Tencent and Alibaba earnings will be shaped by rising AI investment costs and growing competition in China’s AI sector, following DeepSeek’s high-profile V4 model launch https://t.co/JoCpgYo2qL ...

The torrid stock rally in Asian chipmakers is driving a divergence between China’s two internet giants, with Alibaba gaining an edge over rival Tencent due to investor enthusiasm about its ambitious semiconductor unit https://t.co/YdBMzxUuZT ...