Tencent Limited

1 day ago · nypost.com

The deal struck by Oracle and its billionaire chairman Larry Ellison would have provided Tencent with access to up to 100,000 AI chips located at Asia-based data centers over a five-year term. Ordinarily, Tencent would be barred from accessing the advanced chips due to US export controls.

1 day ago · seekingalpha.com

ServiceNow was the Portfolio's top-performing holding during the quarter as improving sentiment toward high-quality software companies coincided with another strong earnings report. Tokyo Electron, a Japan-based leader in semiconductor production equipment, was the Portfolio's largest relative detractor during the quarter. In Q3 2026, we initiated new positions in Seagate Technology, Advanced Micro Devices, Quanta Services, and SK Hynix, while selling Oracle.

2 days ago · seekingalpha.com

Tencent (TCEHY) is rated HOLD as I see a structural mismatch between heavy AI capex and limited near-term revenue visibility. AI investments are driving significant capex and negative FCF, with Q2 2026 capex up 176% y/y to RMB 53bn and a RMB 14bn FCF deficit. AI benefits are mostly cost optimization and advertising eCPM gains, but gaming and fintech lack material AI-driven revenue growth.

3 days ago · pymnts.com

Lost in the recent earnings announcement from Mastercard was a broad strategic partnership with OpenAI that Mastercard CEO Michael Miebach said includes the use of his company's Agent Pay and “goes well beyond.” “Our agreement establishes collaboration across payments, joint services growth and AI transformation,” Miebach said during the Thursday (Oct. 29) earnings call.

6 days ago · globenewswire.com

BEIJING, Oct. 30, 2026 (GLOBE NEWSWIRE) -- Newlinks Technology Limited (“Newlinks”), the parent company of NaaS Technology Inc. (Nasdaq: NAAS) (“NaaS” or the “Company”), announced that it signed a strategic cooperation agreement with Tencent Cloud at the 2026 Tencent Global Digital Ecosystem Summit held in Shenzhen on October 29, 2026. Under the agreement, the two parties will collaborate in cloud services, artificial intelligence (AI) and the Energy Internet of Things (Energy IoT), jointly exploring innovative applications of AI technology in the energy sector and advancing the evolution of energy digitalization toward intelligent operations.

8 days ago · cnbc.com

Tencent and Visa signed an agreement to expand cooperation in cross-border payments, AI-powered commerce and international money transfers. Visa announced that it received approval to begin preparations for a domestic bank card clearing business in China.

16 days ago · newsfilecorp.com

Hong Kong, Hong Kong--(Newsfile Corp. - October 20, 2026) - Polibeli Group Ltd (NASDAQ: PLBL) ("Polibeli" or the "Company") today announced that agreements covering the resale, integration and distribution of Tencent Cloud services have been signed and become effective. The Company plans to make the international promotion and adoption of Tencent WorkBuddy an initial focus of the collaboration, drawing on LinkieBuy's customer relationships, sales channels and digital implementation capabilities to accelerate the commercialization of enterprise AI services.

16 days ago · seekingalpha.com

Tencent Holdings is transitioning WeChat from a social super app to an AI super app, leveraging Xiaowei and WorkBuddy. I see the market mispricing TCEHY as an AI laggard, overlooking its unique user access and ecosystem integration advantages. I value TCEHY at $67.52/ADS (28% upside), driven by a forward P/E re-rating from 12.5x to 16x as AI monetization accelerates.

21 days ago · reuters.com

China's Tencent says AI agents showed unintended browsing behaviour

24 days ago · prnewswire.com

SHENZHEN, China, Oct. 13, 2026 /PRNewswire/ -- Tencent Music Entertainment Group ("TME," or the "Company") (NYSE: TME and HKEX: 1698), the leading all-in-one music and audio entertainment platform in China, today announced that it will report its unaudited financial results for the third quarter of 2026 before the U.S. market opens on Tuesday, November 17, 2026. TME's management will host a Tencent Meeting Webinar on Tuesday, November 17, 2026, at 6:00 A.M.