Alibaba Group Holding Limited

Nvidia’s potential China opening adds another catalyst for investors as Beijing weighs purchases of the company’s lower-end GPUs.

Tech stocks drew strong attention last week as Meta advanced on AI agents, Nvidia looks to benefit from China chip demand, and BlackBerry posted strong QNX results.

Alibaba Group Holding has been busy pushing deeper into cloud computing and AI chips, yet the share price has fallen sharply over the past year, which raises a simple question for investors about how much cash the business can really produce over time. With Alibaba rolling out new data centers and high performance AI hardware, the key issue becomes whether the cash flows behind the story are strong enough to justify where the stock trades today. Over the past 12 months, Alibaba Group...

China weighs letting Alibaba and ByteDance buy Nvidia's RTX PRO 5500. Here is what it means for NVDA stock Monday.

Alibaba Group Holding Limited (NYSE:BABA) is stepping up its artificial intelligence ambitions with a new AI accelerator that the company describes as China’s most powerful. On September 22, it unveiled the Zhenwu V900, an AI chip designed to deliver roughly three times the performance of its predecessor. The announcement comes as Alibaba intensifies its efforts […]

One company carries geopolitical risk that investors can weigh and size around. The other is facing a record fine, criminal investigations, and international lawsuits with no timeline for resolution.

Alibaba dominates in absolute revenue, but Uber's growth rate tells a different story — and the gap between them is narrowing.

As China's AI ecosystem continues to expand, these stocks provide investors with several different ways to monitor the country's accelerating AI buildout.

Models, chips and data centers deepen vertical integration--and concentrate execution risk.

UnitedHealth Group recently announced that Jodee Kozlak joined as chief administrative officer, a new role overseeing People, Real Estate, Procurement and Corporate Security to support enterprise modernization and alignment across the business. Kozlak’s background leading global expansion at Alibaba, human resources at Target, and board roles at C.H. Robinson Worldwide and KB Home suggests UnitedHealth is placing greater emphasis on organizational efficiency and large-scale transformation...

Meta Platforms Inc., Apple Inc., OpenAI, Microsoft Corp. and Alibaba Group Holding Ltd. are taking different positions across the AI market as demand for computing power continues to outstrip supply and new AI formats broaden adoption. CLSA Sees Chip Shortage...

A massive infrastructure push is reshaping Alibaba's growth story

Alibaba's AI Ambitions Trigger Massive Spending Forecast From Citi

The Chinese tech company plans its first cloud regions in Turkey, Finland, and the Netherlands within 12 months

Polaris Capital Management, an investment management company, released its second-quarter 2026 investor letter for “Global Equity Strategy”. The letter can be downloaded here. Global markets delivered strong gains during the quarter, supported by an AI-driven earnings rally despite elevated interest rates, inflation concerns, and geopolitical uncertainty. Polaris Global Equity Composite (net of fees) returned 13.26% […]

Key Stats for Alibaba StockPrice change for Alibaba stock in last 1 year: -29%$BABA Stock Price as of Sep. 22: $11552-Week High: $193$BABA Stock Price Target: $186What Happened?Alibaba (BABA) stock rose about 3% in Hong Kong on Tuesday after the company unveiled a new AI chip and big plans to expand its data centers.

Alibaba is scaling Qwen, AI chips and global cloud capacity as triple-digit AI product growth meets heavy capex and execution risk.

BABA's Quick Commerce revenues surge 45% as Taobao Instant Commerce improves unit economics, but profitability is targeted for fiscal 2029.

Shares of Chinese AI model developers fell after a report that the country’s regulators have opened a probe into startups DeepSeek and Moonshot AI over data security concerns.

Alibaba Group Holding Ltd. is accelerating its data center expansion in Europe and the Middle East, propelling its 20-gigawatt global infrastructure buildout during China’s escalating competition in AI chips and models with the US.

Tech stocks advanced late Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF

Alibaba recently unveiled its Zhenwu V900 AI accelerator, described as China’s most powerful AI chip, and committed more than US$53.00 billion over three years to expand data center capacity for Alibaba Cloud by 2032. This push into homegrown AI infrastructure positions Alibaba as a key domestic alternative to foreign chip suppliers and could materially influence how it competes in China’s rapidly evolving cloud and AI market. We’ll now examine how Alibaba’s Zhenwu V900 chip launch and...

Alibaba used its September 22 developer conference to show how quickly China’s AI stack is filling the holes left by restricted access to U.S. chips. The company unveiled the Zhenwu V900 accelerator, which it says delivers roughly three times the performance of its predecessor and is scheduled for mass production in early 2027. Alibaba Group […]

Alibaba Stock Jumps After Unveiling Powerful New AI Chip and Massive Model

Tech stocks advanced Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK

Sandisk rises. Rosenblatt initiates coverage of the stock with a Buy rating and a price target of $2,400.

On this episode of Stock Movers: - Alibaba (BABA) shares are higher this morning after the company rolled out what it calls China's most powerful AI chip and announced plans to expand data center capacity in the coming years. - ON Holdings (ONON) is getting a boost as it expects sales growth in the high teens over the next few years as it moves into sports including golf and football. - Viking Therapeutics (VKTX) shares surged after the biotech released data from its VK2735-102 maintenance study

BABA's cloud and AI growth, resilient commerce engine and disciplined AI spending offer three reasons to hold despite its premium valuation.

Artificial-intelligence stocks slide as investors lock in profits following Monday’s record-breaking rally.

Alibaba stock was rising on a flurry of AI announcements but that doesn’t mean it can close the U.S.-China gap.

Alibaba Group (NYSE:BABA), the Chinese technology giant, unveiled a new AI chip and plans to expand its data center capacity at its annual Apsara Conference in Hangzhou on Tuesday. The company introduced the Zhenwu V900, which it called China’s most powerful AI chip and said it delivers three...

Alibaba Group Holding is rolling out what it calls China's most powerful AI chip, an accelerator to compete with Nvidia. Ed Ludlow reports on "Bloomberg Open Interest."

