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Geopolitical Tides Rise: White House Intensifies Scrutiny on Global Tech Giants, Alibaba in the Crosshairs

Topics Artificial Intelligence

November 14, 2025

The global technology landscape is undergoing a profound transformation, driven not just by innovation but increasingly by geopolitical forces. In 2024 and 2025, the White House has significantly...

Emerging Markets Poised for Selective Growth Amidst Fed Easing and Shifting Global Dynamics in Q4 2025

Topics Artificial Intelligence Government Intellectual Property

November 14, 2025

The global financial landscape is poised for a significant shift as emerging markets (EMs) navigate a complex yet cautiously optimistic outlook for the fourth quarter of 2025. Following the anticipated...

The financial markets are currently navigating a complex and dynamic landscape as the Q3 2025 earnings season largely concludes and investors cast their gaze towards the close of 2025 and beyond. While...

Topics Artificial Intelligence Economy Electric Vehicles

Navigating the Earnings Tightrope: Q3 2025 Results and the Road Ahead

November 14, 2025

Jim Cramer Says Apple's 15% Cut From WeChat Mini-Games Is 'Nice Take For Nothing' — Questions Why Investors Aren't Sending The Stock Higher ↗

Topics Artificial Intelligence Economy Government

November 14, 2025

Jim Cramer says Apple investors are underreacting to the company securing a 15% revenue cut from WeChat mini-games—a deal he calls "a nice take for nothing" that boosts Apple's China strategy and opens...

Via Benzinga

Tencent Earnings Surge With AI Boost; TECHY Near Buy Point ↗

November 13, 2025

Tencent, operator of WeChat, posted its strongest revenue growth in years as advertising revenue got a lift from AI targeting. TCHEY rose past key support on Wednesday.

Via Investor's Business Daily

Topics Artificial Intelligence Earnings

Why El-Erian Thinks The US Economy May Have ‘Cockroaches’, Not ‘Termites’: Report ↗

November 13, 2025

El-Erian explained that there is a fundamental difference between cockroaches and termites when it comes to the economy.

Via Stocktwits

Topics Economy

Circle Stock Gains Pre-Market After JPMorgan Turns Bullish, Cathie Wood’s Ark Invest Buys The Dip ↗

November 13, 2025

Circle’s stock fell more than 12% in the previous session, despite reporting quarterly results that exceeded analyst estimates.

Via Stocktwits

Topics ETFs Earnings

Apple Strikes WeChat Deal With Tencent, Will Earn 15% From Purchases In Mini Games, Apps: Report ↗

November 13, 2025

The iPhone maker had demanded that Tencent fix the loopholes used by app makers to direct users to external payment services, circumventing the 30% app store commission charged by Apple.

Via Stocktwits

What's Behind This China-Focused Fund's $421 Million Bet on Tencent Music Entertainment? ↗

November 12, 2025

What's Behind This China-Focused Fund's $421 Million Bet on Tencent Music Entertainment?

TENCENT MUSIC ENTERTAINM-ADR (NYSE:TME) Surpasses Q3 2025 Earnings and Revenue Estimates ↗

Topics Economy Regulatory Compliance

November 12, 2025

Tencent Music (TME) Q3 2025 earnings beat analyst estimates for both revenue and profit, sparking a positive pre-market stock reaction.

Via Chartmill

Topics Earnings

Tencent Music's Growing Paying User Base Cushions Listener Decline ↗

November 12, 2025

Tencent Music Entertainment (TME) shares rise after posting strong Q3 results with revenue of $1.19B, up 20.6% YoY.

Via Benzinga

Eric Schmidt Says Free Chinese AI Models Could Overtake Western Systems In Global Use ↗

November 12, 2025

Former Google CEO Eric Schmidt cautions about cost and accessibility of AI models, which could lead to global reliance on Chinese technology.

Via Benzinga

Topics Artificial Intelligence

Best Stock to Buy Right Now: Alibaba vs. Baidu ↗

November 11, 2025

Which of these Chinese tech giants is a better investment right now?

China's fentanyl export cutdown signals easing U.S.–China tensions, boosting optimism for China-focused and emerging-market ETFs.

Topics Economy

China's Fentanyl Shift Could Change Everything For These China ETFs ↗

November 10, 2025

Via Benzinga

China’s Strategic Chip Gambit: Lifting Export Curbs Amidst Intensifying AI Rivalry

November 10, 2025

Busan, South Korea – November 10, 2025 – In a significant move that reverberated across global supply chains, China has recently announced the lifting of export curbs on certain chip shipments, notably...

Nvidia’s Blackwell AI Chips Caught in Geopolitical Crossfire: China Export Ban Reshapes Global AI Landscape

Topics Artificial Intelligence Economy Government

November 07, 2025

Nvidia's (NASDAQ: NVDA) latest and most powerful Blackwell AI chips, unveiled in March 2024, are poised to revolutionize artificial intelligence computing. However, their global rollout has been...

