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This week, Council on Foreign Relations President Michael Froman breaks down China's export machine, why twenty years of US pressure hasn't worked, and what happens next. And, can a $100 billion Micron factory transform Syracuse from a Rust Belt cautionary tale into a potential model for American reindustrialization? Plus, a bridge named for a hockey legend was meant to strengthen the supply chain between the US and Canada, but the neighbors can’t agree on their trade relationship. Later, with 760,000 care aide openings expected every year in the US and a $400 billion long-term care bill, humanoid robots are an early bet on technology filling the care gap.
Chapters:
00:00:00 - China’s Trade Reckoning
00:10:39 - Syracuse’s Second Chance
00:23:44 - North American Fracture
00:35:20 - Humanoids in Healthcare
“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.
Chapters:
00:00:00 - Bloomberg: The China Show opens
00:02:52 - US threatens Iran's trading partners with sanctions
00:07:50 - US, China said to be extending trade truce
00:10:33 - Chip rout weighs on Asian markets
00:14:30 - SWS Research's Yi Dong on Alibaba's share rebound
00:25:51 - SWS Research's Yi Dong on why he prefers high-dividend stocks
00:28:59 - How Xiaomi's AI mobile chip stacks up against the competition
00:30:53 - PDD shares slip after a mixed second-quarter earnings report
00:33:51 - China's IPO boom masks broader market weakness
00:40:52 - Guggenheim's Anne Walsh on the buying opportunity in US Treasuries
00:47:28 - Will Scott Bessent's sanctions threat reduce Iran's leverage over Hormuz?
00:55:45 - Leapmotor's Michael Wu on the EV maker's delivery targets
01:09:57 - JLL's Cathie Chung on why Hong Kong's luxury residential rents will continue to rise
01:19:53 - Beijing projects resilience despite slowing growth
01:24:25 - How South Korea is using AI to upgrade its cultural exports
“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.
Chapters:
00:00:00 - Bloomberg: The China Show opens
00:04:27 - China revises timing to July economic data release
00:10:49 - LimX Dynamics' CFO Jesse Liu on China's embodied AI development
00:22:47 - China, Hong Kong markets open Monday
00:26:30 - Alibaba reports record downloads for AI models
00:28:27 - Zijin Gold 1H revenue at $3.99B
00:31:57 - Kweichou Moutai shares slide after 2Q earnings miss
00:37:45 - Goldman Sachs' Jacqueline Du on China entering its 'Go Global 3.0' era
00:48:21 - China tech in focus after Z.AI's new flagship, Alibaba downloads
00:58:18 - US 20-year Treasury sale set to test demand
01:05:24 - China's July activity data to show weakness
01:11:44 - BlueScope Steel's CEO Tania Archibald reacts to latest earnings
01:24:19 - Israel strikes Lebanon as US prepares new Iran sanctions
01:27:12 - Sri Lanka central bank governor says inflation to slow in 2H
In 2023, Microsoft considered exiting China, where it generated about 1.5% of its global revenue while facing geopolitical risks. The US company has since remained in the market and adopted a new approach to service the Chinese market.#News#Reuters#Newsfeed#microsoft#china#technology
Read the story here: https://reut.rs/4qctueC
New Energy Breakthrough From China Is Shocking Everyone - Engineers Are AmazedNew Energy Breakthrough From China Is Shocking Everyone - Engineers Are Amazed
This week, Ray Dalio explains why markets shrug off wars and why this time might be different. And, why are AI executives warning about the dangers of systems they are simultaneously racing to build?
Plus, China’s massive investments in energy infrastructure are increasingly shaping the global competition for artificial intelligence leadership and industrial power.
Later, can New York remain attractive to businesses and young workers while raising taxes to close a growing budget shortfall?
President Trump heads home after a high-stakes summit with Xi Jinping as Iran, Taiwan and U.S.-China tensions take center stage. Gordon Chang reacts to the meeting and warns Taiwan remains a critical test for America.
U.S. President Donald Trump flies home from Beijing after a two-day summit that delivered scant details on trade and no breakthrough on the Strait of Hormuz.
Fed chair Jerome Powell's eight-year tenure ends today as Kevin Warsh inherits a divided committee.
And UK Prime Minister Keir Starmer faces a mounting leadership challenge as Manchester Mayor Andy Burnham moves closer to a leadership run.
Flanked by 17 CEOs from major American corporations, #Trump is making his high-stakes visit to China largely about trade.
But does he hold the cards — or does China? Stefan Grobe breaks it down on #EuropeToday
Chinese stocks hit 11-year highs and the yuan reaches a three-year peak against the dollar ahead of a Trump-Xi summit later this week, with above-forecast export growth and China's highest producer price inflation in more than three years potentially strengthening Beijing's hand at the table.
