Alibaba shares fall 2% as AI spending drives 75% drop in net income
China’s Alibaba on Thursday posted a 75% fall in profits for the June quarter as AI spending weighed…
From Apple to Ford: How Chinese tech is becoming harder for global companies to ignore
Washington has been stepping up efforts to curb Beijing’s technological ambitions, but from artificial intelligence to electric vehicle…
CNBC’s The China Connection newsletter: AI wins create investor risks
The China Securities Regulatory Commission building in Beijing on July 20, 2026. Sopa Images | Lightrocket | Getty…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…
U.S.-China AI feud sees ASML on tightrope between sales, geopolitics
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. ASML…
Alibaba and Baidu shares jump in Hong Kong on Apple AI partnership
Chinese tech company Baidu, best known for its search engine, also operates cloud, mapping and other internet-based services.…
Apple’s China breakthrough provides another tailwind for its stock
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Baidu shares jump 7% as AI chip arm Kunlunxin said to target $50 billion Hong Kong IPO
A general view of the Baidu logo is seen at the Shanghai New Expo Center during the World…
CNBC’s The China Connection newsletter: Hoping AI lifts all boats
A real estate project is under construction in Yantai City, Shandong Province, China, on May 29, 2026. Nurphoto…
China ‘dissatisfied’ with U.S. move against Chinese tech firms
A BYD Sealion 5 plug-in hybrid SUV is displayed at the launch event by the Chinese electric vehicle…