Chinese regulators are tightening controls on foreign investment in the country's technology sector. New rules will require AI startups like Moonshot AI and StepFun to obtain government approval before accepting any US capital, including venture capital and private equity. TikTok owner ByteDance has also been instructed to prevent secondary share sales to US investors without clearance. These measures, which follow Meta Platforms' $2 billion acquisition of the startup Manus, are designed to protect national security and prevent the spread of advanced technologies. AI startups must also disclose their technology and data to the government and get approval before exporting technology or data.
In the US, Apple has appointed John Ternus as CEO, effective September 1, 2026, with Tim Cook moving to executive chairman. Ternus, a 25-year Apple veteran and senior vice president of Hardware Engineering, is credited with leading multiple generations of iPhone and iPad hardware. The leadership change signals continuity in Apple's device-first strategy while intensifying pressure to close gaps in generative AI. Analysts expect Ternus to embed AI into Apple devices rather than launch a standalone AI product.
Google is planning a massive investment of up to $40 billion in AI startup Anthropic, including an immediate $10 billion infusion at a $35 billion valuation. This positions Google to rival Microsoft's partnership with OpenAI. Anthropic was founded by former OpenAI researchers and focuses on AI safety and developing steerable models. The remaining $30 billion is contingent on Anthropic achieving certain milestones.
On the trading front, Moomoo, owned by Futu Holdings, has launched 'Moomoo API Skills' for retail investors. The feature lets users connect their own AI agents to automate professional-grade trading without coding expertise. It includes natural language strategy creation, 24/7 monitoring, and manual trade confirmation. Despite the launch, Futu Holdings' share price recently declined 1.4% to $44.35, with a market capitalization of $13.4 billion.
Advanced Micro Devices shares have delivered strong gains in 2026, trading around $300 to $350 per share with analysts maintaining a consensus Moderate Buy to Strong Buy rating. The bull case centers on AMD's expanding role in the AI infrastructure boom, with Data Center revenue surging from EPYC server CPUs and Instinct MI series accelerators. Bears caution that AMD remains a distant No. 2 in the high-end AI GPU market behind Nvidia.
SpaceX is using revenue from rockets and satellites to fund its AI push, leaving it with a cash-burn profile like a late-stage startup. Starlink doubled its operating income last year to $4.42 billion, covering losses in the space division. In 2025, the AI division accounted for 61% of the company's $20.74 billion total capital spending but had an operating loss of $6.4 billion. SpaceX plans to build space-based data centers, and spending is not likely to slow soon.
Data center electricity demand is a structural bottleneck, positioning GE Vernova to benefit from infrastructure buildout. GE reported $2.4 billion in new data center-related orders in Q1 alone. The company operates across power, wind, and electrification segments, with gas turbines and grid equipment critical for AI infrastructure. Total infrastructure spending by major hyperscalers is approaching $700 billion this year. Hyperscaler supplier Celestica is also a Strong Buy stock worth watching as it prepares to release earnings, with EPS expected to jump by 73% in Q1 2026.
Key Takeaways
- China will require government approval for US investment in AI startups like Moonshot AI and StepFun, following Meta's $2 billion acquisition of Manus.
- Apple appointed John Ternus as CEO effective September 1, 2026, with Tim Cook becoming executive chairman, signaling a device-first AI strategy.
- Google plans up to $40 billion investment in AI startup Anthropic, including an immediate $10 billion at a $35 billion valuation.
- Moomoo launched 'Moomoo API Skills' allowing retail investors to connect AI agents for automated trading without coding.
- AMD trades around $300-$350 per share with a Moderate Buy to Strong Buy consensus, but remains No. 2 in AI GPUs behind Nvidia.
- SpaceX's AI division had an operating loss of $6.4 billion in 2025, funded by Starlink's $4.42 billion operating income.
- GE Vernova reported $2.4 billion in new data center-related orders in Q1, benefiting from the AI infrastructure boom.
- Hyperscaler supplier Celestica is a Strong Buy stock with EPS expected to jump 73% in Q1 2026.
- Four of the world's largest hyperscalers are projected to spend $650 billion on data centers this year.
- Nomura Research Institute targets 950 billion yen in revenue and 200 billion yen in operating profit by FY2028, focusing on AI and security.
China plans to restrict US investment in tech firms
China plans to restrict top technology companies, including AI startups, from accepting US capital without government approval. Regulators have instructed firms like Moonshot AI and StepFun to reject US investment unless explicitly approved. TikTok owner ByteDance has also been told not to allow secondary share sales to US investors without clearance. The measures aim to prevent US investors from gaining stakes in sensitive technologies linked to China's national security.
China to curb US investment in tech after Meta deal
Chinese regulators plan to restrict technology firms, including AI pioneers, from accepting US capital without government approval. This is part of Beijing's broader response to Meta Platforms' controversial acquisition of startup Manus. The new rules require government approval for US investment in AI startups, including venture capital and private equity deals. The move tightens control over foreign investment and tech exports to protect national security.
China requires approval for US investment in AI startups
The Chinese government has introduced new regulations requiring approval for US investment in AI startups, following Meta's $2 billion acquisition of AI startup Manus. The rules apply to all US investment in AI startups, including venture capital and private equity deals. AI startups must also disclose their technology and data to the government and get approval before exporting technology or data. The regulations aim to protect national security and prevent the spread of advanced technologies.
