Consumer Technology Update (Nov 10-14): China Reverses Rare Earth Export Restrictions to the U.S., Microsoft and Google Pour Billions into AI Data Centers, and More
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 16 2025
0mins
Source: Benzinga
China's Export Ban Lifted: China has lifted its ban on exports of gallium, germanium, and antimony to the U.S. following a meeting between President Trump and President Xi Jinping.
Corporate Earnings Reports: Several companies reported their quarterly earnings, with notable performances from Taiwan Semiconductor, CoreWeave, and Sony, while Plug Power and AST SpaceMobile missed revenue estimates.
Tech Developments: Apple is advancing its satellite connectivity project, while Microsoft is investing heavily in AI infrastructure, including a new data center in Portugal and an AI "super factory" in Atlanta.
Automotive Industry Updates: Tesla faces challenges with a nationwide recall of its Powerwall systems and the departure of key personnel, while General Motors has begun production of the Chevrolet Bolt EV.
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Analyst Views on TME
Wall Street analysts forecast TME stock price to rise
8 Analyst Rating
6 Buy
2 Hold
0 Sell
Strong Buy
Current: 15.150
Low
21.00
Averages
26.13
High
29.00
Current: 15.150
Low
21.00
Averages
26.13
High
29.00
About TME
Tencent Music Entertainment Group is a holding company mainly engaged in the provision and operation of online music entertainment platform. The Company is mainly engaged in the provision of online music services, social entertainment services and other services. The Company operates four major product brands, QQ Music, Kugou Music, Kuwo Music and WeSing, through which the Company provides online music and social entertainment services to address the music entertainment needs of audience in China. The Company also offers Lazy Audio, the dedicated long-form audio app as a complement to the flagship music-centric product portfolio.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Massive Investments: Baidu allocated CNY500 million (around $72 million) for its Ernie chatbot, Tencent doubled that to CNY1 billion (about $145 million), and Alibaba's investment reached CNY3 billion (approximately $434 million), all aimed at attracting users to try new products.
- Market Response: Alibaba had to
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Chinese AI Firms Launch Lunar New Year Giveaway Blitz
- Lunar New Year Promotions: During the Lunar New Year, Chinese AI companies like ByteDance, Baidu, Tencent, and Alibaba are giving away luxury cars and cash red envelopes to attract users, with ByteDance offering 100,000 prizes for its Doubao AI model, including some red envelopes as high as CNY8,888 (about $1,280), highlighting the fierce competition for user acquisition.
- Massive Financial Investments: Baidu allocated CNY500 million (about $72 million) for its Ernie chatbot, Tencent doubled that to CNY1 billion (about $145 million), and Alibaba's investment reached a staggering CNY3 billion (about $434 million), all aimed at rapidly attracting users and building developer ecosystems.
- Intensifying Market Competition: Analysts indicate that this promotion, dubbed the
See More
Tencent Music to Report Q4 and Full Year 2025 Results
- Earnings Report Schedule: Tencent Music Entertainment Group will release its unaudited financial results for Q4 and full year 2025 before the U.S. market opens on March 17, 2026, providing crucial performance data for investors.
- Management Webinar: The company's management will host a webinar on the same day at 7:00 A.M. Eastern Time or 7:00 P.M. Beijing/Hong Kong Time to discuss financial performance and business developments, enhancing engagement with investors.
- Participant Registration Info: Participants wishing to join the webinar must register online in advance, and upon registration, they will receive an email with meeting ID and link, ensuring smooth participation in the discussion.
- Investor Relations Website: A live and archived webcast of the webinar will be available on the company's investor relations website, further enhancing transparency and catering to investor interest in company updates.
See More
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- Earnings Report Schedule: Tencent Music Entertainment Group is set to release its unaudited financial results for Q4 and full year 2025 before the U.S. market opens on March 17, 2026, reflecting the company's commitment to transparency and investor communication.
- Management Webinar: The company's management will host a Tencent Meeting Webinar on the same day at 7:00 A.M. Eastern Time or 7:00 P.M. Beijing/Hong Kong Time, aimed at providing an in-depth analysis and discussion of the company's business and financial performance, thereby enhancing investor confidence.
- Participant Registration Process: Participants wishing to join the webinar must register online in advance, and upon registration, they will receive an email with meeting ID and link, ensuring smooth access to the meeting and increasing interactivity.
- Investor Relations Website: The company's investor relations website will offer a live and archived webcast of the webinar, further enhancing information accessibility and demonstrating the company's ongoing commitment to investor engagement and support.
See More
Tencent Music to Report Q4 and Full Year 2025 Financial Results on March 17, 2026
- Earnings Report Schedule: Tencent Music Entertainment Group will release its unaudited financial results for Q4 and full year 2025 before the U.S. market opens on March 17, 2026, providing crucial performance data for investors.
- Management Webinar: On the same day at 7:00 A.M. Eastern Time or 7:00 P.M. Beijing/Hong Kong Time, the company's management will host a webinar to discuss financial performance and business developments, enhancing engagement with investors.
- Participant Registration Info: Investors wishing to join the webinar must register online in advance, and upon registration, they will receive an email with meeting ID and link, ensuring smooth access to the meeting.
- Webcast Availability: The webinar will be available live and archived on the company's investor relations website, further enhancing transparency and information sharing with stakeholders.
See More
Marathon Asset Management Sells Tencent Music Shares
- Share Sale Details: Marathon Asset Management sold 559,011 shares of Tencent Music Entertainment in Q4, with an estimated transaction value of $11.34 million, reflecting its asset allocation strategy amid market volatility.
