Alibaba Cloud rolls out dirt-cheap AI coding bundle; JD's 'Billion-yuan Supermarket' reignites subsidy rush | Daily News Recap
---CRM Trans: Organic rev. growth to re-accelerate in H2 FY
---CRM: AI-replacement thesis sweeps; is the SaaS leader now a 'castoff'?---NVDA (Trans): Compute Spend Linked to Rev.; Supply Chain Security Prioritized
---NVDA: Blowout results vs. a cold tape — Has the market's top darling fallen out of favor?---Circle (Trans): New Bill Nears Passage; Arc to Drive Future Growth
---CRCL: Results Push Back at Bears — Can the First Stablecoin Stock Stay Steady?
---HK Budget Ups I&T; META, AMD Seal 100bn-Class Compute Deal | Daily News Recap
---Mercado (Trans): Will develop an in-house e-comm AgentMELI: LatAm's 'Alibaba' with a split personality — a rev. giant, profit minnow---Musk drops another ace: Can SpaceX remake space economics?---CTG Duty Free hits limit-down on a negative surprise; Lei Jun sets '15-5' hardcore chip push | Daily News Recap---With Trump tariffs axed and China models soaring, can China ADRs rally?
---HK stocks on fire; Pop Mart launches 'After-school Merodi' | Daily News Recap
---Coinbase (Trans): Last Year Was an 'Investment Year,' This Year Will See Prudent Cost Control</p>Bad Tape + Weak Print: When Does COIN Bottom?---RIVN (4Q25 Trans): All-in on R2 and AD, Can It Mount a Comeback?RIVN: Post-subsidy era — can R2 lead a turnaround?---AMAT: Capex upcycle arrives, equipment stocks enter spring!---ABNB (Trans): Accelerating Boutique Hotel Onboarding & AI Dev.ABNB: Solid results, but now a cyclical?
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