Xi Jinping
CNBC’s The China Connection newsletter: U.S.-China AI talent race heats up
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 Chris Miller, author of the book “Chip War,” warned three years ago that the balance of modern power hinges on a semiconductor supply chain crossing […]
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Trump’s blessing of Nvidia AI chip sales to China gets a chilly reception from GOP
President Donald Trump’s decision to let U.S. tech giant Nvidia sell more advanced semiconductors to China is getting pushback from some Republicans wary of giving Beijing an edge in the global race to AI dominance. The agreement, which Trump announced in a Truth Social post Monday evening, would allow Nvidia to sell its H200 artificial […]
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Cramer sees any Nvidia sales of H200s in China as a ‘pure bonus,’ says the stock should be higher
Nvidia shares were not doing much on Tuesday as Wall Street failed to see the bigger picture of how the company can benefit from finally getting the green light from the U.S. government to sell its second-best chips in China. After Monday’s close, President Donald Trump said on social media that Nvidia will be allowed […]
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Paramount’s hostile Warner Bros. bid, Meta’s AI course correction, McDonald’s value crackdown and more in Morning Squawk
David Ellison, chairman and chief executive officer of Paramount Skydance Corp., center, outside the New York Stock Exchange (NYSE) in New York, US, on Monday, Dec. 8, 2025. Michael Nagle | Bloomberg | Getty Images This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five key things investors need […]
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Trump’s pivot on Nvidia chips gives China a leg up over the U.S. in AI race, analysts say
Key Points U.S. President Donald Trump announced Nvidia will be able to sell a more advanced H200 chip to China. Several analysts were quick to point out this move would help boost China’s AI capabilities. Beijing has emphasized it aims to bolster homegrown tech and reduce reliance on foreign inputs. Source
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CNBC Daily Open: Investors are loving the Paramount-Warner Bros-Netflix drama
A drone view shows a sign for Paramount in front of the Hollywood sign in Los Angeles, California, December 8, 2025. Daniel Cole | Reuters Paramount Skydance on Monday launched a hostile takeover bid for Warner Bros. Discovery, following Netflix’s announcement last week that it had reached a deal to buy the HBO owner. The […]
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Trump greenlights Nvidia H200 AI chip sales to China, says Xi responded positively
U.S. President Donald Trump gestures as he attends a roundtable discussion on the day he announced an aid package for farmers, at the White House in Washington, D.C., U.S., Dec. 8, 2025. Jonathan Ernst | Reuters President Donald Trump on Monday said the United States will allow tech giant Nvidia to ship its H200 artificial […]
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Trump to announce $12 billion aid package for farmers caught up in trade war
Corn and soybean farmer Don Swanson prepares to harvest his corn crop as he and other Iowa farmers struggle with the effects of weather and ongoing tariffs resulting from the trade war between the U.S. and China that continue to affect agricultural business, in Eldon, Iowa, on Oct. 4, 2019. Kia Johnson | Reuters President […]
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Taking on China from Russia’s border: Inside Europe’s biggest rare earths factory
A view of the NEO magnetic plant in Narva, a city in northeastern Estonia. A plant producing rare-earth magnets for Europe’s electric vehicle and wind-energy sectors. Xinhua News Agency | Xinhua News Agency | Getty Images NARVA, Estonia — Europe’s big bet to break China’s rare earths dominance starts on Russia’s doorstep. The continent’s largest […]
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China factory activity edges up in November but remains in contraction for eighth month as fading holiday demand drags services
A worker walks past molten steel at a steel factory in Huai’an, in China’s eastern Jiangsu province on July 22, 2025. – | Afp | Getty Images China’s factory activity edged higher in November but remained stuck in contraction for the eighth consecutive month, while services weakened as the boost from earlier holidays faded, according […]
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