Today: 5 November 2025
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China

Space Junk Gold Rush: Inside the 2025–2032 Race to Clean Up Earth’s Orbit and Cash In on Sustainability

Space Junk Scare: China Delays Shenzhou‑20 Return After Suspected Debris Strike — What It Means for Astronaut Safety, Markets and the Space Race

Key facts (updated Nov. 5, 2025): What happened and what we know China’s Manned Space Agency (CMSA) said Shenzhou‑20’s return, originally scheduled for Wednesday, Nov. 5, is postponed after the spacecraft was “possibly hit by tiny bits of space debris.” An impact analysis and risk assessment are in progress; no revised landing time has been announced. Reuters The outgoing Shenzhou‑20 crew has already completed a handover with the newly arrived Shenzhou‑21 team aboard the Tiangong space station. The in‑orbit changeover took place earlier this week, and both ships remain docked as engineers evaluate Shenzhou‑20’s condition. spacepolicyonline.com Why this is significant
5 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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NIO Stock Rollercoaster: Record EV Sales, Lawsuit Shock, and What’s Next for the Tesla Rival

China’s “Tesla Killer” NIO Stock Skyrockets (Or Crashes): Record Deliveries, Global Push & Lawsuit Drama

Key Facts: NIO (NYSE:NIO) stock is trading around $7.25 on Nov 1, 2025 reuters.com, up roughly 50% year-to-date ts2.tech. Its 52-week range is about $3.02–$8.01 reuters.com. In late October 2025, NIO set a new delivery record of 40,397 EVs in October (a 92.6% YoY gain) globenewswire.com, pushing 2025 year-to-date deliveries to 241,618 (+41.9% YoY) globenewswire.com. Q3 2025 deliveries also hit an all-time high of 87,071 units (+40.8% YoY) ts2.tech. A surprise lawsuit by Singapore’s GIC on Oct 16, 2025, alleging inflated revenue, sent NIO shares plunging ~10% intraday (to about $6.30), though NIO denied the claims ts2.tech. By late October
1 November 2025
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China’s Soybean Buying Spree After Trade Truce Thrills Farmers, Shakes Markets

China’s Soybean Buying Spree After Trade Truce Thrills Farmers, Shakes Markets

Trade Truce Revives Soybean Trade After years of fraught trade relations, Washington and Beijing reached a breakthrough at a summit in Busan, South Korea on October 30, 2025. U.S. President Donald Trump and China’s President Xi Jinping agreed to a one-year pause in their tariff war – a deal that included major agricultural commitments. Both leaders hailed an “amazing” meeting as they shook hands on a U.S.-China trade truce ts2.tech. Under the accord, China pledged to resume buying U.S. soybeans and energy (after a long halt), while the U.S. agreed to scale back some tariffs ts2.tech. Notably, Beijing said it
31 October 2025
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Boqii (NASDAQ: BQ) Stock Explodes 462% on October 30: The Chinese Pet E-Commerce Craze Fueling the Surge

Boqii (NASDAQ: BQ) Stock Explodes 462% on October 30: The Chinese Pet E-Commerce Craze Fueling the Surge

Summary: Boqii Holding (NASDAQ: BQ) – a Shanghai-based online pet supplies retailer – saw its stock skyrocket on Oct. 30, 2025. Shares closed around $44.61 on Oct. 30 (up ~462% from the prior day) investing.com after trading in the single digits days earlier. This sudden rally comes amid high trading volumes and news of the company’s expanding pet products ecosystem. Boqii has clarified the move (no undisclosed material news) ir.boqii.com, but investors are buzzing. Key facts: Boqii’s market cap hit roughly $142 million during the rally stockanalysis.com, its 2024 revenue was ~CNY 468.9M (~$64.6M) (down 33.9% YoY) with a net loss
30 October 2025
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China–Russia Mega Trade Deal Jolts Markets: Stocks React to New Pact

China–Russia Mega Trade Deal Jolts Markets: Stocks React to New Pact

New China–Russia Trade Agreement China and Russia have upped their economic partnership with a new set of agreements. In late October 2025 Beijing and Moscow announced that they would “push for a stable expansion of two-way trade with an optimized structure” en.people.cn. Commerce Minister Wang Wentao and Russia’s economic minister Reshetnikov co‑chaired a subcommittee meeting on Sept. 28, where they agreed to deepen cooperation in areas from digital services to infrastructure. Most notably, President Putin signed (Oct. 27) the law ratifying an updated Bilateral Investment Treaty with China russiaspivottoasia.com. This overhaul — originally agreed in May — strengthens legal protections
30 October 2025
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New AI Fighter Jet X-BAT Aims to Outsmart China’s First-Strike Threat

