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Valneva SE is a specialty vaccine company that develops, manufactures, and commercializes prophylactic vaccines for infectious diseases addressing unmet medical needs. It currently provides three proprietary travel vaccines: IXIARO, DUKORAL, and IXCHIQ. The IXIARO is an inactivated Vero cell culture-derived Japanese encephalitis vaccine indicated for active immunization against Japanese encephalitis in adults, adolescents, children, and infants aged two months and older. The DUKORAL is a drinkable vaccine that helps prevent diarrhea caused by heat-labile toxin-producing ETEC, as well as cholera. The IXCHIQ is a single-dose, live-attenuated vaccine for the prevention of disease caused by chikungunya virus. The company also offers additional vaccines, including VLA1553, VLA15, VLA160, VLA200, VLA1601 and others. Valneva was founded on May 28, 2013 and is headquartered in Saint-Herblain, France.

Valneva SE - ADR

Valneva faces immediate scrutiny following the FDA's suspension of its U.S. chikungunya vaccine license due to an adverse event report, though investors are also actively discussing recent international approvals for the vaccine and high anticipation for its Lyme disease candidate with Pfizer, fueling significant buyout speculation.

Airbnb, Inc. engages in the management and operation of an online marketplace. Its marketplace model connects hosts and guests online or through mobile devices to book spaces. The company was founded by Brian Chesky, Nathan Blecharczyk and Joseph Gebbia in 2007 and is headquartered in San Francisco, CA.

Airbnb Inc - Ordinary Shares - Class A

Airbnb Inc

Airbnb is trending after its recent financial report, which saw the stock rally despite an EPS miss, driven by stronger-than-expected revenue and upbeat guidance on bookings and gross booking value. The community is actively debating this counterintuitive move, with optimists focusing on reaccelerated growth and strategic moves into AI and hotel integration, while skeptics point to the earnings miss and persistent user complaints regarding fees and host quality.

ZIM Integrated Shipping Services Ltd. engages in the provision of shipping and logistics services. It offers shipping solutions, including the transportation of out-of-gauge cargo, refrigerated cargo, and dangerous and hazardous cargo. The company was founded on June 7, 1945 and is headquartered in Haifa, Israel.

Zim Integrated Shipping Services Ltd

ZIM Integrated Shipping is trending as the board reviews multiple acquisition offers, having rejected a low-ball bid from its CEO, signaling a higher valuation for the company. The community is actively discussing potential short squeezes and significant upside, buoyed by rising container freight rates and the company's substantial intrinsic value, despite ongoing regulatory and labor considerations regarding a potential sale.

Shiba Inu (SHIB) is a meme token which began as a fun currency and has now transformed into a decentralized ecosystem. During the initial launch, 50% of the supply was allocated into Vitalik Buterin's ethereum wallet.   As a result of that, Vitalik proceeded to donate 10% of his SHIB holdings to a COVID-19 relief effort in India and the remaining 40% is burnt forever. That donation was worth about $1 billion at that time, which makes it one of the largest donation ever in the world.  What is the Shiba Inu community working on right now? The Shiba Inu team launched a decentralized exchange called Shibaswap with 2 new tokens, LEASH and BONE. LEASH is a scarce supply token that is used to offer incentives on Shibaswap. BONE is the governance token for holders to vote on proposals on Doggy DAO.

Shiba Inu

Shiba Inu is seeing intense community discussion, driven by speculation of an emerging meme coin season, which has sharply divided investors between those 'buying the dip' for an anticipated rally alongside assets like DOGE and PEPE, and vocal critics who label it a 'scam' amid prevailing market volatility.

