Amrith Ramkumar
Reporter at The Wall Street Journal
I write about how Wall Street is financing the transition to clean energy at @WSJ. @dukechronicle alum. Reach me at [email protected].
Articles
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2 days ago |
wsj.com | Amrith Ramkumar
The reduction in U.S.-China tariffs is good news for investors, but looming tariffs on pharmaceutical and tech products could still delay many big spending plans. "A key question in our mind is whether businesses have seen enough to look through the uncertainty as well and move ahead with hiring and investment decisions," Evercore ISI analysts said in a note.
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6 days ago |
on.wsj.com | Liza Lin |Amrith Ramkumar
トランプ米政権は、人工知能（AI）半導体の輸出規制の見直しを計画している。政府は各国の購入を制限していたものの、この方針は物議を醸しており、画像処理半導体（GPU）大手の米エヌビディアなどは厳しい輸出規制に関して猶予を得られる可能性がある。 輸出規制ではインド、スイス、メキシコ、イスラエルなどに対し、半導体の購入数に上限が設けられていたが、商務省の報道官は、これを見直す予定だと説明。「バイデン前政権のAI規制は過度に複雑で官僚主義的であり、米国のイノベーションを妨げるものだ」と述べた。Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8ウォール・ストリート・ジャーナル日本版今すぐ購読する Special Advertising Section アクセスランキング
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1 week ago |
wsj.com | Liza Lin |Amrith Ramkumar
Rule limiting many countries’ access to American technology was set to take effect May 15The Trump administration plans to overhaul controversial regulations that would limit how many artificial-intelligence chips individual countries can buy, giving companies such as Nvidia NVDA 3.10%increase; green up pointing triangle a potential reprieve from tight export controls.
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1 week ago |
wsj.com | Amrith Ramkumar
Tariffs Could Lift Laptop and Phone Prices by More Than 30%, Forecast ShowsPrices for videogame consoles could surge nearly 70% if they that aren't exempted from Trump's tariffs, according to new modeling published by the Consumer Technology Association. The industry group's projections show increases of roughly 30% for widely used products like smartphones and laptops. That assumes the administration lands on 25% tariffs for those products following an ongoing Section 232 investigation.
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1 week ago |
finance.yahoo.com | Amrith Ramkumar
The share of people who expect to spend less on electronics in the coming months has surged, highlighting how tariff uncertainty is hitting the technology sector. The proportion of survey respondents saying they would reduce spending on tech products in the next six months hit the highest level in two years, a recent Morgan Stanley survey found.
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Trump is reshaping Biden era AI chip export rules, but the new administration's changes might not be as industry friendly as investors hope. W/ @lizalinwsj and @cdriebusch: https://t.co/lQPC668ugY
Trump invited the top holders of his crypto meme coin to a private dinner outside DC, fueling fresh conflict of interest concerns. One official called it “an outside business engagement.” With @aosipovich and @jdawsey1: https://t.co/S0W7ezuLG4
RT @aosipovich: $TRUMP's price soared after the top holders of the meme coin were invited to a gala dinner with the president in May; sever…