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NVDA CEO at Paris Keynote at VivaTech 2025
Stock market update

Nvidia AI chip repair business booms in China despite U.S. ban

  • Nvidia AI GPUs in China have been heavily used, leading to higher failure rates
Eamonn Sheridan
24/07/2025 | 21:22 GMT
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Eamonn Sheridan
24/07/2025 | 21:22 GMT
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News
bessent 22 July 2025 2
News

U.S. Treasury’s Bessent says U.S. in pretty good place with China on trade

  • Bessent speaking in a Fox Business interview
Eamonn Sheridan
24/07/2025 | 20:27 GMT
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Eamonn Sheridan
24/07/2025 | 20:27 GMT
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News
China Rare Earths
News

China reaffirms that its policy on rare earth exports is consistent with global practice

  • Remarks by the Chinese foreign ministry
Justin Low
24/07/2025 | 07:27 GMT
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Justin Low
24/07/2025 | 07:27 GMT
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News
EU China IL
News

China president Xi says current challenges facing EU do not come from China

  • Remarks by China president, Xi Jinping, via state media
Justin Low
24/07/2025 | 05:43 GMT
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Justin Low
24/07/2025 | 05:43 GMT
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News
China IL
News

China's President Xi and EU's von der Leyen will meet today - state media

  • von der Leyen has arrived in Beijing
Eamonn Sheridan
24/07/2025 | 02:45 GMT
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Eamonn Sheridan
24/07/2025 | 02:45 GMT
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Central Banks
PBOC People's Bank of China
Central Banks

PBOC sets USD/ CNY reference rate for today at 7.1385 (vs. estimate at 7.1503)

  • PBOC CNY reference rate setting for the trading session ahead.
Eamonn Sheridan
24/07/2025 | 01:15 GMT
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Eamonn Sheridan
24/07/2025 | 01:15 GMT
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News
EUCHina
News

China Lodges Protest Over EU Sanctions in High-Level Trade Talks

  • China - EU trade talks
Eamonn Sheridan
23/07/2025 | 02:28 GMT
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Eamonn Sheridan
23/07/2025 | 02:28 GMT
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Central Banks
pboc People's Bank of China china
Central Banks

PBOC sets USD/ CNY mid-point today at 7.1414 (vs. estimate at 7.1596)

  • PBOC CNY reference rate setting for the trading session ahead.
Eamonn Sheridan
23/07/2025 | 01:17 GMT
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Eamonn Sheridan
23/07/2025 | 01:17 GMT
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Central Banks
PBOC People's Bank of China
Central Banks

PBOC is expected to set the USD/CNY reference rate at 7.1596 – Reuters estimate

  • PBOC CNY reference rate setting for the trading session ahead.
Eamonn Sheridan
23/07/2025 | 00:34 GMT
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Eamonn Sheridan
23/07/2025 | 00:34 GMT
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News
Apple
News

China’s smartphone shipments down by 2.4% in Q2 (Apple - 1.6%, Huawei +17.6%)

  • AAPL at the mercy of trade wars
Eamonn Sheridan
22/07/2025 | 02:25 GMT
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Eamonn Sheridan
22/07/2025 | 02:25 GMT
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News
Greg Michalowski
News

China’s swap curve steepens as deflation fears ease - stimulus helping

  • A long-standing inversion in China’s interest-rate swap curve has corrected
Eamonn Sheridan
22/07/2025 | 02:14 GMT
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Eamonn Sheridan
22/07/2025 | 02:14 GMT
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Central Banks
PBOC People's Bank of China
Central Banks

PBOC sets USD/ CNY central rate at 7.1460 (vs. estimate at 7.1635)

  • PBOC CNY reference rate setting for the trading session ahead.
Eamonn Sheridan
22/07/2025 | 01:15 GMT
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Eamonn Sheridan
22/07/2025 | 01:15 GMT
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Central Banks
PBOC People's Bank of China
Central Banks

PBOC is expected to set the USD/CNY reference rate at 7.1635 – Reuters estimate

  • PBOC CNY reference rate setting for the trading session ahead.
Eamonn Sheridan
22/07/2025 | 00:16 GMT
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Eamonn Sheridan
22/07/2025 | 00:16 GMT
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News
China IL
News

ICYMI: China left key lending rates unchanged in latest policy decision today

  • The message from Beijing is that there's still no need to sound the alarm bells yet
Justin Low
21/07/2025 | 07:33 GMT
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Justin Low
21/07/2025 | 07:33 GMT
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News
china rare earths export 2
News

China’s rare earth magnet exports to U.S. surge 660% after June trade deal breakthrough

  • As part of the broader deal, Nvidia also plans to resume sales of its H20 AI chips to China.
Eamonn Sheridan
21/07/2025 | 02:58 GMT
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Eamonn Sheridan
21/07/2025 | 02:58 GMT
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Fed's Goolsbee hints at rate cuts if inflation cools; neutral rate near 3%. Unemployment steady at 4.3%.

Reuters
6m ago

Bitcoin faces historical Q3 weakness (-2.25% avg). Down 2% this week, max pain at $110k. Funding rates & IV low.

CoinDesk
8m ago

CRWV, OMC, JNJ, URI, ONTO upgrades boost targets; LULU, LRCX, CYBR, OKLO, VST downgrades signal caution. Valuations shift.

Fly
13m ago

OECD lifts global growth forecast, but warns tariffs will hit US economy hard in 2026.

Reuters
19m ago

US current account deficit shrinks 42.9% to $251.3B on record import drop. Dollar's global role questioned amid trade swings.

Reuters
21m ago

Oklo surges 560% YTD on AI hype, eyes 2027 revenue. Wedbush lifts PT to $150, traders watch key levels.

Barron's
24m ago

Nvidia's $100B OpenAI deal boosts chip stocks 3.5%+, but AI revenue shortfall looms. Traders eye valuation.

Quartz
29m ago
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