The possibility of a comprehensive trade deal between the U.S. and China may be lifting the broader stock market, but it has put a damper on a niche sector that has been getting a big boost as tensions increased.

Stocks spiked to al-time highs to start the week. extending gains from Friday's record-setting rally. Chips and rare earth stocks were among the big movers.

No one can agree on what a likely meeting between Donald Trump and Xi Jinping will mean for China’s sputtering stock market.

The concept is simple: the Chinese government would like the market to rise but prefers an orderly ascent rather than the wild ride which has often characterized its market behavior.

Chinese listed firms’ earnings surprises may come from technology, high-end manufacturing and commodities that benefit from price increases.

Treasury Secretary Scott Bessent said that he reached a "substantial framework" for trade talks between the U.S. and China ahead of a meeting between President Donald Trump and Chinese President Xi Jinping on Thursday -- potentially averting hefty tariffs on imported Chinese goods.