Corporate America’s Newest Activist Investor: Donald Trump

The president is demanding government stakes in U.S. companies and cuts of their revenue. Experts see some similarities to state-managed capitalism in other parts of the world.

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Nvidia’s Jensen Huang in Talks With China to Allay Security Fears Over A.I. Chips

Jensen Huang said he was “surprised” by questions about his company’s chips, given China’s eagerness to acquire them for advanced A.I systems.

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Investors Expect Nvidia’s Earnings to Move the S&P More Than Powell’s Speech

When Nvidia, the chip producer, reports earnings next week, investors expect the S&P 500 to have a bigger reaction than when the Fed chair delivers a big speech on Friday.

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Is the A.I. Sell-off the Start of Something Bigger?

A sharp drop in technology stocks, and even comments by OpenAI’s Sam Altman, suggest investors are getting too exuberant about artificial intelligence.

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Trump May Further Redefine U.S. Capitalism With an Intel Move

The White House’s deliberations about taking a stake in Intel could upend the technology sector — and further redefine how Washington deals with business.

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GPT-5 Backlash + Perplexity C.E.O. Aravind Srinivas on the Browser Wars + Hot Mess Express

“I think this was a growing up moment for OpenAI and the industry.”

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Trump’s Pay-for-Play Chips Deal May not Be the Last

The Trump administration’s unorthodox Chinese export pact with Nvidia and Advanced Micro Devices is worrying trade experts.

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Trump Has Made Himself Commander in Chief of the Chip Industry

President Trump has become the semiconductor sector’s leading decision maker, from new fees on exports to China to a brief demand for a C.E.O.’s firing.

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Gaming Out the Price of a Trump Trade Deal With China

President Trump again delayed higher tariffs on Chinese goods. But his recent moves on computer chips have stoked fears he’s willing to give too much to reach an accord.

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Tariffs on China Set to Rise Sharply Tuesday if No Deal Is Reached

President Trump has yet to formally sign off on an agreement to extend an economic cease-fire with China.

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