Stock Markets Need a Boost. Why the Fed, AI, Crypto Could Drag Them Down.
1. BABA increased AI spending, signaling a strong commitment to technology growth. 2. China's AI ambitions face constraints due to limited access to advanced chips. 3. Potential deals like TikTok may impact U.S.-China relations positively for BABA. 4. Market uncertainty around Fed interest rate decisions creates a cautionary environment. 5. Tech sector resilience is tested as high-profile partnerships fail to boost stocks.