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CAAS News30 articles
Tesla's China FSD Hopes Fade; Stock Faces Key Test Monday
Tesla shares slid 4.75% on Friday as hopes for a China FSD approval faded after Trump's Beijing summit. The broader market also fell, with the S&P 500 down 1.2%.
Tesla Shares Decline on Stalled China FSD Approval After US-China Summit
Tesla shares dropped 3.7% after President Trump left Beijing without securing Chinese approval for its Full Self-Driving software, dampening investor sentiment.
Nvidia Stock Slips as China H200 Chip Hopes Fade Before Earnings
Nvidia shares fell 2.8% to $229.12, snapping a seven-day rally, after U.S. Trade Representative Jamieson Greer indicated chip export controls were not discussed in Beijing, dampening hopes for H200 chip sales to China.
Boeing Secures China Deal, But Market Hopes for More
China agreed to buy 200 Boeing jets, with a potential commitment for up to 750. Boeing shares fell 4.7% as the order was smaller than expected.
HCW Biologics Posts Profit on China Deal, Faces Nasdaq and Pipeline Tests
HCW Biologics posted a $3.47M profit in Q1 2026, driven by a licensing deal with Trimmune Biotech. The company still trades below Nasdaq's $1 minimum and awaits early human data for its lead alopecia drug.
AI Orders, China Policy, and Drug Data Drive Friday's Market Action
Cisco cuts nearly 4,000 jobs and raises revenue forecast on $5.3B in AI orders. Nvidia shares sensitive to China policy as H200 shipments approved but not delivered. Cerebras IPO debuts at $350. Boeing falls on lower China jet pledge. Biogen advances Alzheimer's drug despite mixed trial.
Nvidia Shares Jump on China Chip Approval, Shipments Yet to Begin
Nvidia shares surged 4.4% to a record after US officials approved sales of H200 AI chips to about 10 Chinese companies, though no shipments have started yet.
Mobix Labs Surges 86% on Plan to Acquire Rare Earth Firm Amid US-China Tensions
Mobix Labs shares jumped 86% after announcing a non-binding letter of intent to acquire Special Project Delivery LLC, a US rare earths firm, as defense sourcing rules tighten.
Musk in Beijing: Tesla's FSD Ambitions Face China Regulatory Hurdle
Elon Musk visits Beijing with Trump's business delegation to secure approval for Tesla's Full Self-Driving system in China. Shares closed nearly flat at $445.13.
Applied Materials Earnings Preview: AI Demand vs China Export Risk
Applied Materials reports fiscal Q2 earnings Thursday. Options markets signal a potential 7% stock move amid AI demand and China export risks.
Trump-Brokered Boeing Deal with China Could Revive 737 MAX Orders
A potential order of up to 500 Boeing 737 MAX jets from China could be announced during Trump's Beijing visit, marking a pivotal moment for Boeing and U.S.-China trade talks.
NIO Shares Surge on L80 Debut Anticipation Amidst China EV Slowdown
NIO shares rose over 4% in Hong Kong ahead of the ONVO L80 launch. April deliveries grew 22.8% YoY to 29,356 units, even as China's car market contracted.
Nvidia's China H200 Sales Stalled Despite US Approval
US regulators have cleared Nvidia to sell its H200 AI chips to major Chinese companies, but no shipments have occurred as Chinese buyers hold off under Beijing's guidance.
USA Rare Earth Q1 Revenue Misses, Cash Pile Grows to $1.75B Amid China Supply Squeeze
USA Rare Earth posts $5.7M Q1 revenue, $67M net loss, and $1.75B cash. Texas grants $14.18M for Round Top, while $1.6B Commerce funding awaits. Serra Verde acquisition targets non-China rare earth supply.
AI Stocks Rebound on China Access Hopes as Rate Cut Bets Fade
Nvidia CEO Jensen Huang's inclusion in Trump's China delegation sparked a rally in AI stocks, with Nasdaq 100 futures up 0.82%. Micron rose 6.2%.
Tesla Retreats as China FSD Hopes, Robotaxi Woes, and Inflation Weigh
Tesla shares dropped 2.6% on Tuesday, ending a four-day rally, as China regulatory risks, robotaxi rollout delays, and persistent U.S. inflation weighed on investor sentiment.
Micron Rebounds on AI Demand, China Trade Hopes, and BofA Upgrade
Micron Technology shares rose 5.93% premarket to $812.06 after BofA raised its price target to $950, citing AI-driven memory demand and the CEO joining Trump's China trade delegation.
Nvidia's Stock Hovers Near Record as Investors Eye China Policy Shift and Earnings
Nvidia shares hover near record highs as CEO Jensen Huang joins Trump's China trip, sparking hopes for renewed H200 AI chip sales. All eyes are on the May 20 earnings report.
Tesla Shares Climb Despite China Sales Dip on Musk's China Trip Hopes
Tesla shares rose 2.8% despite a 9.66% drop in April China retail sales, as exports surged and Musk's potential China trip with Trump boosted sentiment.
Lam Research Hits Record High on AI Chip Demand Despite China Risks
Lam Research shares surged over 7% to a record high on AI-driven demand and a Buy rating from Seaport Global, though China export risks persist.
ASML Shares Dip Amid AI Optimism and China Export Concerns
ASML's U.S. shares slipped 0.83% as a strong 2026 outlook clashes with China export worries. Q1 sales hit €8.8B.
Nvidia Secures Pentagon AI Deal Amid China Supply Challenges
Nvidia gains Pentagon approval for AI on classified networks, while China server prices near $1 million due to export curbs. The stock trades at $199.57.
New US Export Curbs Target Applied Materials, Chip Tool Shipments to China's Hua Hong
The US Commerce Department ordered Applied Materials, Lam Research, and KLA to halt some chip-tool shipments to China's Hua Hong, targeting advanced chip production facilities. AMAT shares fell 5.8%.
Rare Earths Americas IPO Targets $368M Valuation Amid China Supply Concerns
Rare Earths Americas began its U.S. IPO roadshow, aiming for a valuation up to $368.4 million and planning to raise as much as $52.8 million by selling shares at $17–$19 each.
Applied Materials Tumbles 5.5% on Renewed China Export Fears
Applied Materials shares dropped 5.5% after a Reuters report that the U.S. Commerce Department ordered chip equipment makers to stop some shipments to China's Hua Hong.
BYD's Q1 Profit Plunges 55% Amid China's EV Price War
BYD reported a 55% drop in Q1 net profit to 4.08 billion yuan, hit by China's EV price war and sluggish domestic demand. Revenue fell 11.8% to 150.23 billion yuan.
Walmart's China Growth and Express Delivery Bolster Trillion-Dollar Valuation
Walmart's stock holds above $129, maintaining a $1 trillion market cap, driven by strong China growth and new one-hour delivery options at Sam's Club.
China Orders Meta to Reverse $2 Billion Manus AI Deal Amid Tech Talent Tensions
China's NDRC has ordered Meta to reverse its $2 billion acquisition of AI startup Manus, citing foreign investment security rules, escalating tensions over AI talent and technology ahead of a Trump-Xi meeting.
BMW's China Challenge Intensifies with Neue Klasse EV Debut at Auto Beijing
BMW showcases new China-specific electric models at Auto China 2026, but faces a 10% Q1 sales decline and intensifying rivalry from domestic brands like Geely and Nio.
AXT Raises $632.5M to Expand InP Wafer Production in China Amid AI Boom
AXT raised $632.5 million to boost indium phosphide wafer production in China, betting on AI demand. First-quarter revenue is projected at $26-$28 million, with a net loss up to $2.6 million.