Europe’s auto industry is preparing for production disruption within days because of China’s export restrictions on semiconductors made by Nexperia https://t.co/9wjdWjmTa7 ...

Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karmmali live from Yahoo Finance Studios in London. It's Tuesday 21st October.Coming up on the show, rare earth stocks rally after Trump signs a deal with Australia. Semiconductor stocks are in focus once again as the chip race heats up. And General Motor stock is on the surge in the pre-market.I'll tell you why. So, grab your coffee and let's own the morning. Well, let's kick off the things you need to know before the opening bell rings by taking ...

Economic Strategy & Policy Focus - China's top policymakers are creating a 5-year roadmap, focusing on economic priorities from 2026 to 2030 [1][2] - The primary goal is to transform China into a global tech leader, dominating in technologies like AI, semiconductors, robotics, and new energy [3] - There's an expectation that the 5-year plan will acknowledge the need to encourage more household consumption, potentially setting consumption growth targets at a local level [4] Economic Performance & Stimulus - Q3 economic growth came in at 48%, slightly slower than Q2, with an overall economic growth target of 5% [6] - Many economists believe that there won't be much more stimulus for the rest of the year, partly due to the Q3 economic growth number [6]

Core Insights - Cisco Systems, Inc. (NASDAQ:CSCO) is recognized as a reliable dividend stock, emphasizing its commitment to steady income growth [1] - The company is a leader in networking and communications technology, focusing on innovation and global reach while adapting to market trends [2][3] Company Strategy - Cisco has prioritized five key areas: integrating AI across product lines, expanding global presence, enhancing cybersecurity, developing data and AI infrastructure, and providing customer-centric advisory services [3] - Continuous innovation and responsiveness to market trends are crucial for Cisco's operational strategy [3] Financial Performance - Cisco has increased its dividend for 18 consecutive years, reflecting its dedication to reliable shareholder returns [4] - The current quarterly dividend is $0.41 per share, with a dividend yield of 2.43% as of October 13 [4]

Core Insights - Germanium Mining Corp. is planning a new exploration program in response to the increasing global demand for germanium and other critical metals [1][3] - The U.S. Department of Defense has initiated a $1 billion program to stockpile critical minerals, including germanium, to reduce reliance on Chinese supply chains [2] - JPMorgan Chase & Co. announced a $1.5 trillion ten-year initiative to finance industries essential to national security, including critical metals [2] - These developments highlight the strategic importance of germanium, which is vital for semiconductors, fiber optics, and clean energy technologies [3] Company Overview - Germanium Mining's Lac du Km 35 Germanium Property is located approximately 40 km east of Chibougamau, Québec, with excellent access via Highway 167 [4] - The property features the Faribault Shear Zone (FSZ), a key structural element that may connect with other mineralized zones [5] - The Laganière germanium showing, discovered in 1998, has the highest reported germanium value in Québec at 0.02% (186 ppm) [6][13] Exploration Plans - The company will conduct a magnetic and electromagnetic airborne survey to identify potential shear zones and electromagnetic anomalies [8][9] - A remote sensing study will also be undertaken to confirm existing magnetic features and provide a structural framework [9][10] - A comprehensive rock sampling and assaying program is planned for Summer 2026, with diamond drill targets expected to be established by Fall 2026 [11] Market Context - Germanium is classified as a critical metal in Canada, the U.S., and the EU, with applications in electronics, solar energy, and military uses [12] - China, the largest producer of refined germanium, has banned exports to the U.S., leading to increased prices, with recent spot prices exceeding $5,000 per kilogram [13]

Core Points - JPMorgan Chase has launched a $1.5 trillion initiative called the "Security and Resiliency Initiative" aimed at strengthening industries critical to the U.S. economy and national security [1][2] - The initiative will focus on four key areas: supply chain and advanced manufacturing, defense and aerospace, energy independence and resilience, and frontier and strategic technologies, which are further divided into 27 sub-areas [6][9] - The company plans to invest up to $10 billion in direct equity and venture capital to support U.S.-based companies in enhancing growth and innovation [2][10] Investment Focus - The initiative will direct funds toward projects in energy, manufacturing, and defense, addressing the U.S.'s reliance on unreliable sources for critical minerals and products [2][3] - JPMorgan aims to ensure reliable access to essential resources such as life-saving medicines and critical minerals, while also advancing technologies like semiconductors and data centers [9][10] Strategic Actions - The company will advocate for policies to accelerate these efforts and conduct targeted research on private companies and supply chain issues related to rare earths, AI, and advanced technology [9][10] - JPMorgan plans to hire additional bankers, investment professionals, and industry experts, and will establish an external advisory council to guide its long-term strategy [12]

Group 1 - The article highlights Uttam as a growth-oriented investment analyst focusing on the technology sector, particularly in semiconductors, Artificial Intelligence, and Cloud software [1] - Uttam's research also encompasses MedTech, Defense Tech, and Renewable Energy, indicating a diverse range of interests within the technology landscape [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and his wife Amrita Roy, is recognized and cited by major publications like the Wall Street Journal and Forbes, showcasing its influence in the investment community [1] Group 2 - Prior to his research career, Uttam gained experience in Silicon Valley, leading teams at major technology firms such as Apple and Google, which adds credibility to his insights [1]

Chip stocks sinking as President Trump threatens an escalation of USChina trade tensions. And this just hours after China announced an antirust probe into US chip giant Qualcomm. Mackenzie Sagalis has more in today's tech check.Mac, help me straighten out all these headlines. So Courtney, Qualcomm shares are plunging down 5% as it finds itself in the crossfire of an escalating trade war between the US and China. One that is now dragging America's biggest tech giants into the fight.Beijing's latest blow, its ...

Meanwhile, stocks have taken a sharp turn lower as the president did threaten this massive, he called it massive increase in tariffs on China. Joining us this morning, Jeff Moon, founder of China Moon Strategies, former assistant US trade rep for China Affairs. Jeff, it's good to have you back.Thanks for coming to the line. >> Thank you. >> Do you think this moment was inevitable.>> I think so. I I think uh we need to really step back. This is all part of the bargaining process.Both the US and China I think ...

FT：知情人士称，中国已加强对芯片进口的管控。过去几周，海关官员已在全国各大港口调动队伍，对进口半导体货物进行严格检查。此次检查的目的是确保本地企业按照指导停止订购英伟达中国专供芯片。除了加强边境管制外，部分海关官员还调查企业过去是否对进口先进半导体产品做出过虚假申报。 https://t.co/IoJpg3ikg6 ...