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Has Donald Trump just helped China get ahead in the AI race?

Trump is the wildcard that could blow up AI

The ultimate fate of the technology that promises to transform the world looks to be in the hands of an erratic president.

  • Stephen Bartholomeusz

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Markets are eagerly awaiting the latest results from Nvidia, which will drop after the closing bell in New York.

Tech stocks take ASX to fresh record as Nvidia soothes AI fears; Qantas dives

The Australian sharemarket has extended its rally after the US chipmaker at the heart of the AI revolution posted results that beat expectations.

  • Staff reporter
The ASX hit an intraday high on Thursday.

ASX rises as banks and miners jump, while Wesfarmers falls

The Australian sharemarket hit a new high on a bumper day for the reporting season.

  • Staff reporter
Amazon’s decision to cut jobs spooked those investors who worried that the cost-cutting exercise was needed to raise mega funds for AI.

Robots, redundancies and runaway spending: Not all AI hits the mark

Amazon’s decision to cut jobs spooked investors who worried that cost-cutting was needed to raise funds for AI.

  • Elizabeth Knight
Supporters of ousted Venezuelan President Nicolás Maduro burn a US flag in Caracas.

Why Trump’s jackboots and AI’s trillions won’t shake giddy investors

The financial markets have passed two crucial tests barely a week into the new year.

  • Colin Kruger
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada, US, on Tuesday, Jan. 6, 2026. Siemens and Nvidia announced an expansion of their strategic partnership to develop industrial and physical AI solutions to bring AI-driven innovation to industrial workflow. Photographer: Bridget Bennett/Bloomberg
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  • AI

From dishwasher to world’s ninth-richest man: Nvidia boss faces his future

Jensen Huang has a simple lesson from running the world’s most valuable company: “Don’t get fired, and don’t get bored”.

  • David Swan
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Ji Jinping Steel and iron ore have long been training grounds for ambitious Communist Party officials, and CMRG’s leaders have direct reporting lines to the top.

Trump may have just helped turbocharge China’s military

The US president’s decision to approve previously banned exports of Nvidia’s powerful AI chips to China could have unintended consequences.

  • Karishma Vaswani
Donald Trump loves to turn international negotiations into transactions.

Trump loves a deal, but these two are not going to plan

Donald Trump is obsessed with the notion that he is the ultimate dealmaker. He may need to rethink that.

  • Stephen Bartholomeusz
The price of gold has skyrocketed this year.

From AI to Bitcoin: These five trends will dominate markets in 2026

Gold and silver will keep their lustre, but can Bitcoin become their digital equivalent?

  • Billy Leung
Google’s rise in AI is rocking its rivals.

It’s a Code Red moment for the dominant AI players

Google’s latest chatbot and AI chip are a threat to Nvidia and OpenAI’s dominance.

  • Stephen Bartholomeusz