2026-03-03
All the more reason to use Claude!
Bloomberg
Sources: amid negotiations with the DOD, Anthropic submitted a bid to compete in a $100M DOD contest to develop voice-controlled, autonomous drone swarming tech
Anthropic PBC was among the artificial intelligence companies that submitted a proposal earlier this year to compete …
All the more reason to use Claude!
Reuters
The US Treasury Department, State Department, and Federal Housing Finance Agency stop using Anthropic's AI products; the State Department will switch to OpenAI
The U.S. Treasury Department, State Department and the federal housing agency are terminating all use of Anthropic products …
All the more reason to use Claude!
Lawfare
US Defense Secretary Pete Hegseth's and Trump's actions against Anthropic have serious legal issues, and its designation exceeds what the statute authorizes
This is designation as political theater: a show of force that will not stick. — alanrozenshtein.com — Meet The Authors
2026-02-12
Lmao! The only thing helping Softbank book a profit are unrealized gains from an inflated OpenAI that keeps losing money with no end in sight to this bottomless money pit.😂 SoftBank Vision Fund books $2.4 billion gain boosted by OpenAI bet https://www.cnbc.com/...
CNBC
SoftBank reports Q3 net profit of ~$1.6B, below est., and Vision Fund posts a ~$2.4B gain, after a ~$4.2B gain in its OpenAI investment helped it offset losses
SoftBank posted a $2.4 billion gain at its Vision Fund in the December quarter as a jump in the value of its OpenAI investment helped offset losses in some of its other bets.
2025-12-27
November was a big month for foreign branded smartphones in China, including $AAPL iPhones. Overall sales jumped 128%. In October, Apple saw iPhone sales jump 22% year-on-year after the launch in September. But remember, November 2024 was a terrible month for foreign smartphone makers in China. Sales fell nearly by half (47%). So this year, they are just recovering lost ground thanks largely to a strong new product line for Apple's flagship iPhone 17.
Reuters
Government data: shipments of foreign-branded mobile phones in China, primarily iPhones, rose 128.4% YoY in November 2025 to 6.93M units
2025-12-26
November was a big month for foreign branded smartphones in China, including $AAPL iPhones. Overall sales jumped 128%. In October, Apple saw iPhone sales jump 22% year-on-year after the launch in September. But remember, November 2024 was a terrible month for foreign [image]
Reuters
Chinese government data: shipments of foreign-branded mobile phones, primarily iPhones, rose 128.4% YoY in November 2025 to 6.93M units
Shipments of foreign-branded mobile phones, including Apple's (AAPL.O) iPhones, rose 128.4% in China in November from the same month last year …
2025-11-06
In one short sentence, Jensen Huang summed up the result of years of US policy of containment against China. [image]
Financial Times
Jensen Huang warns “China is going to win the AI race”, after the US kept a ban on advanced AI chip sales to China, and says the West is held back by “cynicism”
CEO criticises western ‘cynicism’ while Beijing loosens regulations and cuts energy costs for data centres
2025-09-02
Alibaba https://9988.hk/ closed near its high of the day, soaring 18.5% to HK$137.10 in @HKEXGroup indicating a 4.24% premium to the ADR's close on Friday. That's about US$140.70 for the $BABA ADR. Solid, SOLID day. Volume today was the HIGHEST EVER recorded in Hong Kong [image]
CNBC
Alibaba's stock jumped 19%+ in Hong Kong on September 1, after its August 29 report of cloud computing driving strong Q1 results and reports of its new AI chip
Arjun Kharpal / CNBC :
2025-05-27
Pinduoduo $PDD down 16.6% on huge rev and eps miss. Saying it was disappointing is an understatement.
Bloomberg
Temu-owner PDD reports Q1 revenue up 10% YoY to ~$13.3B, below ~$14.4B est., and says it is fulfilling US orders exclusively via local warehouses and merchants
Luz Ding / Bloomberg :
2025-03-07
A foldable iPhone... 7 years behind Samsung and 5 years behind Xiaomi. 🤔
MacRumors
Kuo: Apple plans to start mass producing a $2,000+ book-style foldable iPhone in Q4 2026, with a ~7.8" “crease-free” inner display and a ~5.5" outer display
Apple's first foldable iPhone should arrive around the end of 2026 or early 2027 with a book-style design and a premium price tag …
2025-02-18
Baidu 4Q24 results are out! Revenue -2% to $4.675B vs. $4.6B (BEAT!) Adjusted EPS -12% to $2.63 vs. $1.85 (MAJOR BEAT!) #StocksToWatch #StocksInNews $BIDU https://9888.hk/ [image]
Bloomberg
Baidu reports Q4 revenue down 2% YoY to ~$4.7B, above $4.6B est., and a ~$717M net income, above ~$540M est., as its search and AI businesses face competition
Revenue for the three months ended December shrank 2% to 34.1 billion yuan ($4.7 billion), versus an average estimate of 33.4 billion yuan.
