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Who knew one man’s trash would be another man’s treasure?
In recent weeks, China’s AI companies have seen an insane increase in their share prices because of DeepSeek. U.S. AI stocks were butchered, and most of these money ended up in China instead.
Read more in our Chart of the Week section for a deeper look at the Chinese companies benefiting.
Big Hits [U.S.] 💵
Moving on, here are the news that shocked the world…
AI: The Big 4 tech firms of Microsoft, Meta, Amazon and Alphabet will be investing US$325 billion in AI technologies in 2025, a 46% increase from 2024 [Read More]
McDonald’s: McDonald’s financial results for 4Q 2024 slightly missed as its earnings per share declined by 4.1% from last year [Read More]
Amazon: Some analysts downgraded Amazon slightly but still remained positive on Amazon’s proposed US$100 billion investment in AI [Read More]
Shopify: Shopify’s revenue for 4Q 2024 grew by 31% to US$2.8 billion driven by higher consumer spending as its AI features drove sales [Read More]
Coca-Cola: Got milk? Coca-Cola’s US$7 billion venture into Fairlife has helped offset declining sales from its core soft drink business [Read More]
Smart Investors Are Betting On A.I. Stocks—Are You?
Experts say Trump’s $500B A.I. investment plan could transform the industry.
Meanwhile, a small but ambitious A.I. healthcare company just went public after eight years of innovation, securing $18M in funding and partnering with industry giants.
With a $120M market cap and shares still under $2, this stock may not stay cheap for long.
P.S. Every click helps me get you all the information you need for your investing journey!
Big Hits [Asia] 📊
Here are the news covering the Asia market…
Alibaba: Alibaba has roared back into the spotlight with share price gaining by 46% since its low on 13 January 2025 as Apple is working with it for AI in iPhones [Read More]
SG Economy: Singapore’s full-year 2024 economic growth came up to 4.4%, higher than the 1.8% in 2023. The government projects 2025 growth to be 1% to 3% [Read More]
GuocoLand: Despite a 5% dip in revenue for 1H 2025, GuocoLand’s profit rose by 13% to SG$75 million boosted by its investment properties [Read More]
Oiltek: Oiltek’s revenue and profit increased by a record 15% and 55% respectively for 2024, boosted by refineries construction for edible and non-edible oils [Read More]
iFast: iFast recorded a 46.3% profit growth in 4Q 2024, as its UK digital bank business finally became profitable [Read More]
Analyst Reports 📝
See below for our handpicked analyst reports:
Stock | Headline | Link |
|---|---|---|
Coca-Cola | Strong 2024 results driven by product innovation | |
McDonald’s | Positive guest traffic | |
Xiaomi | Strong momentum in smartphone, IoT and EV | |
DBS | Record profits in 2024, and attractive dividend yield | |
Parkway Life REIT | Robust balance sheet |
Chart of the Week 📹
DeepSeek sent investors into a deep spiritual search, away from the shores of America, and into the Middle Kingdom.
Jack Ma emerged from his slumber in his exile in Japan, checked the news, pulled out his phone, and said “Release the … Qwen” to his AI henchmen.
One man’s trash is another man’s treasure.
AI stocks in the U.S. were trashed when DeepSeek was released, and now, funds are coming into the Chinese AI companies.
Alibaba was the main benefactor, gaining by 47% since 20 January 2025, followed by Tencent (+22%) and Baidu (+19%).
These 3 giant behemoths all have their own AI models now
Alibaba: Qwen is now at version 2.5, and Alibaba said it also outperforms ChatGPT and, in some cases, DeepSeek itself.
Tencent: Hunyuan’s latest release allows game developers to produce 3D content more efficiently
Baidu: Ernie Bot has 300 million users now
It seems like it’s not just the Americans that have a monopoly on the AI industry. China wants a piece of the pie too.
A new contender has arrived. And that’s good news for investors. At least now, you don’t have to pay an arm and a leg for Nvidia stocks. There could be alternatives in the Middle Kingdom.
“Slides” of the Week
If you are into our 3 local bank stocks - DBS, UOB, OCBC…
Then you should check out my Youtube video below 👇
And not to forget, check out the slides i generated from Gamma AI tool for all the info. on our beloved bank stocks!
Hope the above is fruitful for you all!
Cheers,
James Yeo