DeepSeek, the Chinese artificial intelligence (AI) company, is close to raising at least 80 billion yuan (approx.$12 billion) in a funding round backed by Tencent Holdings (HKG:0700, OTC:TCEHY) and Contemporary Amperex Technology (CATL).

Alphabet (GOOGL) and SpaceX (SPCX) take what both companies consider a big step for AI's expansion into the final frontier. On Earth, Oracle (ORCL) signs a multi-billion-dollar deal with Tencent.

Constellation Energy (CEG) secures a 20-year power agreement with Amazon (AMZN), supporting investment in Calvert Cliffs nuclear plant expansion. Tencent (TCEHY) reportedly signs a $7B, five-year AI chip lease with Oracle (ORCL), diversifying ORCL's AI customer base.

Tencent signed a five-year deal which allows it to access artificial-intelligence chips not previously available in the country, according to the Financial Times.

China's Tencent has ​signed its ‌largest overseas lease ​deal with ​US cloud provider ⁠Oracle ​to access about ​100,000 advanced AI chips that ​were ​not available in ‌China, ⁠the Financial Times reported on ​Wednesday, ​citing ⁠people familiar with ​the ​matter.

Vivid Seats (NASDAQ: SEAT - Get Free Report) and Tencent (OTCMKTS:TCEHY - Get Free Report) are both communication services companies, but which is the superior investment? We will contrast the two businesses based on the strength of their analyst recommendations, dividends, institutional ownership, profitability, risk, valuation and earnings. Analyst Ratings This is a breakdown of recent

As the U.S.-China AI race heats up despite tech leaders' growing calls for caution, the meeting between Presidents Trump and Xi in late September 2026 may have been more of an opportunity to reduce risks incrementally rather than a chance to fully reset the rivalry between the two nations.

As China's AI ecosystem continues to expand, these stocks provide investors with several different ways to monitor the country's accelerating AI buildout.

Tencent (TCEHY) offers a compelling buy at 13x forward earnings, supported by robust operating leverage and a 10% earnings growth outlook, even excluding AI. TCEHY's integrated ecosystem—VAS, Marketing, and Fintech—provides unmatched distribution, monetization, and resilience, positioning it as China's digital infrastructure backbone. Disciplined AI investment, leveraging open-weight and in-house models and focusing on ROI-driven integrations like WorkBuddy and CodeBuddy, offers significant upside optionality with mitigated risks.

The latest rebalance of VettaFi's Thematic Rotation Quality Momentum Screened Index (TQRMS), tracked by the NBI Thematic Rotation ETF (NTHM:TSX), reshapes the portfolio around a new set of themes. GLP-1 weight loss drug manufacturers and midstream energy join the index, while battery technology & storage and software-as-a-service (SaaS) exit.