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Dogecoin is a cryptocurrency based on the popular "Doge" Internet meme and features a Shiba Inu on its logo. Dogecoin is a Litecoin fork. Introduced as a "joke currency" on 6 December 2013, Dogecoin quickly developed its own online community and reached a capitalization of US$60 million in January 2014. Compared with other cryptocurrencies, Dogecoin had a fast initial coin production schedule: 100 billion coins were in circulation by mid-2015, with an additional 5.256 billion coins every year thereafter. As of 30 June 2015, the 100 billionth Dogecoin had been mined.   Dogecoin was created by Billy Markus from Portland, Oregon and  Jackson Palmer from Sydney, Australia. Both wanted to create a fun cryptocurrency that will appeal beyond the core Bitcoin audience. Dogecoin is primarily used as a tipping system on Reddit and Twitter where users tip each other for creating or sharing good content. The community is very active in organising fundraising activities for deserving causes.  The developers of Dogecoin haven’t made any major changes to the coin since 2015. This means that Dogecoin could get left behind and is why Shibas are leaving Dogecoin to join more advanced platforms like Ethereum. One of Dogecoin strengths is its relaxed and fun-loving community. However, this is also a weakness because other currencies are way more professional.  To purchase Dogecoin, it involves downloading a crypto wallet, setting up a crypto exchange account and then trading away for your desired crypto currency. Once we have set up an account with a DOGE currency exchange and deposited some funds, you are ready to start trading.

Dogecoin

Dogecoin is trending amid a rally fueled by speculation about a confirmed merger with a large miner (COEP) and renewed hopes for its integration into the X platform. While some traders view the surge as a short-term pump, the community is actively discussing strong buying pressure and reported corporate treasury accumulation.

The Aircoin memecoin was born from a viral Twitter post from March, 2014 which proclaimed the following:   Evolution: 1. Aircoin 2. Fartcoin 3. Artcoin  Aircoin was launched in August, 2025 and CTO'd twice, with the second CTO team bringing vast experience and expertise to the project. The team includes industry veterans and visual arts professionals.  Aircoin is destined for greatness as a premier memecoin on the BONK.fun platform.

aircoin

Aircoin is actively trending as its community boasts over 40% of the token supply locked in AirLock, a mechanism lauded for significantly reducing selling pressure. This strong community control, combined with its USD1 LP pairing on the Solana ecosystem, is fueling bullish sentiment and ambitious calls for major exchange listings, defying broader market volatility.

WorldFinancial

WLFI is trending amid a U.S. House investigation into its Trump-linked foreign investments and alleged conflicts of interest, which has sharply divided the community. Despite accusations of being a "scam," many fervent supporters anticipate significant catalysts from an upcoming Mar-a-Lago forum, including an app launch and RWA tokenization, convinced its low circulating supply will drive its future in digital payments.

The Compound Governance Token is a governance token on the Compound Finance lending protocol, COMP allows the owner to delegate voting rights to the address of their choice; the owner’s wallet, another user, an application, or a DeFi expert. Anybody can participate in Compound governance by receiving delegation, without needing to own COMP.  Anybody with 1% of COMP delegated to their address can propose a governance action; these are simple or complex sets of actions, such as adding support for a new asset, changing an asset’s collateral factor, changing a market’s interest rate model, or changing any other parameter or variable of the protocol that the current administrator can modify.

Compound

Compound (COMP) is trending with intense debate as some investors anticipate a significant run driven by its limited token supply, upcoming V4 developments, and broader altcoin market optimism. Conversely, many express frustration over its inability to hold gains, recurring "pump and dump" patterns, and concerns surrounding the Compound Foundation's treasury and governance, which have led to continued price declines.

