Markets

AI is rapidly transforming reality, evidenced by AI-generated content ranging from music impersonations to deepfake voices. Recent trends also include popular AI-driven art styles. This increasing presence of AI-generated material blurs the lines of authenticity and raises questions about its impact.

Actress Guan Le’s untidy home became the subject of debate during a recent television program. The show highlighted the cluttered state of her living space, sparking online discussion about personal lifestyles and standards of cleanliness. The controversy focused on the contrast between Guan Le’s public image and the perceived chaos of her private residence.

Photronics (PLAB) will participate in three investor conferences: Oppenheimer’s Technology Conference (virtual, Aug 13), TD Cowen’s Technology Growth Cap Summit (NYC, Sept 4), and Singular Research Investor Conference (NYC, Sept 10). Institutional investors should contact their representatives at the respective firms to participate. Photronics, a photomask technology leader, aims to provide insights into its strategy and the microelectronics landscape. The company has 11 manufacturing facilities across Asia, Europe and North America.

Hong Kong stocks saw mixed performance, with the Hang Seng Index rising slightly while the Hang Seng Tech Index dipped. U.S.-listed Chinese companies in Hong Kong showed varied results; Alibaba and Baidu declined, but Tencent Music Entertainment (TME) gained, driven by anticipation of strong earnings. TME’s Q2 2025 results revealed a 17.9% YoY revenue increase and a 33% rise in adjusted net profit. Online music services and subscriptions saw significant growth, with paying users reaching 124.4 million. Brokerage firms have issued positive ratings, highlighting TME’s content strategy and user engagement.

Former Intel CEO Craig Barrett argues that Intel’s survival is crucial for U.S. chip manufacturing dominance. He believes underinvestment hinders Intel’s ability to compete with TSMC and Samsung. Barrett proposes a $40 billion collective investment from Intel’s major customers like Apple, Google, and NVIDIA to secure domestic chip supply and potential price advantages. He also urges adoption of advanced technologies and tariffs on imported chips to boost demand. Some of his suggestions align with current U.S. policies and Intel’s existing technology investments.

Hemostemix (HMTXF) has contracted Empire Market Ventures (EMV) to boost its market awareness. EMV, a New York-based consulting firm specializing in investor relations and strategic communications, will develop and implement investor engagement strategies using digital media and market intelligence. EMV will operate independently to provide unbiased counsel and ensure regulatory compliance. The goal of the partnership is to increase Hemostemix’s visibility and growth within the capital markets. The announcement was made on August 12, 2025.

China Evergrande faces delisting from the Hong Kong Stock Exchange (HKEX) after failing to meet resumption guidance. Trading of its shares has been suspended since January 29, 2024. The HKEX Listing Committee made the decision, and Evergrande does not intend to seek a review. This marks the end of Evergrande’s 16-year run as a public company, following a liquidation order issued in January 2024, highlighting the severity of its debt crisis.

TikTok responded to complaints from Li Auto regarding negative online content targeting the EV maker and its customers. TikTok’s Douyin Blackboard announced it removed misleading and abusive content related to “Li Auto owners” and accounts exploiting the controversy, citing violations of community guidelines. This followed Li Auto CEO Li Xiang’s allegations of a coordinated smear campaign by a rival company, a recurring issue during new car launches, orchestrated by online influence agencies.

ETHZilla (formerly 180 Life Sciences) announced it has accumulated 82,186 ETH, valued at approximately $349 million, with an average purchase price of $3,806.71. The company also maintains $238 million in USD cash equivalents. ETHZilla plans to generate yield from its ETH holdings through staking strategies managed by Electric Capital. The company is pivoting towards software-enabled gaming and entertainment, aiming to be a leader in on-chain treasury management and will provide regular updates on its progress.

Reports suggest NVIDIA has secured a deal with Samsung for its 12-layer stacked HBM3E memory, potentially for use in liquid-cooled server systems. The initial order is rumored to be 30,000-50,000 units. Samsung has neither confirmed nor denied the agreement. While previous validation claims proved premature, Wall Street analysts are optimistic that Samsung will complete certification by the end of August and begin shipments to NVIDIA in Q4. Samsung aims to reduce HBM3E production costs and expects increased HBM profitability.