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Zhipu, MiniMax, and DeepSeek stock valuations diverge as each founder announces major AGI expansion plans

Zhipu, MiniMax, and DeepSeek’s leaders of three Chinese AI companies have successively announced major plans around July. Their stock and valuation trends have diverged. As the head of “the world’s first publicly listed large-model company,” Zhipu Tang Jie announced the “Touch High” plan via an internal email after listing for half a year, asking the team to ease pressure from commercial monetization over the next two years and to focus resources on long-range missions, autonomous agents, and se
ZHIPU AI-1.81%
MarketWhisper·07-16 03:29
智譜、MiniMax與DeepSeek股票估值分化

Alibaba’s Tongyi Qianwen integrates with Apple Intelligence, and Apple stock passes key Chinese regulatory approvals

China’s National Cyberspace Administration announced on July 15 that the key regulatory hurdle involving Apple’s (AAPL-US) China business has been cleared. Apple Intelligence has completed registration for its generative AI services, removing the regulatory prerequisite for this service to enter the world’s largest smartphone market. Alibaba’s official announcement said that its Tongyi Qianwen (Qwen) will be integrated into the Apple Intelligence experience for users in China. China’s National C
AAPL-0.59%
BABA-0.46%
XIAOMI-W-0.15%
MarketWhisper·07-16 03:24
阿里通義千問整合Apple Intelligence

Changxin Storage’s stock IPO is the biggest in China’s chip industry history; Q1 net profit: 25 billion yuan

According to Reuters, on July 15, ChangXin Storage (CXMT) set the stock IPO issue price at RMB 8.66 per share, valuing the deal at RMB 579.18 billion. This is the largest IPO in Asia so far this year and the largest public offering by a Chinese chipmaker in history. ChangXin Storage is currently the world’s fourth-largest DRAM manufacturer, behind SK hynix, Samsung Electronics, and Micron. ChangXin Storage IPO Size and Subscription Timeline Based on Reuters’ July 15, 2026 report, the key IPO dat
SKHY-4.97%
SMIC-3.63%
MarketWhisper·07-16 03:20
長鑫存儲股票IPO創中國晶片商史上最大

Vibe Coding sparks panic in software stocks; a tech writer responds with the “Bread Paradox”

In January, Claude Code became popular and sparked debates about the end of SaaS, with software-related stocks erasing about $300 billion in a single day. Tech writer Joan Westenberg then responded with the bread paradox: Americans buy about 10 million pre-baked bread loaves every day—despite bread machines costing less than $100 and recipes having been around for thousands of years—because the hidden costs of making it at home determine that demand for external purchases continues, and enterpri
MarketWhisper·07-16 03:17
科技作家提麵包悖論回應Vibe Coding恐慌

Bank of America CEO Says U.S. Economy Best When Fed Fades From Focus

According to Yonhapinfomax, on July 15, Bank of America CEO Brian Moynihan said the U.S. economy functions best when nobody pays attention to Federal Reserve decisions, adding that focus should shift to the real economy rather than central bank actions. Speaking at the Axios House News Shapers
BAC-2.04%
GateNews·07-16 03:16
Bank of America CEO Says U.S. Economy Best When Fed Fades From Focus