Beijing Freezes All Nvidia H200 Purchases, Costs $30B
Beijing has blocked all H200 chip purchases from Nvidia after the Trump administration imposed a 25% tariff on semiconductor exports to China, costing Nvidia roughly $30 billion in market value.
Tag
us-china-trade
China and US Trade Chiefs Meet Ahead of Trump Visit
China and US trade chiefs are set to meet for last-minute talks ahead of a planned Trump visit, aiming to lay groundwork before any presidential-level engagement. The outcome could signal whether a concrete trade deal or tariff shift is within reach.
Trump and Xi Meet Amid Trade and Iran Pressure
Trump and Xi are meeting Thursday amid escalating disputes over trade, rare earth minerals, and AI. Trump also plans to press Xi to use China's leverage over Iran to reopen the Strait of Hormuz, linking two major geopolitical flashpoints in a single negotiation.
Trump China Trip and U.S. Inflation Data Collide
Trump's visit to China and a key U.S. inflation report are the two biggest market movers to watch this week. Trade signals from Beijing could affect tariffs and supply chains, while the inflation data will influence the Federal Reserve's rate-cut timeline.
US-China Rare Earths Deal Confirmed Still Active
A senior U.S. official confirmed Sunday that a rare earths deal with China remains in effect and that an extension will be announced when the time is right. The agreement is critical for U.S. manufacturers of EVs, defense systems, and electronics that rely on Chinese rare earth supplies.
US, China Set Trade Talks in Seoul Before Trump-Xi Summit
US Treasury Secretary Scott Bessent will hold trade talks with China in Seoul ahead of a planned Trump-Xi summit, then meet Japan's prime minister and finance minister before traveling to Beijing.
Iran Agenda Crowds Out Rare Earths at Trump-Xi Summit
Iran has moved to the top of the Trump-Xi summit agenda following U.S. strikes on Iranian nuclear sites, pushing trade issues like tariffs and rare earth supply to the margins. U.S. businesses counting on the summit for policy clarity on Chinese rare earth exports and tariff relief may face continued uncertainty.
China April Exports Surge 14% Amid Trade Tensions
China's exports rose 14% in April, beating expectations despite ongoing geopolitical tensions and trade pressures from the US and other partners. The result could reflect front-loaded orders ahead of tariff increases or successful trade route diversification, with implications for global freight, commodity markets,
Court Strikes Down Trump's 10% Global Tariff
The US Court of International Trade has struck down Trump's global 10% tariff, ruling it illegal days after the Supreme Court invalidated the emergency tariff it replaced. Trump now heads into talks with China's Xi Jinping next week with his main source of trade leverage removed.
US and China Hold Senior Trade Call Before Summit
Chinese Vice Premier He Lifeng held a video call with US Treasury Secretary Scott Bessent and Trade Representative Jamieson Greer, with Beijing describing the tone as candid and constructive. The call comes weeks before an expected Trump-Xi summit, raising hopes for progress on trade tensions that have unsettled global
China Plans Curbs on US Tech Investment
China plans to restrict US investment in its technology companies, Bloomberg News reports. The move could cut off American venture capital and institutional money from one of the world's largest tech sectors. No timeline or formal policy details have been confirmed yet.
Xi Warns of Global Disarray as U.S. Blockade Pressures Markets
Xi Jinping publicly characterized U.S. trade and technology restrictions as a 'dangerous' blockade, warning the world is 'crumbling into disarray.' The statement signals a sharper rhetorical posture from Beijing as U.S.-China tensions weigh on global markets. Investors are watching for concrete Chinese countermeasures
Shanghai Composite Drops on Trump Tariff and Iran Blockade
China's Shanghai Composite fell 0.39% to 3,971 on April 13 as Donald Trump's 50% tariff threat against China and a reported blockade of Iranian ports rattled Asian markets. The dual escalation raises the stakes for export-sensitive Chinese sectors and regional energy flows simultaneously.
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Tag
us-china-trade
Trump's 25% cut on Nvidia chips sold to China backfired, Beijing won't approve a single H200 purchase, costs Huang $30B
Beijing has blocked all H200 chip purchases from Nvidia after the Trump administration imposed a 25% tariff on semiconductor exports to China, costing Nvidia roughly $30 billion in market value.
