SMIC (Trans): Street Too Bearish on Smartphones; Memory Shortage to Ease in Q3KO (Trans): Will Deepen End-to-End DigitalizationSPOT (Trans): AI unlocks content at scale, boosts personalization and user engagement
---KO: Betting on AI — Is the 'happy soda' playing a long game?---Narratives crack and sentiment wobbles? SPOT remains the nimble, high‑quality play.SMIC: Doubling Down in a Downcycle — The Last Hope for Homegrown AI Chips?ByteDance AI Actions Boost Market; Google Issues 100-Year Gilt Bond | Daily News RecapAI Endgame: Power Calls the Shots?---RDDT (Trans): We are not niche; advertisers are setting up dedicated Reddit teams.
---Backed by GOOGL, RDDT keeps rallying---Alibaba Qwen's Lunar New Year free-order promo was blocked by WeChat; Nio surged after its first-ever quarterly profit | Daily News Recap
---AMZN (Trans): All incremental capacity was absorbed by customers immediately---RBLX (Trans): GenAI won't solve 3D online multiplayer issues200bn Arms Race: AMZN Raises the Bar in AIRoblox vs. Genie: A Closed Ecosystem That Can’t Be BeatenARM (Trans): Handset exposure limited; FY2027 to sustain 20% growthAAPL plans a low-cost MacBook; Lei Jun says the new SU7 is set for Apr | Daily News RecapARM: AI tailwinds intact; handsets now a drag?QCOM (Trans): Memory Shortage; Smartphone OEMs Cutting Production PlansGoogle (Trans): Expects compute capacity supply to remain constrained for the full year (energy, land, supply chain).GOOGL: The Giant Doubles Down on AIQCOM: Memory Crunch Deepens; Smartphone Stocks at Risk?