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China, Trump and Cadence Design Systems

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Trump tells US chip design software makers to halt China sales, FT reports
President Donald Trump's administration has ordered U.S. firms that offer software used to design semiconductors to stop selling their services to Chinese groups, the Financial Times reported on Wednesday,

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Chip-Design Stocks Tumble as Trump Administration Curbs Exports to China
Chip Software Stocks Tumble on Report Trump Orders They Stop Selling to China

Trump, North Korea and Golden Dome

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Russia, China, North Korea condemn Trump's $175 billion Golden Dome missile shield
U.S. adversaries condemn Trump's Golden Dome plan, citing risks of space arms race and global instability, while the U.S. defends it as homeland protection.

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North Korea says Trump’s ‘Golden Dome’ reeks of ‘arrogance’
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Trump’s ‘Golden Dome’ Riles Nuclear-Armed Foes

China, NVIDIA

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Nvidia Sales Soar Despite Being Shut Out of China
Nvidia’s business is still booming—even with the company effectively shut out of one of the world’s largest markets for advanced artificial intelligence chips. The chip titan posted another quarter of record-breaking sales on Wednesday,

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As investors watch for China headwinds, Nvidia could already be on its next chip
Nvidia shares pop on strong AI demand despite hit from China chip restrictions
AI China Curbs Weaken America's Position, Nvidia CEO Jensen Huang Says
Trump-administration policy that restricts the sale of Nvidia products to China "weakens America's position," CEO Jensen ...
China’s Soft Spot in Trade War With Trump: Risk of Huge Job Loss
A chronic housing slowdown and high youth unemployment rate have made China more vulnerable than it was in President Trump’s ...
Jamie Dimon warned Trump’s agenda would push U.S. allies toward China—Greenland already says it may ‘look elsewhere’ for mining investment
JPMorgan Chase boss warned Trump's foreign agenda may push America's allies away—and Greenland has hinted this may already be ...
Nvidia’s hit from being caught in the US-China tech war isn’t as bad as expected
Nvidia missed out on $2.5 billion in additional revenue during the first quarter of this year, after the Trump administration placed fresh restrictions on exports of its H20 artificial intelligence ...
Trump Defends Tariff Flip-Flops As ‘Negotiations’—Here Are The 21 Times He’s Changed His Mind
Trump and his aides have repeatedly shifted their stance on tariffs in the weeks since the president’s “Liberation Day” ...
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Trump's 90-day tariff pause is halfway over; and most trade partners are still unprepared
At the halfway mark of Trump’s 90-day tariff pause, stalled talks and global unpreparedness raise concerns for trade and U.S.
No ‘TACO’: Trump Says He Didn’t ‘Chicken Out’ on Tariffs
President Trump rejected claims that he is backing down on tariffs in Oval Office comments Wednesday, when asked about a new ...
The ‘Trump always chickens out’ trade is the talk of Wall Street. Here’s one way to play it.
Wall Street loves a catchy acronym, and the “TACO trade” has captured the mood as investors and analysts attempt to make ...