Tag: Alibaba Group Holding Ltd
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U.S.-China AI feud sees ASML walk tightrope between sales and geopolitics
ASML is set to make around a fifth of its 2026 net sales from China, but geopolitical headwinds present a delicate situation.
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Chinese startup Moonshot AI unveils Kimi model it says rivals OpenAI, Anthropic
It’s the latest AI model from China to close the performance gap with leading U.S. AI labs.
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One of China’s top investors says finance, not AI, is the country’s biggest bottleneck
Finance would be China’s weak point in a prolonged rivalry with the U.S. which has the world’s deepest capital market, says Primavera Capital founder Fred Hu.
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Alibaba and Baidu shares jump in Hong Kong on Apple AI partnership
The technological rivalry between China and the U.S. has intensified, as they race for AI dominance.
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Apple’s China breakthrough on AI provides another tailwind for its stock
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
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Alibaba’s U.S.-listed shares rise 4% after Qwen AI set to be integrated in Apple Intelligence
The Cyberspace Administration of China on Wednesday included Apple’s AI services on a list of approved providers.
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Apple in talks with startup that shrinks AI models to run on an iPhone
PrismML says its compressed version of Alibaba’s Qwen model uses up to 15 times less memory, potentially advancing Apple’s AI push.
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CNBC’s The China Connection newsletter: Betting on Shenzhen over Silicon Valley
The coastal Chinese city of Shenzhen has become a hub for tech hardware that U.S. firms can’t ignore.
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Goldman Sachs picks its favorite Chinese AI models
The investment bank released its Chinese AI model competitive positioning framework on Friday.
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‘Almost unlimited’: Execs says AI demand remains strong even as enterprises move to ‘valuemaxxing’
AI-related chip stocks have been volatile amid a debate over AI demand and spending.
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