This report is from this week’s CNBC’s The China Connection newsletter, which brings you insights and analysis on what’s driving the world’s second-largest economy. You can subscribe here. The big story From Nezha 2 to Labubu, it’s been quite a year for Chinese cultural exports. Now, one of the latest titles to hit the $189 billion…
Global investor sentiment for artificial intelligence remains buoyant, despite on the ongoing equities sell-off. European and Asia markets have seen days of consecutive losses, tracking their U.S. counterparts lower as pressures mount on AI-related stocks and their valuations. The pan-European Stoxx 600 on Tuesday notched its lowest level in a month, with major bourses opening lower on Wednesday, while Asia-Pacific markets fell. Stateside, stock futures were little…
Traders work on the floor of the New York Stock Exchange during morning trading on November 17, 2025 in New York City. Michael M. Santiago | Getty Images News | Getty Images LONDON — European markets resumed their sell off on Wednesday amid lingering doubts over tech stocks, with investors eagerly awaiting Nvidia earnings later….
Hong Kong’s stock exchange reported its highest quarterly profit in nearly four years after China’s stimulus measures boosted trading and listing volume. Bloomberg | Bloomberg | Getty Images HONG KONG — The boom in initial public offerings in Hong Kong has offered a long-awaited release valve for private equity firms sitting on aging China portfolios,…
London’s biggest stocks have outperformed most of Wall Street’s major averages this year — and as the benchmark FTSE 100 index edges toward an historic milestone, market watchers say its rally could have further to run. The FTSE 100 index — home to the U.K.’s most valuable blue-chip companies — hit a record high of…
People walk in a shopping mall in the Sanlitun area in Beijing, China, on April 4, 2025. Kevin Frayer | Getty Images News | Getty Images EQT, one of the largest private market investors in the world, is doubling down on Asia, calling the region a big growth engine and home to some of the most compelling opportunities…
Global markets are wobbling, stoking investor worries over portfolio allocation and how to navigate the current climate — sit tight, rotate into defensive stocks, or opt for cash? The turbulence is being driven by a confluence of factors ranging from stretched tech valuations to shifting rate expectations and softening global data. Gold prices have fallen…
ASML ‘s monopoly over one critical part of the artificial intelligence supply chain could see it more than double its own 2030 revenue expectations, according to Goldman Sachs. Demand for extreme ultraviolet radiation, or EUV, which is a niche but critical part of AI infrastructure, is set to intensify as the AI race continues at pace. EUV is like a powerful laser printer that etches minuscule designs onto…
Eschcollection | Digitalvision | Getty Images Asia-Pacific markets were set to open higher Wednesday, after Wall Street declined as concerns about artificial intelligence valuations continued to pressure tech stocks. Japan’s benchmark Nikkei 225 index was set to rise, with its futures contract in Chicago at 48,885, and its counterpart in Osaka last trading at 48,900,…
Judson Althoff, CEO of Microsoft’s commercial business and then mresident of Microsoft North America, speaks during We Day at KeyArena in Seattle on April 23, 2015. Mat Hayward | Getty Images Entertainment | Getty Images Microsoft made it easier for corporate workers to make AI agents that go off and do work. Now it’s demonstrating…
