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Sep 22 · 09:31 ET · 21:31 UTC+8RegularBenzinga · TSLA

China Slams Brakes on Humanoid Robot IPOs After Unitree’s 55% Plunge — Tesla Optimus Faces Commercialization Test

China is slowing humanoid robot IPOs after Unitree’s 55% plunge as Tesla pushes Optimus toward commercialization.

teslariskchinaPrice at publishQQQ 742.17 / +0.09%SPY 774.26 / +0.10%
Market reaction
1m5m15m30m60mBefore QQQ0.16%0.12%0.17%0.18%0.12%After QQQ0.09%0.23%0.31%0.36%0.46%Before SPY0.03%0.01%0.02%0.02%0.01%After SPY0.09%0.10%0.01%0.05%0.10%
Sep 22 · 04:04 ET · 16:04 UTC+8PremarketBenzinga · NVDA/META/BABA

Alibaba Just Supercharged its AI Ambitions: New Zhenwu V900 AI Chip Promises 3X Performance, Targets 20GW Data Center Expansion by 2032

Alibaba unveils its Zhenwu V900 AI chip and plans to expand global data center capacity to over 20GW by 2032.

aisemiconductorschinaPrice at publishQQQ 741.24 / -0.03%SPY 773.54 / +0.01%
Market reaction
1m5m15m30m60mBefore QQQ0.12%After QQQ0.15%Before SPY0.02%After SPY0.12%
Sep 21 · 07:39 ET · 19:39 UTC+8PremarketBenzinga · TSLA

Tesla Audits Chinese Suppliers as Elon Musk’s Optimus Robot Moves Closer to Mass Production: Report

Tesla is reportedly auditing Chinese suppliers ahead of Optimus humanoid robot production, targeting compliance and quality checks.

teslachinaPrice at publishQQQ 727.95 / +0.90%SPY 766.73 / +0.66%
Market reaction
1m5m15m30m60mBefore QQQ0.01%0.04%0.00%0.01%0.11%After QQQ0.03%0.02%0.09%0.13%0.03%Before SPY0.00%0.01%0.02%0.02%0.03%After SPY0.03%0.02%0.05%0.05%0.02%
Sep 18 · 10:45 ET · 22:45 UTC+8RegularBenzinga · NVDA/MU/SNDK

Micron, SanDisk Face New China Rival: Trouble for MU and SNDK Ahead?

CXMT is preparing a NAND push after taking 9.5% of DRAM revenue, raising a new long-term threat for Micron and SanDisk.

semiconductorsearningschinanvidiaPrice at publishQQQ 716.38 / -0.08%SPY 758.99 / -0.47%
Market reaction
1m5m15m30m60mBefore QQQ0.01%0.06%0.05%0.01%0.35%After QQQ0.01%0.09%0.15%0.05%0.03%Before SPY0.01%0.07%0.05%0.03%0.25%After SPY0.00%0.06%0.12%0.08%0.04%
Sep 18 · 09:04 ET · 21:04 UTC+8PremarketBenzinga · QQQ/SPY

China Asks Iran to Rein in Houthis After Saudi Plea — Red Sea Shipping and Oil Routes Hang in the Balance: Report

China reportedly urges Iran to rein in Houthis after Saudi Arabia seeks Beijing’s help amid rising Red Sea tensions.

oilchinageopoliticsPrice at publishQQQ 717.73 / +0.11%SPY 760.30 / -0.30%
Market reaction
1m5m15m30m60mBefore QQQ0.02%0.01%0.06%0.07%0.17%After QQQ0.00%0.04%0.06%0.15%0.14%Before SPY0.01%0.01%0.02%0.03%0.12%After SPY0.01%0.01%0.03%0.13%0.17%
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