Shares in Chinese companies critical to AI infrastructure surged in 2025, with CATL up 45% and Sungrow up 130%, as exports boost margins despite Trump's tariffs (William Sandlund/Financial Times)

Shares in Chinese companies critical to AI infrastructure surged in 2025, with CATL up 45% and Sungrow up 130%, as exports boost margins despite Trump's tariffs (William Sandlund/Financial Times)

William Sandlund / Financial Times : Shares in Chinese companies critical to AI infrastructure surged in 2025, with CATL up 45% and Sungrow up 130%, as exports boost margins despite Trump's tariffs —  Companies such as battery maker CATL earn big margins on export sales despite US tariffs  —  Shares in Chinese makers of batteries …

CoreWeave's market value fell $33B in six weeks amid construction delays at its Denton, TX AI data center, criticism from short seller Jim Chanos, and more (Robbie Whelan/Wall Street Journal)

CoreWeave's market value fell $33B in six weeks amid construction delays at its Denton, TX AI data center, criticism from short seller Jim Chanos, and more (Robbie Whelan/Wall Street Journal)

Robbie Whelan / Wall Street Journal : CoreWeave's market value fell $33B in six weeks amid construction delays at its Denton, TX AI data center, criticism from short seller Jim Chanos, and more —  The data-center provider's terrible six-week slide picked up speed when a famous short seller piled concerns on top of delays