U.S.–CHINA TALKS TODAY — AI + RARE EARTHS Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng are meeting in New York today. AI, tariffs and critical-mineral/rare-earth flows are on the agenda ahead of the upcoming Trump–Xi meeting. Stocks to watch: $NVDA, $AMD, $AVGO and semiconductor names, plus U.S. critical-mineral/rare-earth plays. Any concrete agreement—or escalation—could move these groups Monday.
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