PDD Holdings, Inc. is a multinational commerce group that owns and operates a portfolio of businesses. The company aims to bring more businesses and people into the digital economy so that local communities and small businesses can benefit from increased productivity and new opportunities. It has built a network of sourcing, logistics, and fulfillment capabilities, that support its underlying businesses. PDD Holdings was founded by Hua Lin Cai and Zheng Huang in 2015 and is headquartered in Dublin, Ireland.

PDD Holdings Inc - ADR

Pinduoduo Inc.

PDD is trending as a "smaller-than-feared" tax fine from Chinese authorities sparked a market rally, though community discussion remains divided amidst broader regulatory scrutiny, intense competition from Alibaba and JD, and management's cautious outlook on growth for its e-commerce platforms like Temu.

Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

XRP is trending amidst strong community discussion about its potential decoupling from Bitcoin, fueled by reports of major institutional interest and significant capital waiting on the sidelines. The crypto asset's utility and regulatory clarity from the anticipated "Clarity Act" are key talking points driving market sentiment.

The Stellar network is an open source, distributed, and community owned network used to facilitate cross-asset transfers of value. Stellar aims to help facilitate cross-asset transfer of value at a fraction of a penny while aiming to be an open financial system that gives people of all income levels access to low-cost financial services. Stellar can handle exchanges between fiat-based currencies and between cryptocurrencies. Stellar.org, the organization that supports Stellar, is centralized like XRP and meant to handle cross platform transactions and micro transactions like XRP. However, unlike Ripple, Stellar.org is non-profit and their platform itself is open source and decentralized.   Stellar was founded by Jed McCaleb in 2014. Jed McCaleb is also the founder of Mt. Gox and co-founder of Ripple, launched the network system Stellar with former lawyer Joyce Kim. Stellar is also a payment technology that aims to connect financial institutions and drastically reduce the cost and time required for cross-border transfers. In fact, both payment networks used the same protocol initially.  Distributed Exchange Through the use of its intermediary currency Lumens (XLM), a user can send any currency that they own to anyone else in a different currency.  For instance, if Joe wanted to send USD to Mary using her EUR, an offer is submitted to the distributed exchange selling USD for EUR. This submitted offer forms is known as an order book. The network will use the order book to find the best exchange rate for the transaction in-order to minimize the fee paid by a user.  This multi-currency transaction is possible because of "Anchors". Anchors are trusted entities that hold people’s deposits and can issue credit. In essence, Anchors serves as the bridge between different currencies and the Stellar network.  Lumens (XLM) Lumens are the native asset (digital currency) that exist on the Stellar network that helps to facilitate multi-currency transactions and prevent spams. For multi-currency transactions, XLM is the digital intermediary that allows for such a transaction to occur at a low cost.  In-order to prevent DoS attacks (aka spams) that would inevitably occur on the Stellar network, a small fee of 0.00001 XLM is associated with every transaction that occurs on the network. This fee is small enough so it does not significantly affect the cost of transaction, but large enough so it dissuades bad actors from spamming the network.   Prior to Protocol 12, Stellar had a built-in inflation mechanism conceived to allow account holders to collectively direct inflation-generated lumens toward projects built on Stellar.  As the network evolved and grew, it became increasingly clear that inflation wasn’t working as intended — account holders either didn’t set their inflation destination or joined inflation pools to claim the inflation themselves, and the operational costs associated with inflation payments continued to rise — and so a protocol change to disable inflation was proposed, implemented, voted on by validators, and ultimately adopted as part of a network upgrade.  The inflation operation is now deprecated. https://developers.stellar.org/docs/glossary/inflation/

Stellar Lumens

Stellar Lumens is trending following the activation of its X-Ray privacy protocol, which the community believes enhances its appeal for compliant institutional adoption and real-world asset tokenization. This development, alongside established partnerships, is fueling discussions about XLM's role in the "Dawn of Utility" within the crypto space.

Codatta

XNY (Codatta) is trending as the community enthusiastically discusses its resilience and strong price action, often noting its ability to outperform broader market movements, particularly Bitcoin's dips, driven by its AI/data utility.

