Top China Tech Plays in US Markets Amid Trade Deal Progress

Kingsoft Cloud and peers gain appeal as U.S.-China trade easing and policy shifts lift confidence in Chinese tech into 2026.

Zacks Investment Research • May 20, 2026

TCEHY Stock Declines 4% as Q1 Earnings and Revenues Miss Estimates

Tencent shares slide after Q1 misses, though AI-led ad growth, gaming gains and rising cloud demand support revenue growth.

Zacks Investment Research • May 18, 2026

ARKIE AI Partners with Tencent Cloud to Support Scalable AI Platform Development

The collaboration supports ARKIE AI's platform development across compute, hosting, and storage infrastructure. Bangkok, Thailand--(Newsfile Corp. - May 18, 2026) - ARKIE AI, an AI-native application ecosystem platform, today announced a partnership with Tencent Cloud, the cloud business of global technology company Tencent, to support its growing cloud infrastructure needs.

Newsfile Corp • May 18, 2026

Tencent: From Internet 'Walled Garden' To AI Ecosystem Empire (Upgrading To Hold)

Tencent (TCEHY) is upgraded to HOLD with a $76/share target, reflecting a 24% upside as it pivots to an AI-first strategy. 1Q26 results highlight robust cash flow from gaming and advertising, funding aggressive AI investment without compromising the balance sheet. AI initiatives include a rebuilt foundational model team, major capex increases, and rapid adoption of enterprise AI tools like WorkBuddy and QClaw.

Seeking Alpha • May 18, 2026

Chinese companies are ramping up homegrown AI chips, even if Nvidia is coming back

Tencent signaled that the availability of Chinese AI chips will increase this year while Alibaba talked up its self-developed semiconductors. The comments underscore how Chinese tech companies have turned to domestic chips as Nvidia has remained shut out of the market.

CNBC • May 14, 2026

Nexon and Tencent Extend Publishing Partnership for Dungeon&Fighter PC in China

TOKYO--(BUSINESS WIRE)--NEXON Co., Ltd. (Nexon) (3659.TO), a global leader in online games, today announced a ten-year renewal to the long-standing partnership with Tencent in publishing Nexon's flagship PC action RPG Dungeon&Fighter in China. Terms of the agreement were not released. “Dungeon&Fighter players in China will be pleased to know that Nexon and Tencent have signed a long-term agreement to provide another decade of great experiences in their favorite PC game,” said Junghun Le.

Business Wire • May 15, 2026

Tencent Q1 revenue rises 9% on gaming and AI demand, but misses estimates

Tencent Holdings reported first-quarter ​revenue growth of 9% ‌on Wednesday, as China's largest social ​media and gaming ​company benefited from robust ⁠demand for its ​games and expanding ​artificial intelligence services.

Reuters • May 13, 2026

China's Tencent sees boost from gaming, AI demand even as revenue comes in weaker than expected

The tech giant reported its first-quarter 2026 earnings on Wednesday.

CNBC • May 13, 2026

Tencent Maintains Double-Digit Profit Growth Amid Intensified AI Investment

Tencent Holdings extended its streak of double-digit profit growth in the first quarter.

WSJ • May 13, 2026

TENCENT ANNOUNCES 2026 FIRST QUARTER RESULTS

HONG KONG, May 13, 2026 /PRNewswire/ -- Tencent Holdings Limited (HKEX: 00700 (HKD Counter) and 80700 (RMB Counter), "Tencent" or "the Company"), a world-leading Internet and technology company in China, today announced the unaudited consolidated results for the quarter ended 31 March 2026 ("1Q2026").

PRNewsWire • May 13, 2026