China’s tech stocks enter bull market after DeepSeek breakthrough

• FirstFT: Chinese tech stocks ride DeepSeek wave to bull market

  Also in today’s newsletter, EU weighs gas price cap, and will a US bitcoin reserve work?
  
  Financial Times - 1h

• Chinese tech giant Baidu to release next-generation AI model this year as DeepSeek shakes up market

  Baidu plans to release the next generation of its model for powering generative AI applications in the second half of this year, according to a source familiar with the matter.
  
  CNBC - 2h

• BYD shares hit record high after EV maker rolls out driver assistance tech with DeepSeek's AI help

  Advanced smart driving will become a standard safety feature similar to seatbelts and air bags, BYD's founder and chairman Wang Chuanfu said.
  
  CNBC - 1d

• India’s stock market has an influencer problem

  Also in this newsletter: Private capital in space programme and P Venkatesalu’s mantra
  
  Financial Times - 1d

• Why the stock market bulls are rooting for the Eagles in the Super Bowl

  Subjecting the Super Bowl Predictor to statistical scrutiny.
  
  MarketWatch - 2d

• Stock market suffers weekly loss after Trump tariff jitters strike again

  The U.S. stock market slumped Friday, with the S&P 500 giving up its weekly gain after investors fretted over reciprocal tariffs planned by President Donald Trump.
  
  MarketWatch - 4d
• 

  After DeepSeek Upended the Market, Is It Worth Investing in A.I.?

  After the arrival of a less costly A.I. model from China, U.S. markets and academics are wrestling with the ultimate economic value of the technology.
  
  The New York Times - 4d

More from Financial Times

• 

  Can Trump make bitcoin useful?

  The US president is embracing the cryptocurrency, exciting enthusiasts and concerning sceptics
  
  Financial Times - 2h
• 

  The great climate disconnect

  New attempts to prolong the fossil fuel era have come at precisely the wrong time
  
  Financial Times - 2h
• 

  The case for persisting with foreign aid

  Until now, the US has been a strikingly benign and successful hegemon
  
  Financial Times - 13h
• 

  EU weighs temporary gas price cap to counter diverging costs with US

  Proposal draws backlash from industry, warning it could damage ‘trust’
  
  Financial Times - 2h
• 

  Banks to lobby Reeves on hiring top foreign talent

  Chancellor’s meeting with financial services groups expected to focus on visas, regulation and tax
  
  Financial Times - 2h

More in Business

• SoftBank posts surprise loss in third quarter, revenue also misses estimates

  SoftBank Group posted a surprise quarterly loss Wednesday and the Japanese company's revenue also missed analysts' estimates.
  
  CNBC - 12m
• 

  What Modi and India Can Offer Trump on Trade

  As two-way trade expands, India’s surplus is growing. President Trump is expected to press Prime Minister Narendra Modi to lower tariffs.
  
  The New York Times - 21m

• Battery giant CATL files for Hong Kong listing in what could be city's largest IPO since 2021

  CATL is also listed on the Shenzhen stock exchange, boasting a market cap of $150.5 billion. The battery giant supplies big automakers like Tesla.
  
  CNBC - 56m

• Europe wants to be part of the AI race against China and the U.S. — and shake off its anti-innovation image

  Europe is looking to be a part of the conversation around AI leadership and innovation that has so far been dominated by the U.S. and China.
  
  CNBC - 1h

• Chinese tech giant Baidu to release next-generation AI model this year as DeepSeek shakes up market

  Baidu plans to release the next generation of its model for powering generative AI applications in the second half of this year, according to a source familiar with the matter.
  
  CNBC - 2h