蘑菇AV

The news: Shein鈥檚 and Temu鈥檚 influence in the US is fading quickly as both companies cut ad spending and look to Europe for growth. Our take: Shein and Temu are finding that the billions of dollars they plowed into US advertising have not been enough to secure US customers鈥� loyalty in the face of higher prices. But rather than find ways to extend the longevity of their US businesses, both companies are fleeing to Europe to take advantage of the (currently) more favorable trade environment.

Gen Z defines social winners in Asia-Pacific: Snapchat slows in India while TikTok expands in Indonesia and Singapore.

Short-form 鈥渕icrodrama鈥� content is surging in China. As the format gains popularity, streaming platforms are exploring new ways to monetize and export the phenomenon to overseas markets.

Chinese consumers鈥� travel spending softened during a recent holiday: That鈥檚 a clear sign that confidence is strained due to trade tensions with the US.

A possible partnership would bring AI-native search to millions, challenge Google鈥檚 dominance, and push Samsung ahead in the on-device AI race.

The R1-0528 model nearly matches OpenAI and Google on reasoning, offering a tantalizing preview of what the cheaper, open-source future of AI could look like.

The outlook for retail media ad spending remains bright throughout most of the world, even as ad budgets are increasingly constrained in the face of economic storm clouds.

Nvidia woos global AI partners, HP shifts output to Mexico and Vietnam, and Lenovo pivots to India鈥攃lear signs that risk mitigation now outweighs China鈥檚 diminishing cost advantage.

A 25% iPhone tariff risks upending Apple鈥檚 manufacturing strategy and slamming profits just as it dives deeper into AI.

Temu parent PDD鈥檚 profits fell 47% in Q1 as global and domestic challenges pile up: The company鈥檚 operating model is ill-equipped for today鈥檚 protectionist trade policies.

The EU proposed a fee on small shipments: The new tax would add to the growing challenges facing Shein and Temu.

Shipments plunged 72% YoY, and Apple and others are scrambling to dodge looming chip tariffs and stabilize shaky supply chains.