Oil climbs back above $104 a barrel after Trump called Iran's response to U.S. peace proposals "totally unacceptable."
Today’s recommended read: https://www.reuters.com/commentary/ho...
“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.
China’s first trade shock hit the United States after it joined the WTO in 2001, hollowing out parts of American manufacturing.
Now a new wave of Chinese exports is reshaping global trade with Europe increasingly in the crosshairs. We travel to Bavaria in Germany to see firsthand how local auto manufacturers are facing headwinds from China, and get analysis from economists David Autor and Stephanie Flanders on whether the ‘second China shock’ will echo the past or unfold very differently.
“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.
China’s latest breakthrough—a new AI chip manufacturing plant operating beyond U.S. export controls—signals a dramatic shift in the global semiconductor landscape. This video dives into how Huawei, once cut off from essential Western technology and partnerships, has redefined the future of AI with its self-sufficient chip facility and strategic partnership with SMIC.
Explore the unveiling of the Ascend AI processor family, featuring the powerful Phoenix neural core and MindSpore framework, offering unmatched efficiency and independence from American software ecosystems. Discover how China’s vertically integrated semiconductor supply chain and indigenous advancements threaten traditional Western dominance, reshape global power dynamics, and spark a new era of innovation and competition. Like and share if you find these insights eye-opening!
Royal Gold is a BUY for Danelfin AI. We highlight every week a stock with a high win rate track record.
Every week, we highlight a stock with a high average win rate for its BUY signals (70% or above after 3 months since 2017), and which is currently rated as a BUY or Strong BUY by Danelfin AI.
CNBC Marathon covers the changing U.S. business landscape as Chinese firms continue to influence food and drink, entertainment and artificial intelligence.
Luckin Coffee, the chain that quickly overtook Starbucks in China, has opened its first U.S. locations in New York City. While the company, founded in 2017, is expected to expand rapidly, it has already lived through a major fraud scandal and bankruptcy in its home market. So now the question is: can it pose a real risk to major domestic coffeehouse chains like Starbucks? Watch the video to learn about how Luckin Coffee is taking on the U.S.
Duanju, the Chinese term for micro dramas known for wild plots and vertical, bite-sized videos, made headlines in China in 2024 as the industry surpassed the country's box-office revenue for the first time. The short-format videos, which typically consist of episodes ranging from 90 seconds to two minutes long, initially gained popularity in China after capitalizing on the short-form video trend from other short-video apps in the country. And it now has its sights set on the U.S. entertainment industry.
Silicon Valley is now reckoning with a technique in AI development that could upend the leaderboard. Distillation is the idea that a small team with virtually no resources can make an advanced AI model by extracting knowledge from a larger one. While the Chinese AI startup DeepSeek didn’t invent the method, its use of the technique roiled the stock market and woke the AI world up to its disruptive potential. Distillation is now enabling less-capitalized startups and research labs to compete at the cutting edge faster than ever before. DeepSeek’s breakthroughs also ushered in the rise of a new open-source order, based on a belief that transparency and accessibility drive innovation faster than closed-door research. That combination -- distillation’s newfound traction and open-source’s rise in popularity -- is deadly for the competitive edges that the biggest AI players had. This video also includes Bosa’s full interview with Glean CEO Arvind Jain.
From coffee to AI to bite-sized dramas, Chinese companies are making bold moves in U.S. markets. This CNBC marathon digs into how Luckin Coffee is challenging Starbucks, micro dramas aim to captivate American viewers, AI startup DeepSeek uses “distillation” to disrupt Silicon Valley’s biggest players and where their respective industries go from here.
US cuts China tariffs after Donald Trump met Xi Jinping in South Korea, after China agreed to buy US soybean, remove rare earths export curbs, and crack down on fentanyl trade.
Elena Casas explains the top market moving news of the day.
Scientists from China’s Peking University have created a superfast analogue chip that can solve complex maths problems for advanced scientific tasks and artificial intelligence (AI), using less power than conventional computing. Post China reporter Victoria Bela has more details about the device, which was introduced in a paper published in October 2025.
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Michael Silver, American Elements CEO and chairman, joins 'Squawk Box' to discuss the global supply chain for rare earth minerals, state of U.S.-China rare earths battle, impact of China's export controls, and more.
LVMH sales unexpectedly returned to growth in the third quarter as shoppers splurged on Moët & Chandon Champagne and Dior perfumes.
The world’s largest luxury group, led by billionaire Bernard Arnault, has endured an extended pullback, particularly in China, which had long been a driver of growth. In a positive sign for the company and the wider luxury industry, LVMH’s sales in the region that includes China rose 2% last quarter, after dropping by 9% in the first half. Bloomberg's Angelina Rascouet reports.
