The chip executive is “10% politician, 90% CEO,” Wedbush analyst Dan Ives said. “He needs to be cautious on their financial guidance, given the China variable.” ...

Seeking Alpha's daily roundup of statements and remarks by newsmakers that could impact markets, sectors or individual stocks ...

Since 2019, a slew of US export rules aimed at curbing China's technological and military advancements have limited access by Huawei and other Chinese firms to high-end US chips and the equipment ...

Nvidia CEO Jensen Huang said he isn't confident that the U.S. will change its mind on chip export restrictions anytime soon.

President Trump told reporters this week that he would send letters to trading partners in the next week or two setting ...

In a climate defined by rising macroeconomic uncertainty and widening asset class divergence, David Barrett, CEO of EBC ...

China’s Huawei Technologies is capable of producing no more than 200,000 advanced artificial intelligence chips in 2025, a ...

A $35bn merger between US chip design giant Synopsys and engineering software company Ansys is facing delays in Beijing, as China’s antitrust regulator postpones its approval amid rising tensions over ...

On June 12, 2025, at VivaTech in Paris, Nvidia CEO Jensen Huang issued repeated warnings that tightening US restrictions on ...

Apple, long the envy of its Silicon Valley peers, is facing one of the most trying times of the post-Steve Jobs era.