China Tech Earnings Hit by AI Spending | The China Show 5/29/2026
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Bloomberg: The China Show is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. Chapters: 00:00:00 - Bloomberg: The China Show opens 00:04:05 - US, Iran agree to 60-day truce, pending Trump signoff 00:06:55 - Nvidia server maker Wiwynn sees AI bottlenecks beyond memory 00:10:47 - Boston Dynamics' Brendan Schulman on outlook for robotics sector 00:21:50 - Breaking: SpaceX is said to lower IPO valuation target to at least $1.8T 00:28:51 - DWS' Ivy Ng on markets outlook 00:37:20 - Jefferies' Cui Cui on China biotech sector 00:49:32 - What's moving Asian markets today 00:52:54 - China tech earnings expose tough AI reality 00:57:05 - Oil prices drop on hopes US-Iran deal 00:59:20 - Peking University's Wang Dong on geopolitics ahead of Shangri-La Dialogue 01:12:28 - Mitsu
Tags: Akeso, Anthony Stephens, Bernstein Global Wealth Mgmt, Boston Dynamics, Brendan Schulman, Cui Cui, Danny Lee, David Ingles, David Savage, Ivy Ng, Jeanny Yu, Jefferies Group Inc., Jill Disis, Kenichi Hori, Mitsui & Co Ltd., ORI Capital Ltd, Peking University, Rebecca Liang, Rong Wei Neo, Rosanna Law
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