Alibaba is scaling its AI models, chips and data centers as Chinese tech companies race to build alternatives to Nvidia.

Alibaba just unveiled a chip it claims reshapes the AI compute landscape inside China, and the stock is reacting sharply, but one key rival is barely moving, and that gap reveals exactly who the market thinks wins here.

Alibaba's (BABA) stock price is climbing premarket after it rolled out a new AI chip, the Zhenwu V900, pitting it against Nvidia chips as a powerful competitor. The 8:30 hosts, Julie Hyman, Pras Subramanian, and Jake Conley, discuss why it may not be a major threat to Nvidia and why China is focusing more on international markets than on domestic ones.

Tencent Stock Surges 6% After Unveiling Powerful New AI Image Model

Alibaba Group (NYSE:BABA) unveiled a new artificial intelligence processor on Tuesday, describing it as China’s most powerful AI chip, while outlining plans to expand its data centre capacity to more than 20 gigawatts by 2032. Chief Executive Eddie Wu introduced the Zhenwu V900 accelerator at Alibaba’s annual Apsara Conference in Hangzhou, highlighting the company’s investment in AI infrastructure and advanced computing.

Alibaba’s AI chips and cloud ambitions meet regulatory heat Alibaba Group Holding (NYSE:BABA) is back in focus after a string of AI related headlines, from a Qwen powered U.S. government search tool to a new Zhenwu V900 accelerator and fresh Pentagon blacklist scrutiny. Investors watching Alibaba now have to weigh a powerful AI chip roadmap and a planned US$53b spend on data centers against questions about procurement practices, regulatory risk, and how much cash the cloud and commerce engine...

US stock futures were little changed on Tuesday following a rally in technology shares during the previous session. Investors were monitoring President Donald Trump’s upcoming address to the United Nations, comments from a Federal Reserve official on interest rates and the launch of a new artificial intelligence chip by Alibaba.

Retail sentiment on SPY and QQQ has moderated to ‘neutral’.

China’s AI hardware push is gaining momentum as domestic chipmakers race to close the gap with Nvidia.

Oil prices fell further Tuesday on speculation the United States and Iran could make progress on talks to end the Middle East war this week, but a tech rally on enthusiasm about Meta's new AI agent faded.But gains in tech shares faded in Tuesday trading in New York.

The US government’s increased reliance on a Pentagon blacklist to target China’s biggest companies threatens to cast a pall over President Donald Trump’s summit this week with his Chinese counterpart, Xi Jinping.

Alibaba Group Holding Ltd. is rolling out what it calls China’s most powerful AI chip, an accelerator to compete with Nvidia Corp. and underpin a massive expansion of data center capacity in coming years.

Alibaba trades at a steep valuation discount while MercadoLibre sustains 39% revenue growth, a classic value-versus-growth showdown with starkly different risk profiles.

MSFT and BABA are ramping up AI cloud spending as demand outpaces supply, but their growth, margins and stock performance diverge.

Bizlink Holding Partners with ams OSRAM to Target AI Data Center Optical Interconnect Opportunities  finance.biggo.com

Key TakeawaysAlibaba’s Cloud and AI segment grew revenue 45% year over year last quarter, a 22-quarter high, with AI product revenue on a $7. 3 billion annualized run rate after 12 straight quarters of triple-digit growth.

The real divide may be revenue, not model quality

Key Stats for Alibaba StockCurrent Price: $109. 34Target Price (Mid): ~$221Street Target: ~$186Potential Total Return: ~102%Annualized IRR: ~17% / yearWhat Happened?Alibaba (BABA) gave analysts one event to react to, and they walked away pointing in opposite directions.

All of China's AI models combined generate only about 10% of OpenAI's revenue, yet several Chinese startups carry higher valuation multiples than their U.S. rivals

Alibaba's conservative valuation and strong cash position clash with Uber's explosive growth and higher margins, but each carries distinct risks that matter for 2026.

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

Zacks.com users have recently been watching Alibaba (BABA) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

A William Li-founded Nio Capital fund acquired a 10.87% stake in robot-sensor maker Gongwang.

Orange Lion Sports, founded by Alibaba Group, has unveiled Smartshot 2.0, the upgraded version of its AI sports solution, at the Sports Services exhibition during the 2026 China International Fair for Trade in Services (CIFTIS), held September 9-13 in Beijing.

Alibaba Group Holding Limited (NYSE:BABA)’s race to amass vast sums of money to support its AI push led it to a recent $10.2 billion equity raise, drawing scrutiny from investors. The company issued 710 million shares at a discount price. On September 7, Bernstein SocGen lowered its price target on Alibaba to $165 from $180 […]

Alibaba's mature profitability and conservative balance sheet contrast sharply with MercadoLibre's explosive 39% revenue growth and surging free cash flow.

Pump.fun launches Custom Pairs, letting creators launch tokens against stocks, crypto, metals, and more while earning fees in the paired asset.

On September 10, iQIYI, China's leading online entertainment platform, launched the Global AI Creator Challenge, the first such contest on the international version of NadouPro, its AI platform built for professional film and television production. Themed "Make Ideas Unforgettable", the challenge upgrades NadouPro's creative toolset and partners with Alibaba's Wan3.0 model to enable seamless, end-to-end AI-driven film production. The partnership ensures that creators have access to top-tier AI c

Alibaba Stock Hit by Price Target Cut as Bernstein Questions $10.2B Funding Move

Alibaba's massive capital raise has created an uncomfortable investor question

Despite macro headwinds and trade tariff concerns, retail sentiment on Stocktwits flipped to ‘bullish’ on SPY and QQQ.

As investors question Alibaba’s $10.2 billion equity raise and AI spending returns, Bernstein cut its price target, but Bank of America raised its outlook on cloud growth.

Alibaba Group Holding Limited’s cloud business is expanding deeper into Latin America as the company builds out artificial intelligence infrastructure and local cloud capacity in Brazil.Alibaba Cloud launched its first cloud region in South America, opening two data centers in...

