Chinese Companies News 22 September 2025

November 2, 2025, 6:12 AM EST. Investment bubbles unfold in five phases: displacement, boom, euphoria, peak, and collapse. The piece uses AI as a case study and flags signs of euphoria-from hype around companies like Opendoor to stock price surges driven by AI talk rather than fundamentals. It then questions whether Nvidia can weather a potential AI bubble deflation, noting the company sits at the core of the AI revolution thanks to its high-demand chips. While that demand may cushion a downturn, a bursting bubble could still compress valuations and drag the broader market down. Investors should weigh whether current valuations reflect durable AI demand or speculative fever, and stay mindful of the risk that even the strongest players aren't immune to price declines when the crowd exits.

November 2, 2025, 5:56 AM EST. Even as the S&P 500 hits record highs, the Vanguard S&P 500 ETF (VOO) offers a low-cost, diversified way to own the index. The index is heavily tilted toward information technology, led by Nvidia, Microsoft, and Apple, which together make up a large portion of the portfolio. History shows that buying the market at highs can still yield solid long-term results thanks to broad exposure and compounding, though future returns depend on earnings, valuations, and macro trends. For long-term investors, strategies like dollar-cost averaging and regular rebalancing can help manage risk. Valuations are elevated, but owning a faithful slice of the economy through VOO remains appealing for many savers.

November 2, 2025, 5:40 AM EST. Coupang (NYSE: CPNG) has surged this year, rising about 43% YTD and delivering strong revenue growth and net income expansion. With a fair value estimate near $34.52 versus a recent close around $31.97, the stock appears modestly undervalued but still sensitive to execution in new markets. Ongoing investments in automation, AI, and logistics are driving higher gross margins and higher earnings, though rising technology costs and occasional losses in newer markets pose risks. Analysts expect continued top-line momentum and a path to profitability expansion, but the magnitude of that path depends on cost control and scale. Investors should weigh the growth outlook against the valuation and risk factors as Coupang navigates a mixed market backdrop.

November 2, 2025, 5:24 AM EST. AI-generated outlook for HLIT:CA shows Neutral ratings across Near, Mid, and Long terms, with a proposed long-term plan to buy near 16.69 and a protective stop loss at 16.61. No short ideas are offered at this time. The update notes the timestamp (Nov 2, 2025) and highlights updated AI-generated signals for the Global X Lithium Producers Index ETF (HLIT:CA). Traders can monitor the HLIT:CA chart and consider the suggested long entry while noting the absence of any short exposure and the overall neutral outlook.

November 2, 2025, 5:08 AM EST. Two of the world's richest investors diverge on gold. In 2025, gold has surged roughly 48%, beating the S&P 500's ~17% gain. Warren Buffett-head of Berkshire Hathaway-continues to label gold an unproductive asset, arguing it has no earnings and compares unfavorably to productive businesses that pay dividends or buybacks. By contrast, Ray Dalio-founder of Bridgewater Associates-advocates ownership of gold as a hedge against debt and policy risk, calling it a potential must-have for investors. The divergence illustrates a broader debate between income-generating equities versus non-yielding stores of value. Both men built fortunes from different philosophies, but the question remains: will gold's 2025 performance cement the bullish case for Dalio or reinforce Buffett's skepticism?