U.S. proposes critical minerals trade bloc aimed at countering China’s grip

The U.S. is mobilizing allies into a preferential trade bloc for critical minerals as part of efforts to counter China’s dominance in the market.

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China’s Hong Kong-listed tech stocks enter bear market as tax and AI fears take hold

Chinese technology stocks have slid into bear market territory, marking a sharp reversal from last year’s rally.

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Sony profit jumps 22% in December quarter, beating expectations and lifting full-year outlook

Sony posted a stronger-than-expected rebound in operating profit for the December quarter and lifted its full-year forecast.

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Shares of Arm plunge 8% after licensing revenue misses estimates, Qualcomm outlook adds pressure

Shares of UK-based semiconductor designer Arm Holdings fell in aftermarket trading, despite the company posting record revenues amid AI demand.

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CNBC Daily Open: Alphabet capex plans spook investors, while AMD has a brutal day in markets

Alphabet expects capital expenditure for 2026 to come in between $175 billion and $185 billion — at the higher end, capex will more than double from last year.

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Alphabet resets the bar for AI infrastructure spending

The search giant’s proposed capex spend for 2026 exceeds that of its hyperscalers peers.

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US pitches plan to counter China’s dominance of critical mineral supply

An event was attended by representatives of at least 50 countries, the White House said.

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Software experiencing ‘most exciting moment’ as AI fears hammer the stocks

Shares of software companies have been getting beaten up, and the selloff accelerated this week after Anthropic’s latest unveiling.

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Ciena returns to S&P 500 after getting booted 17 years ago

Ciena is predicting the fastest growth since 2011 in the current fiscal year, thanks to its position in artificial intelligence.

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Sam Altman got exceptionally testy over Claude Super Bowl ads

He posted a novella-sized rant that devolved into to calling his rival “dishonest” and “authoritarian.”

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