AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Equity Bottom-Up

<ul>
<li>SoftBank widens its AI bet with a $2B stake in Intel, suffers a 12% dip over two consecutive days.</li>
<li>Nvidia’s dominance has hyperscalers wary of lock-in. With Amazon and Microsoft building their chips, SoftBank’s move lands right as the market searches for alternatives.</li>
<li>Can Son replicate Intel’s historic design-fab alignment in AI, or would execution risk outweigh his ecosystem-diversification logic?</li>
</ul>


SoftBank widens its AI bet with a $2B stake in Intel, suffers a 12% dip over two consecutive days.
Nvidia’s dominance has hyperscalers wary of lock-in. With Amazon and Microsoft building their chips, SoftBank’s move lands right as the market searches for alternatives.
Can Son replicate Intel’s historic design-fab alignment in AI, or would execution risk outweigh his ecosystem-diversification logic?


Masa’s AI Double Down: Masterstroke or Misstep?

Quantitative Researcher, MRM Research

Nico Rosti

Quantitative Researcher

MRM Research

Quantitative Research

Equity Derivatives

<ul>
<li>A quick synoptic look at the tactical setups for the indices, stocks, commodities and bonds we cover, for the week August 18 - August 22.     .XLSX MODEL DATA FILE ATTACHED.
</li>
<li>
OVERBOUGHT at the WEEKLY Close: <a href="https://www.smartkarma.com/entities/apple-inc" target="_blank" data-smartkarma-citation="entities:666:1" rel="noopener">AAPL US</a> , <a href="https://www.smartkarma.com/entities/alphabet-inc-cl-c" target="_blank" data-smartkarma-citation="entities:11369:1" rel="noopener">GOOG US</a> , <a href="https://www.smartkarma.com/entities/meta-platforms-inc-class-a-facebook" target="_blank" data-smartkarma-citation="entities:665:1" rel="noopener">META US</a> , <a href="https://www.smartkarma.com/entities/china-mobile-ltd" target="_blank" data-smartkarma-citation="entities:27:1" rel="noopener">China Mobile (941 HK)</a> , <a href="https://www.smartkarma.com/entities/toyota-motor-corp" target="_blank" data-smartkarma-citation="entities:73:1" rel="noopener">Toyota Motor (7203 JP)</a> , <a href="https://www.smartkarma.com/entities/softbank-group-corp" target="_blank" data-smartkarma-citation="entities:315:1" rel="noopener">Softbank Group (9984 JP)</a> , <a href="https://www.smartkarma.com/entities/nikkei-225" target="_blank" data-smartkarma-citation="entities:22909:1" rel="noopener">Nikkei 225</a>
</li>
<li>
OVERSOLD at the WEEKLY Close: <a href="https://www.smartkarma.com/entities/commonwealth-bank-of-australia" target="_blank" data-smartkarma-citation="entities:14:1" rel="noopener">Commonwealth Bank of Australia (CBA AU)</a> , <a href="https://www.smartkarma.com/entities/crude-oil" target="_blank" data-smartkarma-citation="entities:22869:1" rel="noopener">Crude Oil (CL1 COM COMDTY)</a> </li>
</ul>


A quick synoptic look at the tactical setups for the indices, stocks, commodities and bonds we cover, for the week August 18 - August 22.     .XLSX MODEL DATA FILE ATTACHED.


OVERBOUGHT at the WEEKLY Close: AAPL US , GOOG US , META US , China Mobile (941 HK) , Toyota Motor (7203 JP) , Softbank Group (9984 JP) , Nikkei 225


OVERSOLD at the WEEKLY Close: Commonwealth Bank of Australia (CBA AU) , Crude Oil (CL1 COM COMDTY) 


Global Markets Tactical Outlook WEEKLY: August 18 – August 22

Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

<ul>
<li>Mobvoi Inc., a Google-backed provider of AIGC software solutions and TicWatch maker, will announce interim results for the six months ended June 30, 2025, soon.</li>
<li>The AI firm currently adjusts its business strategy, shifting to AIGC business model from traditional project-based revenue generating model.</li>
<li>In April 2025, Mobvoi unveiled TicNote, a compact AI-powered voice recorder. It's a separate device from smartphone, which gathered significant attention from media and users. </li>
</ul>


Mobvoi Inc., a Google-backed provider of AIGC software solutions and TicWatch maker, will announce interim results for the six months ended June 30, 2025, soon.
The AI firm currently adjusts its business strategy, shifting to AIGC business model from traditional project-based revenue generating model.
In April 2025, Mobvoi unveiled TicNote, a compact AI-powered voice recorder. It's a separate device from smartphone, which gathered significant attention from media and users. 