Moomoo launches AI agent trading tools for retail investors
Moomoo, owned by Futu Holdings, has launched 'Moomoo API Skills' for retail investors. The feature lets users connect their own AI agents to automate professional-grade trading without coding expertise. It includes natural language strategy creation, 24/7 monitoring, and manual trade confirmation. The tool pushes Futu further into AI-powered retail trading, competing with platforms like Interactive Brokers, Robinhood, and Tiger Brokers.
Futu Holdings valuation after Moomoo AI trading launch
Moomoo's new API Skills feature allows retail investors to connect their own AI agents to professional trading infrastructure. Despite the launch, Futu Holdings' share price recently declined 1.4% to $44.35. The stock has a 52-week high of $64.99 and a low of $24.99, with a market capitalization of $13.4 billion. The company is well-positioned to benefit from growing demand for AI-driven trading tools.
Celestica is a top AI infrastructure stock as tech earnings approach
Five Magnificent 7 companies report earnings next week, with investors focused on AI spending and return on investment. Four of the world's largest hyperscalers are projected to spend $650 billion on data centers this year. Hyperscaler supplier Celestica is a Strong Buy stock worth watching as it prepares to release earnings. Celestica's EPS is expected to jump by 73% in Q1 2026 and is well-positioned to benefit from AI structural tailwinds.
John Ternus becomes Apple CEO signaling AI and hardware focus
Apple appointed John Ternus as CEO, effective September 1, 2026, with Tim Cook moving to executive chairman. Ternus is a 25-year Apple veteran and senior vice president of Hardware Engineering, credited with leading multiple generations of iPhone and iPad hardware. The leadership change signals continuity in Apple's device-first strategy while intensifying pressure to close gaps in generative AI. Analysts expect Ternus to embed AI into Apple devices rather than launch a standalone AI product.
AMD stock outlook for 2026 with AI momentum and valuation risks
Advanced Micro Devices shares have delivered strong gains in 2026, but the question of whether to buy, sell or hold remains debated. As of late April 2026, AMD trades around $300 to $350 per share with analysts maintaining a consensus Moderate Buy to Strong Buy rating. The bull case centers on AMD's expanding role in the AI infrastructure boom, with Data Center revenue surging from EPYC server CPUs and Instinct MI series accelerators. Bears caution that AMD remains a distant No. 2 in the high-end AI GPU market behind Nvidia.
Google plans up to $40 billion investment in AI startup Anthropic
Google plans a massive investment of up to $40 billion in AI startup Anthropic, including an immediate $10 billion infusion at a $35 billion valuation. This positions Google to rival Microsoft's partnership with OpenAI. Anthropic was founded by former OpenAI researchers and focuses on AI safety and developing steerable models. The remaining $30 billion is contingent on Anthropic achieving certain milestones.
Nomura Research Institute targets growth with AI and security focus
Nomura Research Institute plans to focus on AI-driven transformation, digital security, and social co-creation. The company targets 950 billion yen in revenue and 200 billion yen in operating profit by FY2028. Strategic investments and overseas restructuring aim to boost profitability, recurring revenue, and ESG outcomes. The plan drives growth through AI, security, and social innovation.
SpaceX AI spending burns cash earned by Starlink
SpaceX is using revenue from rockets and satellites to fund its AI push, leaving it with a cash-burn profile like a late-stage startup. Starlink doubled its operating income last year to $4.42 billion, covering losses in the space division. In 2025, the AI division accounted for 61% of the company's $20.74 billion total capital spending but had an operating loss of $6.4 billion. SpaceX plans to build space-based data centers, and spending is not likely to slow soon.
GE Vernova is the energy stock to buy for the AI spending boom
Data center electricity demand is a structural bottleneck, positioning GE Vernova to benefit from infrastructure buildout. GE reported $2.4 billion in new data center-related orders in Q1 alone. The company operates across power, wind, and electrification segments, with gas turbines and grid equipment critical for AI infrastructure. Total infrastructure spending by major hyperscalers is approaching $700 billion this year.
Sources
- China to curb US investment in tech companies, Bloomberg News reports
- China to Curb US Investment in Tech Companies After Meta Deal
- China requires approval for U.S. investment in AI startups
- Futu’s Moomoo API Skills Brings AI Agents To Retail Trading Workflows
- Assessing Futu Holdings (NasdaqGM:FUTU) Valuation After Moomoo Launches AI Agent Trading API Tools
- Celestica: Top AI Infrastructure Stock As Tech Earnings Heat Up
- John Ternus Signals Apple's AI and Hardware Focus
- AMD Stock Buy or Sell in 2026: AI Momentum Fuels Bullish Outlook Despite Valuation Risks
- Google Invests Up To $40B in AI Startup Anthropic
- Nomura Research Institute: AI, security, and social innovation drive growth toward ¥950B revenue and 21% margin by FY2028
- At SpaceX, AI is burning the cash that Starlink earns
- The 1 Energy Stock You Should Be Buying for the $700 Billion AI Spending Spree
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