Market Watch

Tech Cold War's weekly stocks and commodities briefing, tracking the companies and materials at the centre of the global technology competition. Published every Monday.

Market Watch

Market Watch #1: Defence Stocks Surge, Nvidia Earnings Loom, Rare Earth Squeeze Tightens

Defence stocks led the week with Hanwha +12.4%, BAE +10.0%, and Rheinmetall +8.2%. Nvidia rallies 3.8% ahead of Q4 earnings. Chinese tech dips. Light rare earths extend their supply squeeze.