📈 Markets Monday for 2025-09-01
Labor Day meant US markets were closed. The quiet allowed me to to ponder pre-market news coverage. Notably, three articles caught my attention in reference to China verticalization (aka vertical integration) and the lack of AI value chain connections to NVIDIA, H20 or otherwise.

Tencent open sources translation models Hunyuan-MT-7B and Hunyuan-MT-Chimera-7B, which support 33 languages, claiming they beat established models in benchmarks
By Jonathan Kemper / The Decoder. View the full context on Techmeme.

Alibaba's shares jumped 19% in Hong Kong on Monday, following strong quarterly results from its cloud computing unit and reports of its new AI chip on Friday
By Arjun Kharpal / CNBC. View the full context on Techmeme.

A profile of Chinese AI chip designer Cambricon, whose share price has doubled since the start of August, supported by Beijing's push for tech self-sufficiency
From Financial Times. View the full context on Techmeme.