China, Retail & Hydrogen

China has been getting back at the US for imposing sanctions by targeting easy marks: US companies that do business there. Jackie discusses the tit-for-tat cold war that’s not likely to end soon and the companies, like Nvidia and PVH, caught in the middle. … Also: Two retailers catering to consumers at different ends of the income spectrum both reported underwhelming spending among US consumers last quarter. … And in our Disruptive Technologies segment: Hydrogen holds promise as an important new source of green energy, but realizing that promise has been a long, slow slog.