If the meeting is postponed, it could signal to investors that the war will drag on longer than expected

Trump asked to postpone meeting with Xi Jinping over war. How does this threaten stocks?

Knowledge Atlas Technology Joint Stock Company Limited

Minimax-wp

Alibaba Group Holding Limited

Tencent Holdings Limited

Baidu, Inc.

SenseTime Group Inc.

iFLYTEK CO.,LTD

A few years ago, the actions of Chinese AI developers were perceived as an attempt to catch up with American competitors. But now it is already a separate center of power: according to the latest data from Stanford University, China <a href="https://hai.stanford.edu/assets/files/hai_ai_index_report_2025.pdf">ranks</a> first in terms of the citation rate of AI publications. Beijing's official goal is to <a href="https://www.morganstanley.com/insights/articles/china-ai-becoming-global-leader">become the</a> world leader in AI by 2030. Roman Lukyanchikov, analyst at Freedom Broker, has written about how investors can bet on the growth of the Chinese AI sector.

China wants to become a leader in AI and is willing to spend billions. How to capitalize on it

AIA Group Limited

XPeng Inc.

According to the Nikkei consensus forecast, China's real GDP is expected to grow by 4.5% in 2026

China has lowered its GDP growth target to a historic low. Why is this good for stocks?

Airbus SE

The Boeing Company

Airbus warns of a sharp rise in geopolitical risks at the start of 2026 and urges employees to prepare for an "unprecedented number of crises" period. Company executives point to a deteriorating external environment, trade conflicts and the need to be prepared for changing conditions. Analysts say the risks for Airbus are higher than for its U.S. rival Boeing, but remain positive on the European aircraft maker's shares.

Airbus urged to prepare for new crises. Why are its risks higher than Boeing's?

NVIDIA Corporation

Chinese authorities may oblige local businesses to buy AI chips domestically, sources tell Information

China demanded tech companies halt orders for Nvidia chips - media outlet

In which regions of the world should investors look out for flocks of "black" and "gray" swans?

What political events investors should watch out for in 2026

Intel Corporation

Nvidia shares jumped 4% in trading on December 19 thanks to two positive news. The U.S. authorities approved the company's investment in U.S. processor maker Intel in the amount of $5 billion. In addition, the White House began considering documents that will allow Nvidia to resume supplying China with its AI chips, Reuters has learned. Nvidia's securities remain attractive to investors because they are relatively cheap, Bernstein said.

Nvidia shares are up 4%. Why does Bernstein think they are still attractive?

The H200 is the second most powerful chip in the Nvidia lineup available to customers

Nvidia may increase production of H200 AI chips amid strong demand in China - Reuters

The U.S. Department of Defense has concluded that Chinese e-commerce leaders and AI developers Alibaba Group and Baidu, as well as carmaker BYD and five other companies from China, should be included in a list of organizations assisting the Chinese military. That's according to a letter to Congress sent by the Defense Department about three weeks before Presidents Donald Trump and Xi Jinping met Oct. 30 in South Korea, where the leaders agreed on a package of measures that included lowering duties and temporarily suspending some export restrictions.

Pentagon wants to blacklist Alibaba and BYD as Chinese companies - Bloomberg

A breakthrough quarter, getting a third of all cloud providers' investments in AI, record revenue growth, and future growth drivers - what analysts are writing ahead of Nvidia's third-quarter reporting.

A divided market and bank optimism: Wall Street prepares for Nvidia report 

Amazon.com, Inc.

Microsoft Corporation

SoftBank Group Corp.

SoftBank shares continue to get cheaper after the Japanese holding company announced it is selling its entire stake in Nvidia. Amazon and Microsoft supported a bill that would strengthen export restrictions on Nvidia. On these and other topics - in our review of key events by the morning of November 14.

The main things for the morning: SoftBank collapse, Microsoft and Amazon against Nvidia, bitcoin below $97k.

The bank recommended that investors in Chinese securities prioritize protective instruments