$Goldcoin: the gold standard on Solana. All PumpFun CTO Creator Rewards are allocated 50% for buybacks &amp; burns and 50% for marketing + development daily. Full transparent CTO leadership providing on-chain + social proof evidence of all transactions. We provide provide daily Token Improvement Reports that highlight all the reward claims, allocations, showing 50% buyback and burn transactions, and all marketing expense transactions for $Goldcoin every day.  Community CTO involved in voting and decision-making as often as possible.

goldcoin

GOLDCOIN is gaining attention from its ongoing token burn initiatives and discussions about future gold-backing, with many in the community highlighting its low market capitalization and Solana-based platform as a high-potential asset in the current crypto landscape.

Lumen Technologies, Inc. is an investment holding company, which engages in the provision of integrated communications to residential and business customers. It operates through the Business and Mass Markets segments. The Business segment provides products and services under four sales channels to enterprise and commercial customers. The Mass Markets segment focuses on consumer and small business customers. The company was founded in 1930 and is headquartered in Monroe, LA.

Lumen Technologies Inc

Lumen Technologies is drawing attention following a strong Q4 earnings beat and the successful divestiture of its consumer fiber business, significantly reducing debt, with CEO Kate Johnson's substantial insider buying signaling strong confidence. The community is highly bullish, emphasizing LUMN's critical role as the fiber optic infrastructure backbone for surging AI and hyperscaler demand, driving short squeeze speculation and anticipation for its upcoming Investor Day.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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Alibaba Group office building in Chongqing Municipality, China, pictured on March 23, 2025. (LI HONGBO/Feature China/Future Publishing via Getty Images)

Alibaba Stock Climbs Premarket After 6-Day Losing Streak

BABA shares have declined sharply of late, amid a broad selloff in the U.S. markets.

Equity

BABA shares have declined sharply of late, amid a broad selloff in the U.S. markets.


<ul class="summary-bullets"><li>Baidu said its buyback will run through 2028.</li><li>The Chinese internet giant will pay its first-ever dividend this year, though details are pending.</li><li>Stocktwits sentiment for BIDU remained in the ‘bearish’ zone.</li></ul>U.S.-listed shares of Baidu, Inc. jumped nearly 5% in after-hours trading on Wednesday after the Chinese search and internet giant announced its maiden dividend and a fresh buyback plan.Baidu said it expects to pay its first-ever dividend this year, though it will announce the amount and timing later. The company’s board approved a new share repurchase program for up to $5 billion that will run through December 2026.“With our substantial cash reserves and sound financial management capabilities, we aim to create and continuously enhance long-term value for our shareholders through our proactive shareholder return initiatives,” the company said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.prnewswire.com/news-releases/baidu-announces-new-share-repurchase-program-and-dividend-policy-302679608.html#:~:text=The%20Board%20has%20authorized%20a,terms%20and%20size%20as%20appropriate.">statement</a>.Baidu’s peer Alibaba approved a $25 billion stock repurchase program in 2024, while Tencent rolled out a plan to buy back $10 billion worth of company shares last year.BIDU drew heavy buzz on Stocktwits late Wednesday, although retail sentiment for the stock continued to track ‘bearish,’ unchanged over the past week.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_at_8_18_03_AM_png_82c5f29ba3.webp" alt="Screenshot 2026-02-05 at 8.18.03 AM.png" width="586" height="82"><figcaption>BIDU sentiment and message volume as of February 4 | Source: Stocktwits</figcaption></figure>Several users cheered Baidu’s latest capital return policies. “A $5 billion buyback which is almost 10% of the company mind you and the first ever dividend. This is why you sit tight and be patient and make the big money!” said a user.<stembedurl>https://www.stocktwits.com/BigG75/message/644045704</stembedurl>Another praised Baidu’s new CFO Haijian He, who was&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/technology/baidu-appoints-haijian-he-cfo-2025-07-01/">appointed</a> last July.&nbsp;“Our new CFO has a lot of experience and knows exactly what he’s doing- he will guide BAIDU into the future growth and future market cap it deserves… Baidu's bull market has just begun!” this person said.<stembedurl>https://stocktwits.com/BigG75/message/644047682</stembedurl>The plans come amid a sharp slide in&nbsp;<a href="https://stocktwits.com/symbol/BIDU">Baidu’s shares</a>. The stock has declined for five sessions straight, cumulatively losing about 14%. It has lagged peer Alibaba, whose stock has risen 60% over the past 12 months versus 53% gains in BIDU.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Baidu logo is seen displayed on a smartphone screen. 