Alibaba trades at a steep discount on valuation metrics, while Coupang's premium reflects growth expectations, but one faces regulatory headwinds that could reshape 2026.

Chinese President Xi Jinping is reportedly preparing to lead a large delegation of business executives on his forthcoming visit to Washington. Xi is planning to bring the business delegation with him for his Sept. 24 summit with Trump, Reuters reported...

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “International Fund”. The letter can be downloaded here. The Fund returned 7.76% in the quarter, underperforming the MSCI ACWI ex USA Index’s 14.49% gain. Performance was driven by stock selection in health care and consumer discretionary sectors, while information technology […]

Baidu announced on September 4 that its Hong Kong Class A shares are now included in both the Shanghai-Hong Kong and Shenzhen-Hong Kong Stock Connect programs, effective September 7.. The change gives eligible mainland investors direct access to the Hong Kong listing, potentially widening liquidity and the shareholder base. It does not alter the operating […]

Michael Burry, the investor famous for his subprime mortgage bets detailed in “The Big Short,” said on August 23 that he has sold his stake in Alibaba Group Holding Limited (NYSE:BABA), calling the Chinese e-commerce and cloud giant’s shares overvalued. Burry stated in a Substack article that he had intended to reinvest the majority of […]

CEOs of Alibaba, Klarna, and CoStar bought over $20 million combined in company shares as each stock struggled in 2026, signaling insider confidence despite weak performance.

Amazon's diversified growth and AI push, AbbVie's pipeline, Alibaba's cloud gains and Lulu's improving margins shape these analyst picks.

Chinese President Xi Jinping is expected to bring a large business delegation with him to Washington

According to Michael Burry’s latest Substack note, he believes Lululemon’s incoming CEO will take over with a low bar, potentially creating room for a reset if the business returns to growth.

Amazon, AbbVie and Alibaba face contrasting growth drivers and challenges, from AI investment and drug launches to costly spending cycles.

Recent developments in the e-commerce sector highlight challenges facing companies like Alibaba Group Holding Limited. The company is under scrutiny due to allegations of false and misleading statements about its affiliations and operational risks, leading to a class action lawsuit filed against it. Accusations include affiliations with the Chinese Ministry of Industry and Information Technology and unauthorized access to AI models, which has impacted its stock price. This legal dispute...

Baidu Inc.’s CFO Henry He said the Chinese company’s investment in AI could start generating profits and cash payback in the near term, matching those of its legacy search business. Baidu’s AI revenue — which includes cloud computing and applications...

Swedish rock band The Cardigans led the lineup of nine international acts and 15 Chinese artists at the fifth Xiami Music & Arts Festival, held from Aug. 28 to 30, 2026. The three-day festival, themed "Life is not a track, but a ______," drew tens of thousands of fans to Aranya, a coastal cultural and tourism destination in northern China's Hebei province.

Swedish rock band The Cardigans led the lineup of nine international acts and 15 Chinese artists at the fifth Xiami Music & Arts Festival, held from Aug. 28 to 30, 2026. The three-day festival, themed "Life is not a track, but a ______," drew tens of thousands of fans to Aranya, a coastal cultural and tourism destination in northern China's Hebei province.

Alibaba Group Holding (NYSE:BABA) is highlighted as a key participant in the new AI Tide Hits Hawaii report on global AI data center infrastructure. The report focuses on connectivity and power supply constraints that affect how AI data centers are planned and deployed worldwide. Conference insights in the study outline potential infrastructure projects that could influence Alibaba's future AI related investment decisions. The findings add external context to Alibaba's role among large...

Investing.com -- ChangXin Memory Technologies has initiated low-volume production of advanced high-bandwidth memory chips, marking a critical step forward in Beijing’s bid to circumvent U.S. sanctions and build a self-sustaining semiconductor ecosystem. According to a report from The Information, China’s leading memory manufacturer has begun producing HBM3E chips, trailing global industry leaders by just a single generation as domestic tech giants begin integration testing. The development repre

AI data center expansion creates opportunities in high-density fiber and networking, grid upgrades, power management, and resilient, energy-efficient infrastructure. Vendors and investors can benefit by scaling selectively while hedging boom-cycle risk.Dublin, Aug. 31, 2026 (GLOBE NEWSWIRE) -- The "The AI Tide Hits Hawaii - Power & Fiber Bottlenecks: Insights from PTC 2026 in Hawaii on why Connectivity and Energy Supply now Dictate the Pace of AI Deployment and the Launch of MTNC's Data Center P

Alibaba’s chairman and CEO bought more than $15 million of shares after the company raised $10.2 billion to fund its AI infrastructure plans, even as the new-share sale diluted existing holders.

Jack Ma’s $76.5 million Alibaba stock purchase is giving investors a fresh reason to reconsider the company’s aggressive AI bet amid mounting spending and renewed insider confidence.

Alibaba's efforts in AI are starting to pay off, but the company is spending heavily to make them happen.

Alibaba Group Holding Limited (NYSE:BABA) gave shareholders two very different signals within 48 hours. On August 24, Alibaba priced a HK$80 billion, or roughly $10.2 billion, placement of 710 million new shares at HK$112.70 each to finance its AI buildout. The stock was hit by dilution fears. Then Chairman Joe Tsai and CEO Eddie Wu […]

On August 20, Alibaba (NYSE:BABA) reported fiscal first-quarter results that read like two different companies stitched into one filing. Revenue rose 9% year over year to 269 billion yuan, powered by a cloud business finally hitting its stride. But net income cratered 75% to 10.4 billion yuan, and free cash flow ran to an outflow […]

The memory-chip maker has ridden the AI boom to become China’s most valuable company by total market cap.

Cloud revenue surged 45% as AI infrastructure investments weighed on profitability.

On August 25, BofA Securities analyst Joyce Ju reiterated a Buy rating and $172.00 price target on Alibaba Group Holding Limited (NYSE:BABA). The rating affirmation follows one of the largest capital raises by Alibaba. The tech giant raised HK$80 billion ($10.2 billion) in Hong Kong’s largest follow-on share offering to invest in its AI infrastructure. The […]

China's biggest internet stocks are moving in opposite directions Thursday, and the split points to a fault line running straight through the group that could reshape how investors position across the entire sector.

