CNBC’s The China Connection newsletter: AI wins create investor risks
The China Securities Regulatory Commission building in Beijing on July 20, 2026. Sopa Images | Lightrocket | Getty…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…
U.S.-China AI feud sees ASML on tightrope between sales, geopolitics
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. ASML…
SoftBank sinks as Asia chip stocks track Wall Street AI rout
CANADA – 2025/08/07: In this photo illustration, the SoftBank Group (Soft Bank) logo is seen displayed on a…
Alibaba and Baidu shares jump in Hong Kong on Apple AI partnership
Chinese tech company Baidu, best known for its search engine, also operates cloud, mapping and other internet-based services.…
Apple’s China breakthrough provides another tailwind for its stock
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Macquarie says now is best time to buy Chinese AI chip stocks. Here’s its favorite
China has worked for years to build its own semiconductors, but Macquarie thinks now is the time to…
CNBC’s The China Connection newsletter: Hoping AI lifts all boats
A real estate project is under construction in Yantai City, Shandong Province, China, on May 29, 2026. Nurphoto…
CNBC Daily Open: Tim Cook’s last WWDC, tech IPOs and Middle East tensions
Tim Cook, chief executive officer of Apple Inc., during the Apple Worldwide Developers Conference (WWDC) at Apple Park…
UBS says to buy China tech stocks as AI ecosystem grows
China’s expanding AI ecosystem and easing U.S.-China tensions are reviving the case for Chinese equities, in particular the…
Trump and Xi face a test over AI control
Hi, this is Evelyn, writing to you from Beijing. Welcome to the latest edition of The China Connection…
A sanctioned Chinese firm says cheaper models can still win
China’s artificial intelligence race has no finish line. DeepSeek, Moonshot AI, Alibaba and even consumer electronics firm Xiaomi…