Finance news

AI firm MiniMax prepares for mainland China listing after shares surge in Hong Kong

MiniMax Group, the Chinese artificial intelligence model company, has officially kicked off plans to sell shares in mainland China. This offers onshore investors access to AI players beyond chipmakers and completes a dual-listing status in addition to Hong Kong. The Shanghai-headquartered company signed an agreement with Citic Securities on Friday, hiring the brokerage to help prepare for a sale of yuan-denominated shares. While other details on the listing are scant, it is widely expected that.

Hong Kong may host Shenzhou-23 crew in 2027, including astronaut Lai Ka-ying

Hong Kong could welcome the astronauts of the Shenzhou-23 mission, including the city’s history-making payload specialist, as early as the first half of next year, the technology chief has said. Secretary for Innovation, Technology and Industry Sun Dong also said on Sunday that the government would establish a new space manufacturing research centre under InnoHK this year, focusing on 3D printing and artificial intelligence (AI). “I hope that after the Shenzhou-23 crew returns, a visit by the...

Alibaba Group signs 6-year AI deal with Uefa, will bring 360 replay tech to major events

Alibaba Group and Uefa are bringing the Chinese giant’s 360-degree replay technology to football, after signing an exclusive six-year deal covering several major tournaments in Europe. The partnership, which has been widely reported in state media, will see the sport’s regional governing body join the International Olympic Committee and NBA China, among others, in working with Qwen, Alibaba’s artificial intelligence model. With European football accelerating its digital transformation and fan...

Firms spent heavily on AI. Now rising costs are outpacing its value

AI is getting expensive – and companies are starting to rethink their embrace of the disruptive technology. Playing by a well-worn Silicon Valley playbook, artificial intelligence companies charged rock-bottom prices to hook customers after ChatGPT burst onto the scene. Kevin Simback of start-up incubator Delphi Labs calls it the era of “subsidised intelligence” – meaning investors were basically footing the bill so companies could offer AI on the cheap. “But the tides are beginning to turn,”...

How a decade-long bet on photonics handed this Chinese venture capital firm an AI windfall

As artificial intelligence strains the physical limits of existing data centres, scientists and investors are turning to the ultimate speed limit of the universe for the next computing frontier: light. For Mi Lei, founder of CAS Star, a venture capital firm born out of the state-run Chinese Academy of Sciences (CAS), the sudden global fascination with photonics is less a surprise than a delayed validation. It is a thesis he has spent more than a decade trying to support with funding. “New...

AI ‘slopaganda’ and the battle for Philippine political reality

The Philippines is no stranger to politically weaponised memes and internet trolls. What has changed is the way information warfare is waged, now requiring nothing more than a smartphone and a well-crafted prompt. Supporters of former president Rodrigo Duterte helped pioneer the industrialised use of social media to spread disinformation, rewarding loyalists and destroying opponents through the ruthless deployment of memes, viral videos, paid amplifiers and manufactured trending topics. Analysts

SoftBank plans $88bn AI data hub in France as it expands beyond US

Japan, US, Philippines to hold September investment forum for Manila AI hub

Japan's advantage in the AI era: Credibility that travels

Spacex IPO fast tracking as the beginning of a development?

I've been reading a lot lately that ETF savers are saying that Spacex's fast tracking isn't that big of a deal because it's not expected to have a big impact overall in the ETF itself. That may be true, but I find the whole thing rather worrying if you see it as the beginning of a development in America. Who says that you can't just do the same thing with OpenAI and other larger IPOs in the future and potentially make a lot of money in bubbles as a saver/investor

As Big Tech’s power demand surges, data centers bring utilities a huge new profit center

The market hasn’t fully priced the next logical step for the AI buildout: Big Tech acquiring regulated utilities outright.

America is losing the AI productivity war to 3.5 million Chinese STEM graduates

Big Tech’s structural mistakes are costing stock investors and fueling a massive talent crisis.

Is investing always this noisy, or am I just noticing it now that I have skin in the game?

