Dell (DELL.N) COO Jeff Clarke said demand continues to outstrip supply, with memory the primary constraint.

At its May 29, 2025 annual shareholders' meeting, Vanke said it still faces significant challenges: operating performance has not materially improved and debt and liquidity remain under pressure. For 2026 the company will prioritize risk resolution and development, advancing three measures: continue reform-driven risk mitigation; tighten operations to ensure full-year housing deliveries, systematically review and monetize existing assets, focus on key cities and core businesses and orderly exit non-core investments; and strengthen controls while further optimizing corporate governance.

China Merchants Securities maintains a Buy rating on Kuaishou (01024.HK) and a HK$64 target price, implying adjusted P/E of 15x/13x for FY2026/FY2027. The broker says Kuaishou is at a key inflection as AI-driven content ecosystem reshaping and faster-than-expected commercialization validate its second growth curve. Firm highlights company-wide AI penetration—AI mini-dramas, AI marketing agents and AI e‑commerce search—as continuing to add incremental revenue to legacy businesses. Kuaishou is cash-rich, offering roughly 4% annual shareholder return, and is keeping financial discipline while sustaining AI investment.