News
Market Rumor - KKR, AEW Seek to Sell China Property Assets as Slump Lingers
KKR & Co. and AEW Capital Management LP face potential losses as they seek to offload commercial real estate holdings in China, the latest global investors to sell assets during the country’s prolonged property downturn.
Oracle Credit Risk Hits Near 18-Year High on AI Spending Concerns
The cost of protecting Oracle Corp.’s debt against default reached a fresh multi-year high on Monday while its existing bonds sold off, as doubts grew over whether the company’s massive investments in artificial intelligence will pay off.
Market Rumor - Hong Kong Considers Longer Stock Trading Hours, Ending Lunch Break
Hong Kong’s stock exchange is considering an extension of equity trading hours to align with most global markets, including a proposal to eliminate the lunch break, according to people familiar with the matter.
Market Rumor - Chinese memory maker CXMT has reportedly seen its DRAM capacity booked through 2027
As PC OEMs and hardware companies look to Chinese memory manufacturer CXMT to secure supply, this alternate source is also reaching its capacity, according to industry sources familiar to this matter.
Big Tech Faces Growing Pressure to Justify Its AI Spending
After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.
AI start-up Moonshot launches largest Chinese AI model
Chinese AI start-up Moonshot has released a large language model with capabilities approaching those of frontier US labs such as Anthropic, as the gap narrows between the two countries on state-of-the-art AI.
Market Rumor - US seeks share of Korean chipmakers' 'excess profits'
The U.S. is seeking a share in Korean semiconductor companies’ enormous profits from the global artificial intelligence (AI) chip boom, citing strong U.S. demand for Korean chips, according to an industry source.
Embodied AI - 300 plus AI products set to make their global debuts at WAIC 2026 with strong focus on practical applications
In Shanghai, July 16, 2026, the final countdown to one of the world's largest artificial intelligence (AI) events has entered its last stage.
EM Stocks Headed For Weekly Loss on Tech Selloff, Rising Crude
Bloomberg: July 17, 2026, Emerging-market equities fell for a second day and are headed for a weekly decline as concerns over stretched AI valuations dragged technology shares lower, triggering a selloff across Asia.
First US LNG Cargo in a Year Docks in China, Ship Data Shows
A liquefied natural gas carrier with a US shipment appears to have reached a Chinese terminal, potentially marking the first American cargo taken by China since it imposed tariffs more than a year ago.
Anthropic Plans IPO Investor Meetings as Mega-Listing Nears
Anthropic PBC is seeking to meet with investors ahead of its potential mega-IPO, according to people familiar with the matter, as the company prepares to join the rush of artificial intelligence-driven stock market debuts.
Results Review - TSMC 2Q2026 Profit Jumps as AI Boom Funds Costly Shift to N2
TSMC delivered a notably strong second quarter in 2026, combining rapid revenue growth, record-level profitability and the first meaningful contribution from its 2-nanometer, or N2, technology.
