Cathie Wood's Ark Invest made significant trades involving BABA, BIDU, AMD, and TEM, reflecting their strategic positioning in tech. They purchased BABA and BIDU shares, while selling shares of AMD and TEM, aligning with recent advancements and partnerships in the respective companies. Additionally, they sold shares of SOFI and Roku.
As of October 2025, the geopolitical landscape of technology is undergoing a seismic shift, with the US-China tech war intensifying dramatically. This escalating conflict, primarily centered on advanced semiconductors and critical software, is rapidly forging a bifurcated global technology ecosystem, often dubbed a "digital Cold War." The immediate significance of these developments is profound, marking [...]
China is aggressively accelerating its ambitions in artificial intelligence, pouring unprecedented investments into research, development, and commercialization with a clear strategic objective: to dethrone the United States as the world's leading AI superpower by 2030. This monumental push, underpinned by comprehensive national strategies and vast financial commitments, is reshaping the global AI landscape and sparking [...]
October 21, 2025 – The global artificial intelligence landscape is undergoing a seismic shift, epitomized by the dramatic decline of Nvidia's (NASDAQ: NVDA) market share in China's advanced AI chip sector. This precipitous fall, from a dominant 95% to effectively zero, is a direct consequence of the United States' progressively stringent AI chip export restrictions [...]
In a dramatic shift that sent ripples of relief through global financial markets, US equity futures trimmed significant losses and stocks rallied after President Donald Trump's remarks eased mounting trade fears with China. The conciliatory tone, following a period of heightened tensions and aggressive tariff threats, provided a much-needed respite
As of October 17, 2025, U.S. financial markets are gripped by a palpable sense of unease, with the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite experiencing mixed and volatile trading. This market turbulence is primarily fueled by a potent cocktail of re-escalated U.S.-China trade
For much of 2025, emerging markets, particularly China, showcased a compelling narrative of resilience and growth, with the Nasdaq Golden Dragon China Index (HXC) experiencing a significant upward trend. This rally, driven by robust policy support from Beijing, a surge in technological innovation, and substantial institutional investment, suggested distinct economic
The global technology sector is currently embroiled in a period of intense volatility, with major players like Nvidia (NASDAQ: NVDA) navigating turbulent waters. This instability is largely driven by a rapid escalation of trade tensions between the United States and China, which has sent shockwaves across global financial markets and
October 14, 2025 – Pony.ai Inc. (NASDAQ: PONY), a leading player in the autonomous driving sector, is experiencing a turbulent period in its stock performance, with shares dipping as the company aggressively pursues ambitious global expansion plans and a strategic dual primary listing on the Hong Kong Stock Exchange (HKEX)
Hong Kong's financial markets were gripped by a wave of apprehension on October 13, 2025, as the benchmark Hang Seng Index (HSI) plummeted below the critical 26,000-point threshold. This significant breach, which followed a prior fall below 27,000 points in the preceding week, signaled a sharp downturn in
Ten large caps led weekly declines on catalysts including arbitration risks, guidance cuts, SEC probes, downgrades, China softness, crypto slump, and a Dow plant fire.
Global financial markets were gripped by renewed uncertainty on October 10, 2025, as former President Donald Trump reignited fears of a full-blown trade war with China, threatening "massive" new tariffs. Beijing swiftly retaliated by expanding its export controls on critical materials and technologies, sending shockwaves through the tech sector and triggering a broad market sell-off. [...]