- Position Value Decline: As of December 31, the total value of Marathon's Tencent Music position decreased by $26.44 million, indicating the dual impact of trading activity and stock price fluctuations, suggesting a portfolio adjustment in response to market changes.
- Market Performance Analysis: As of February 5, Tencent Music's shares were priced at $15.93, up 37.2% over the past year, outperforming the S&P 500 by 25.05 percentage points, demonstrating its strong performance in the digital music market.
- Operational and Financial Health: Tencent Music's revenue grew over 20% year-over-year in the latest quarter, with a rapidly expanding subscriber base and net income surging more than 36% year-over-year, indicating robust profitability and cash flow amidst fierce competition.
See More
AI Companies Battle for Lunar New Year Dominance
- Lunar New Year Promotions: ByteDance is giving away 100,000 prizes for its Doubao AI model during the Lunar New Year, including red packets worth CNY8,888 (approximately $1,280), highlighting the fierce competition in the AI market.
- Massive Investments: Baidu allocated CNY500 million (around $72 million) for its Ernie chatbot, Tencent doubled that to CNY1 billion (about $145 million), and Alibaba's investment reached CNY3 billion (approximately $434 million), all aimed at attracting users to try new products.
- Market Response: Alibaba had to
See More
Chinese AI Firms Launch Lunar New Year Giveaway Blitz
- Lunar New Year Promotions: During the Lunar New Year, Chinese AI companies like ByteDance, Baidu, Tencent, and Alibaba are giving away luxury cars and cash red envelopes to attract users, with ByteDance offering 100,000 prizes for its Doubao AI model, including some red envelopes as high as CNY8,888 (about $1,280), highlighting the fierce competition for user acquisition.
- Massive Financial Investments: Baidu allocated CNY500 million (about $72 million) for its Ernie chatbot, Tencent doubled that to CNY1 billion (about $145 million), and Alibaba's investment reached a staggering CNY3 billion (about $434 million), all aimed at rapidly attracting users and building developer ecosystems.
- Intensifying Market Competition: Analysts indicate that this promotion, dubbed the
See More
Tencent Music to Report Q4 and Full Year 2025 Results
- Earnings Report Schedule: Tencent Music Entertainment Group will release its unaudited financial results for Q4 and full year 2025 before the U.S. market opens on March 17, 2026, providing crucial performance data for investors.
- Management Webinar: The company's management will host a webinar on the same day at 7:00 A.M. Eastern Time or 7:00 P.M. Beijing/Hong Kong Time to discuss financial performance and business developments, enhancing engagement with investors.
- Participant Registration Info: Participants wishing to join the webinar must register online in advance, and upon registration, they will receive an email with meeting ID and link, ensuring smooth participation in the discussion.
- Investor Relations Website: A live and archived webcast of the webinar will be available on the company's investor relations website, further enhancing transparency and catering to investor interest in company updates.
See More
Tencent Music to Report 2025 Financial Results on March 17
- Earnings Report Schedule: Tencent Music Entertainment Group is set to release its unaudited financial results for Q4 and full year 2025 before the U.S. market opens on March 17, 2026, reflecting the company's commitment to transparency and investor communication.
- Management Webinar: The company's management will host a Tencent Meeting Webinar on the same day at 7:00 A.M. Eastern Time or 7:00 P.M. Beijing/Hong Kong Time, aimed at providing an in-depth analysis and discussion of the company's business and financial performance, thereby enhancing investor confidence.
- Participant Registration Process: Participants wishing to join the webinar must register online in advance, and upon registration, they will receive an email with meeting ID and link, ensuring smooth access to the meeting and increasing interactivity.
- Investor Relations Website: The company's investor relations website will offer a live and archived webcast of the webinar, further enhancing information accessibility and demonstrating the company's ongoing commitment to investor engagement and support.
See More
Tencent Music to Report Q4 and Full Year 2025 Financial Results on March 17, 2026
- Earnings Report Schedule: Tencent Music Entertainment Group will release its unaudited financial results for Q4 and full year 2025 before the U.S. market opens on March 17, 2026, providing crucial performance data for investors.
- Management Webinar: On the same day at 7:00 A.M. Eastern Time or 7:00 P.M. Beijing/Hong Kong Time, the company's management will host a webinar to discuss financial performance and business developments, enhancing engagement with investors.
- Participant Registration Info: Investors wishing to join the webinar must register online in advance, and upon registration, they will receive an email with meeting ID and link, ensuring smooth access to the meeting.
- Webcast Availability: The webinar will be available live and archived on the company's investor relations website, further enhancing transparency and information sharing with stakeholders.
See More
Marathon Asset Management Sells Tencent Music Shares
- Share Sale Details: Marathon Asset Management sold 559,011 shares of Tencent Music Entertainment in Q4, with an estimated transaction value of $11.34 million, reflecting its asset allocation strategy amid market volatility.
- Position Value Decline: As of December 31, the total value of Marathon's Tencent Music position decreased by $26.44 million, indicating the dual impact of trading activity and stock price fluctuations, suggesting a portfolio adjustment in response to market changes.
- Market Performance Analysis: As of February 5, Tencent Music's shares were priced at $15.93, up 37.2% over the past year, outperforming the S&P 500 by 25.05 percentage points, demonstrating its strong performance in the digital music market.
- Operational and Financial Health: Tencent Music's revenue grew over 20% year-over-year in the latest quarter, with a rapidly expanding subscriber base and net income surging more than 36% year-over-year, indicating robust profitability and cash flow amidst fierce competition.
See More
