Nvidia, China and Trump
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In today's video, I discuss recent updates affecting Nvidia ( NVDA 1.23%) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of December 9, 2025. The video was published on December 9, 2025.
China has won back global funds in a banner year for stocks, with investors anticipating further gains on the country’s AI prowess and resilience amid US tensions.
Domestic AI breakthroughs and policy supports have fueled strong rallies in China Tech stocks – FTSE China Tech rose 30% YTD. Read more here.
Alibaba has spent the last two years strengthening its cloud capabilities, scaling its AI portfolio, and integrating AI across its consumer and enterprise products. The September 2025 quarter confirmed that this transformation is gaining real momentum.
Investor hype over Chinese robotics stocks is giving way to deepening unease, with the latest government warning against a potential bubble bringing fresh scrutiny to the sector’s lofty valuations.
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The share of China-made copper among available London Metal Exchange stocks increased in November, exchange data showed on Wednesday, as a favourable price arbitrage incentivised Chinese exports.
Having benefited from years of forward-looking power planning, IREN has transitioned to become the essential infrastructure associate for the world’s
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Stock market today: Dow falls, Nvidia pops on China chip hopes; AI stocks test entries (live coverage)
The Dow Jones index fell Monday. Warner Bros Discovery takeover drama continued on the stock market today. Nvidia rose on China H200 hopes.
China's trade surplus topped $1 trillion for the first time as manufacturers seeking to avoid President Donald Trump's tariffs shipped more to non-U.S. markets in November, with exports to Europe, Australia and Southeast Asia surging.