Meituan’s food‑delivery arm posted a sharp profit jump in Q1, turning positive in March and expected to break even in Q2, boosting its stock outlook. Nomura keeps a neutral rating with a HK$92.00 target.

Prosus faces a test as the EU grants it time to adjust its Delivery Hero stake. The investor may raise its share to block Uber or strengthen its bargaining power, though surpassing a 25% threshold remains uncertain.

TrendForce warns that AI‑driven demand will push high‑end memory prices higher, with Samsung, SK Hynix and Micron likely to hike HBM rates through 2027. Supply crunches could shrink standard DRAM output and boost pricing power.

Bitcoin slid to a two‑month low after Strategy sold 32 coins for roughly $2.5 million amid Middle East tensions, reflecting investor fatigue over stalled conflict resolution.

These moves shape earnings, pricing power, and market dynamics across tech, media and telecom sectors.