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Applied Materials Beats Q4, Lifts Outlook as China Curbs Darken 2026

Investors are focusing on tighter U.S. export rules that will curb China sales in 2026.

China Grants Rare Earth Licenses to U.S. Automakers as India Pushes Domestic Production

Nvidia Q1 Revenue Jumps 69% on AI Demand, Warns of $8B China Export Hit