Chinese regulator proposes changes to refinancing rules for listed companies Stock Market News · 07-03 21:24
Anthropic targets loopholes used by Chinese firms to access Claude, FT reports Stock Market News · 07-03 13:44
$AAPL - UBS: APPLE AI NOT DRIVING IPHONE UPGRADES UBS says Apple Intelligence is not meaningfully accelerating iPhone upgrades, with fewer users citing AI features as a reason to buy a new device. While iPhone purchase intentions remain solid in the U.S. and Europe, demand in China weakened. UBS maintained its iPhone forecasts and $296 price target on Apple. *Walter Bloomberg (@DeItaone) / Twitter · 07-02 22:42
$TSLA - TESLA CHINA SALES RISE FOR EIGHTH MONTH Tesla's China-made EV sales rose 24.4% year-over-year to 89,091 vehicles in June, marking an eighth straight month of growth. The increase was driven by a continued recovery in European demand. Tesla's Shanghai factory supplies both the Chinese market and exports vehicles to Europe. *Walter Bloomberg (@DeItaone) / Twitter · 07-02 21:09
Singapore cops seize $42 million mansion, freeze $772k bank account of suspected Nvidia AI GPU smugglers — individuals alleged to have illegally exported data center servers to China charged with fraud, money laundering Tom's Hardware · 07-02 20:00
CHINA FOREIGN MINISTER HELD CALL WITH US RUBIO - XINHUA CHINA FOREIGN MINISTER: HOPES U.S. TO TREAT TAIWAN-RELATED ISSUES WITH CAUTION CHINA FOREIGN MINISTER: TWO SIDES SHOULD CONTROL RISKS CHINA FOREIGN MINISTER: URGES CHINA, U.S. TO STAY ON COURSE TOWARD CONSTRUCTIVE RELATIONSHIP OF STRATEGIC STABILITY *Walter Bloomberg (@DeItaone) / Twitter · 07-01 23:17
CHINA’S CMRG RESTRICTS SOME STEELMAKERS FROM TAKING DELIVERY OF CERTAIN PORTSIDE FORTESCUE IRON ORE PRODUCTS FROM JULY 15, SOURCES SAY *Walter Bloomberg (@DeItaone) / Twitter · 07-01 22:42
SAUDI ARAMCO MAKES RARE SPOT OIL SALES AS ITS SHIPMENTS RAMP UP SAUDI ARAMCO HAS SO FAR SOLD AT LEAST 6 MILLION BARRELS OF CRUDE TO CUSTOMERS ACROSS SOUTH KOREA, JAPAN AND CHINA *Walter Bloomberg (@DeItaone) / Twitter · 07-01 20:05
SAUDI ARAMCO SELLS MILLIONS OF BARRELS OF OIL SPOT IN ASIA *Walter Bloomberg (@DeItaone) / Twitter · 07-01 19:55
Nike stumbles as China woes, cautious outlook temper turnaround hopes Stock Market News · 07-01 18:30
US fossil fuel power spending to beat China for the first time in decades Financial Times: Markets · 07-01 13:00
Nike edges past quarterly revenue estimates despite persistent woes in China Stock Market News · 07-01 06:07
BESSENT SAYS CHINA REMAINS IRAN'S ONLY OIL BUYER U.S. Treasury Secretary Scott Bessent said China remains the only major buyer of Iranian oil, while other countries are avoiding purchases over fears U.S. sanctions could return. He said this gives Tehran an incentive to negotiate with Washington, with the next round of U.S.-Iran talks expected to take place in Doha. *Walter Bloomberg (@DeItaone) / Twitter · 06-30 21:38
Eli Lilly transfers commercialization rights for breast cancer drug in China Stock Market News · 06-30 21:36
CENTRAL BANKS BOOST GOLD, REDUCE DOLLAR EXPOSURE More central banks now plan to reduce U.S. dollar holdings over the next decade while increasing allocations to gold and the euro. A net 30% expect to raise gold holdings, driven increasingly by geopolitical risks. Meanwhile, demand for euro assets is rising, and AI adoption is accelerating among central banks, with the U.S. and China seen as the most attractive investment markets. *Walter Bloomberg (@DeItaone) / Twitter · 06-30 19:50
YEN HITS 40-YEAR LOW AS INTERVENTION FEARS GROW The Japanese yen fell to its weakest level since 1986, fueling expectations of possible government intervention. China’s stronger-than-expected factory data helped steady the yuan and supported regional sentiment. The U.S. dollar remained firm ahead of Thursday’s payrolls report and potential U.S.-Iran talks, while most Asian currencies traded in narrow ranges. *Walter Bloomberg (@DeItaone) / Twitter · 06-30 19:29
Tesla deliveries seen topping consensus as Europe, China sales improve - MS Stock Market News · 06-29 10:19