Pakistan and China are expanding their strategic partnership beyond traditional infrastructure projects (CPEC) into high-tech domains including artificial intelligence, digital trade, space technology, and industrial modernization. Prime Minister Shehbaz Sharif's visit to China highlighted new cooperation areas with tech giants like Alibaba, with 30% of bilateral MOUs already converted into formal agreements. The partnership now extends to space programs, with Pakistani astronauts selected for China's space station project, signaling deepened trust in strategic technology collaboration.

Pakistan and China are expanding their strategic partnership beyond traditional infrastructure projects (CPEC) into advanced technology sectors including artificial intelligence, digital commerce, space technology, and industrial modernization. During Pakistani PM Shehbaz Sharif's visit to China, both nations signed multiple strategic memoranda with tech companies like Alibaba, demonstrating a shift toward long-term technological and economic cooperation that reflects evolving global economic dynamics.

Pakistan and China are expanding their strategic partnership beyond traditional infrastructure projects like CPEC to include technology, artificial intelligence, digital trade, space programs, and industrial modernization. Prime Minister Shehbaz Sharif's visit to China highlighted deepening cooperation with tech giants like Alibaba, with 30% of signed MOUs already converted into formal agreements. The partnership now encompasses space collaboration, AI development, and long-term economic coordination aligned with China's 15th Five-Year Plan and Pakistan's 'Uraan Pakistan' development agenda.

SpaceX filed for IPO targeting a $1.75-2 trillion valuation and plans to raise ~$75 billion, potentially the largest IPO ever. However, the company posted a $4.9 billion net loss in 2025 despite $18.7 billion in revenue, with only its Starlink connectivity segment profitable. The filing reveals significant losses in space operations and the newly acquired xAI segment, while Starlink's per-user revenue is declining. Analysts caution that historically, the largest IPOs tend to disappoint early investors after pricing in years of future success.

Alibaba Group is highlighted as an attractive AI stock investment opportunity despite current profitability challenges. The company's cloud computing business grew 38% last quarter with AI revenue showing triple-digit growth for 11 consecutive quarters. With a forward P/E of 19 and expected 24% EPS growth over three years, Alibaba's proprietary AI chips and expanding AI services present strong margin expansion potential.

ByteDance is offering stock options tied to its Seed AI division to employees at $13 per unit to retain talent amid intense competition from rivals like Tencent. The stock has surged nearly 30% since last year, but the strategy risks internal division and reduced staff mobility. The move reflects a broader tech industry talent war, with companies like OpenAI, Meta, and Microsoft competing aggressively for AI researchers through substantial compensation packages.

ShawSpring Partners exited its entire 253,959-share position in monday.com for approximately $24.37 million as the stock has declined 73% over the past year. Despite the sharp stock decline, monday.com's fundamentals remain strong with 24% revenue growth, doubled operating income, and expanding enterprise adoption, suggesting the market may be overly pessimistic about the company's prospects.

Bank of America analyst Michael Hartnett examined the 10 largest IPOs in history to determine whether mega-listings predict market performance. The analysis reveals mixed results: Alibaba and ICBC preceded major bull markets (labeled "rocket fuel" IPOs), NTT and Enel came before bear markets, Visa and AIA marked market tops, while Saudi Aramco, SoftBank, Meta, and GM showed no clear directional signal. As SpaceX, OpenAI, and Anthropic prepare for public debuts, history suggests the cycle timing matters more than the IPO itself.

China banned Nvidia's RTX 5090D V2 chip, signaling a shift toward reducing dependency on U.S. semiconductors and favoring domestic alternatives. While the U.S. approved H200 sales to Chinese tech companies, no chips have been delivered due to undisclosed conditions from Beijing. Nvidia's China revenue has fallen to 5% of total sales, and the ban suggests the company's export-compliant strategy has failed at both ends—Washington restricts high-end chips while Beijing blocks lower-end alternatives.

Mexico's data center market is projected to grow at 19.32% CAGR from 2025 to 2031, reaching $3.48 billion by 2031 from $1.2 billion in 2025. Growth is driven by AI, IoT, big data adoption, 5G expansion, and government initiatives. Key developments include Latin America's first NVIDIA-backed HPC and AI center in Nuevo León with $1 billion investment, and $7.14 billion in renewable energy projects. Major investors include AWS, Microsoft, Google, Equinix, and Ascenty.

Alibaba unveiled its Zhenwu M890 AI chip, delivering triple the performance of its predecessor with 144 GB GPU memory and 800 GB/s interchip bandwidth. The company has shipped 560,000 Zhenwu units to over 400 customers and announced its next-generation Qwen3.7-Max AI model. Alibaba's AI infrastructure investments aim to generate $4.42 billion in recurring revenue by year-end, challenging Nvidia's dominance in China's domestic AI processor market amid U.S. export restrictions.

The article examines whether Alibaba represents an undervalued investment opportunity, noting the company's slowly accelerating revenue growth. It discusses Alibaba's potential in AI and cloud computing sectors, positioning it as a potential way to play the AI boom.