Zhipu AI: Can China's AI darling sustain its valuation premium?

Zhipu (HKEX:2513) share price has been on a relentless climb since its listing at the start of the year. While ongoing model development provides some justification for the current elevated valuation premium, the question from a long-term perspective is whether the myth of the world's first listed large language model (LLM) stock can truly endure.

Cloud Cover: AWS Powers Amazon's Margins, 2031 Bond Yields 4.85%

Amazon's A1/AA-rated bonds yield around 4.96%, supported by AWS-driven margin growth despite rising AI capital expenditure.

ServiceNow 2Q26 Earnings Review: AI Monetisation Is Becoming Real

The quarter strengthened ServiceNow’s AI monetisation thesis while enterprise demand remained resilient. The trade-off is lower subscription gross margin and execution risk around AI Control Tower integration.

AI’s next bottleneck could be light

IBM's USD $67 Billion Wipeout and the implications to software sector

IBM suffered the worst single-day decline in its 115-year history on 14 July 2026, dragging down the overall software sector. It suggested that AI infrastructure spending may be beginning to cannibalise budgets previously allocated to enterprise software.

AusNet: Stable Regulated Utility Offering Attractive AUD Bond Yields Between 5.0% to 5.9%

In this article, we highlight an Australian utility that provides high-quality income.

Banco Santander Announces New SGD 6NC5 Senior Non-Preferred Bonds at an IPG of 3.10%

Banco Santander SA is launching a new SGD 6NC5 Senior Non-Preferred bond at an initial price guidance of 3.10%. Here is our take on the new issue.

Newly Issued Bond: ICICI Bank USD Bond; IPG : 5.7%

ICICI Bank’s 5-year USD bond offers attractive investment-grade income, supported by strong profitability, capital, asset quality and funding, though pricing may tighten.

Credit update: Unlocking 5.8% Opportunities from a Leading UK Bank – Lloyds

TSMC 2Q26 results tell you why we are so bullish on Asian semiconductors

TSMC’s latest results offer the clearest evidence yet that the AI investment cycle remains far from its peak, reinforcing our bullish view on Asian semiconductors.