Can the US win the AI cold war with China?
Published . Updated .
US attempts to slow down Chinese progress on AI through economic restrictions could backfire.
Directly affected
- No company is named in this report.
Indirectly affected
- LMT Lockheed Martin
Defense contractors get more work when conflict spending rises
- RTX RTX
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman
Defense contractors get more work when conflict spending rises
- GD General Dynamics
Defense contractors get more work when conflict spending rises
- ITA iShares U.S. Aerospace & Defense
A fund of aerospace and defense companies
- BA Boeing
Defense and aerospace orders move with conflict spending
- LHX L3Harris
Defense contractors get more work when conflict spending rises
- HII Huntington Ingalls
Shipyards benefit when naval spending rises
- XAR SPDR SERIES TRUST
Material security escalation can alter defense demand expectations and risk premia.
- SUPX SUPERX AI TECHNOLOGY LTD
GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
US attempts to slow down Chinese progress on AI through economic restrictions could backfire.
Source: Al Jazeera World
IShares U.S. Aerospace & Defense ETF (ITA) since “Can the US win the AI cold war with China?,” compared with the market
Since the first closing price after “Can the US win the AI cold war with China?,” IShares U.S. Aerospace & Defense ETF (ITA) is -3.02%. The S&P 500 fund (SPY) is -0.88% over the same days, a -2.13% difference versus the market. industrial stocks (XLI) is -2.10%, a -0.92% difference versus that group of stocks.
Official trades in IShares U.S. Aerospace & Defense ETF (ITA) around 21 Sep 2026
- Donald J Trump buy Aecom (ACM) ($1,001 - $15,000). That is 24 days before publication, inside 30 days. The filing is listed beside the story “Can the US win the AI cold war with China?.”
- Donald J Trump sell Aecom (ACM) ($1,001 - $15,000). That is 28 days before publication, inside 30 days. The filing is listed beside the story “Can the US win the AI cold war with China?.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Companies in defense around IShares U.S. Aerospace & Defense ETF (ITA)
Companies carried with this story
- ITA IShares U.S. Aerospace & Defense ETF
For “Can the US win the AI cold war with China?,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: Material security escalation can alter defense demand expectations and risk premia
- XAR Spdr Series Trust
Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence in the 21 Sep 2026 story “Can the US win the AI cold war with China?.” Reason on file: Material security escalation can alter defense demand expectations and risk premia
- SUPX SuperX AI Technology
For “Can the US win the AI cold war with China?,” SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence. Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ABAT American Battery Technology
American Battery Technology (ABAT) is linked, with no stored direction, medium confidence in the 21 Sep 2026 story “Can the US win the AI cold war with China?.” Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ACM Aecom
In “Can the US win the AI cold war with China?,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AOSL Alpha & Omega Semiconductor
In “Can the US win the AI cold war with China?,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BBAI BigBear.ai Holdings
In “Can the US win the AI cold war with China?,” BigBear.ai Holdings (BBAI) is linked, with no stored direction, medium confidence. Reason on file: GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- CHAT Roundhill Generative AI & Tech
In “Can the US win the AI cold war with China?,” Roundhill Generative AI & Tech (CHAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected CHAT as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
How “Can the US win the AI cold war with China?” reaches IShares U.S. Aerospace & Defense ETF (ITA)
On 21 Sep 2026, “Can the US win the AI cold war with China?” is the story that connects IShares U.S. Aerospace & Defense ETF (ITA) to Defense.
IShares U.S. Aerospace & Defense ETF (ITA) is on the page because Material security escalation can alter defense demand expectations and risk premia
Spdr Series Trust (XAR) is here too. Its reason reads: Material security escalation can alter defense demand expectations and risk premia
Price levels for IShares U.S. Aerospace & Defense ETF (ITA)
ITA traded between 201.08 and 217.79 across 20 sessions. The latest close on file is 207.60. SUPX traded between 6.15 and 7.09 across 10 sessions. The latest close on file is 6.72. XAR traded between 216.28 and 245.40 across 20 sessions. The latest close on file is 223.20.
A simple score for IShares U.S. Aerospace & Defense ETF (ITA)
46 out of 100
“Can the US win the AI cold war with China?” scores 46 out of 100. The score uses 1 sources, and 11 linked companies.