Alibaba Group Holding stock has delivered a 35.9% gain over the past three years, yet several valuation checks suggest the shares may still trade below what the company’s cash flows and fundamentals imply. Recent AI focused capital raising and heavy investment have added fresh questions about what a fair price looks like today. The strong 3 year return of 35.9% shows Alibaba has rewarded patient shareholders, even though shorter term performance has been much more mixed. Large AI and cloud...

Michael Burry shifted his investment in Alibaba to JD.com.

XPeng’s robotics unit raised more than $900 million at a valuation above $6.3 billion, giving the company a potential growth engine beyond its struggling electric-vehicle business.

Michael Burry’s Alibaba exit adds pressure as the company ramps up spending on AI and cloud infrastructure while profits plunge.

Alibaba Shares Climb as New Qwen Model Challenges Top AI Rivals

July inflation came in hotter than expected, weighing on major indexes as investors brace for Nvidia earnings after the bell today, Aug. 26, 2026.

The Chinese tech giant's stock has slumped this year, and news of its $10.2 billion secondary share offering has made matters worse.

The Chinese startup is reportedly seeking as much as a 30% share of revenue generated from K3-related services.

HONG KONG, August 26, 2026--Alibaba Group Holding Limited (NYSE: BABA and HKEX: 9988 (HKD Counter) and 89988 (RMB Counter), "Alibaba," "Alibaba Group" or the "Company") today announced the completion of its HK$80 billion placing of 710,000,000 newly issued ordinary shares of the Company (the "Placement Shares") to non-U.S. persons outside the United States, at a placing price of HK$112.70 per Placement Share (the "Equity Placement").

A costly AI expansion just gained powerful insider backing

XPeng shares fell near $11 on an automotive sales miss, but a $900 million funding round valuing its Dogotix robotics unit at $6.3 billion suggests the market may be undervaluing the company's EV business.

Alibaba Group Holding (NYSE:BABA) completed a record HK$80b Hong Kong share placement to fund its AI transformation. The primary offering is the largest on record for a Hong Kong listed company and drew strong institutional demand. Proceeds are earmarked for proprietary AI and cloud capabilities, signaling a long term shift in Alibaba's business focus. Co founder Jack Ma and other leaders bought shares in the deal, a move closely watched by investors who are weighing dilution and potential...

Nvidia expands its physical AI push

Nvidia Unveils New Jetson AI Chip With 2X Performance, 40% Lower Power

Shenzhen, China, Aug. 25, 2026 (GLOBE NEWSWIRE) -- Cross-Border E-Commerce AI Salon Opens as 41Caijing Showcases AI Agent Cluster and Explores New Paths to Lower Costs and Improve Efficiency with Alibaba, ByteDance and Others On August 5, the “Cross-Border E-Commerce AI Application Case Salon” was held at the Qianhai Shenzhen-Hong Kong Innovation Center in Shenzhen. The event was organized by the China Association of Trade in Services and the China Cross-Border E-Commerce 50 Forum, co-organized

Sovereign wealth funds poured nearly $28 billion into Alibaba's share sale yet still demanded a steep discount, and that tension tells retail investors something important before they place a single order.

Alibaba Group Holding Ltd. co-founder Jack Ma has joined a pair of senior executives in picking up company stock to show support for its AI ambitions, the South China Morning Post reported, citing people familiar with the matter.

According to a report by the South China Morning Post on Tuesday, Ma’s purchase shows ‘strong confidence for Alibaba to realize its AI ambitions.’

The investor bailed on share dilution fears. A day later, Alibaba priced a $10.3B offering that sent shares tumbling.

The investor said Alibaba stock would need to fall by half for him to become interested again, calling out the company's share issuance

The three biggest stock sales by already-public companies this year now share one purpose. Every one of them is paying for the AI build-out.

The purchase comes as BABA stock faces pressure from rising AI investments weighing on profits even as the equity placement fans dilution concerns.

Alibaba Group Holding Limited (NYSE:BABA) has launched a HK$80 billion ($10.2 billion) Hong Kong share placement to fund its artificial intelligence ambitions. The company plans to use all of the proceeds to strengthen its “full-stack” AI capabilities, including computing infrastructure, chips, and AI model development. The offering involves 710 million new shares, which will increase […]

The AI spending boom is outrunning Wall Street estimates, Trump considers changing capital-gains taxes, China’s property crisis isn’t over, and more news to start your day.

Xpeng stock sank today on disappointing earnings and guidance. But robotics business news makes XPEV shares worth buying on the dip.

Alibaba’s insiders bought after a $10 billion AI raise, and I’m betting the returns will justify the dilution.

Michael Burry has said that he swapped Alibaba for JD.com and would consider BABA again only when it falls by 50%. However, BABA seems to offer good value at these prices.

Asian stocks were set for broad declines Tuesday after a tech-led selloff on Wall Street outweighed a drop in oil, as traders weighed Treasury Secretary Scott Bessent’s plan to isolate Iran from the global economy.

Investors weren’t happy, dumping the stock 10% Monday after Alibaba sold 710 million shares to fund more AI.

Alibaba stock fell in U.S. trading after the Chinese tech giant announced a roughly $10.2 billion equity placement.

For all the excitement around artificial intelligence, investors have had surprisingly little visibility into one key question: how much revenue is AI actually generating? Alibaba Group Holding Ltd. offered one of the clearest answers yet during its fiscal first quarter...

Tech stocks were lower Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XL

FEATURE Stocks were mostly lower on Monday with the major indexes weighed down by falling artificial-intelligence stocks ahead of Nvidia’s  key earnings and Federal Reserve Chairman Kevin Warsh’s Jackson Hole comments later this week.

