US tech rally can’t help Chinese stocks

The average stock in the US rose yesterday, but investors shifted away from technology and bank stocks. European equities reached a new all-time high, though German stocks experienced their first decline in eleven days. Geopolitical tensions and announcements from the Trump admin ...  Show more

Equity markets struggled despite cooler-than-expected US inflation data, as mixed bank earnings, Fed independence concerns, and Iran tensions weighed on sentiment. The latter two factors boosted gold and silver to new record highs. Attention turns to the US and the prospect of po ...  Show more

On today's episode, we dissect the forces driving volatility in Chinese tech stocks. Despite the recent pullback in Chinese equities, some Wall Street investors remain bullish. Morgan Stanley strategists raised their 2025 year-end index targets for Chinese stock indexes, after se ...  Show more

On this episode of Stock Movers:- Nvidia (NVDA) shares are lower after China ruled the company violated anti-monopoly laws with its 2020 deal to acquire Mellanox Technologies. The State Administration for Market Regulation found Nvidia in violation of antitrust regulations after ...  Show more

MRKT Matrix - Monday, January 27th S&P 500 slides, Nasdaq drops 3% in sharp AI stock sell-off spurred by China's DeepSeek (CNBC) What Is China’s DeepSeek and Why Is It Freaking Out the AI World? (Bloomberg) Nvidia’s $560 Billion DeepSeek Rout Is Largest in Market History (Bloombe ...  Show more

On Monday, the stock market tanked, seemingly in reaction to the emergence of DeepSeek, an open source AI model developed in China. Nvidia, the semiconductor giant that has been the largest winner of the AI boom, erased $589 billion in market cap, for the biggest one-day wipeout ...  Show more