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Global Trade News 19 September 2025 - 9 November 2025

Nvidia’s $5 Trillion Milestone: AI Boom Propels NVDA Stock to New Heights

NVDA Stock Before the Bell (Nov 10, 2025): China Curbs, TSMC Supply, New AI Cloud Deals, and Earnings Countdown

NVIDIA (NASDAQ: NVDA) opens the new week after a volatile stretch for AI-linked shares, with fresh U.S.–China restrictions in focus, CEO commentary on supply and demand, and a firm earnings date just ahead. Here are the key things to know before the U.S. market opens on Monday, 10 November 2025. Last close and recent tape action• NVDA finished Friday, Nov 7, at $188.15 after a choppy week for mega-cap tech and semis. Sector-wide risk-off into the weekend left AI bellwethers collectively softer. Nasdaq+1 What could move NVDA at today’s open (Nov 10, 2025)• Any overnight headlines on U.S.–China chip policy
9 November 2025
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Next-Gen GPU Showdown: Nvidia RTX 50-Series vs AMD RX 9070 XT vs Intel Arc B580

China Slams the Door on Foreign AI Chips — and Dangles ‘Half‑Price’ Power for Homegrown Silicon: What It Means for Nvidia, AMD, Alibaba and the AI Arms Race

Key facts (Nov 5, 2025 and the last few days) What happened — and why it matters Beijing’s new line in the sand. China has issued guidance requiring any AI data center that receives state funding to deploy only domestic AI chips. Officials have told data centers that are less than 30% complete to rip out foreign accelerators or cancel pending procurements. Projects further along will be reviewed case‑by‑case. The directive, described by sources to Reuters, is among China’s most assertive steps to localize critical compute amid on‑off trade tensions and export controls with Washington. Reuters Who’s covered. The order
5 November 2025
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Car Factories on the Brink: Chip War Crisis Forces Eleventh-Hour Trade Truce

Car Factories on the Brink: Chip War Crisis Forces Eleventh-Hour Trade Truce

Background: Dutch Takeover Spurs Chinese Backlash Nexperia is a major producer of so-called “mature node” semiconductors – basic but ubiquitous components like diodes, transistors and voltage regulators used in cars and consumer electronics reuters.com. Originally part of Philips, Nexperia was sold in 2017 to Chinese investors and later fully acquired by Wingtech Technology, a Shanghai-listed electronics firm investing.com investing.com. For years this arrangement flew under the radar, but rising geopolitical frictions set the stage for conflict. In December 2024, the U.S. Commerce Department placed Wingtech on its Entity List, accusing it of aiding China’s efforts to acquire sensitive chip capabilities
1 November 2025
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CAR FACTORIES ON THE BRINK: China-Dutch Chip Clash Sparks Global Auto Crisis – Trade Deal Offers Hope

CAR FACTORIES ON THE BRINK: China-Dutch Chip Clash Sparks Global Auto Crisis – Trade Deal Offers Hope

What’s Going On with Nexperia and China Nexperia is a Dutch semiconductor firm (spun out from Philips) that makes mature power-control chips (diodes, transistors, MOSFETs) used ubiquitously in cars and electronics ts2.tech reuters.com. In late September 2025 the Dutch government invoked emergency powers, taking over Nexperia and ousting its China-appointed CEO on national-security grounds. The move was triggered by U.S. pressure (Wingtech, Nexperia’s Chinese owner, was blacklisted) and fears that Nexperia’s technology might transfer to China reuters.com reuters.com. Beijing quickly retaliated. On Oct 4 China’s commerce ministry issued an export ban blocking Nexperia’s China factories from sending chips abroad ts2.tech
1 November 2025
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Dow Dips as Fed Fears Slam Tech Stocks – Hot Economic Data Rattles Wall Street (Sept 25, 2025)