Why Did BIDU Stock Jump Nearly 5% After-Hours Today?

Baidu joins peers Alibaba and Tencent in enhancing shareholder returns.

A person holds a smartphone displaying the logo of Alibaba Group. CEO Eddie Wu said the company will increase investment in AI. (Photo by Cheng Xin/Getty Images)

Why Is Alibaba Stock Falling Premarket Today?

Alibaba was one of the favourites among Chinese stocks last year, before its price retreated at the fag end.

<ul class="summary-bullets"><li>Two major brokerages, Morgan Stanley and Jefferies, lowered their price targets on BABA, while keeping their ‘Buy’ ratings.</li><li>The stock gained sharply last year amid strength in Chinese tech stocks, but shares retreated slightly towards the end of the year.</li><li>Morgan Stanley analysts flagged weakness in Alibaba’s core e-commerce business due to poor consumer trends in China, while forecasting continued strength in the company’s cloud business.</li></ul>Morgan Stanley and Jefferies tempered their outlook on Alibaba’s stock amid recent share-price weakness, though both continue to recommend accumulating the shares.BABA fell 2.5% in early premarket trading on Friday. The stock had gained 5.3% the previous day.<h2 class="st-heading-2">Analysts’ Take</h2>Morgan Stanley lowered its price target on BABA to $180 from $200, according to an investor note on Thursday, Investing.com reported. Its analysts warned that “core e-comm businesses have started to worsen, due to weak consumption” trends in China, adding that the segment “may remain under pressure in 1HF27 due to a high base.”&nbsp;They said Alibaba’s overall profitability could weaken in the near to medium term, although strength in the cloud unit is expected to continue.&nbsp;Jefferies lowered its price target on the Chinese tech giant’s shares to $225 from $231, while affirming Alibaba as a top pick in 2026 given its opportunities in artificial intelligence and cloud.<h2 class="st-heading-2">Investors Still Largely Bullish&nbsp;</h2>Alibaba rallied widely in 2025, thanks to a rapid pace of AI rollout and commitment to higher investment in the domain, although&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alibaba-stock-cools-off-into-year-end/cL75re3REDw">shares retreated</a> slightly towards the end of the year.The stock is widely watched at the moment, as China is reportedly set to allow sales of Nvidia’s H200 processor in the country. Alibaba, a top cloud computing provider, is a substantial buyer of Nvidia equipment.On Stocktwits, the retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/BABA">BABA</a> climbed higher in the ‘bullish’ zone, and message volume jumped from ‘high’ to ‘extremely high.’ “Breakout is imminent,“ a user&nbsp;<a href="https://stocktwits.com/yani09/message/641213437">posted</a>.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/china-techs-moment-in-the-sun-minimax-zhipu-make-strong-debuts/cmU2IpgR45y">China Tech’s Moment In The Sun: Alibaba-Backed AI Play MiniMax, Zhipu Make Strong Hong Kong Debuts</a>

Why Is Alibaba Stock Falling In Premarket Today?

Two analysts lowered their price targets on BABA amid a recent pullback in shares. 

