Apollo chief economist says ‘China Shock 2.0 is here’ as new wave of Chinese technology floods global markets—and it’s bad news for American companies
Reported by Fortune · fortune.com · August 25, 2026
China's export boom is moving from Walmart shelves to EVs and semiconductors—and U.S. companies can’t tariff it away
What the tape says
What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
Market reaction today: $WMT -1.18%, $APO -0.61%
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