New AI Fighter Jet X-BAT Aims to Outsmart China’s First-Strike Threat

China’s Runway-Busting Threat U.S. analysts warn that China’s military doctrine emphasizes crippling U.S. airpower on the ground. The People’s Liberation Army has deployed thousands of long-range precision missiles (including anti-ship “carrier killer” DF-21D/DF-26 missiles) to hit U.S. carriers and Pacific airfields foxnews.com. “They’ve basically said, ‘We’re not going to compete stealth-on-stealth in the air — we’ll target your aircraft before they even get off the ground,’” explains Armor Harris, Shield AI’s VP of Aircraft Engineering foxnews.com. Indeed, modern air wars often begin by striking runways or airbases (Israel’s strike on Iran’s airfields, or Russian strikes on Ukrainian runways) to prevent
27 October 2025
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Wall Street Hits Record Highs as Tech Stocks Soar and Shutdown Worries Melt

Wall Street Rockets on China Trade Deal News – Here’s What’s Fueling the Rally

Stocks Surge on U.S.-China Trade Optimism Global stocks opened sharply higher as U.S. and Chinese negotiators reported progress on a trade agreement reuters.com. On Sunday, officials “hashed out the framework of a trade deal” for Presidents Trump and Xi to decide on later this week reuters.com. U.S. Treasury Secretary Scott Bessent said the talks achieved a “very substantial framework” that could avert punitive tariffs ts2.tech. Chinese negotiator Li Chenggang echoed the upbeat tone, saying both sides reached a preliminary consensus ts2.tech. With fears of a renewed trade war easing, U.S. stock futures surged. According to Reuters, Nasdaq futures rose ~1.4%
27 October 2025
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Battle of the EV Charging Standards: Tesla’s NACS vs. CCS2 vs. CHAdeMO – Who Will Rule the Roads in 2025?

Tesla Could “Cease to Exist” in 10 Years, Ex-Stellantis CEO Warns Amid Chinese EV Surge

Tavares’ Shocking Tesla Prediction Carlos Tavares, who led auto giant Stellantis until late 2024, has delivered a grim warning about Tesla’s future. In an interview with French newspaper Les Echos (cited by Fortune), Tavares predicted that Tesla could “abandon the auto business” and possibly cease to exist within the next 10 years livemint.com livemint.com. He suggested Tesla’s famed CEO, Elon Musk, might eventually walk away from car manufacturing to refocus on his other ventures – from humanoid robots to SpaceX and artificial intelligence livemint.com. “We can’t rule out that at some point, he’ll decide to leave the automotive industry to
26 October 2025
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SpaceX’s Starship Triumph Sparks Moon Race 2.0 with China – Stocks Take Off

SpaceX’s Starship Triumph Sparks Moon Race 2.0 with China – Stocks Take Off

NASA’s Artemis Program and SpaceX’s Starship NASA’s Artemis program is revving back up. After Artemis II (crewed lunar flyby) slips into 2026, the big prize is Artemis III – the first American moon landing since Apollo. Under the current plan, NASA will launch Orion atop an SLS rocket and then rendezvous with SpaceX’s Starship, which must carry astronauts from lunar orbit to the surface. SpaceX’s recent Flight 11 (Oct. 13) achieved most of its objectives: the Starship upper stage reached space and deployed payloads, while the Super-Heavy booster performed a soft water landing reuters.com. NASA’s acting chief Sean Duffy praised the
26 October 2025
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ASML Stock Skyrockets on AI Boom – Analysts Warn China Slump Looms

ASML Stock Soars on AI Megadeals – Near Record Highs Despite China Slowdown Looming

ASML Shares Rally on AI Hopes ASML Holding N.V.’s stock continued its upward charge as of October 23, 2025, buoyed by feverish investor optimism around the AI boom. The shares rose about 1% on Thursday to roughly $1,019 by the closing bell finance.yahoo.com, rebounding after a couple days of profit-taking. This puts ASML just shy of its all-time high (~$1,059) and caps off a stunning run – the stock has surged over 30% since early September, vastly outperforming the broader chip sector reuters.com. “It’s clear that the sentiment has changed” around ASML, observed Morningstar analyst Javier Correonero ahead of the
23 October 2025
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Qualcomm (QCOM) Stock: Poised to Soar on 5G/AI, or Falling Behind? Analysts Weigh In

Qualcomm Stock’s Wild Ride: New Chip Triumphs, China Shocks, and What’s Next for QCOM

What to Know Before Markets Open on October 20, 2025 Stock Price and Recent Performance QUALCOMM’s stock price has seesawed in mid-October. It closed Friday (Oct 17) at $163.45 investor.qualcomm.com per share, down a fraction (-0.4%) on the day after a late-week pullback. This caps a volatile stretch: the stock started the week near $155 after a sharp sell-off, then rallied back roughly +6% by week’s end. Over the past five trading days, QCOM logged solid gains, essentially recovering from the prior Friday’s plunge. Year-to-date the stock is little changed (about flat, and roughly –4% from a year ago ts2.tech),
19 October 2025
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