September 26, 2026

Welt

Tencent Stock at HK$426: Gaming Growth, AI Monetization and Why China’s Internet Giant Looks Cheap Again

Tencent’s Q2 revenue rose 11%, domestic gaming jumped 17%, marketing services grew 22% and AI demand accelerated cloud growth. Is Tencent stock cheap near HK$426?

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Xiaomi Stock 2026: EV Deliveries Jump 28% While Smartphone Shipments Fall 27% — Is the Ecosystem Thesis Still Working?

Xiaomi’s Q2 2026 results split in two: EV deliveries rose 28.2%, while smartphone shipments fell 26.5% and adjusted profit dropped 42.6%. We analyze what that means for Xiaomi stock.

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JD.com Stock at $27: Retail Margins, Food Delivery Losses and the Hidden Value of China’s Logistics Machine

JD.com’s Q2 revenue slipped, but operating profit recovered, JD Retail margins held near 4.6% and food-delivery losses narrowed. Is JD stock too cheap around $27?

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Baidu Stock After the AI Pivot: 283% GPU Cloud Growth, Robotaxis and the $31 Billion Valuation Question

Baidu’s legacy search business is shrinking while AI Cloud, GPU infrastructure and Apollo Go expand rapidly. Is BIDU becoming an AI company fast enough to justify a rerating?

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Copper Hits Record High Above $14,500: AI Data Centers, Tariffs and the Supply Squeeze Behind the Rally

Copper has surged above $14,500 per metric ton even as some forecasts still show a refined-market surplus. The paradox makes sense once you separate mine supply, regional inventories, U.S. tariff.

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Oil Price Near $100: Saudi Attacks, Hormuz Risk and the Inflation Shock Markets Can’t Ignore

Brent crude is back near $100 after attacks on Saudi energy infrastructure and renewed supply fears around Hormuz. The real market risk is not just higher oil — it is.

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ECB September 2026: Rates Rise 25bp to 2.50% — What the Decision Means for Markets

The ECB raised all three key rates by 25 basis points on September 10. The deposit rate is now 2.50%, and the new inflation path keeps further tightening risk alive.

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Gold Price 2026: Why Central Banks, Debt and Falling Trust Could Keep the Bull Market Alive

Gold is trading near record levels as central banks keep buying, sovereign debt costs rise and investors seek diversification. We examine the structural drivers, real-yield risks and realistic 2026 scenarios.

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US PPI August 2026: Actual 0.4%, 5.4% YoY — What It Means for the Fed

US PPI for August 2026 rose 0.4% month over month and 5.4% year over year. Here is the actual-versus-forecast breakdown and the market impact.

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Fed September 2026: Rate Hike Odds Near 90% After CPI — What to Expect on September 16

Markets now price roughly a 90% chance of a 25-bp Fed hike on September 16 after August CPI. Here is what matters for stocks, bonds, the dollar and the dot.

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