John Harney, Bloomberg on 08/11/2026

US believes woman close to Nvidia CEO was a China spy, says NYT

The matter has taken on new urgency following this week’s US midterm elections, which will give Democrats control of Congress. Republicans also are scrutinising Huang’s ties to the alleged spy.

J John Harney, Bloomberg
Ernest van Biljon on 08/11/2026

Agoa exit: A setback, not a supply chain crisis

Agoa exposure is concentrated in automotive and agricultural exports, but the US remains a relatively small share of overall export volumes.

E Ernest van Biljon
Jeran Wittenstein and Ryan Vlastelica, Bloomberg on 07/11/2026

Wall Street peers into abyss of AI trade as midterms expose risk

For months, investors have been worrying about a long list of risks to the gravy train of artificial intelligence spending. This week, they hit the panic button. Fears of the worst-case scenario for the AI trade kicked in after the US midterm elections on Tuesday, in which Democrats secured majoriti

J Jeran Wittenstein and Ryan Vlastelica, Bloomberg