Technology & Corporate Updates
- Alibaba unveils ecosystem AI assistant “Qianwen Xiaojiuwo” across apps
- Tencent, Alibaba in talks to invest in DeepSeek at $20 billion-plus valuation
- The Information
- AWS signs power deal with LS Electric as Nvidia pushes 800V DC data center
shift
- Google CEO Sundar Pichai reaffirms company's $175 billion to $185 billion
CAPEX plan for 2026
- US Commerce Secretary Lutnick says US has not yet sold Nvidia's H200 chips to
China
Geopolitics & Iran Conflict
- Trump on Truth Social: Iran is collapsing financially
- Iran received 'some sign' the US is ready to break the blockade - Tasnim
- Trump willing to grant Iran 3-5 more days of ceasefire, sources say - Axios
- Trump says Iran talks 'possible' as soon as Friday - NYP
- White House on Iran ceasefire extension: Trump has not set a deadline
- White House rebuffs 3-5 day timeline for ceasefire extension
Financial Results & Market Performance
- Tesla reports first-quarter adjusted EPS of 41 cents, above the 34-cent Wall
Street estimate, marking a second consecutive beat
National Team Investments
- China’s 'National Team' cuts ETF stakes below 20% disclosure mark