1mo ago · 3 min · Markets
China, US trade chiefs to huddle for last-minute talks before Trump visit
China and US trade chiefs are set to meet for last-minute talks ahead of a planned Trump visit, aiming to lay groundwork before any presidential-level engagement. The outcome could signal whether a concrete trade deal or tariff shift is within reach.
1mo ago · 3 min · Global Affairs
Trump Set to Meet With China's Xi Jinping: Here's What is at Stake
Trump and Xi are meeting Thursday amid escalating disputes over trade, rare earth minerals, and AI. Trump also plans to press Xi to use China's leverage over Iran to reopen the Strait of Hormuz, linking two major geopolitical flashpoints in a single negotiation.
1mo ago · 3 min · Global Affairs
Trump goes to China, inflation comes to America: What to watch this week
Trump's visit to China and a key U.S. inflation report are the two biggest market movers to watch this week. Trade signals from Beijing could affect tariffs and supply chains, while the inflation data will influence the Federal Reserve's rate-cut timeline.
1mo ago · 2 min · Global Affairs
Rare earths deal between US and China is still in effect, US official says
A senior U.S. official confirmed Sunday that a rare earths deal with China remains in effect and that an extension will be announced when the time is right. The agreement is critical for U.S. manufacturers of EVs, defense systems, and electronics that rely on Chinese rare earth supplies.
1mo ago · 2 min · Global Affairs
China, US to hold trade talks in Seoul ahead of Trump-Xi summit
US Treasury Secretary Scott Bessent will hold trade talks with China in Seoul ahead of a planned Trump-Xi summit, then meet Japan's prime minister and finance minister before traveling to Beijing.
1mo ago · 2 min · Global Affairs
Iran focus at Trump-Xi summit may delay progress on tariffs, rare earths
Iran has moved to the top of the Trump-Xi summit agenda following U.S. strikes on Iranian nuclear sites, pushing trade issues like tariffs and rare earth supply to the margins. U.S. businesses counting on the summit for policy clarity on Chinese rare earth exports and tariff relief may face continued uncertainty.
1mo ago · 2 min · Global Affairs
China's exports rise 14% in April despite geopolitical uncertainty
China's exports rose 14% in April, beating expectations despite ongoing geopolitical tensions and trade pressures from the US and other partners. The result could reflect front-loaded orders ahead of tariff increases or successful trade route diversification, with implications for global freight, commodity markets,
1mo ago · 2 min · Global Affairs
Court rules Trump's 10% tariff is just as illegal as the tariff it replaced
The US Court of International Trade has struck down Trump's global 10% tariff, ruling it illegal days after the Supreme Court invalidated the emergency tariff it replaced. Trump now heads into talks with China's Xi Jinping next week with his main source of trade leverage removed.
1mo ago · 2 min · Policy & Government
China, US trade chiefs had 'candid' call weeks ahead of expected Trump-Xi summit
Chinese Vice Premier He Lifeng held a video call with US Treasury Secretary Scott Bessent and Trade Representative Jamieson Greer, with Beijing describing the tone as candid and constructive. The call comes weeks before an expected Trump-Xi summit, raising hopes for progress on trade tensions that have unsettled global
2mo ago · 1 min · Global Affairs
China to curb US investment in tech companies, Bloomberg News reports
China plans to restrict US investment in its technology companies, Bloomberg News reports. The move could cut off American venture capital and institutional money from one of the world's largest tech sectors. No timeline or formal policy details have been confirmed yet.
2mo ago · 1 min · Global Affairs
Xi Jinping warns world is ‘crumbling into disarray’ as 'dangerous' U.S. blockade hits markets. Protect your nest egg now
Xi Jinping publicly characterized U.S. trade and technology restrictions as a 'dangerous' blockade, warning the world is 'crumbling into disarray.' The statement signals a sharper rhetorical posture from Beijing as U.S.-China tensions weigh on global markets. Investors are watching for concrete Chinese countermeasures
2mo ago · 1 min · Global Affairs
US-Iran war: China stock market falls on Donald Trump's 50% tariff threat, blockade of Iranian ports; CSI300 dips
China's Shanghai Composite fell 0.39% to 3,971 on April 13 as Donald Trump's 50% tariff threat against China and a reported blockade of Iranian ports rattled Asian markets. The dual escalation raises the stakes for export-sensitive Chinese sectors and regional energy flows simultaneously.
2mo ago · 1 min · Markets
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