US Intensifies AI Chip Blockade: Nvidia’s Blackwell Barred from China, Reshaping Global AI Landscape

Topics Artificial Intelligence Economy Supply Chain

November 07, 2025

The United States has dramatically escalated its export restrictions on advanced Artificial Intelligence (AI) chips, explicitly barring Nvidia's (NASDAQ: NVDA) cutting-edge Blackwell series, including...

TENCENT MUSIC ENTERTAINM-ADR (NYSE:TME) Presents a Compelling Growth Case Backed by Strong Fundamentals and Technical Setup ↗

Topics Artificial Intelligence Economy

November 07, 2025

Discover Tencent Music (TME), a growth stock with strong fundamentals and a promising technical breakout setup for potential upside.

Via Chartmill

Emerging Markets: Navigating a Landscape of Opportunity and Risk in Late 2025

November 06, 2025

As global investors look towards late 2025, emerging markets (EMs) present a compelling yet complex investment landscape, characterized by robust growth potential juxtaposed with persistent...

Jensen Huang Warns China Will Win The AI Race Days After Donald Trump Said US Won't Let 'Anybody' Have Nvidia's Most Advanced Chips ↗

Topics Artificial Intelligence Economy World Trade

November 05, 2025

Nvidia CEO Jensen Huang warned that China could overtake the U.S. in artificial intelligence development due to cheaper energy and fewer regulations, just days after President Donald Trump reaffirmed a...

Via Benzinga

Topics Artificial Intelligence Government

Activate Consulting’s 2026 Outlook: A Trillion-Dollar Surge in Tech and Media, Fueled by AI and Collapsing Silos

November 05, 2025

Activate Consulting's highly anticipated "2026 Technology & Media Outlook," released on November 5, 2025, paints a vibrant picture of explosive growth across global internet, media, and B2B technology...

China is embarking on an aggressive and financially robust campaign to fortify its domestic semiconductor industry, aiming for technological self-sufficiency amidst escalating global tensions and...

Topics Artificial Intelligence Economy Intellectual Property

China Unleashes Multi-Billion Dollar Offensive to Forge Semiconductor Self-Sufficiency

November 05, 2025

The Resilient Market: Investor Optimism and the Enduring Power of "Dip-Buying" in November 2025

Topics Artificial Intelligence Economy Intellectual Property

November 05, 2025

As November 2025 unfolds, the financial markets are characterized by a palpable sense of cautious optimism, a sentiment largely underpinned by the continued prevalence and success of "dip-buying"...

Global Markets Navigate Dual Currents: U.S.-China Truce Offers Respite Amidst Persistent Geopolitical Storms

Topics Artificial Intelligence ETFs Economy

November 04, 2025

Hong Kong, November 4, 2025 – Global financial markets today present a complex picture, oscillating between cautious optimism fueled by a temporary U.S.-China trade truce and persistent anxieties...

US-China Tech Tensions Escalate: Nvidia Blackwell Ban Reshapes Global AI and Semiconductor Landscape

Topics Economy Government World Trade

November 04, 2025

The United States has dramatically escalated its technological containment strategy against China, implementing a comprehensive ban on the sale of Nvidia's (NASDAQ: NVDA) most advanced Blackwell AI...

China Cuts Data Center Energy Costs By 50% With Major Subsidies To Boost Domestic Chip Industry: Report ↗

Topics Artificial Intelligence Economy Government

November 04, 2025

China has reportedly boosted subsidies for major data centers, slashing their energy bills by up to 50% to support domestic chipmakers.

Via Benzinga

Amazon-OpenAI's $38 Billion Alliance Ignites Wall Street, Fueling AI-Driven Market Frenzy

November 03, 2025

In a monumental development poised to redefine the artificial intelligence landscape, Amazon Web Services (AWS), a subsidiary of Amazon (NASDAQ: AMZN), and OpenAI announced on November 3, 2025, a...

China's Q3 2025: Tech Bull Run Ignites as 15th Five-Year Plan Charts Path to Technological Sovereignty

Topics Artificial Intelligence Supply Chain

November 03, 2025

Shanghai, China – The third quarter of 2025 witnessed a significant surge in China's technology sector, marking a robust "tech bull run" that defied broader economic moderation. This powerful rebound,...

iShares Core MSCI EAFE ETF (IEFA) Focuses on Developed Markets While Vanguard FTSE All-World ex-US ETF (VEU) Looks Globally ↗

Topics Artificial Intelligence Economy Intellectual Property

November 03, 2025

iShares Core MSCI EAFE ETF (IEFA) Focuses on Developed Markets While Vanguard FTSE All-World ex-US ETF (VEU) Looks Globally