Real-time News

August 25th - According to AXIOS, Cisco (CSCO.O) is collaborating with Supermicro (SMCI.O) to add high-performance AI servers to its NVIDIA-powered infrastructure portfolio, further expanding its business beyond network equipment and selling more devices needed to run AI. Cisco is ramping up its AI infrastructure business, betting that computing demand will not slow down in the foreseeable future. Cisco stated that it is working with Supermicro to add high-density liquid-cooled and air-cooled computing systems to its Secure AI Factory solution, developed in partnership with NVIDIA.

China Taiping (00966.HK): Insurance services revenue for the first half of the year was HK$12.876 billion, up 4.5% year-on-year, mainly due to the superior performance of life insurance business compared to the same period last year.

China Taiping (00966.HK): Profit attributable to shareholders for the first half of the year was HK$12.873 billion, up 90.3% year-on-year, mainly due to the increase in insurance service performance and investment returns compared with the same period last year.

After extensive technical evaluation, Google selected Rezolve AI's proprietary distributed database technology.

Coreweave launches Rescale, a digital engineering platform.

SuperX AI Technology: As of August 20, 2026, approximately 20% of order prepayments have been received.

SuperX AI Technology: The project is expected to be delivered in mid-November 2026.

SuperX secured a $38.8 million order for NVIDIA B300 servers, further accelerating its expansion in the Japanese artificial intelligence infrastructure market.

Google Cloud launches Gemini Enterprise Edition legal services.

Cisco (CSCO.O): Will partner with NVIDIA in October to provide ultra-micro computing solutions.

Hungary cut its benchmark interest rate by 25 basis points to 5.50%, in line with market expectations.

On August 25th, a Tencent representative stated that the report regarding the restructuring of Tencent Interactive Entertainment Group's (IEG) AI gaming department contained numerous inaccuracies, and the claim of "establishing a new department" was a misinterpretation. Recent reports suggested that IEG was restructuring its AI gaming department, integrating ARC Lab under IEG CROS (Tencent Games Technology Platform) with the Game AI Engine Department, with plans to expand to 400-500 employees. The representative also stated that the game technology line already had a Game AI Engine Department, which was continuously recruiting AI professionals. This department focused on AI efficiency improvement and gameplay innovation across the game development and operation pipeline, aiming to provide reusable technical capabilities and solutions for game projects.

On August 25th, US President Trump tweeted: "I would never interfere with Canadians speaking French! In fact, I have never considered doing such a stupid thing. This lie was fabricated by a weak and incompetent prime minister to garner political support from the people of Quebec, a support he has utterly lost. I love French Canadians." According to foreign media reports, French has become a point of contention in the trade dispute between Canada and the United States. Under relevant laws, Canadian product labels must be in both English and French, and Canada's language requirements have long been considered a trade barrier by the United States. Canadian Prime Minister Carney previously stated that Canada "cannot accept" US trade proposals aimed at weakening the protection of the French language.

Bank of Montreal CFO: Government support may help mitigate the impact of tariffs.

The yield on UK two-year government bonds fell 5 basis points to 4.33% as the overall bond market rose.

BMO's chief risk officer: I do not believe the recent tariff announcements will trigger widespread credit events.

On August 25, Omani Foreign Minister Badr Al-Busaidi will visit Tehran on Tuesday to meet with Iranian Foreign Minister Araqchi. An Iranian Foreign Ministry spokesperson stated that both countries, as littoral states along the Strait of Hormuz, will continue political consultations to promote regional peace and security.

A Bank of Montreal executive stated that Canada's economic growth has recovered thanks to AI-driven expansion, while the US economy remains robust.