Powell’s Hawkish U-Turn and Trump–Xi ‘Mini-Deal’ Leave S&P 500 Futures on Edge

Market Analysis S&P 500 futures hovered near their recent highs on Thursday as Wall Street digested a tug-of-war between dovish Fed policy and new uncertainties. Early Oct 30 trading showed futures almost unchanged, mirroring Wednesday’s close around 6,890.59 reuters.com. Markets had rallied into Wednesday, with the Nasdaq hitting a fresh peak and the S&P near its own record, on hopes the Fed would continue cutting rates and on positive tech news. But Fed Chair Jerome Powell’s press conference after the Oct 29 meeting cooled those hopes. At the Federal Open Market Committee (FOMC) meeting Oct 29, the Fed delivered a
30 October 2025
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Applied Materials (AMAT) Stock Near Record Highs on AI Chip Boom – Can the Rally Survive China Curbs?

Applied Materials (AMAT) Stock Near Record Highs on AI Chip Boom – Can the Rally Survive China Curbs?

What to Know Before Markets Open on October 20, 2025 Stock Price and Recent Performance 📈 Applied Materials’ stock has been on a tear in October, climbing to levels not seen in over a year. As of October 19, 2025 (last market close Oct. 17), AMAT traded around $225/share, just shy of its 52-week high (~$232 intraday) investing.com investing.com. The stock is up approximately 15% year-to-date and a remarkable 50%+ in the past six months, far outpacing the broader market investing.com. Recent action has been especially volatile: shares jumped over 4% on Wednesday alone, then essentially flatlined Thursday near record
19 October 2025
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BMW’s Profit Warning Shocks Markets – Tariffs and China Slowdown Spark Stock Slide

BMW’s Profit Warning Shocks Markets – Tariffs and China Slowdown Spark Stock Slide

BMW Lowers Forecast Amid China Slowdown and Tariff Setback BMW AG stunned investors this week by issuing an ad-hoc profit warning and cutting its financial guidance for 2025. Late on Tuesday (Oct 7), the Munich-based luxury automaker announced that its profit before tax will likely decline slightly this year – a reversal from its earlier pledge of keeping earnings flat versus 2024 reuters.com. Just hours after reporting a rise in Q3 vehicle deliveries, BMW admitted it must dial back expectations for profitability in light of mounting challenges sueddeutsche.de. In an official statement, the company trimmed its Automotive segment’s expected EBIT margin to 5–6% (down from the prior 5–7%
9 October 2025
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Oil, Gold, and Coffee Soar as Supply Shocks and Safe-Haven Rush Roil Commodities Markets

Oil, Gold, and Coffee Soar as Supply Shocks and Safe-Haven Rush Roil Commodities Markets

Energy Commodities: Oil & Gas Oil markets saw a sharp upswing over the past two days. On Tuesday, Brent crude rallied 1.6% to $67.63/barrel and WTI to $63.41 as news broke that Iraq’s Kurdistan export pipeline remains offline, stalling an expected restart reuters.com reuters.com. Traders had “sold off on reports of a Kurdistan deal, and the lack of a deal has now taken those barrels out of the market,” noted Phil Flynn of Price Futures reuters.com. This reversal snapped a four-session losing streak for oil and calmed oversupply fears by effectively removing ~230,000 bpd of anticipated supply from markets reuters.com
24 September 2025
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Satellite Revolution: AD Ports Group’s LEO Connectivity Transforms Global Shipping

Satellite Revolution: AD Ports Group’s LEO Connectivity Transforms Global Shipping

Introduction AD Ports Group – the Middle East’s logistics and port powerhouse – is literally reaching for the stars in its latest digital transformation effort. In September 2025, the company began a phased rollout of Low Earth Orbit (LEO) satellite connectivity across all its operations thearabianpost.com. This bold initiative equips AD Ports Group’s entire fleet of ships and its vast network of seaports with high-speed internet beamed from constellations of satellites orbiting only a few hundred kilometers above the Earth. The goal is simple but game-changing: to create a fully connected maritime ecosystem, where data flows instantly from ship to
19 September 2025
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