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Tech Giants Lift China Stocks as Rest of Asia Slumps | The China Show | 7/2/2026

visibility comment0 event July 2, 2026 timer 03:37

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Chapters:
00:00:00 – Bloomberg: The China Show opens
00:04:34 – Meta is planning a cloud business to sell AI computing power
00:05:28 – Apple wants chips from Chinese firms on Pentagon blacklist
00:11:50 – SEC probes alleged insider trading at Susquehanna
00:15:08 – UBS Global Wealth Management’s Eva Lee on China market outlook
00:20:58 – What to watch in Greater China today
00:26:34 – UBS Global Wealth Management’s Eva Lee on the 2H 2026 outlook
00:34:17 – China’s CMRG plans to block some Fortescue iron ore deliveries
00:39:47 – Bloomberg Economics on a potential AI bubble crash
00:49:37 – AI jitters hurt chipmakers in Asia
00:56:06 – Warsh says inflation risks are down
00:59:40 – Citi’s Marc Luet on the bank’s Asia strategy
01:12:45 – Takaichi visits India to boost ties as China tensions rise
01:17:14 – AI jitters hurt chipmakers in Asia
01:20:57 – World’s hottest ETF whipsaws the market
01:25:48 – Taiwan detains Super Micro workers in China chip-smuggling probe
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