Microsoft president raises concerns over Chinese AI subsidies
Microsoft President Brad Smith speaks at a press conference at the Representation of the State of North Rhine-Westphalia…
Businesses scramble to reach China’s growing experiences economy
This report is from this week’s CNBC’s The China Connection newsletter, which brings you insights and analysis on…
China’s Baidu adds OpenClaw AI into search app for 700 million users
Chinese tech company Baidu, best known for its search engine, also operates cloud, mapping and other internet-based services.…
Asian software stocks plunge after U.S. peers decline on fears over AI-led disruption
Engineer working with statistical analysis report. Digital technology and Artificial Intelligence (AI) concept. Kmatta | Moment | Getty…
How Huawei’s dominance hangs over China’s AI chip IPO boom
China’s artificial intelligence chip sector has drawn heavy investor interest following a string of successful initial public offerings.…
Jefferies says this Chinese tech giant will get a boost from its AI chip subsidiary spin-off
Jefferies sees further upside ahead for Baidu from a planned spin-off of its AI chip subsidiary. The bank…
Baidu plans Hong Kong IPO of AI chip unit Kunlunxin in spin-off move
A general view of the Baidu logo is seen at the Shanghai New Expo Center during the World…
The blowout AI trades that surprised Wall Street in 2025
The artificial intelligence trade got tougher in 2025. While a significant capital expenditure cycle and earnings growth from…
Nvidia can sell its H200 AI chip to China, but will Beijing want them?
Look at what Nvidia CEO Jensen Huang has said this year, and what Chinese tech giants and Beijing…
China’s Pony.ai shares drop 12%, WeRide down 8% in Hong Kong debut
A Pony.ai autonomous car. Pony.ai China’s Pony.ai on Thursday saw its shares drop over 12%, while rival WeRide…
What’s likely to move the market in the next trading session
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and…