EPISODE · Aug 20, 2026 · 9 MIN
Connecting Dots in China's Tech Trade Through BABA & BIDU AI Growth
from Schwab Network · host Schwab Network
Brendan Ahren spotlights China AI chips and why he favors "picks and shovels" in the region. He says a lot of the money that flowed into China has moved into South Korea as the AI memory trade picks up steam in companies like Samsung and SK Hynix (SKHY). Brendan discusses more on China's AI growth through takeaways in earnings from Alibaba (BABA) and Baidu (BIDU). ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
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Connecting Dots in China's Tech Trade Through BABA & BIDU AI Growth
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