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ft.com

China’s big tech groups miss out on AI stock market frenzy

Tencent and Alibaba left behind as investors focus on pure AI plays

martedì 12 maggio 2026 New tab

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Global stocks fall as US sell-off over AI valuations spreads

Decline in Asian markets led by companies most exposed to demand for artificial intelligence

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Companies such as battery maker CATL earn big margins on export sales despite US tariffs

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Investors glimpse pay-off for Big Tech’s mammoth spending on AI arms race

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