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Bet-the-company for survival: Did ORCL's AI bet pay off?---NIO (4Q25 Trans): Confident in FY26 volume growth of 40-50%Farewell to the 'Grim Reaper': Is NIO back in the driver's seat?TSM Feb revenue down MoM; Alibaba Qwen management reshuffle finalized | Daily News Recap ---CATL (4Q25 Trans): Optimistic on stable unit net profit in 2026---CATL: Capacity Maxed, Back in Force for the AI Infra EraGlobal Mkts Roiled by Oil Spike; Tencent's 'Little Lobster' Wildcard Debuts | Daily News Recap ---BYD's 'disruptive tech' debuts; Xiaomi's mobile Agent emerges | Daily News Recap---COST (Trans): Tariffs & Iran impact in focusBYD: 'Disruptive' launch—can it reclaim the auto-universe crown?---AI to Trigger Layoffs? COST Still a Safe Haven---MRVL (Trans): Raises revenue guide again; second XPU to enter mass production in FY28---MRVL: ASIC card miss; wins back AI with interconnect.BILI (Trans): Will reinvest part of incremental profits in AI this yearJD (Trans): Electricals sales to improve in 1H26---JD: Another pullback? Keep calm — a rebound is near!---BILI: Ads holding up; the platform is in a tough patch---NVDA to reallocate H200 capacity; OpenAI races toward IPO | Daily News Recap ---AVGO Trans: AI revenue to top 100bn by 2027; XPU collaboration is sustainable---AVGO: AI firing on all cylinders; a fiercer rival to NVDA?---
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