CATL: Capacity Maxed, Back in Force for the AI Infra EraGlobal Mkts Roiled by Oil Spike; Tencent's 'Little Lobster' Wildcard Debuts | Daily News Recap
---BYD's 'disruptive tech' debuts; Xiaomi's mobile Agent emerges | Daily News Recap---COST (Trans): Tariffs & Iran impact in focusBYD: 'Disruptive' launch—can it reclaim the auto-universe crown?---AI to Trigger Layoffs? COST Still a Safe Haven---MRVL (Trans): Raises revenue guide again; second XPU to enter mass production in FY28---MRVL: ASIC card miss; wins back AI with interconnect.BILI (Trans): Will reinvest part of incremental profits in AI this yearJD (Trans): Electricals sales to improve in 1H26---JD: Another pullback? Keep calm — a rebound is near!---BILI: Ads holding up; the platform is in a tough patch---NVDA to reallocate H200 capacity; OpenAI races toward IPO | Daily News Recap
---AVGO Trans: AI revenue to top 100bn by 2027; XPU collaboration is sustainable---AVGO: AI firing on all cylinders; a fiercer rival to NVDA?---ATAT: Hotel fandom, retail cash-out — how long can the 'boutique-chic' darling keep winning?---BABA Qwen chief steps down; NVDA sets GTC 2026 dates ｜ Daily News Recap---SE (Trans): Shopee profit flat in 2026?---SE: Burning cash for growth — is SE Asia's 'mini Tencent' heading into another money pit?---Geopolitical shock triggers broad selloff; AAPL's budget 17e launch props up sentiment｜Daily News Recap
---LLM losses widened 360%, MiniMax still a 'darling'?