<ul class="summary-bullets"><li>MiniMax surged 86% on Friday, while Zhipu AI gained 13% the previous day – recording strong debuts.</li><li>Alibaba-backed MiniMax develops AI models similar to those of OpenAI and has consumer video-generation apps.</li><li>The strong debuts underscore both resilience in and rising investor optimism toward China’s software sector.</li></ul>Chinese AI firm MiniMax’s shares surged more than 86% in their debut on the Hong Kong Stock Exchange on Friday, underscoring strong investor optimism around China’s AI and broader technology sector.The Alibaba Group-backed company raised HK$4.8 billion ($620 million) in the initial public offering, with the retail portion subscribed by over 1,830 times the shares available.&nbsp;The gains follow Knowledge Atlas Technology’s Thursday listing and a 13% first-day jump in shares. The AI startup, also known as Zhipu AI, gained a further 15% on Friday.MiniMax’s performance serves as a litmus test, suggesting that investor enthusiasm in China’s AI sector – so far concentrated on hardware makers – can extend to software firms.<h2 class="st-heading-2">China’s Tech Strength&nbsp;</h2>A spate of Chinese semiconductor firms recorded&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/china-probably-won-t-need-nvidia-for-long-beijing-s-homegrown-ai-chip-empire-is-rising-stealthily/cLIrvzgREZK">strong opening-day gains</a> recently: chipmakers Moore Threads Technology and MetaX Integrated Circuits Shanghai soared severalfold, while chip designer Shanghai Biren Technology jumped 76% in Hong Kong.Stocktwits previously&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/china-tech-is-back-ai-boom-drives-hong-kong-stocks-to-best-run-in-8-years/cmxN6jnRE6L">reported</a> that strength in China’s AI and technology sectors, coupled with rising investor confidence, drove the Hong Kong stock market to its best gains in several years in 2025.Notable tech IPOs in the pipeline include Huawei’s AI server spin-off xFusion, memory chipmaker ChangXin Memory Technologies, and Baidu’s AI chip unit Kunlunxin.<h2 class="st-heading-2">What Does MiniMax Do?</h2>Founded in 2022, Shanghai-based MiniMax develops artificial intelligence models. Its popular consumer apps include Hailuo AI, a video generation tool, and Talkie, an AI character interaction app that enables users to engage with AI-powered virtual personas.Major investors in the company include Alibaba Group, Abu Dhabi Investment Authority, Boyu Capital, and Mirae Asset Management.Bloomberg reported that the company’s co-founder, Yan Junjie, is an avid player of the battle-arena game Dota 2. He reportedly noticed OpenAI’s AI defeating the world’s top human players in 2019, which led him to devour the lab’s research papers and pivot his career from computer vision to natural language processing (NLP).For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/carvana-stock-keeps-running-after-3-monster-years/cmU2d2aR45D">Carvana Stock Keeps Running After 3 Monster Years — Now, An Analyst Flags 67% Bull Case Upside</a>

In this photo illustration, the People's Republic of China flag seen displayed on a smartphone with an Artificial intelligence (AI) chip and symbol in the background. (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)

China Tech’s Moment In The Sun: Alibaba-Backed AI Play MiniMax, Zhipu Make Strong Hong Kong Debuts 

The latest AI IPOs serve as a litmus test for investor confidence in China’s AI and tech space.

In this photo illustration US flag is displayed on computer screen while Chinese flag is displayed on mobile phone screen. (Photo by Dilara Irem Sancar/Anadolu via Getty Images)

China Tech Is Back — AI Boom Drives Hong Kong Stocks To Best Run In 8 Years

Hong Kong’s benchmark Hang Seng Index rose 26.7% – its best annual gain since 2017 – while the Shanghai Composite Index climbed 19.7%, its best performance in six years.

Mainland Chinese firms dominate the Hong Kong Stock Exchange.

This illustration photo shows the logo of Alibaba, the company behind generative AI Qwen, with the Chinese flag in the background. Meta is reportedly using Qwen to train its AI model Avocado. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Alibaba Stock Cools Off Into Year-End, But Its AI Engine Is Giving Bulls No Reason To Bail

Overall, 2025 shaped up to be a busy and significant year for Alibaba, with fast-growing AI initiatives, firmer cloud trends, and healthy stock appreciation.