2025-01-29
$ASML set to recoup nearly all of its post #DeepSeek losses following this massive results beat. Stock up 7% in premarket.
CNBC
ASML reports Q4 net profit of €2.69B on €9.26B net sales, net bookings up 169% QoQ to €7.09B, and expects 2025 net sales of €30B to €35B, up from €28.3B in 2024
Dutch semiconductor giant ASML on Wednesday reported a big jump in fourth-quarter net bookings …
2024-10-23
Tim Cook's China visit shows how important this market is to $AAPL and possibly how alarmed he is that iPhone sales in the world's biggest market is slowing due to competition from #Huawei #Xiaomi and many other strong domestic brands.
Bloomberg
China says Tim Cook said Apple would “continue to grow its investments in China” in a meeting with its top tech official, during his second visit in 2024
How Uber and Lyft Used a Loophole to Deny NYC Drivers Millions in Pay … Hello World … Quicktake
2024-10-16
So it begins... $INTC
Reuters
The Cybersecurity Association of China says Intel products sold in the country should be subject to a security review, alleging it has “constantly harmed” China
Eduardo Baptista / Reuters :
2023-12-27
Coincidentally Xiaomi also has a smart watch with a BP monitoring function called Watch H1 selling for $260. And I plan to buy one while I'm in town. $XIACF
Reuters
Biden's administration declines to veto the ITC's Apple Watch Series 9 and Ultra 2 import ban over Masimo's patents; Apple asks an appeals court to halt the ban
Coincidentally Xiaomi also has a smart watch with a BP monitoring function called Watch H1 selling for $260. And I plan to buy one while I'm in town. $XIACF
Bloomberg
How Apple hiring Stanford PhD Marcelo Lamego, who was CTO of Masimo sister Cercacor, in 2013 to add Watch health features sparked a fight that led to the US ban
Apple's hiring of a key engineer 10 years ago helped spark a fight that led its watch to be banned from the US.
2023-12-26
One of the highest monthly game approvals this year. But proposed measures banning/limiting rewards or incentives that encourage high usage and loyalty will still weigh on sentiment. China is rewriting the rules of online gaming content to address what it perceives as societal ills that require significant rethinking on the part of game developers - the first such country to do so. It may also be the start of a global trend if Chinese game developers are able to successfully recalibrate and grow. For now, we wait and see.
Bloomberg
China approves 105 local games, including titles from Tencent and NetEase, after the announcement of a new set of restrictions led to an $80B rout last week
Zheping Huang / Bloomberg :
2023-12-25
One of the highest monthly game approvals this year. But proposed measures banning/limiting rewards or incentives that encourage high usage and loyalty will still weigh on sentiment. China is rewriting the rules of online gaming content to address what it perceives as societal ills that require significant rethinking on the part of game developers - the first such country to do so. It may also be the start of a global trend if Chinese game developers are able to successfully recalibrate and grow. For now, we wait and see.
Bloomberg
China approves 105 local games, including titles from Tencent and NetEase, after the announcement of a new set of restrictions led to a $80B rout last week
- Beijing approves games, seeks feedback on new restrictions — Tencent and NetEase shares plunged on Friday on crackdown fear
2023-11-16
$BABA down despite earnings beat due to: - news of Jack Ma's trust planning to sell 10m shares. - cancelling of cloud unit spin-off due to US-China tensions that relate to chips for data centers and AI
Bloomberg
Alibaba reports Q2 revenue up 9% YoY to ~$31B, beating ~$30.9B est., a ~$3.8B net income, up from a ~$3B loss in Q2 2022, and calls off its cloud spinoff
- The decision marks a dramatic reversal on a signature move — Alibaba's historic six-way restructuring is now in doubt
$BABA down despite earnings beat due to: - news of Jack Ma's trust planning to sell 10m shares. - cancelling of cloud unit spin-off due to US-China tensions that relate to chips for data centers and AI
Reuters
Alibaba filing: Jack Ma's family trust plans to sell 10M American Depository Shares of Alibaba for around $871M; BABA drops 8%+
Akash Sriram / Reuters :