A massive AI bet just changed one famous investor's calculus

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Alibaba (BABA) is tumbling after announcing a plan to raise about HK$80 billion ($10.2 billion) from a share sale. The share placement is expected to dilute earnings and hurt stock performance in the near term, analysts said. Meanwhile, the fundraising will help drive AI-led growth and the impact on earnings will be limited if the company can improve AI payoffs, they added. The tech and chip sectors are se

AMZN's accelerating AWS growth, AI monetization and diversified revenues make it the stronger buy over BABA despite a higher valuation.

Market Catalysts Host Jared Blikre uses Yahoo Finance's AlphaSpace platform to take a closer look at Alibaba's (BABA, 9988.HK) stock moves as it issues new shares, how Cleveland-Cliffs (CLF) and other steel companies are reacting to a potential US-Canada trade war, and Wells Fargo's downgrade on Canada Goose (GOOS).

PDD (PDD) reported second-quarter earnings ahead of Wall Street estimates on Monday even as operatin

XPeng's robotics unit just attracted Tencent and Alibaba in China's largest embodied AI funding round, yet the stock is tanking anyway as a revenue miss and a conservative outlook raise questions about whether humanoid robots can rescue an EV business under pressure.

High-flying artificial-intelligence trade stocks, such as memory storage company Sandisk, trade lower.

The Dow Jones average rises but other indexes fall as President Trump lashes out at Canada. Nvidia dives but a stock clears an entry.

Alibaba stock fell in U.S. trading after the Chinese tech giant announced a roughly $10.2 billion equity placement.

Tech stocks dragged on the S&P 500 and Nasdaq in early trading.

News of the day for August 24, 2026

Alibaba's AI spending spree just sent profits crashing 75% and free cash flow deep into negative territory, and now the company is selling billions in new shares to keep the machine running. Michael Burry already walked away, and he says the stock needs to fall a lot further before he looks back.

Stock Market Today: The Dow Jones index rises Monday ahead the 'economic D-Day' on Iran. Micron and Sandisk dive in morning trading.

U.S. stocks are starting the week on a mixed note, with the Nasdaq dragged lower by chip stocks and the Dow edging higher.

Stock futures are falling to start the week with tech names leading the way lower ahead of Nvidia’s key earnings report.

Xpeng’s second-quarter revenue increased 8% to RMB19.74 billion but missed Wall Street’s RMB20.50 billion estimate, according to Fiscal.ai.

Stock Market Today: The Dow Jones index drops Monday ahead the 'economic D-Day' on Iran. Alibaba shares tumbles on a share offering.

Alibaba investors who were hoping the Chinese internet company might avoid the artificial-intelligence spending race are set to be disappointed. Alibaba said Sunday it had reached an agreement to place 710 million new shares to investors outside the U.S. at 112.70 Hong Kong dollars ($14.38) each.

Alibaba Stock Falls as $10.3 Billion Equity Raise Adds New Shares

Michael Burry Dumps BABA for JD.com as Alibaba's Massive Share Sale Draws Fire

Alibaba raised $10.2 billion through a discounted Hong Kong share placement to fund its AI expansion.

Investing.com -- Alibaba Group Holding Ltd. executives Joseph Tsai and Eddie Wu purchased approximately HK$120 million ($15.3 million) of company shares on Monday following a decline in the stock price after a capital raise announcement.

XPeng Inc. ("XPENG" or the "Company," NYSE: XPEV and HKEX: 9868), a leading global Physical AI company, announced today that its robotics business has entered into share purchase agreements with multiple investors, raising over US$900 million at a post-money valuation of over US$6.3 billion, which marks the largest single-round private capital raise in China's embodied AI industry to date.

Asian stock markets were pressured on Monday as tech shares fell back on rising interest rates, and

Treasury Secretary Scott Bessent is set to unveil what he called an "economic D-Day" against Iran on Monday, rattling energy markets

Investing.com -- S&P 500 and Nasdaq futures fell Monday as investors braced for a heavy week featuring potential new U.S. sanctions on Iran, Federal Reserve Chair Kevin Warsh’s Jackson Hole address, and quarterly results from Nvidia.

The Chinese tech company sold 710 million shares at HK$112.70 each, with demand from institutional investors nearly tripling the offering

The Morning Bull - US Market Morning Update Monday, Aug, 24 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.4% and Nasdaq-100 futures ahead roughly 0.3%. A key driver is the US 10 year Treasury yield, which is near a 20 month high of 4.74%. This means borrowing costs across mortgages, credit cards and business loans remain relatively expensive. At the same time, the US Composite PMI sits at 56, with services at 56.8 and manufacturing at 53.2,...

Retail sentiment on Stocktwits slipped to ‘bearish’ on SPY and QQQ.

Chinese technology stocks came under renewed pressure on Monday, reflecting supply concerns over the fundraising plans of Alibaba Group Holding Ltd. and Yangtze Memory Technologies Co.

Chinese technology stocks came under renewed pressure on Monday, reflecting supply concerns over the fundraising plans of Alibaba Group Holding Ltd. and Yangtze Memory Technologies Co.

The deal is the largest primary follow-on offering by a Hong Kong-listed company in history.

Alibaba Group (NYSE:BABA) Holding Ltd shares fell sharply in Hong Kong after the Chinese technology group priced a HK$80 billion (US$10.2 billion) equity placement to finance further investment in artificial intelligence. The company will issue 710 million new ordinary shares to investors...

China's Alibaba shares slumped in Hong Kong trade on Monday after it launched a $10.2 billion share sale at a steep discount to fund its AI ambitions, with investors focused on stock dilution and execution risks. AI has become Alibaba's biggest driver of revenue growth at a time when ‌e-commerce growth is stagnating, and its Qwen AI models are some of the most popular in China. "Alibaba's DNA is in e-commerce, not advanced tech," said Yang Tingwu, vice general manager of asset ​manager Tonghen

AI investments, earnings surprises, stock moves, and ambitious space plans drove market attention during the week.

Burry’s comments come after Alibaba announced its June-quarter profit plunged 76% and capital expenditure jumped 75% on AI infrastructure.

