(RTTNews) - The Taiwan stock market bounced higher again on Monday, one session after ending the eight-day winning streak in which it had surged almost 4,600 points or 13.7 percent. The Taiwan Stock Exchange now sits just above the 36,950-point plateau although it's likely to ope
(RTTNews) - The Taiwan stock market bounced higher again on Monday, one session after ending the eight-day winning streak in which it had surged almost 4,600 points or 13.7 percent. The Taiwan Stock Exchange now sits just above the 36,950-point plateau although it's likely to ope
Hong Kong’s major retailers are using aggressive tactics such as direct sourcing and leveraging massive economies of scale to avoid raising prices despite surging logistics costs arising from the war in the Middle East. But their resilience is being seriously tested for certain goods, with a leading cosmetics chain warning that shipping and airfreight costs have already surged by up to 15 per cent...
Hong Kong’s major retailers are using aggressive tactics such as direct sourcing and leveraging massive economies of scale to avoid raising prices despite surging logistics costs arising from the war in the Middle East. But their resilience is being seriously tested for certain goods, with a leading cosmetics chain warning that shipping and airfreight costs have already surged by up to 15 per cent. Sa Sa International chairman Simon Kwok Siu-ming told the South China Morning Post on Friday that...
Beyond Chips: U.S. And China Enter Robotaxi Race As Physical AI Emerges Last week, Goldman analysts led by Mark Delaney laid out a detailed roadmap for clients on how autonomous vehicles could reshape America's highways through the 2030s, with a particular focus on " the impact of AI on profit pools ." In a separate report, Goldman analysts led by Allen Chang covered the rapid expansion of China's...
Beyond Chips: U.S. And China Enter Robotaxi Race As Physical AI Emerges Last week, Goldman analysts led by Mark Delaney laid out a detailed roadmap for clients on how autonomous vehicles could reshape America's highways through the 2030s, with a particular focus on " the impact of AI on profit pools ." In a separate report, Goldman analysts led by Allen Chang covered the rapid expansion of China's robotaxi fleet, highlighting how both superpowers now appear to be locked in a race to automate roads and highways . "We expect a strong ramp up of robotaxis in China, with the robotaxi fleet in China growing from 5k in 2025 to 14k in 2026E (+195% YoY)," Chang began the note. He pointed out that this update on China's robotaxi and robotruck fleet indicates that "Commercialization is speeding up, with several players achieving city-level break-even." "We are raising our robotaxi forecasts for 2025-2035E by 7%-25%. By 2035E, robotaxis should account for 36% of all ride-sharing vehicles," Chang said. The report also introduces forecasts for overseas robotaxi and robotruck markets, highlighting international expansion as an increasingly important revenue driver for Chinese companies, including WeRide, Pony AI, and Baidu. Chang forecasts that robotrucks could emerge as a long-term growth market, with China's fleet rising from 8,000 in 2026 to 760,000 by 2035. The overall outlook for AV fleets in China suggests rapid deployment, growing fleet density, and broader global scaling. The analyst noted their stock plays on this emerging trend: robotaxi and robotruck players include WeRide (Initiation), Pony AI, Didi, and Baidu. Circling back to Goldman analyst Delaney's report on the U.S. robotaxi market last week. He noted that the market is set to top $19 billion by 2030, up from a prior forecast of $7 billion , and continue rising to $48 billion by 2035. Taken together, the two reports suggest the AI race is no longer confined to data centers and chip stacks. It is now moving into ...
One of the early winners of the 2026 artificial intelligence (AI) trade has been energy stocks. One example is Entergy (NYSE: ETR) , with shares up around 25% on the year. It also recently offered some bullish news through its subsidiary, Entergy Louisiana, which landed a deal with Meta Platforms (NASDAQ: META) . To support its $27 billion data center in Louisiana, Meta will fund seven new natural...
One of the early winners of the 2026 artificial intelligence (AI) trade has been energy stocks. One example is Entergy (NYSE: ETR) , with shares up around 25% on the year. It also recently offered some bullish news through its subsidiary, Entergy Louisiana, which landed a deal with Meta Platforms (NASDAQ: META) . To support its $27 billion data center in Louisiana, Meta will fund seven new natural gas power plants, battery storage infrastructure, and new transmission lines. It also agreed to a collaborative framework with Entergy for exploring nuclear power development. While Meta is spending for future returns, energy companies can benefit in both the present and years to come thanks to power-hungry data centers. Continue reading