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Tencent Holdings Ltd. and Alibaba Group Holding Ltd. are expected to face pressure on earnings growth due to rising AI investment costs and intensifying competition in China’s artificial intelligence sector following DeepSeek’s latest model launch. T

2026-05-08

Tencent Holdings Ltd. and Alibaba Group Holding Ltd. are expected to face pressure on earnings growth due to rising AI investment costs and intensifying competition in China’s artificial intelligence sector following DeepSeek’s latest model launch. Tencent’s full-year growth is projected to slow to the low-teens range as AI spending doubles, while Alibaba is weighed by weak consumption and reliance on longer-term AI monetization rather than near-term earnings. Analysts also said cloud computing is unlikely to materially lift 2026 profits for either company due to strong competition and margin pressure.

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2026-05-07

FITCH RATINGS: IRAN CONFLICT RAISES SECTOR RISKS DESPITE RESILIENT CREDIT METRI

FITCH RATINGS: IRAN CONFLICT RAISES SECTOR RISKS DESPITE RESILIENT CREDIT METRI
2026-05-08

US President Trump: Our representatives plan to meet to discuss some key issues. Further meetings will be arranged as needed in the coming months.

US President Trump: Our representatives plan to meet to discuss some key issues. Further meetings will be arranged as needed in the coming months.
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