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Lower Saxony governor says German factories must boost competitiveness.

2026-09-04

Lower Saxony governor says German factories must boost competitiveness.

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2026-09-04

Morningstar says Tencent’s AI build-out will not be a sustained cash drain. After large compute purchases for training, the Hunyuan large language model (LLM) is expected to improve quickly; if Hunyuan underperforms, Tencent can lease the hardware to

Morningstar says Tencent’s AI build-out will not be a sustained cash drain. After large compute purchases for training, the Hunyuan large language model (LLM) is expected to improve quickly; if Hunyuan underperforms, Tencent can lease the hardware to third parties to recoup investment. Morningstar sees the greatest long-term upside from commercializing AI across advertising, gaming and WeChat AI agents. Morningstar projects Tencent’s free cash flow turns positive in 2027, creating scope for larger share buybacks thereafter.
2026-09-04

Roubini, nicknamed Dr. Doom, said the biggest factor pushing yields higher is tech spending; he does not believe AI is a bubble.

Roubini, nicknamed Dr. Doom, said the biggest factor pushing yields higher is tech spending; he does not believe AI is a bubble.
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