Why brokers believe China’s AI-driven stock run will find fresh legs

• CrowdStrike has launched SafeMind, an agentic security system utilizing two purpose-built AI models: the adversarial Red Tempest and the defensive Blue Solano. • The system employs a red-team/blue-team feedback loop trained on 15 years of breach data and trillions of daily events from the Falcon sensor telemetry.

• Major AI updates for September 1 include John Ternus becoming Apple's CEO amidst an AI transition, DeepSeek approaching a $74 billion valuation, and Alibaba previewing its Qwen4 model. • The industry is currently debating the extent to which daily coding tasks should be delegated to AI assistants like GitHub Copilot and Claude Code.

• Tech companies raised $4.8 billion in equity funding during Q3 2026, marking a significant increase in investor activity. • This figure represents a 21.09% rise compared to the $4 billion raised in Q2 2026.

• Novartis and Genentech have announced significant workforce reductions as part of Fierce Biotech's 2026 layoff tracker. • On July 7, Novartis cut 322 positions at its East Hanover, New Jersey headquarters, primarily impacting marketing, patient support, and field sales.

• Chinese state media, via the CCTV-affiliated channel Yuyuantantian, has accused American AI firm Anthropic of engaging in unethical practices. • Beijing is demanding that the U.S. verify its domestic AI companies adhere to strict safety, disclosure, and independent auditing standards.

• Asia's factory activity expanded in August, driven by a global surge in demand for artificial intelligence (AI) hardware. • Private surveys released Tuesday highlight specific growth in Taiwan and Malaysia, brightening economic prospects for the export-reliant region.

• EuroHPC has selected Bull to lead a €387 million contract for the development of the Lumi-AI supercomputer. • This agreement represents the first major contract for Bull following its renationalization by the French government.

• The Vivatech initiative is addressing the significant funding gap facing European AI businesses, which struggle to scale and commercialize despite having world-class research and engineering talent. • The program provides comprehensive support across AI infrastructure, academic research, and commercialization to help transition breakthroughs into market-ready products.

• EuroHPC JU and the LUMI AI Factory consortium have selected Bull to deploy the LUMI-AI supercomputer in a project valued at $450 million. • The investment is split equally between EuroHPC JU and a consortium of partners from Finland, Estonia, Czechia, Norway, Denmark, and Poland.

• U.S. companies are experiencing a significant rise in cyber attacks, with recent security breaches affecting major AI firms including OpenAI and Anthropic. • In response, the White House announced the creation of a coordination group in July to help AI developers and critical infrastructure operators share information on system vulnerabilities.

• Finland is constructing LUMI-AI, a high-performance computing facility funded by a €387.8 million investment. • The system will utilize AMD MI430X accelerators and 256-core EPYC processors to significantly expand Europe's AI and HPC capacity starting in 2027.

• Financial Stability Board (FSB) chief Bailey has warned that the emergence of new AI models poses a growing risk to global financial stability. • Bailey emphasized the urgent need for robust response and recovery capabilities, specifically the ability to restore critical systems and data from "bare metal" after major cyber incidents.