Tesla (TSLA) +2% Tesla shares bounced after a rough Monday, despite being down 36% in Q1 — the worst Q1 in company history. Investors are now eyeing its Q1 delivery report due Wednesday, with Street estimates hovering around 380,000 units . Analysts have been revising expectations lower amid backlash over Elon Musk’s role in Trump’s administration. Chinese EV Makers Up XPeng (XPEV) +1.6% : Delivered 33,205 vehicles in March — its fifth straight 30k+ month. NIO (NIO) +1.6% and Li Auto (LI) +1.4% also gained on strong March deliveries. Nvidia (NVDA) -0.6% Still under pressure after a 19.3% Q1 drop , its worst since 2022. Investor worries over AI spending, tech valuation, and trade tensions are weighing heavily. Johnson & Johnson (JNJ) -5% Fell after a Texas judge dismissed J&J’s third bankruptcy attempt to settle talc-related lawsuits via Chapter 11. PVH Corp (PVH) +18.9% Shares surged after Q4 earnings beat expectations ...
According to the U.S. intelligence community's Annual Threat Assessment, China continues to be the primary military and cyber threat to the United States. The report highlights Beijing's increasing capabilities, including advanced hypersonic weapons, stealth aircraft, cyber warfare assets, and a larger nuclear arsenal. The assessment warns that China’s People's Liberation Army (PLA) is steadily progressing in its military preparedness, particularly in terms of capabilities that could be used against Taiwan.
China’s aim to displace the U.S. as the global leader in AI by 2030 is also flagged as a major concern, with efforts underway to bolster AI development and leverage its military and civilian technologies for strategic advantage. This includes using large language models to create fake news, impersonate personas, and attack networks.
In addition to its growing military prowess, China is also accused of compromising U.S. infrastructure through cyberattacks and targeting space assets. The fentanyl crisis remains a point of tension, with U.S. intelligence leaders criticizing China for not curbing the flow of precursor chemicals fueling the epidemic.
The report warns that China’s ambitions also extend to the Arctic—specifically, expanding its access to Greenland’s resources as part of a long-term geopolitical strategy.
While the U.S. is focusing on these threats, China’s internal issues such as corruption, demographic imbalances, and economic challenges could undermine its global aspirations. Despite these challenges, U.S. intelligence agencies predict a continued rise in military and economic coercion against Taiwan and expect China to safeguard its sovereignty and territorial integrity, particularly through aggressive policies toward Taiwan.
As U.S. intelligence chiefs testified before Congress, concerns about China’s technological and military developments have never been more pressing. Meanwhile, diplomatic tensions between Washington and Beijing continue to simmer as both countries jockey for influence on the world stage.
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