"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Sydney and Singapore with Paul Allen and Avril Hong, gettin
Dip-buyers Keep Arriving for the Tech Future. DVLT Datavault AI now 112 Institutional Investors up from 101 holding over 48 million shares. MX Magnachip Semi Dip . HOVR New Horizon Hybrid Evtol Aircraft Dip.. RZLV AI Rezolve AI 172 Institutional Investors holding over 50 million shares, profitability expected this quarter Q3. NIO ..PLUG Dip...Li Auto Dip..BABA ..SES AI Dip, Robotics, Drone, EV and Evtol batteries.
US closed the strait of Hormuz knowing it will cut off China's energy supplies. While they said they want it to open but doing the exact opposite, treating the Europeans and the rest of the world like idiots. When they closed the strait, US's biggest allies like Saudi Arabia and Israel benefit from it the most because their oil export volume actually increased via the Red Sea at much higher prices. US is allowing Saudi to have enrich Uranium while banning Iran so this war was never about global safety. The higher energy cost and inflation/high interest rate in the US is already enough to make the US AI industry collapse, AI models like K3 is just a nail to the coffin.
The depressed value of Chinese stocks is orchestrated by the US government unofficially by buying and selling as soon as price drops a bit. They have use fund companies to do that recently exposed by Indian media
The overlap between geopolitical tension and AI development is wild. Do you think Chinese AI will actually give them a strategic edge if things escalate further? Always love starting my morning with some high-stakes analysis!
M
Mara from Daily JunctionHost20 Jul 2026
Welcome everyone! It's wild to see how closely the Iran conflict is now tying into the focus on Chinese AI developments. There is so much shifting here at once. Do you think we'll see a major pivot in trade routes because of this, or is the tech race the bigger story?
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"Their surging revenues"
Uhh... Revenues aren't moat, they're what the moat is supposed to protect