Mobvoi Inc. Revenue From AIGC Solutions Continues To Post Hyper Growth, TicNote Debuted in April

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

<ul><li>An executive at Kuaishou Technology has identified Google as the No. 1 rival to its artificial intelligence (AI) video generator Kling AI, as the short-video specialist tries to capitalize on growing public interest in the tools.</li><li>“Google is a very strong competitor to Kling AI in areas ranging from technology to AI infrastructure and talent, with co-founder Sergey Brin personally overseeing the research and development of its video generation models,” Wan Pengfei, head of Kuaishou’s visual generation and interaction center, said in an interview with Caixin on the sidelines of the World Artificial Intelligence Conference held in Shanghai from Saturday to Monday.</li><li>Riding the AI video wave sparked by OpenAI’s text-to-video model Sora in early 2024, Kuaishou in June that year <a href="https://www.caixinglobal.com/2024-06-07/kuaishou-unveils-a-rival-to-sora-that-produces-video-from-text-102204052.html" target="_blank" rel="noopener">launched Kling AI</a>, which can create short videos from written prompts and images.</li></ul>

An executive at Kuaishou Technology has identified Google as the No. 1 rival to its artificial intelligence (AI) video generator Kling AI, as the short-video specialist tries to capitalize on growing public interest in the tools.“Google is a very strong competitor to Kling AI in areas ranging from technology to AI infrastructure and talent, with co-founder Sergey Brin personally overseeing the research and development of its video generation models,” Wan Pengfei, head of Kuaishou’s visual generation and interaction center, said in an interview with Caixin on the sidelines of the World Artificial Intelligence Conference held in Shanghai from Saturday to Monday.Riding the AI video wave sparked by OpenAI’s text-to-video model Sora in early 2024, Kuaishou in June that year launched Kling AI, which can create short videos from written prompts and images.

Google Is Our Biggest Rival, Kuaishou’s AI Video Chief Says 

Cross Asset Strategy

<ul><li>Stablecoins /Cover Story: Stablecoins face reality check as tech gaps and policy firewalls mount</li><li>China-U.S. /In Depth: China, U.S. race to deny the other economic leverage</li><li>Involution /: China acts to stamp out ‘involution’ and unfair competition</li></ul>

Stablecoins /Cover Story: Stablecoins face reality check as tech gaps and policy firewalls mountChina-U.S. /In Depth: China, U.S. race to deny the other economic leverageInvolution /: China acts to stamp out ‘involution’ and unfair competition

CX Daily: Stablecoins Face Reality Check as Tech Gaps and Policy Firewalls Mount 

United States

Alphabet, Inc. operates as a holding company. The Company, through its subsidiaries, provides web-based search, advertisements, maps, software applications, mobile operating systems, consumer content, enterprise solutions, commerce, and hardware products.

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Alphabet (GOOG US)

Masa’s AI Double Down: Masterstroke or Misstep?

SoftBank invests $2B in Intel for AI, faces stock drop. While the market seems to look for alternatives to Nvidia, Son's strategy is still...

Mint Finance

Global Markets Tactical Outlook WEEKLY: August 18 – August 22

Global Tactical setups for the week of August 18-22: Many US and Asia/Pacific stocks are overbought but Asia/Pacific stocks can rally higher.

Nico Rosti

Mobvoi Inc. Revenue From AIGC Solutions Continues To Post Hyper Growth, TicNote Debuted in April

In my insight, I discuss Mobvoi's new product, TicNote, and set a new price target for Mobvoi. The stock found a bottom and valuation looks cheap...

Andrei Zakharov

Google Is Our Biggest Rival, Kuaishou’s AI Video Chief Says

An executive at Kuaishou Technology has identified Google as the No. 1 rival to its artificial intelligence (AI) video generator Kling AI, as the...

Caixin Global

CX Daily: Stablecoins Face Reality Check as Tech Gaps and Policy Firewalls Mount

TOP STORIES Stablecoins / Cover Story: Stablecoins face reality check as tech gaps and policy firewalls mount A wave of policymaking and market...

Caixin Global

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Masa’s AI Double Down: Masterstroke or Misstep?

​SoftBank invests $2B in Intel for AI, faces stock drop. While the market seems to look for alternatives to Nvidia, Son's strategy is still...

Mint Finance

Global Markets Tactical Outlook WEEKLY: August 18 – August 22

​Global Tactical setups for the week of August 18-22: Many US and Asia/Pacific stocks are overbought but Asia/Pacific stocks can rally higher.

Nico Rosti

Mobvoi Inc. Revenue From AIGC Solutions Continues To Post Hyper Growth, TicNote Debuted in April

​In my insight, I discuss Mobvoi's new product, TicNote, and set a new price target for Mobvoi. The stock found a bottom and valuation looks cheap...

Andrei Zakharov

Google Is Our Biggest Rival, Kuaishou’s AI Video Chief Says

An executive at Kuaishou Technology has identified Google as the No. 1 rival to its artificial intelligence (AI) video generator Kling AI, as the...

Caixin Global

CX Daily: Stablecoins Face Reality Check as Tech Gaps and Policy Firewalls Mount

TOP STORIES Stablecoins / Cover Story: Stablecoins face reality check as tech gaps and policy firewalls mount A wave of policymaking and market...

Caixin Global

SoftBank invests $2B in Intel for AI, faces stock drop. While the market seems to look for alternatives to Nvidia, Son's strategy is still...

Global Tactical setups for the week of August 18-22: Many US and Asia/Pacific stocks are overbought but Asia/Pacific stocks can rally higher.

In my insight, I discuss Mobvoi's new product, TicNote, and set a new price target for Mobvoi. The stock found a bottom and valuation looks cheap...