Alibaba Group Holding (NYSE:BABA) is back in focus after updating investors on its share repurchase activity. The company detailed recent buyback tranches that add context to Alibaba’s long running capital return and capital raising plans. See our latest analysis for Alibaba Group Holding. At a share price of US$119.34, Alibaba Group Holding has seen the stock fall 8.57% on a 1 day share price return and 23.37% on a year to date share price return. The 1 year total shareholder return is down...

HONG KONG, August 23, 2026--Alibaba Group Holding Limited (NYSE: BABA and HKEX: 9988 (HKD Counter) and 89988 (RMB Counter), "Alibaba," "Alibaba Group" or the "Company") today announced the pricing of its HK$80 billion placing of 710,000,000 newly issued ordinary shares of the Company (the "Placement Shares") to non-U.S. persons outside the United States, at a placing price of HK$112.70 per Placement Share (the "Equity Placement"). The Equity Placement is expected to close on August 26, 2026, sub

Michael Burry criticized Alibaba Group Holding Ltd. shares as overvalued and disclosed that he recently exited his position in the Chinese tech giant in order to build a “large” position in rival online retailer JD.com Inc.

Investing.com -- Michael Burry, the investor known for his bet against the U.S. housing market ahead of the 2008 financial crisis, has exited his position in Alibaba Group Holding Ltd. and shifted into rival Chinese e-commerce company JD.com Inc., saying Alibaba's shares have become too expensive.

Alibaba is sitting on billions in buyback authorization yet chose to stop using it, redirecting cash into a bet that makes the next few quarters look very different from the last few years.

HONG KONG, August 23, 2026--Alibaba Group Holding Limited (NYSE: BABA and HKEX: 9988 (HKD Counter) and 89988 (RMB Counter), "Alibaba," "Alibaba Group" or the "Company") today announced that it proposes to place newly issued ordinary shares of the Company (the "Placement Shares") to non-U.S. persons outside the United States with an aggregate placing consideration of HK$80 billion, subject to market and other conditions (the "Equity Placement").

BABA's Q1 earnings miss estimates as AI investments pressure margins, while revenues rise on strong AI Cloud and China Quick Commerce growth.

Alibaba is betting heavily on AI as cloud revenues accelerate, margins improve and management defends rising CapEx while targeting quicker payback.

Alibaba's cloud business just posted a 22-quarter high in growth, yet the stock is sinking while rival Baidu climbs. The reason comes down to a single line in the earnings report that rewrote the entire narrative.

Delray Beach, FL , Aug. 21, 2026 (GLOBE NEWSWIRE) -- According to MarketsandMarkets™, the Hyperscale Data Center Market is projected to grow from USD 162.79 billion in 2024 to USD 608.54 billion by 2030, at a CAGR of 24.6% during the forecast period. The global market is experiencing rapid expansion as AI, machine learning, cloud computing, and data-intensive applications drive unprecedented demand for large-scale digital infrastructure. Enterprises and cloud providers are investing heavily in h

Stocks traded in the green at the open on Friday but were still pacing for weekly losses.

On August 20, Nvidia Corp. (NASDAQ:NVDA) denied a report by The Information claiming it planned small-batch shipments of a China-tailored LPU AI chip by year-end. The denial lands less than a week before Nvidia reports fiscal second-quarter results on August 26, adding one more variable to a stock that already carries enormous expectations. The real […]

On August 20, Alibaba Group (NYSE:BABA) reported that quarterly net profit had fallen 75% from a year earlier, even as revenue for the April to June period climbed 9%. The headline number looks alarming on its own. But dig into where the money actually went and a different picture forms: this looks like a company […]

The veteran Chinese tech company published its second-quarter earnings on Thursday morning.

KraneShares CIO Brendan Ahern joins Market Domination's Josh Lipton to discuss how the Chinese government is balancing its goal of technology self-reliance with its heavy regulatory oversight. Ahern notes that American investors should look forward to an upcoming September meeting between China's President Xi Jinping and President Trump.

Purpose-built for programmatic, the weekly IPv4 and IPv6 CIDR feeds go beyond the AWS/Google/Azure baseline — with new coverage of Alibaba Cloud and Tencent Cloud, including their US-based infrastructureLONDON, Aug. 20, 2026 (GLOBE NEWSWIRE) -- Pixalate, an ad fraud and privacy compliance platform, today launched a dedicated IPv6 Data Center Blocklist and expanded its existing IPv4 Data Center Blocklist — two separate weekly feeds that extend pre-bid protection against data center-originated Inv

Alibaba's aggressive AI infrastructure spending drives record cloud acceleration, while e-commerce faces domestic headwinds and quick commerce shows promising path to profitability.

Cloud growth accelerated sharply, but infrastructure spending and weak adjusted earnings dominated the reaction.

Cloud and AI product revenue accelerated in the June quarter, but a 75% drop in net income extended Alibaba's run of profit misses to a fifth straight quarter.

Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (

Alibaba Group (NYSE:BABA) reported June-quarter revenue growth of 9% as accelerating demand for artificial intelligence products and cloud services helped offset the effects of heavier technology investment on profitability. Chief Executive Officer Eddie Wu said Alibaba Cloud’s external revenue ros

Alibaba's (BABA) fiscal first-quarter earnings missed expectations even as revenue edged past Wall S

Alibaba Group (NYSE:BABA) reported a 75% drop in quarterly profit on Thursday, as heavy investment in artificial intelligence infrastructure squeezed margins at China's e-commerce and cloud giant. Net income for the June quarter fell to 10.4 billion yuan ($1.5 billion), missing analyst...

China’s technology giant Alibaba on Thursday reported a 75% drop in profit for the latest quarter as it invested big in artificial intelligence infrastructure, even as revenue coming from its AI-related services gained 45%. The Hong Kong- and U.S.-listed company, which started out in e-commerce and online retail but is increasingly focused on AI technologies, said that its profit for April-June was at 10.5 billion yuan ($1.6 billion), down from 43.1 billion yuan ($6.4 billion) the same quarter

Alibaba stock was falling in U.S. trading Thursday after the Chinese internet company’s earnings fell short of expectations even as its artificial-intelligence revenue soared. Alibaba reported a net profit of 10.54 billion yuan ($1.57 billion) for its fiscal first quarter, down 76% from the same period a year earlier. Analysts had expected a net profit of 21.8 billion yuan on revenue of 266.78 billion yuan, according to a FactSet poll of analysts’ estimates.