I have no formal finance background, but I've been trying to learn more since I started investing seriously. Most of my savings are currently invested in an RBC high-risk portfolio and it's been performing really well. That said, I'm not 100% equities. I also keep roughly 10% in cash, have some exposure to gold, and some money in more stable investments. Lately though, I've been hearing a lot about a potential AI bubble, concerns that many AI companies have massive valuations that aren't justifi

Impact of big IPO’s on Target Date Funds

I have been thinking about the impact of the big IPO’s - Space X, Anthropic and Open AI and the exposure that Target Date Funds will have post IPO to those public securities. Using Vanguard as the example, most of their Target Date Funds are invested in Vanguard Total Stock Market Fund. The percentage of ownership is dependent the actual Target Date (ie 2030 vs 2065). The Total Stock Market Fund is exactly that, meaning it owns all the public stocks of the US (within certain parameters). So on t

Meta has struggled at selling anything other than ads. Will AI be different?

Meta is making a major push to expand its business beyond online advertising, but past efforts show that success is far from guaranteed.

Hang Seng is still below levels it touched years ago. Will it ever recover?

Japan’s Nikkei recently crossed 60,000. Taiwan’s market surged with the AI and semiconductor boom. Korea’s KOSPI is near record highs too. Meanwhile, Hong Kong’s Hang Seng is still sitting far below its peak from years ago. And this wasn’t supposed to happen. For a long time, China looked unstoppable economically. But then the property crisis hit. Evergrande alone had liabilities of more than $300 billion. At the same time, companies like Alibaba and Tencent faced heavy regulatory crackdowns tha

China launches AI framework to improve ‘black box’ transparency and raise standards

China has pledged to improve the accuracy, reliability and transparency of AI through a new national evaluation framework, as policymakers move to establish common standards for assessing the fast-evolving technology. New guidelines released by the central government said Beijing would create a common yardstick for AI, allowing models, computing power and data quality to be measured and compared under a unified national standard. The move comes as artificial intelligence plays an increasingly...

Dell Technologies - Is it time for CPU Server boom?

First wave was AI Chip stocks, then memory and now CPU Server stocks. Dell shares grew by 250%+ since Jan'26. Is it late to invest in Dell Technologies? Currently trading at $420 grew by 32% yesterday, how far will this stock travel? Dell posted record revenue of $43.8 billion, up 88% year over year. Record diluted EPS came in at $5.24 (+282% YoY) and non-GAAP EPS hit $4.86 (+214% YoY). Cash flow from operations was a record $4.1 billion for any Q1. Guidance (raised, massively) Dell raised its f

Writing’s on the wall for the bond market – for those who can read it

There is a good deal more to the rapid rise in bond yields around the world, not least in Asia, than meets the eye. It suggests a recognition by financial markets that governments are spending beyond their means, tax revenues and borrowing power. The implication is that either taxes need to rise or public spending needs to fall, or alternatively that financial markets, stock markets in particular, must shift their priorities away from glamour stocks in the tech and artificial intelligence (AI)..

Is there still much upside remaining in Micron, Vertiv and GE Vernova

Title I've been eyeing these stocks but wanted to get some other opinions as well. These three stocks are all connected to the AI boom, some more indirectly than others - the latter two especially who are helping build the AI data centre infrastructure. submitted by /u/throwawaycima [link] [comments]

Is Micron still a good investment after its recent run-up, or am I chasing performance?

Micron has been one of the strongest-performing semiconductor stocks recently, and the stock has gained significantly over the past few months. It also jumped around 12% this past week, which makes me wonder whether the market is already pricing in most of the near-term AI and memory demand growth. From what I’ve read, the bullish thesis seems to be centered around AI-driven demand for HBM memory, improving DRAM pricing, and Micron’s strong position in the memory market. On the other hand, memor

Liftoff Mobile IPO 6/4... Are You In?

Targeting $20-$22/share... and features an AI-powered mobile app with a rocket logo. They know their audience. Hype train through the roof on this one. What's the move? Reuters: Liftoff Mobile IPO submitted by /u/Casual_Berger [link] [comments]

Top Japanese banks to use OpenAI's new model against cyberattacks

Hitachi to deploy code-rewriting AI for fixing factory malfunctions

Japan Post Bank share price doubles as overseas investors look beyond AI

Hong Kong and Singapore brace for AI chill in finance job market

Foxconn to start shipping next-gen optical tech for AI data centers

Japan firms embrace liquid cooling for AI data centers to save power

Jim Cramer says Dell’s blowout quarter sets up a crucial week for AI stocks

CNBC’s Jim Cramer said Dell Technologies’ blockbuster quarter reignited enthusiasm around AI and data center stocks.

ServiceNow’s stock soars to a historic month as AI fears fade across software

ServiceNow shares gained over 40% this month, leading an industrywide relief rally among enterprise software companies.