Are investors backing the ‘wrong future’ in AI? Analyst sees unexpected winners — and bad news for hyperscalers
One investment strategist said local AI models could upend the data center boom — and named these potential winners from the fallout.
Haidilao shares jump as delivery growth and new restaurant brands boost outlook
Haidilao shares rose after results showed strong growth in delivery and newer restaurant formats, even as revenue from its core hotpot restaurants declined.
China’s short-drama producers flood the market with cheap bets — and let audiences pick the winners
The short-drama model offers an alternative to traditional entertainment, but rising distribution costs and audience-retention challenges remain.
Temasek-backed investor behind Unitree pitches Singapore as Chinese robots’ path to U.S.
As Washington shuts out Chinese robotics, a Temasek-backed VC bets that startups with genuine development in the city-state can still reach American buyers.
CNBC Daily Open: Nvidia carries world of AI on its shoulders
Investors wait for Nvidia to set the scene of the biggest market trend in a generation, as its earnings look set to determine the direction of the AI trade.
‘Too much too quickly’: Indonesia’s growth ambitions questioned by economists
Indonesia has set an ambitious growth target, but economists aren’t sure it can get there while keeping the deficit in check.
Fidelity says this phenomenon is ‘reshaping markets’ and recommends stocks to fight it off
Structural inflation, fueled by government deficits, AI investments, low unemployment, trade barriers and energy disruptions, is reshaping markets.
Trump’s Saudi nuclear deal reaches Congress as experts warn of proliferation risk
Some Democratic lawmakers and nonproliferation advocates have criticized the pact for not including a permanent prohibition on enrichment or reprocessing.
Trump’s Saudi nuclear deal reaches Congress as experts warn of proliferation risk
Some Democratic lawmakers and nonproliferation advocates have criticized the pact for not including a permanent prohibition on enrichment or reprocessing.
HP partners with U.S.-blacklisted Huawei for licensing the Chinese company’s WiFi tech
It’s a sign of adoption of Huawei technology outside China, despite the U.S. restricting the company from working with American suppliers such as Google.