<ul class="summary-bullets"><li>ByteDance is reportedly planning to spend $23 billion next year, mainly on AI infrastructure.</li><li>The plans underscore how the Chinese tech industry is aggressively investing in AI and competing with the U.S. in the emerging field.</li><li>Alibaba, Baidu, and Chinese semiconductor companies have had a strong run this year, driven by AI advancements.</li></ul>Fresh off a successful&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tiktok-stays-alive-in-us-under-new-deal-forged-by-trump-but-critics-warn-of-a-backroom-powerplay/cLeiYH7REru">divestiture</a> of TikTok’s U.S. operations, ByteDance is now planning to scale aggressively.&nbsp;The Chinese tech giant – one of the world’s most valued private companies – plans to spend 160 billion yuan ($22.7 billion) on capital expenditure next year, mainly towards artificial intelligence (AI) infrastructure, Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/9f550bb6-5708-41e3-aef6-ce8d7bb405ad">reported</a> on Monday. That’s up from 150 billion yuan in 2025.Together with Alibaba’s $53 billion AI spending pledge – which CEO Eddie Wu has said could rise further – and the rapid pace of rollouts, China’s AI industry is already expanding and appears set for continued rapid growth.Although the capital spending of Chinese tech giants is well below that of American heavyweights such as Amazon and Google, the gap in AI advancement is diminishing.&nbsp;<figure class="image"><img style="aspect-ratio:673/387;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_23_at_2_44_06_PM_png_8d96aeec46.webp" alt="Screenshot 2025-12-23 at 2.44.06 PM.png" width="673" height="387"></figure>&nbsp;Earlier in the year, Chinese startup DeepSeek stunned the market by producing benchmark AI models at a fraction of the cost of those from OpenAI. Around the same time, Alibaba launched an aggressive AI plan, which later saw the release of several iterations of its Qwen AI technology and a ChatGPT-like Qwen AI app, which would be rolled out globally next year.&nbsp;AI development strengthened Alibaba’s cloud business and lifted the company’s stock, reviving interest in the Chinese tech sector and drawing renewed attention from global investors. BABA is up about 80% year-to-date and is on track to record its second-best annual gain since its 2014 listing.The momentum has trickled into AI-adjoining industries, such as semiconductors. Stocktwits&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/china-probably-won-t-need-nvidia-for-long-beijing-s-homegrown-ai-chip-empire-is-rising-stealthily/cLIrvzgREZK">reported</a> earlier this month that Chinese chip makers, too, had a strong year. Companies such as Cambricon Technologies, viewed as a key challenger to Nvidia, and long-established Hua Hong Semiconductor, have logged strong share gains, while new chipmaker IPOs – most notably Moore Threads – have delivered standout performances.As Chinese tech advanced, concerns about an AI bubble began to emerge in the U.S. That led to a sharp sell-off in the market last month, driven by AI-linked tech stocks, even though the market later rebounded to a record high. In a recent,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.jpmorgan.com/content/dam/jpmorgan/documents/wealth-management/outlook-2026.pdf">detailed report</a> on the state of AI, Morgan Stanley noted the growing influence of China in the emerging field.&nbsp;<figure class="image"><img style="aspect-ratio:742/507;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_23_at_1_17_21_PM_png_9bf281b52d.webp" alt="Screenshot 2025-12-23 at 1.17.21 PM.png" width="742" height="507"></figure>&nbsp;The investment bank dismissed concerns about an AI bubble. “We believe this potent technology will disrupt labor markets and boost productivity globally while creating value across public and private markets. Yes, tech stocks keep driving market gains, but no, we do not see a bubble about to burst.”So far this year, BABA and BIDU have risen 80.3% and 50%, respectively. In comparison, GOOGL is up 62.5%, while MSFT and AMZN have increased 14% and 3%, respectively.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Although the capital spending of Chinese tech giants is well below that of American heavyweights such as Amazon and Google, the gap in AI advancement is diminishing. (Image: Getty Images)

China’s Tech Giants Race To Close AI Capex Gap With US Rivals — ByteDance’s Post-TikTok Pivot Is The Latest Signal

China’s AI industry is already expanding and appears set for continued rapid growth.

