Goldman Sachs expects Q3 earnings inflection for China's internet giants

Goldman Sachs' Kinger Lau sees a widening divide between China's sluggish consumer economy and its booming AI sector. He expects an earnings inflection for Hong Kong-listed internet giants in Q3 that could make investors more willing to pay for their AI potential, while geopolitical concerns remain relatively subdued.

CNBC International TV • 11 hours ago

Artisan Global Opportunities Fund Q2 2026 Portfolio Review

During the quarter, we initiated positions in GE Aerospace, Corning, STMicroelectronics and Robinhood. Notable adds during the quarter included DoorDash and Keyence. We ended our investment campaigns in Cencora, Lonza Group and Medline during the quarter.

Seeking Alpha • Aug 19, 2026

Tencent Details Progress Toward Carbon Neutrality Goals and Outlines AI-Era Priorities

New report outlines how infrastructure efficiency, renewable electricity and AI-enabled innovation can support lower-carbon growth SHENZHEN, China, Aug. 16, 2026 /PRNewswire/ -- Tencent (0700.HK) published its Carbon Neutrality Mid-Term Report and launched an accompanying interactive microsite, sharing its progress to date and pathway toward achieving carbon neutrality across its own operations and supply chain by 2030. The report comes as the rapid growth of artificial intelligence is creating a defining energy challenge for the technology sector.

PRNewsWire • Aug 17, 2026

Chinese tech giant Tencent posts revenue beat on accelerating games sales, AI-driven ads

Tencent said domestic game revenue jumped 17% year-on-year, accelerating from the first quarter. It beat analyst estimates on revenue in the first quarter but missed on profit.

CNBC • Aug 12, 2026

China's Tencent posts 11% second-quarter revenue rise, profit misses estimates

Tencent Holdings reported a 11% ​rise in second-quarter revenue ‌on Wednesday, driven by strong advertising sales and ​steady gaming income, ​as the Chinese technology giant ⁠ramps up AI ​spending.

Reuters • Aug 12, 2026

Another AI lab is burning through cash as Tencent earnings rise

It's not just American artificial-intelligence companies burning through cash as they roll out ever-more advanced models.

Market Watch • Aug 12, 2026

Tencent Holdings Limited (TCEHY) Q2 2026 Earnings Call Transcript

Tencent Holdings Limited (TCEHY) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 12, 2026

AI Spending Snuffs Out Tencent's Profit-Growth Run

Tencent has reported promising progress on the AI front in recent months, including the release of its Hy3 model.

WSJ • Aug 12, 2026

Tencent: The Market Is Underestimating This AI Giant

Tencent Holdings Limited remains a Buy, with current valuation implying a significant discount to intrinsic value and strong AI-driven growth prospects. TCEHY reported robust YoY revenue growth across core segments, with a notable 21.8% increase in Marketing Services and a 176% jump in CAPEX. Significant balance sheet strength, $82.85 billion in liquidity, and aggressive AI investments position Tencent to capitalize on emerging opportunities.

Seeking Alpha • Aug 12, 2026

Tencent's Team Memory shares AI agent memory across a team — with no governance yet for when it's wrong

A VB Pulse survey this June found that 57% of enterprises had traced a confidently wrong agent answer back to missing or inconsistent context — the latest sign of how central context has become to whether AI agents can be trusted to act on their own. Most of the fixes so far have solved a narrower version of that problem: one agent remembering more, in one session.

VentureBeat • Aug 7, 2026