Apple shattered earnings expectations in its fiscal first quarter, fueled by a remarkable resurgence in iPhone sales across Greater China. While navigating supply constraints, the tech giant is betting big on a new AI partnership with Google to power its next chapter.
Baidu's flagship AI assistant, Ernie, has surpassed 200 million monthly active users, a milestone reported by the Wall Street Journal. The growth underscores Baidu's deepening integration of AI across its ecosystem amid fierce competition with domestic tech rivals.
Alibaba-backed Moonshot AI has unveiled an upgraded flagship model, Kimi K2.5, asserting superiority in video generation and agentic capabilities against leading U.S. models. The development coincides with Beijing's approval for major tech firms, including Alibaba, to import advanced Nvidia H200 AI chips, signaling a dual-track strategy in the intensifying global AI race.
Tencent Holdings has received regulatory approval to import Nvidia's advanced H200 AI chips, a significant move that enhances its competitive edge in cloud and AI services while navigating ongoing US technology restrictions.
Hong Kong apparel giant Crystal International is investing in a high-tech logistics center in China, aiming to slash fabric transfer times by 75% and power operations with solar energy as part of its broader smart manufacturing push.
The White House has confirmed the launch of a major strategic initiative to stockpile rare earth elements, aiming to reduce American dependence on China for the critical minerals used in defense tech and consumer electronics.
NVIDIA's CEO Jensen Huang indicates that Chinese regulatory approval for the sale of its flagship H200 AI chip is still pending, amid high demand from major tech firms and ongoing U.S.-China tech tensions.
Terns Pharmaceuticals has restructured a key licensing deal with China's Hansoh, gaining exclusive worldwide rights for its TERN-701 oncology drug outside Greater China. The strategic move, coupled with a recent analyst price target surge, signals the company's aggressive push into international markets.
A.O. Smith's Q4 2025 earnings reveal a tale of two stories: revenue that missed expectations but profits that beat them. The water technology leader is leaning into commercial strength and operational discipline to expand margins, even as it braces for a challenging 2026 marked by input cost inflation and persistent softness in its China business.
The global apparel manufacturer is launching a state-of-the-art logistics center in China, featuring a fully automated closed-loop material flow system. The facility aims to slash fabric transfer times by up to 75%, optimize inventory, and advance the company's 2030 sustainability goals through solar power and waste-reduction technologies.
Europe relies on China for the rare earth elements essential in transition technologies, but it's making a late bid to end dependency.
A U.S. lawmaker has alleged that Nvidia Corp (NASDAQ:NVDA) provided technical assistance to Chinese AI startup DeepSeek. Nvidia Technical Support Allegedly Boosted DeepSeek's Efficiency Nvidia helped DeepSeek improve the efficiency of its artificial intelligence models, according to a letter sent to the U.S. Commerce Department by Rep. John Moolenaar (R-Mich.), chair of the House Select Committee on China. The letter, seen by Reuters on Wednesday, says documents obtained by the committee show th
Amidst a backdrop of economic recalibration in Japan and cautious optimism in China, select Asian tech firms are leveraging innovation to defy market volatility. We analyze three companies—from gaming to IoT—with the fundamentals to outperform in the year ahead.
Investment firm Ashva Capital Management reveals Micron Technology as its largest holding in its latest investor letter, detailing a conviction play on the memory chip giant's long-term trajectory amid AI-driven demand and market volatility.
Investment firm Giverny Capital Asset Management reduced its stake in industrial manufacturer AMETEK in Q4 2025, highlighting a disciplined approach to valuation as markets remain captivated by AI narratives. The firm's portfolio underperformed major indices, pressured by its underweight stance in mega-cap technology.
Alibaba Group has pledged 3 billion yuan ($431 million) to promote its Qwen AI app during the upcoming Lunar New Year holiday, significantly outpacing similar campaigns by rivals Tencent and Baidu and marking a major escalation in China's competitive AI landscape.
Alibaba Group has announced a massive 3 billion yuan ($431 million) campaign to promote its Qwen AI app during the upcoming Lunar New Year holiday, significantly outpacing similar efforts by rivals Tencent and Baidu. The move intensifies a high-stakes battle for user adoption in China's rapidly evolving artificial intelligence sector.
A private gauge of China's manufacturing activity edged higher in January, defying expectations of a slowdown, as export-oriented firms outperformed. The reading contrasts with weaker official data, highlighting a two-speed industrial sector amid persistent domestic headwinds.
While both ETFs target the high-flying U.S. technology sector, a closer look reveals critical distinctions in diversification, concentration risk, and liquidity that could sway long-term portfolio outcomes.
Facing softer demand and tariff volatility, Minerals Technologies (MTX) reported steady 2025 sales of $2.1B but saw margins contract. Leadership emphasized cost discipline and safety while detailing a series of expansion projects poised to drive a meaningful rebound in the coming year.