<ul class="summary-bullets"><li>The Chinese semiconductor industry, which includes manufacturers such as SMIC and designers such as Huawei and Cambricon, has built significant in-house capabilities.</li><li>Frustrated by U.S. restrictions on the export of advanced Nvidia chips and ASML’s chip-making machinery, China is pushing for self-reliance as its advanced tech becomes the flashpoint of its geopolitical tensions.</li><li>Stocks of several Chinese chip firms are on a tear.</li></ul>Chinese tech giant Baidu, Inc. is planning to list its $3 billion chip arm, Kunlunxin, on the Hong Kong Stock Exchange, in what comes as another signal of China’s growing clout in the semiconductor space.In a strained year for U.S.–China ties, with high-end tech emerging as the main flashpoint, China has intensified its push for self-reliance – and its chip industry has delivered solid domestic gains. Baidu’s IPO plan for Kunlunxin is only the latest example.Kunlunxin began as an internal Baidu project focused on intelligent chips and launched its first product, the XPU, in 2017. The business was spun off as an independent company in 2021 and has come to the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/baidu-stock-wins-rating-upgrade/ch6atp1R3S3">attention of analysts</a> recently. Baidu currently holds a 60% stake in the company and aims to file the IPO papers in the first quarter next year.<h2 class="st-heading-2">China’s Building Capacity</h2>In a sense, China has come from behind this year to challenge the U.S.’s might in advanced technologies, including artificial intelligence and semiconductors.DeepSeek stunned observers by producing a benchmark AI model at a fraction of the cost of Western ones, while Alibaba and Baidu have been scaling their Qwen and Ernie offerings, respectively, at a breakneck pace.In the tech equipment space, the U.S. sanctions have been wide and damaging. Over the years, it has blacklisted Huawei and Chinese chipmakers, including SMIC, restricted the export of advanced Nvidia chips, and even ordered the Netherlands’ ASML not to supply lithography machines, used to make advanced chips.However, with government support and rising demand for AI applications, the Chinese industry is burgeoning, as market trends and product rollouts show.<h2 class="st-heading-2">Chip Challengers</h2>Cambricon Technologies – the Chinese chip designer seen as a challenger to Nvidia – and Huawei are steadily filling the gap left by Nvidia’s forced exit. Cambricon’s shares have climbed about 175% since July, and the company recently&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-04/cambricon-aims-to-triple-chip-output-to-replace-nvidia-in-china">vowed</a> to triple its AI chip production next year.<figure class="image"><img style="aspect-ratio:1600/1200;" src="https://news.stocktwits-cdn.com/koyfin_20251209_053200975_png_39fd916c07.webp" alt="koyfin_20251209_053200975.png" width="1600" height="1200"><figcaption>&nbsp;</figcaption></figure>Earlier this year, Huawei stunned the market with its Ascend 910C AI chip, which reportedly matches Nvidia’s A100 in performance and approaches the H100 in specific inference tasks. It now plans to double the output of its most advanced AI chips over the next year.&nbsp;Meanwhile, chipmaker Moore Threads surged by more than 400% on its Friday debut, while the IPOs of peers MetaX Integrated Circuits and Beijing Onmicro Electronics have received strong bids.All in all, major players in China’s semiconductor scene – foundries like SMIC and Hua Hong; chip designers HiSilicon (Huawei) and UNISOC; memory chip producers YMTC and CXMT, and equipment makers like NAURA Technology Group and AMEC – are pushing through in a big way.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/david-ellison-s-paramount-just-crashed-netflix-s-party-with-a-108-b-power-play-for-warner-bros-but-is-it-an-offer-wbd-can-t-refuse/cLIrq6qREZE">David Ellison’s Paramount Just Crashed Netflix’s Party With A $108B Power Play For Warner Bros — But Is It An Offer WBD Can’t Refuse?</a>&nbsp;

