China Tech Earnings Hit by AI Spending | The China Show 5/29/2026

Bloomberg: The China Show is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. Chapters: 00:00:00 - Bloomberg: The China Show opens 00:04:05 - US, Iran agree to 60-day truce, pending Trump signoff 00:06:55 - Nvidia server maker Wiwynn sees AI bottlenecks beyond memory 00:10:47 - Boston Dynamics' Brendan Schulman on outlook for robotics sector 00:21:50 - Breaking: SpaceX is said to lower IPO valuation target to at least $1.8T 00:28:51 - DWS' Ivy Ng on markets outlook 00:37:20 - Jefferies' Cui Cui on China biotech sector 00:49:32 - What's moving Asian markets today 00:52:54 - China tech earnings expose tough AI reality 00:57:05 - Oil prices drop on hopes US-Iran deal 00:59:20 - Peking University's Wang Dong on geopolitics ahead of Shangri-La Dialogue 01:12:28 - Mitsui CEO on energy risks, alternatives 01:18:04 - BYD debuts China's most 'advanced' EV chip 01:23:25 - HK Tourism Sec. Rosanna Law says on track to meet or exceed 2026 visitor target -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts