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HKG:9988 10 February 2025 - 1 September 2025

Alibaba (NYSE:BABA; HKG:9988) rises 7% with Qwen AI cost strategy in spotlight
AI Stock Whiplash: Alibaba’s $50 Billion Surge, Nvidia’s Reality Check & More (Aug 31–Sep 1, 2025)

AI Stock Whiplash: Alibaba’s $50 Billion Surge, Nvidia’s Reality Check & More (Aug 31–Sep 1, 2025)

The final days of August saw a tug-of-war between AI-fueled optimism and growing caution among the market’s most valuable tech companies. Nowhere was this more evident than with Nvidia, the poster child of the AI boom. The GPU giant reported another quarter of blowout earnings, far exceeding analyst expectations. Demand for its AI chips has been so overwhelming that CEO Jensen Huang likened the current AI build-out to “a new industrial revolution” with customers “buying everything [we have] – the buzz is: everything sold out” reuters.com reuters.com.
AI Revolution Roundup: Meta’s Secret Weapon, China’s Global Gambit & Breakthrough Tech (July 25–26, 2025)

AI Revolution Roundup: Meta’s Secret Weapon, China’s Global Gambit & Breakthrough Tech (July 25–26, 2025)

Meta’s High-Profile Hire: In a bold talent grab, Meta Platforms announced it has hired Shengjia Zhao, a co-creator of OpenAI’s ChatGPT and GPT-4, as chief scientist of its new “Superintelligence Lab.” CEO Mark Zuckerberg revealed the move on July 25, calling Zhao a “co-founder” of the lab who will “set the research agenda and scientific direction… working directly with me and Alex [Wang]” reuters.com. Zhao is one of several top researchers lured from OpenAI to Meta in recent weeks amid a fierce talent arms race reuters.com. Meta is reportedly offering lavish pay and equity to close the gap in advanced AI reuters.com. The new Superintelligence Lab will consolidate work on Meta’s LLaMa models and long-term AGI goals, operating separately from FAIR reuters.com. Zuckerberg has openly declared Meta’s aim to build “full general intelligence” as open source – an approach that has drawn both praise and concern in the AI community reuters.com.
AI’s 48-Hour Frenzy: Breakthroughs, Billion-Dollar Bets & Bold Policies (July 22–23, 2025)

AI’s 48-Hour Frenzy: Breakthroughs, Billion-Dollar Bets & Bold Policies (July 22–23, 2025)

AI Tackles Advanced Math: In a milestone for AI reasoning, models from Google and OpenAI achieved gold-medal scores at the International Mathematical Olympiad reuters.com. It marks the first time AI systems crossed the Olympiad’s top-tier threshold, each solving 5 out of 6 challenging problems using new “general-purpose reasoning” methods that rely on natural language understanding reuters.com reuters.com. “I think the moment we can solve hard reasoning problems in natural language will enable the potential for collaboration between AI and mathematicians,” said Brown University professor Junehyuk Jung, suggesting AI may soon help tackle unsolved research problems in math reuters.com reuters.com. OpenAI’s team disclosed that their experimental model scaled up “test-time compute,” allowing the AI to “think” longer and in parallel – a costly effort the company called “very expensive” reuters.com. Google DeepMind, which worked directly with IMO organizers, used a general model Gemini Deep Think to solve problems within the official 4.5-hour limit entirely in natural language reuters.com. Experts at both companies see this as a breakthrough hinting that AI’s reasoning power could soon extend to frontiers in physics and other sciences reuters.com.
Internet Access in China

Internet Access in China

China’s internet landscape is characterized by massive scale, state-controlled infrastructure, and strict governance. With over a billion users online, China hosts the world’s largest internet community, but this access comes with significant restrictions and a parallel digital ecosystem separate from the global internet. Below is an overview of key aspects of internet access in China, from infrastructure and service providers to censorship policies and emerging trends.
AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap

NYSE: AER 95 / 100
#2 BUY

Constellation Energy

NASDAQ: CEG 94 / 100
#3 BUY ON PULLBACK

Cheniere Energy

NYSE: LNG 92 / 100
#4 BUY

Walt Disney

NYSE: DIS 90 / 100
#5 ACCUMULATE

AIG

NYSE: AIG 88 / 100
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Editorial model selection. Not personalised advice.