Boeing Co. $BA has restarted deliveries of its 737 MAX aircraft to China after a months-long suspension, marking a notable de-escalation in trade tensions between the U.S. and China. The resumed supply coincides with a temporary 90-day reduction in tariffs on both sides, reflecting a tentative diplomatic reprieve that may stabilize trans-Pacific commercial flows — particularly in aerospace.

Nintendo Co., Ltd. $7974.T officially launched its long-anticipated Switch 2 console on Thursday, igniting a global wave of consumer demand. Early indicators suggest the upgraded gaming system will face persistent supply shortages worldwide, driven by an enthusiastic reception and limited launch inventory.

In May, daily active users (DAUs) of Temu, the cross-border e-commerce platform operated by PDD Holdings $PDD, declined by 58% in the U.S., according to data from mobile analytics firm Sensor Tower. The dramatic user drop comes as the Biden administration reconfigures its approach to imports from China, directly impacting Temu’s cost structure and strategic model in one of its largest overseas markets.