A research associate shows microchips for quantum processors in a clean room laboratory in Germany. (Photo by Julian Stratenschulte/picture alliance via Getty Images)

China Probably Won't Need Nvidia For Long — Beijing's Homegrown AI Chip Empire Is Rising Stealthily

With U.S.–China tensions high and advanced tech at the center, China has ramped up its self-reliance push — and its chip sector has logged solid growth.

<ul class="summary-bullets"><li>Alibaba said on Sunday that its newly launched Qwen AI app crossed 10 million downloads.</li><li>The growth puts Qwen among the world's fastest-growing apps.</li><li>Alibaba plans to add agentic AI, shopping, and other capabilities to Qwen and launch it in overseas markets under a different branding.</li></ul>Alibaba Group Holding Ltd’s U.S. shares gained 3.6% in early premarket on Monday, featuring&nbsp;as the top trending ticker on Stocktwits, after the company disclosed that its Qwen app drew more than 10 million downloads in the week after its relaunch.<h2 class="st-heading-2">Retail’s View</h2>However, on Stocktwits, the retail sentiment for BABA remained ‘extremely bearish,’ unchanged since Friday, even though several users posted about the Qwen news. Alibaba disclosed the number in a WeChat&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://mp.weixin.qq.com/s/rkaNAkQ3UZCcdTbiDi1rUg">blog post</a> late Sunday U.S. time.<figure class="image"><img style="aspect-ratio:642/80;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_24_at_3_17_22_PM_png_102b3216e2.webp" alt="Screenshot 2025-11-24 at 3.17.22 PM.png" width="642" height="80"><figcaption>BABA sentiment and message volume as of November 24 | Source: Stocktwits</figcaption></figure>“Popping off hard tomorrow and into earnings on Tuesday morning. Predicting 175+ after earnings,” said one user.&nbsp;<stembedurl>https://stocktwits.com/FFGarcia/message/637213917</stembedurl><h2 class="st-heading-2">AI Apps’ Unprecedented Growth</h2>Qwen’s debut underscores how artificial intelligence apps have set new highs for rapid adoption in recent times. OpenAI’s ChatGPT was the fastest to reach 100 million users three years ago.Setting aside Meta’s Threads, which offers an easy way for Instagram’s users to create a Threads account, Alibaba’s Qwen is among the fastest movers, particularly in China, where ChatGPT is unavailable.<h2 class="st-heading-2">The Qwen Strategy</h2>Alibaba launched Qwen last Monday. It is a facelift of its “Tongyi” app, and the company is reportedly trying for the service to be a broad-based AI app resembling OpenAI’s ChatGPT. An international version of the app is planned for later.Alibaba has said Qwen is designed to complete tasks rather than simply respond to prompts. Users can generate comprehensive research reports, build multi-slide presentations, write code with AI assistance, and use camera- and voice-based features.As of the last close, the&nbsp;<a href="https://stocktwits.com/symbol/BABA">BABA stock</a> is up 82.7% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of chatbot app Qwen is displayed on a smartphone screen. (Photo by Qin Zihang/VCG via Getty Images)

BABA Jumps After New Qwen AI App Downloads Cross 10M In First Week – ChatGPT, Google On Guard As Alibaba Plans Global Rollout

An international version of the app is planned for later.

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The Nasdaq 100 continues to hinge on mega-cap tech and AI strength. With rate expectations shifting and valuations stretched, even a 3% move could signal a bigger trend. Is momentum building, or fading?

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