, in Hamburg, Germany, Oct. 23, 2025. Jonas Walzberg | Reuters Dutch chipmaker Nexperia has suspended supplies of wafers to its Chinese assembly plant, according to a letter addressed to its […]
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Nvidia’s Huang downplays concerns over selling AI chips to Beijing: It has ‘plenty’ of its own
Nvidia CEO Jensen Huang listens to a reporter’s question during a press conference at the APEC CEO summit on October 31, 2025 in Gyeongju, South Korea. Ezra Acayan | Getty Images News | Getty Images Nvidia CEO Jensen Huang doesn’t buy the national security concerns over his firm selling its most advanced semiconductors to China, […]
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A ‘war room’ mentality: How auto giants are battling the Nexperia chip crunch
A Honda sedan moves down the assembly line on Jan. 28, 2025 at the automaker’s assembly plant in Marysville, Ohio. Michael Wayland / CNBC Global automakers are once again bracing for production disruptions due to a potential shortage of automotive semiconductor chips, this time sparked by the Dutch government amid geopolitical tensions between the U.S. […]
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Shipping sector skeptical Trump’s latest trade truce with China will reverse import decline
U.S. President Donald Trump prepares to greet Chinese President Xi Jinping ahead of a bilateral meeting at Gimhae Air Base on October 30, 2025 in Busan, South Korea. Andrew Harnik | Getty Images American shippers were already unhappy about their business outlook after President Donald Trump imposed steep new tariffs on China in April. And […]
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Gold, defense and more: Five sectors to watch after pivotal Trump-Xi meeting
The meeting between U.S. President Donald Trump and Chinese Premier Xi Jinping in Busan, South Korea on Thursday yielded a raft of fresh agreements , including on rare earth minerals, fentanyl and soybeans. Investors are now keeping tabs on what the meeting — rated a “12” out of 10 by Trump — could mean for […]
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Russia on guard after Trump’s call to resume nuclear weapons testing
U.S. President Donald Trump speaks with Russian President Vladimir Putin, as they meet to negotiate for an end to the war in Ukraine, at Joint Base Elmendorf-Richardson in Anchorage, Alaska, U.S., August 15, 2025. Kevin Lamarque | Reuters President Donald Trump’s call for the U.S. to resume nuclear testing after a more than 30-year pause […]
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