The U.S. and EU agreed on a trade deal last month 

Pharmaceuticals, chips and autos: US and EU clarify terms of trade deal

NVIDIA Corporation

Trump allows sales of more powerful Nvidia chips in China, but regulatory approval in question

Nvidia is developing a new chip for China. How is the company trying to win back an important market?

It's up 20% since the trade war was declared in April 

China's stock index has hit a ten-year peak. What's behind it?

Broadcom Inc.

Advanced Micro Devices, Inc.

U.S. President Donald Trump, speaking to reporters on Friday aboard Air Force One, suggested that duties on U.S. semiconductor imports could rise by up to 300%, Bloomberg <a href="https://finance.yahoo.com/news/trump-says-semiconductor-tariffs-coming-125909996.html">reports</a>.

Trump says chip duties could reach 300%. Nvidia and AMD shares fell

Retail sales in the United States in July increased by 0.5% compared to June, the Census Bureau <a href="https://www.census.gov/retail/sales.html">reported</a>. The result matched analysts' expectations.

US retail sales in July rose in line with expectations 

Baidu, Inc.

Alibaba Group Holding Limited

JD.com, Inc.

Hedge fund founder Ray Dalio has championed investments in China for years, but this summer he sold his remaining stake and resigned from the board of directors

Bridgewater exited $1.5 billion in Chinese stocks, selling Alibaba, Baidu and JD.com

US President Donald Trump has signed an executive order that extends until November 9 the deadline for imposing increased customs duties on imports of goods from China, The Wall Street Journal and The Washington Post <a href="https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-08-11-2025/card/trump-delays-higher-china-tariffs-SjRQOTlHKicacRQO8g4n?mod=article_inline&amp;adobe_mc=MCMID%3D44244154884319717072836332903417302254%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1754940682&amp;_gl=1*1q0aq66*_gcl_au*NDU0NzI1ODQ2LjE3NTI1MDI5NDA.*_ga*NjgyMzI0NjE5LjE3MTE2OTIyMDI.*_ga_K2H7B9JRSS*czE3NTQ5MzYxMjkkbzExNSRnMSR0MTc1NDk0MDUyOSRqMzQkbDEkaDMwNzgzOTY1MQ..">wrote </a>, citing a White House official.

Trump extends 90-day deadline for raising duties on China - media outlet

Shares of both chipmakers fell in trading on Aug. 11

'Undercover racket': what Wall Street is saying about Nvidia and AMD's deal with the US

Demand for protective assets will continue to rise amid growing uncertainty surrounding U.S. gold supply, Wall Street believes


Gold bars hit by U.S. duties. Futures soared to a new record high


Small caps are again the spotlight, but not because they are outperforming. According to Refinitiv Lipper data as of August 4, investors have pulled $94.7 billion from U.S. small-cap funds since the start of the year, including $47.3 billion in July alone – the largest monthly outflow in 5 years. That figure also far exceeds the total for the second quarter, when withdrawals reached $30.3 billion, the highest quarterly outflow since 2020. Despite occasional rallies, small caps have trailed large caps by a wide margin. In the first seven months of the year, the S&amp;P 500 rose about 6.5%, while the Russell 2000 fell roughly 1.0%.

Small-cap ETFs see biggest outflow in 5 years in July: Why not to shun the segment

Apple Inc.

New investment could soften White House criticism over Apple assembling iPhones in India, analysts say

'Cook extends an olive branch to Trump': Apple to announce new investment in US

The Kraft Heinz Company

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

Oil prices fell in early trading after OPEC+ agreed another significant production increase for September. A sharp drop in tourist spending in Japan and Europe hit sales of luxury brands. China unexpectedly imposed an interest income tax on government and bank bonds, spurring a sell-off in the debt market. Buffett recognized a $3.8 billion loss on Kraft Heinz, one of his biggest disappointments in decades. On these and other topics - in our review of key events for the morning of August 4.

Trade war