Litecoin is a peer-to-peer cryptocurrency created by Charlie Lee. It was created based on the Bitcoin protocol but differs in terms of the hashing algorithm used. Litecoin uses the memory intensive Scrypt proof of work mining algorithm. Scrypt allows consumer-grade hardware such as GPU to mine those coins.  Why Litecoin? Litecoin is a cryptocurrency that has evolved from Bitcoin after its own popularity in the industry, this alternative, or ‘altcoin’ has emerged to allow investors to diversify their digital currency package, according to Investopedia. Litecoin is one of the most prominent altcoins and was created by former Google employee and Director of Engineering at Coinbase, Charlie Lee. Litecoin was the first to alter Bitcoin and the most significant difference is that it takes 2.5 minutes for Litecoin to generate a block, or transaction, in comparison to Bitcoin's 10 minutes.  ‘While this matters little to traders, miners who use hardware to run Bitcoin's network cannot switch over to Litecoin. This keeps bigger mining conglomerates away from Litecoin because they cannot easily optimize their profits by swapping to another coin, contributing to a more decentralized experience. Litecoin also has bigger blocks, and more coins in circulation, making it more affordable and swift when transacting,’ Investopedia explained.  As explained above, Litecoin can transact a lot faster than Bitcoin, but there are also a number of other characteristics that investors need to know before trading. Litecoin can handle higher volumes of transactions because of the capability of transacting faster and if Bitcoin attempted to transact on the scale of its altcoin, a code update would be needed. However, Litecoin’s blocks would be larger, but with more ‘orphaned blocks'. The faster block time of litecoin reduces the risk of double spending attacks - this is theoretical in the case of both networks having the same hashing power.  Litecoin Technical Details: The transaction confirmation time taken for Litecoin is about 2.5 minutes on average (as compared to Bitcoin's 10 minutes). The Litecoin network is scheduled to cap at 84 million currency units.   Litecoin has inspired many other popular alternative currencies (eg. Dogecoin) because of its Scrypt hashing algorithm in order to prevent ASIC miners from mining those coins. However it is said that by the end of this year, Scrypt ASIC will enter the mass market.

Litecoin

Litecoin is trending amidst strong community debate, with many anticipating a significant breakout driven by key technical "golden cross" signals and growing institutional adoption such as new ETP holdings and banking support. However, others express frustration over its recent underperformance, sparking discussion on its long-term value as "digital silver" versus its current price action.

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.

What is Amp?  Amp is described as the new digital collateral token offering instant, verifiable assurances for any kind of value transfer. Using Amp, networks like Flexa can quickly and irreversibly secure transactions for a wide variety of asset-related use cases.  How does Amp work?  Amp claims to offer a straightforward but versatile interface for verifiable collateralization through a system of collateral partitions and collateral managers. Where collateral partitions can be designated to collateralize any account, application, or even transaction, and carry balances which are directly verifiable on the Ethereum blockchain, collateral managers are smart contracts that can lock, release, and redirect collateral in these partitions as needed in order to support value transfer activities. Amp supports a wide variety of use cases for collateralization, and also introduces the concept of predefined partition strategies, which can enable special capabilities such as collateral models through which tokens can be staked without ever leaving their original address.

AMP Token

AMP Token is currently trending as the community intensely debates the potential impact of the ongoing Clarity Act and White House discussions on stablecoin regulation, with many believing these developments will solidify AMP's utility as a critical collateral token for institutional and retail payments. While some investors anticipate massive adoption and price appreciation, others express frustration over long-term underperformance and perceived market manipulation.

EchoStar Corp. engages in the design, development, and distribution of digital set-top boxes and products for direct-to-home satellite service providers. It operates through the following business segments: Pay-TV, Retail Wireless, and Broadband and Satellite Services. The Pay-TV segment business strategy is to be the best provider of video services in the United States by providing products with the best technology, outstanding customer service, and great value. The Retail Wireless segment offers Retail Wireless services as well as a competitive portfolio of wireless devices. The Broadband and Satellite Services segment business strategy is to maintain and improve leadership position and competitive advantage through development of technologies and services marketed to selected sectors within the consumer, enterprise and government markets globally. The company was founded by Charlie William Ergen, Candy Ergen, and James DeFranco in 1980 and is headquartered in Englewood, CO.

EchoStar Corp - Ordinary Shares - Class A

EchoStar Corp

EchoStar is trending as investors keenly eye its substantial stake in SpaceX, which is reportedly advancing towards a potential IPO with significant valuation estimates. The community is actively debating the implications of SpaceX's confirmed merger talks with xAI, viewing EchoStar as a key proxy for gaining exposure to the anticipated public debut of Elon Musk's space ventures.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi is trending as it strengthens its strategic partnership with Hyundai E&C to advance its Project Matador, an 11 GW private energy campus aimed at powering AI data centers, alongside securing a $500 million equipment loan. The community is actively debating its immense potential to address critical AI power demands versus concerns over its pre-revenue status and the prior termination of a major tenant funding agreement.

Amprius Technologies, Inc. engages in the development, manufacture, and market lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the United States and Rest of the World geographical segments. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is attracting significant attention as new initial data confirms the superior performance of its SA504 battery cell for aviation and high-power drones, alongside a strategic U.S. manufacturing partnership that strengthens its position for key defense and commercial applications.

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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.

KraneShares Trust - KraneShares CSI China Internet ETF

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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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