The retailer's outlook fell short of expectations.

Moderna declines after skyrocketing the previous session. Walmart falls as guidance fails to impress.

Ant Group Co. barely grew quarterly profit after the company increased investment in artificial intelligence technology for its healthcare, large language model and payment services.

Alibaba's AI Growth Impresses, But Q2 Profit Miss Sends Shares Lower

Cloud revenue jumped 45% as AI demand stayed strong. Summary

Asking for a Trend Host Josh Lipton previews that top story line investors should keep an eye out for on Thursday, August 20th, including earnings from retailers Walmart (WMT) , Alibaba (BABA), Ross (ROST), and the latest read on the labor market with the Initial Jobless Claims.

Alibaba stock was falling in the U.S. premarket after the Chinese internet company’s earnings fell short of expectations even as its artificial-intelligence revenue soared. Alibaba reported a net profit of 10.54 billion yuan ($1.57 billion) for its fiscal first quarter, down 76% from the same period a year earlier. Analysts had expected a net profit of 21.8 billion yuan on revenue of 266.78 billion yuan, according to a FactSet poll of analysts’ estimates.

China's Alibaba reported a 9% rise in quarterly revenue on Thursday, as strong AI demand fueled growth in its cloud business, but ‌missed estimates for adjusted profit due to heavy capital expenditure. As businesses deploy AI, demand for the ‌cloud computing power needed to train and run those systems has surged, benefiting China's largest technology companies. Alibaba, the country's biggest cloud services provider, ​has stepped up investment in AI infrastructure, proprietary models and applic

Investing.com -- Alibaba shares dipped nearly 4% in early U.S. trading Thursday after the Chinese e-commerce and cloud giant reported second-quarter earnings well below analyst expectations.

Alibaba stock was flipping between small gains and losses in the U.S. premarket after the Chinese internet company’s earnings fell short of expectations even as its artificial-intelligence revenue soared. Alibaba reported a net profit of 10.54 billion yuan ($1.57 billion) for its fiscal first quarter, down 76% from the same period a year earlier. Analysts had expected a net profit of 21.8 billion yuan on revenue of 266.78 billion yuan, according to a FactSet poll of analysts’ estimates.

Alibaba (NYSE:BABA) shares fell around 4% in U. S.

Q1 revenue grew 9% to $39.64 billion, but was below Wall Street’s estimate of $39.89 billion, according to Koyfin data.

Net income fell to 10.54 billion yuan in the June quarter, while cloud revenue grew 45% on surging AI demand

Alibaba Group Holding Ltd. is reclaiming its place as one of investors’ favorite Chinese technology stocks, on bets it can beat rivals in the combative artificial intelligence market.

Alibaba Group Holding Limited (NYSE:BABA) agreed to sell its entire interest in Lingxi Games to private equity firm Trustar Capital. A source told Reuters that the deal is worth more than $2 billion, although the internal announcement did not disclose the price, closing timetable, or regulatory approvals. Alibaba’s Hong Kong shares closed 1.9% higher at […]

Alibaba is set to report its fiscal Q1 earnings on Aug. 20. Here’s how the data suggests BABA shares will respond to the earnings event.

Alibaba stock has slipped this year but earnings are an opportunity to flip the narrative on its artificial-intelligence progress.

Weibo Corp (WB) reports 2% revenue growth in Q2 2026, driven by a 19% surge in VAS, while navigating advertising softness and investing in AI to enhance user engagement and ad performance.

Alibaba reports earnings before market open on August 20th, and three converging signals suggest most investors are pricing it wrong. Here is what the setup actually looks like for anyone paying attention.

Alibaba Shares Rally on AI Platform Launch. Earnings Are Next

Alibaba and NetEase both report earnings the same morning, forcing a direct choice between two very different China tech bets. Analyst sentiment, price targets, and crowd prediction markets all point in conflicting directions, and only one stock survives the growth test.

Baidu's stock just cratered on a quarterly miss, but the real question investors face is whether a crumbling search empire can survive long enough for its AI bets to pay off. Here is where Alibaba and Chinese internet ETFs fit into that calculation.

BABA's AI and cloud momentum faces margin pressure from heavy capex and quick commerce spending as investors weigh the stock ahead of fiscal Q1 results.

Baidu (NASDAQ:BIDU) said its AI-powered businesses accounted for half of its general business revenue in the second quarter of 2026, as the company reported rapid growth in AI cloud infrastructure and outlined continued investment in chips, models, applications and autonomous driving. Total revenue

ShengShu Technology, an artificial intelligence video platform backed by Alibaba Group Holding Ltd., is considering a Hong Kong initial public offering, according to people familiar with the matter.

Shares of the Chinese search-engine provider plummet after it posts a dismal set of second-quarter results.

Alibaba Group Holding Ltd. shares rose the most in two weeks as the launch of a new ecommerce platform boosted optimism toward the company before its June quarter earnings this week.

Investing.com -- ShengShu Technology, an artificial intelligence video platform backed by Alibaba Group Holding Ltd., is exploring a Hong Kong initial public offering that could raise more than $500 million, Bloomberg reported Tuesday.

Alibaba Raises AI Stakes With New Qwen Model as Meta Steps Into Open-Source

Apple has reportedly built its own AI model for China with help from Alibaba. Here's what that means for AAPL stock right now.

Alibaba's cloud momentum must offset heavy investment and severe profit pressure when the company reports Thursday.

Alibaba has unveiled its compact Qwen3.8-27B model, designed for local laptop deployment, intensifying the global competition with Meta for dominance in open-weight artificial intelligence.

Tech stocks were higher Monday afternoon, with the State Street Technology Select Sector SPDR ETF (X

It’s all about retail earnings this week with Walmart, Home Depot, Target and Alibaba all set to report.

