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NVIDIA's New China-Specific GPU is Here! A 'Chinese Solution' in Response to U.S. Export Restrictions?
TradingKey - Reports indicate that NVIDIA plans to launch a China-exclusive GPU based on the Blackwell architecture. In response to the escalation of U.S. semiconductor export controls against China, NVIDIA (NASDAQ: NVDA) has recently announced plans to produce a China-specific GPU...
NVIDIA Corp
TradingKey
May 26, 2025
DXY: Pulled by gravity – OCBC
US Dollar (USD) bounced at first when Trump threatened with tariffs last Friday. But the bounce did not last, and USD extended its weakness into Monday trade. The price action underscores a re-pricing of weak USD sentiment and confidence.
US Dollar Index
Fxstreet
May 26, 2025
[Weekly Outlook] Nvidia (NVDA.O) to Set Another Earnings Record? All Eyes on FOMC Meetings, PCE Data, and U.S. Q1 GDP
TradingKey - The market is concerned that the U.S. President Trump may once again wield the tariffs, leading to a halt in the nearly one-and-a-half-month rise of U.S. stocks.
Dell Technologies Inc
HP Inc
NVIDIA Corp
TradingKey
May 26, 2025
$40 Billion! Oracle's Acquisition of 400,000 Nvidia GB200 Chips: A Key Step Toward the Stargate Project?
TradingKey - According to a report by the Financial Times, Oracle (NYSE: ORCL) plans to spend $40 billion to purchase approximately 400,000 units of NVIDIA’s (NASDAQ: NVDA) latest GB200 chips, currently the most powerful AI computing chips in NVIDIA’s lineup, with each unit priced at around...
Oracle Corp
NVIDIA Corp
TradingKey
May 26, 2025
BYD Stock Plunges 9% As New Price War Begins! Is Electric Vehicle Winter Coming?
TradingKey - May 26, 2025.As of this writing, BYD's H-shares closed with daily losses widening to 8.38%, wiping out over 100 billion yuan in market value.
TradingKey
May 26, 2025
Bitcoin 2025 Conference Set to Open—U.S. Vice President J.D. Vance to Deliver Keynote Speech!
The Bitcoin 2025 Conference officially kicks off tomorrow, with U.S. Vice President J.D. Vance and several high-profile industry figures attending the event.
Bitcoin
TradingKey
May 26, 2025
Trump Delays EU Tariffs, Bitcoin Gains Toward $110,000 Again!
U.S. President Donald Trump has agreed to postpone the 50% tariff on the European Union for one month, triggering a Bitcoin price rebound, bringing BTC close to the $110,000 mark once again.
Bitcoin
TradingKey
May 26, 2025
Gold prices pull back as Trump postpones EU tariffs
Investing.com-- Gold prices fell slightly in Asian trade on Monday, giving back some of last week’s gains after U.S. President Donald Trump over the weekend reneged on his threat to immediately impose
Gold
Investing.com
May 26, 2025
Uranium stocks extend gains as Trump signs orders to boost nuclear industry
Investing.com-- Uranium mining and nuclear technology stocks in Asia extended gains on Monday after U.S. President Donald Trump signed executive orders aimed at reviving the U.S. nuclear industry. Aus
Investing.com
May 26, 2025
Chinese AI firms are thriving despite US chip restrictions
Tencent and Baidu, two of China’s top tech giants, say they have found ways to stay competitive in the global race for artificial intelligence even as the United States tightens controls on key semiconductors.
Cryptopolitan
May 26, 2025
Angry Musk for Tesla Comeback? “Iron Man” Musk: 7x24 at Work and Sleeping in Factory Rooms
TradingKey - As CEO Elon Musk shifts his focus back from the U.S. Department of Government Efficiency (DOGE) to Tesla’s core businesses — including Autopilot development and robotics — Tesla shares have accelerated their rebound. After reaffirming that he will remain CEO for the next five years...
Tesla Inc
TradingKey
May 26, 2025
Apple (AAPL) Stock Falls for 8th Straight Day — The Cost of Not Listening to Trump?
TradingKey - Amid escalating tariff threats and concerns over weakening product momentum, Apple (AAPL.US) has seen its stock fall for eight consecutive days, making it the only member of the “Magnificent Seven” tech giants to decline during a broader market rebound in May. Some observers are now...
Apple Inc
TradingKey
May 26, 2025
Nippon Steel Shares Rise 5%, though Trump’s Approval of U.S. Steel Deal Still Uncertain
TradingKey - After U.S. President Donald Trump hinted at his support for a planned partnership between Nippon Steel and U.S. Steel, shares of Nippon Steel rose 5% on Monday, May 26. However, Trump’s vague wording suggests that this major acquisition may still face twists and turns ahead.
USD/JPY
TradingKey
May 26, 2025
Trump’s Golden Dome faces critical economical and technological challenges
President Trump aims to spend around $175 billion on his ambitious new missile-defense system, Golden Dome, before his term ends. The plan would seek to detect and destroy missiles launched from anywhere in the world, but experts say it faces steep technical challenges and budget concerns.
Cryptopolitan
May 26, 2025
Japan's Long-term Bonds Plummet! Would US Treasuries Be the Scapegoat?
TradingKey - Japan's bonds are currently experiencing a wave of sell-offs. This week, a surprisingly weak auction for 20-year bonds led to a spike in yields, causing a severe decline in long-term bonds.
TradingKey
May 23, 2025
Philippines is considering dumping its US Treasury holdings
The Philippines is now openly weighing whether to slash its holdings of US Treasuries, following the credit downgrade of the United States by Moody’s Ratings.
Cryptopolitan
May 23, 2025
EUR: June ECB rate cut looks on the cards – ING
The release yesterday of ECB minutes and ECB commentary seems to squarely point to a 25bp ECB rate cut in June, ING's FX analyst Chris Turner notes.
EUR/USD
Fxstreet
May 23, 2025
Gold edges higher after Trump’s bill boosts bond market uncertainty
Gold price rallies nearly 1% on Friday on renewed US debt concerns. Markets fear that US President Trump’s spending bill will balloon the US debt even further. Gold sees a weekly gain of around 4%, fully recovering from the previous week’s fall.
Gold
Barrick Gold Corp
Fxstreet
May 23, 2025
Japan-U.S. Trade Talks Set to Begin, Nikkei 225 Surges Over 200 Points!
As Japan and the U.S. prepare to launch a new round of trade negotiations, the Japanese stock market rallies significantly.
USD/JPY
TradingKey
May 23, 2025
Trump's "One Big Beautiful Bill Act" Ends Clean Energy Tax Breaks, Solar Stocks Plummet While Nuclear Stocks Surge
TradingKey - On Thursday, May 22nd, U.S. solar stocks experienced an intraday plunge as President Trump's tax bill slashed tax credits for clean energy, more aggressively than anticipated.
Enphase Energy Inc
Lightbridge Corp
Nextera Energy Inc
Oklo Inc
Sunrun Inc
Solaredge Technologies Inc
Nuscale Power Corp
TradingKey
May 23, 2025
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