#US-China trade

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Target Returns to Chinese Suppliers as Supply-Chain Constraints Persist

September 14, 2026 (12 days ago)

Target and other manufacturers are reversing supply-chain diversification efforts, citing production constraints and infrastructure gaps in Southeast Asia that make China's ecosystem…

TGT

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US Probes Chip Exports to China After Nvidia Eyes $13B AI Deal

August 27, 2026 (30 days ago)

Nvidia faces a US probe into China chip shipments just as it eyes a $13 billion AI deal, pitting export-control risk against…

NVDA

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US Opens Probe Into Singapore Firm for Nvidia AI Chip Smuggling

August 27, 2026 (30 days ago)

US authorities are probing Singapore logistics firm Apex over alleged smuggling of Nvidia AI chips to China, escalating enforcement of AI chip…

NVDA SMH

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US Proposes 7.5% Tariffs on Chinese Overcapacity Ahead of Xi-Trump Talks

August 24, 2026 (33 days ago)

US plans 7.5% tariffs on Chinese overcapacity ahead of Xi-Trump talks, escalating trade tensions and pressuring the yuan, Hong Kong equities, and…

USD/CNY HSI SPX +2

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U.S. Considers Polysilicon Tariff Delay, Boosting Solar Manufacturers

August 6, 2026 (51 days ago)

U.S. tariff delay on polysilicon imports bolsters solar manufacturers' margins and lifts shares of First Solar and other solar stocks, as Chinese…

FSLR DQ

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China Flags Restrictive US Trade Measures to Bessent

July 30, 2026 (58 days ago)

China's warning to Treasury Secretary Bessent over restrictive US trade measures reignites US-China trade war fears, lifting safe-haven gold and pressuring Chinese…

USD/CNH FXI XAU/USD +1

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Senators Threaten Apple Over China Memory Buys; AAPL Faces Supply Risk

July 30, 2026 (58 days ago)

US senators warned Apple not to purchase memory chips from Chinese firms, raising concerns over supply chain vulnerabilities and future trade restrictions…

AAPL

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China Announces US Agreement to Limit Replacement Tariffs; Trade De-escalation Hopes Rise

July 27, 2026 (61 days ago)

China says the US agreed to limit replacement tariffs, easing trade war fears and boosting risk sentiment as markets await confirmation.

DXY HSI FXI +3

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Moonshot AI Releases Breakthrough Model for Download, Intensifying US-China AI Race

July 27, 2026 (61 days ago)

China's Moonshot AI has released a breakthrough AI model for download, potentially reshaping the global AI landscape and impacting tech stocks and…

NVDA HSI BABA +2

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Supreme Court Reviews Section 301 Tariffs, Legal Challenge Looms

July 26, 2026 (62 days ago)

The Supreme Court review of Section 301 tariffs injects fresh uncertainty into equity markets as investors assess the potential fallout from a…

SPX

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Trump Keeps Tariffs on $300B Chinese Imports via Section 301, Pressuring Equities

July 24, 2026 (64 days ago)

The Trump administration's continued use of Section 301 to maintain tariffs on $300 billion of Chinese imports is straining U.S.-China trade, pressuring…

SPX DXY USD/CNH +2

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China Overlooks New Trump Tariffs Ahead of Xi’s US Trip

July 24, 2026 (64 days ago)

China’s decision to downplay new Trump tariffs before Xi’s US visit eases trade war fears, lifting risk assets and weakening the safe-haven…

HSI DXY USD/CNH +4

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