Sizing reports, adoption curves and analyst calls on where the AI economy is heading.
313 articles
TCL is attempting to position itself as an industry leader by integrating AI into its air conditioning line. However, analysts suggest that AI features have become commoditized in the appliance sector, and TCL still struggles to challenge established incumbents like Gree and Midea in the domestic market.
虎嗅 · 125d ago
招商策略研報顯示，截至2026年Q1，非金融上市公司庫存降幅收窄，收入增長5.1%。TMT及高端製造業（如半導體、軟體開發）正進入主動補庫階段。
36氪 · 125d ago
Despite strong performance metrics, Figma's stock has faced a significant decline since its 2025 IPO. The company is struggling to maintain market confidence amidst competition from Google's design tools and Anthropic's Claude.
The Next Web (TNW) · 128d ago
Morgan Stanley’s US Thematic Research Head Michelle Weaver discusses how AI implementation and quantification are driving current market themes. She emphasizes the shift toward data-driven decision-making.
Bloomberg Technology · 128d ago
Seema Shah of Principal Asset Management identifies big tech stocks as a safe harbor for investors during geopolitical instability. The resilience of tech giants is attributed to their strong balance sheets and AI-driven growth potential.
Bloomberg Technology · 129d ago
A-shares rally in semiconductors and communication sectors, driven by global chip price surges and AI data center demand. Samsung's strong results and policy support fuel tech growth, contrasting with energy declines.
虎嗅 · 132d ago
Alibaba's AI business trades at a PE far below Amazon's. Questions why investors aren't bidding up its value.
钛媒体 · 136d ago
RBC's Lori Calvasina states Middle East conflict won't impact US AI and tech earnings. She views the US as the global safety trade amid tensions.
Bloomberg Technology · 145d ago
Goldman Sachs' Katherine Bordlemay highlights equities at all-time highs due to earnings revisions from AI investments. She projects durable AI spending reaching $1 trillion over three to four years.
Bloomberg Technology · 156d ago
Cybersecurity stocks have declined this year alongside the software sector. AI is amplifying threats from malicious actors, boosting demand for cyber services.
Bloomberg Technology · 165d ago
Zhipu AI faces pivotal challenges after listing. IPO marks not the end but the start of true tests.
钛媒体 · 180d ago
CITIC Securities anticipates domestic storage makers gaining market share due to potential Samsung strike-induced supply shortages. In a high-cycle storage market, China's '15th Five-Year Plan' will accelerate capacity expansion and tech upgrades.
36氪 · 183d ago
ChatGPT and Gemini lead globally, but local apps like Seekee (Latin America), Luzia, DeepSeek (Asia/ME), and operator-backed My Daiz/Adot claim Top 3 in key markets via pre-installs, native data, and cultural fit. Vietnam's AI Hay thrives on student homework aid with 20M downloads.
虎嗅 · 185d ago
AI is now coding apps, drafting contracts, and organizing marketing campaigns. Massive spending on the technology creates a vast financial liability for markets.
Bloomberg Technology · 185d ago
Jefferies Global Head Laurie Goodman states the market is still early in the AI disruption story. Tech sector outperformed all S&P sectors, closing higher.
Bloomberg Technology · 187d ago
AI music platforms like Suno have secured subscriptions and funding but failed to build a sustainable music market. Generated tracks flood platforms, diluting royalties and polluting catalogs.
虎嗅 · 193d ago
Henry Blodget critiques the market hysteria over software selloffs triggered by AI advancements. He highlights a key problem facing OpenAI.
Bloomberg Technology · 196d ago
Wall Street is increasingly concerned that AI could disrupt entire businesses, not just jobs. Economists dismiss mass job loss fears as exaggerated, but highlight historical precedents from major tech shifts.
Bloomberg Technology · 198d ago
A-shares crash with科创50 down over 5% amid Middle East war, oil at $81+, fueling inflation fears and Fed rate cut doubts. AI hardware, computing power, robots callback sharply in valuation purge.
虎嗅 · 200d ago
Stock investors are closely watching China's National People's Congress (NPC) this week for policy signals to revive equity market momentum. This focus comes amid fears of artificial intelligence-driven disruptions.
SCMP Technology · 201d ago
JPMorgan's Marcella Chow notes market reactions to Nvidia earnings tempered by AI disruption concerns impacting the global economy. Demand for semiconductors and computing assets expected to stay strong despite fears.
Bloomberg Technology · 205d ago
Explores leadership in the global top 10 semiconductor firms within a $793 billion market. Highlights the 'new Moore's Law' reshaping industry dynamics.
钛媒体 · 206d ago
Detroit automakers are seeing increased profits from high demand for fuel-powered trucks and SUVs. In contrast, European manufacturers are struggling with declining sales and restructuring pressures.
36氪 · 47d ago
The article analyzes the '15th Five-Year Plan' for China's textile and apparel industry, projecting growth driven by quality, scenario-based consumption, and sports/outdoor sectors.
虎嗅 · 60d ago
Despite facing pressures in the U.S. agricultural sector, Deere & Company has maintained positive stock performance over the last 12 months.
钛媒体 · 62d ago
A retrospective analysis of Binance's nine-year history reveals its transformation from a simple spot exchange into a comprehensive financial super app. The platform now integrates trading, payments, and traditional asset access for over 316 million users.
The Next Web (TNW) · 64d ago
The North American market for AI-generated short dramas is expanding beyond traditional tropes. It explores whether this space is dominated by big tech or accessible to smaller players.
钛媒体 · 64d ago
Netflix shares fell nearly 6% following Q2 earnings that missed market expectations. The company also announced a reduction in the frequency of user engagement reports, raising transparency concerns among investors.
cnBeta (Full RSS) · 64d ago
A-share listed company JOINN Laboratories saw a massive profit surge driven by the fair value revaluation of its experimental monkey stock, sparking a market trend dubbed 'Monkey Module'. The article analyzes the disconnect between this paper profit and the company's core business performance.
虎嗅 · 65d ago
European companies are seeing their strongest earnings quarter in three years, with a 15.3% year-on-year profit growth. Analysts note that this growth is primarily driven by the energy sector rather than AI-related investments.
The Next Web (TNW) · 65d ago