The Brutalist Report

• Financial Times report suggests chip smugglers shifted an alleged $1 billion worth of Nvidia's AI chips to China over the course of 3 months while stricter US export controls were in effect [58d]
• Goldman Sachs Starts Amkor (AMKR) at Neutral Amid Stable Semi Cycle and China Tailwinds [58d]
• JPMorgan, Bank Of America Subpoenaed Over IPO Of China's CATL [58d]
• Trump administration threatens to shut TikTok down if it cant make a deal with China [58d]
• RollsPack launches new manufacturing facility in Huai’an, China [58d]
• LVMH Sales Fall Again After Demand Slumps in Japan, China [58d]
• A billion dollars' worth of Nvidia chips fell off a truck and found their way to China, report says [58d]
• Remy Cointreau sales rise, profit view lifted on China tariff deal [58d]
• Loop Capital Bullish on Cadence (CDNS) Amid China Licensing Delays [58d]
• BofA Raises NVIDIA (NVDA) Price Target on China Sales Outlook [58d]
• Oil prices dip to settle at 3-week low on US and China economic concerns [58d]