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Tesla Rebounds, PVH Soars, Newsmax Surges Again — Biggest Stock Movers to Watch

Tesla (TSLA) +2% Tesla shares bounced after a rough Monday, despite being down 36% in Q1 — the worst Q1 in company history. Investors are now eyeing its  Q1 delivery report  due Wednesday, with Street estimates hovering around  380,000 units . Analysts have been revising expectations lower amid backlash over Elon Musk’s role in Trump’s administration. Chinese EV Makers Up XPeng (XPEV) +1.6% : Delivered 33,205 vehicles in March — its fifth straight 30k+ month. NIO (NIO) +1.6%  and  Li Auto (LI) +1.4%  also gained on strong March deliveries. Nvidia (NVDA) -0.6% Still under pressure after a  19.3% Q1 drop , its worst since 2022. Investor worries over AI spending, tech valuation, and trade tensions are weighing heavily. Johnson & Johnson (JNJ) -5% Fell after a Texas judge  dismissed J&J’s third bankruptcy attempt  to settle talc-related lawsuits via Chapter 11. PVH Corp (PVH) +18.9% Shares surged after  Q4 earnings beat expectations ...
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China's Tech Stocks Cool Off: AI Hype No Longer Enough to Drive Rally

After a red-hot start to 2025, China’s tech rally is losing steam. Despite big promises in artificial intelligence (AI), investors are demanding real earnings growth and clear macro signals to stay bullish.

Hang Seng Tech Index Stalls

  • The Hang Seng Tech Index came close to correction territory this week.

  • Only Alibaba saw notable post-earnings gains, thanks to its US$53 billion AI investment plan over the next three years and continuous AI product rollouts.

  • Other tech giants like Tencent, Baidu, JD.com, and Meituan failed to impress, despite beating earnings expectations.

AI Hype Isn’t Enough (For Now)

  • DeepSeek’s breakthrough had sparked a 25% year-to-date gain, but now markets want more than hype.

  • “Share prices have run ahead of earnings,” noted Andy Wong of Solomons Group.

  • Investors need tangible AI monetization and sustained business improvement, especially as core businesses like advertising (Baidu) and delivery (Meituan) face headwinds.

What Analysts Say:

  • JPMorgan’s Alex Yao: Further rally depends on “stable or improving core businesses” + “positive AI developments.”

  • Despite recent dips, valuations remain attractive:

    • Hang Seng Tech Index: 17.6x forward earnings

    • Nasdaq 100: 24x

    • 3-year average for Hang Seng: 19x

Mixed Signals from Earnings

  • Alibaba leads the AI charge with multimodal Qwen models (text, image, audio, video).

  • Tencent's capital spending plan lacked excitement.

  • JD.com’s stock fell 8%, even with its best sales growth in 3 years.

  • Companies are cutting costs but now pivoting back to investment, with AI as top priority.

What Could Spark the Next Rally?

  1. Stronger domestic demand

  2. Overseas market expansion

  3. Continued AI innovation and application

  4. Government stimulus clarity

  5. Easing US-China trade tensions – Trump hinted he might reduce tariffs if China helps with the TikTok deal.

Bottom line: China’s tech sector needs more than AI headlines — investors are now watching for real growth, better margins, and macro stability to fuel the next leg up.

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