Nvidia CEO Huang’s Outing Heats Up Korea’s Fried Chicken Stocks

Chinese stocks are poised to end a five-month bull run, marking their first monthly loss since April. This shift comes as investors grow cautious amid ongoing US-China tensions and concerns about the struggling economy. The change in sentiment highlights the fragility of the market, reminding us how quickly optimism can turn to caution.

Trump's recent trade deal with Korea has sparked renewed worries about potential currency flight, which could destabilize the economy. This situation is significant as it raises questions about the long-term impacts on trade relations and financial stability, highlighting the delicate balance between economic policy and international relations.

Nvidia has made headlines by becoming the first company to achieve a staggering $5 trillion market value, a significant milestone that reflects its transformation from a chip maker to a leader in the artificial intelligence sector. This achievement not only highlights Nvidia's innovative prowess but also signals a shift in the tech industry, emphasizing the growing importance of AI. Bank of America has responded to this development by adjusting its stock price outlook for Nvidia, indicating strong confidence in the company's future prospects.

Nvidia is set to invest up to $1 billion in the AI startup Poolside, according to Bloomberg News. This significant investment highlights Nvidia's commitment to advancing artificial intelligence technologies and supporting innovative startups in the field. By backing Poolside, Nvidia aims to enhance its portfolio and strengthen its position in the rapidly evolving AI landscape, which is crucial for future technological advancements.

Nvidia has announced plans to invest up to $1 billion in the AI startup Poolside, marking a significant move in the tech industry. This investment highlights Nvidia's commitment to advancing artificial intelligence technologies and supporting innovative startups. By backing Poolside, Nvidia aims to enhance its portfolio and drive further growth in the AI sector, which is increasingly becoming a focal point for tech advancements.

In a significant development, the US and China have agreed to a one-year truce, easing tensions in trade relations. The US has cut the fentanyl tariff and extended a truce on reciprocal tariffs, while China has resumed soybean sales and rare-earths flows. This cooperation is crucial as it highlights the interdependence of the two largest economies in the world. President Trump mentioned discussions with Xi Jinping regarding Nvidia's access to China, indicating ongoing dialogues that could shape future tech trade. This truce not only benefits both nations economically but also sets a positive tone for international relations.

Airline stocks have taken a significant hit as a potential government shutdown looms, raising concerns about travel disruptions. This situation is critical because it not only affects the financial stability of airlines but also impacts travelers who may face delays and cancellations. With the travel industry still recovering from previous challenges, this shutdown could exacerbate existing issues, making it a crucial moment for both airlines and passengers.

CoreWeave is making waves in the AI cloud industry by turning GPU scarcity into a lucrative business model. Backed by Nvidia, they offer a comprehensive solution that combines capacity, software, and support for customers needing high-performance AI on demand. This innovative approach not only addresses the growing demand for AI resources but also positions CoreWeave as a key player in a billion-dollar market, highlighting the importance of adaptability in technology.

The Trump administration's hesitance to lower fentanyl-based tariffs on China highlights a significant tension in U.S.-China trade relations. This reluctance not only affects economic ties but also has broader implications for public health and international cooperation on drug-related issues. Understanding these dynamics is crucial as they shape future policies and negotiations.

Chinese President Xi Jinping is set to meet with leaders from Canada and Japan following a recent trade truce with the United States. This meeting is significant as it highlights China's efforts to strengthen its trade relationships in the face of ongoing global economic challenges. By engaging with these nations, Xi aims to foster cooperation and stability in international trade, which could lead to beneficial agreements for all parties involved.

Anduril has opened a new factory in Australia dedicated to the production of its innovative undersea drones, known as 'Ghost Shark.' This development is significant as it not only boosts local manufacturing but also enhances Australia's defense capabilities in underwater surveillance and operations. The move reflects a growing trend of investing in advanced technology to address national security challenges.

SK Innovation's Q3 2025 earnings call revealed a significant rise in profits, attributed to strategic shifts within the company. This positive trend highlights the effectiveness of their recent initiatives and positions them well for future growth. Investors and stakeholders will be keen to see how these changes continue to impact the company's performance moving forward.

Vale has reported a significant increase in its Q3 profits, driven by higher production levels of iron ore and copper. This is a positive sign for the mining giant, as it not only reflects operational efficiency but also positions the company favorably in a competitive market. Additionally, Vale has adjusted its cost guidance, indicating a proactive approach to managing expenses while capitalizing on rising commodity prices.

Japan's finance minister has issued a warning about the recent volatility in foreign exchange markets following a significant plunge in the yen's value. This situation is concerning as it can impact Japan's economy, affecting imports, exports, and overall financial stability. The minister's remarks highlight the government's commitment to monitoring the situation closely and taking necessary measures to stabilize the currency, which is crucial for maintaining economic confidence.