Yahoo Finance's Julie Hyman uses AlphaSpace to break down Alibaba's (BABA) decision to sell its Lingxi Games unit for over $1.5 billion as the tech giant sharpens its focus on AI, while examining broader performance across U.S.-traded Chinese stocks including PDD Holdings (PDD), JD.com (JD), Baidu (BIDU), Nio (NIO), and Xpeng (XPEV).

Alibaba stock has dropped this year even as the company directs its resources toward AI infrastructure.

On this episode of Stock Movers: - Shares of Alibaba (BABA) rise after disclosing a deal to sell its gaming arm and touting claims of more than 3 billion downloads for its open AI model. - Shares of DR Horton (DHI) and Macy's (M) are moved higher after Berkshire Hathaway disclosed stakes in the companies in a filing. - Shares of Snap (SNAP) are down in trading Monday. The stock is set to end its win streak over past two sessions.

BABA is selling Lingxi Games as it doubles down on AI and cloud, but stretched valuation and intense competition leave investors weighing whether to hold.

Some of the biggest of the big-box retailers report quarterly earnings this week.

Alibaba Group Holding Ltd. launched the beta version of an artificial intelligence music-generation model that can turn a single text prompt into a fully produced song, expanding the Chinese technology giant’s push into generative AI.

President Donald Trump-backed World Liberty Financial is collaborating with a Hong Kong-based venture offering artificial-intelligence models developed by Chinese companies the U.S. administration has flagged for national security concerns. WorldClaw, founded earlier this year, offers customers access to a suite of AI models and accepts World Liberty’s crypto tokens as payment. The Trump family, through its ownership stake, earns revenue from the use of World Liberty’s tokens.

Chips and memory stocks are catching a bid at the start of what could be a quiet week for the market.

Retail sentiment on Stocktwits remained ‘bullish’ on SPY and moderated to ‘neutral’ on QQQ.

Alibaba sells its gaming arm, Lingxi Games, to Trustar Capital in a reported $1.5 billion deal, days before earnings.

The move comes as Alibaba's Qwen models surpass 3 billion downloads, putting its open-source AI push in competition with U.S. players including Google and Meta.

The S&P 500 and Nasdaq look ready to run, but they haven't quite done so. Sandisk surged but must do this. Walmart, Target loom.

Appaloosa Management just walked away from 12 stocks, and the pattern hiding beneath the list suggests David Tepper is betting everything on a very short list of survivors.

Z.ai Co. is set to upgrade its flagship AI model, adding to a series of Chinese open-weight offerings seeking to outcompete Anthropic PBC and OpenAI.

Walmart, Target and other retail earnings take center stage this coming week. Alibaba and Viking Holdings also are on tap.

JD.com Inc. reported better-than-expected quarterly profit as its food delivery battle with Alibaba Group Holding Ltd. and Meituan cooled down amid regulatory curbs.

Alibaba Group Holding stock has delivered a 49.2% gain over the past three years, yet valuation checks suggest the market price may still sit below an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and on earnings multiples that both screen the shares as undervalued. That mix of a solid medium term return with indications of a discount is drawing attention to what is currently priced in around Alibaba’s AI push and the legal and regulatory issues now in...

DUBAI, United Arab Emirates, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Available from August 13, 2026, the launch covers seven distinct market themes with no trading-hour restrictions. STARTRADER today announced the launch of 45 new 24/7 Stock and ETF CFDs, available from Monday through Sunday, 00:00–24:00 (GMT+3 platform time). Where previous 24/7 expansions were anchored around specific themes, this one is defined by its breadth. From quantum computing and Chinese large language models to global index

Since SpaceX went public in June, Wall Street had been dreading Aug. 6, when the first lockup preventing early investors from selling the stock expired and millions of shares were set to flood the market.

STARTRADER today announced the launch of 45 new 24/7 Stock and ETF CFDs, available from Monday through Sunday, 00:00–24:00 (GMT+3 platform time).

Alibaba’s release of the Qwen3.8-2.4T-A95B open weights is not a surrender to the open-source ethos; it is a calculated exercise in platform capture. By abandoning the permissive Apache 2.0 license used for previous iterations in favor of a restrictive, custom Qwen3.8-Max License, Alibaba is drawing a hard line around the commercial value of its frontier-class […]

MCP Dev Summit Seoul — The Agentic AI Foundation (AAIF), the neutral home where the open standard agentic AI stack is being built, today announced 57 new member organizations over the past quarter. The influx - comprising 3 Gold, 33 Silver, and 21 Associate Members - brings total foundation membership to 247 organizations worldwide.

Alibaba (BABA) closed the most recent trading day at $125.22, moving 2.06% from the previous trading session.

(Bloomberg) -- A rotation into China’s biggest tech firms from AI infrastructure stocks will be tested this week as earnings are due.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPakistan Says Deal Is Close Even as Iran, US Harden StancesChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027Results from Tencent Holdings

JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please […]

(Bloomberg) -- Tencent Holdings Ltd.’s early success with WorkBuddy may give the Chinese Internet giant a chance to catch up after lagging peers in the artificial intelligence race for the past few years.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’GameStop’s Ryan Cohen Weighs Pulling $56 Billion EBay OfferA $20 Million Weddi

Huawei, Alibaba, Tencent Bet on NPO as China's Domestic AI Optical Interconnect Sees 'Middle Path' Commercialization Window  finance.biggo.com

Alibaba Group Holding (NYSE:BABA) plans to introduce a revenue-sharing model for commercial users of its upcoming Qwen3.8-Max open-source AI model. The company aims to monetize open-weight AI deployments through royalties paid by businesses that use Qwen3.8-Max in commercial products and services. This move makes Alibaba the first Chinese AI lab to formally tie open-weight model usage to a royalty-based revenue framework. As large language models start to reshape how software and services...

Meta (NASDAQ:META) shares rose 2. 4% on Monday following the launch of Muse Glimmer, a compact artificial intelligence model with 30 billion parameters that is designed to operate on a single GPU.

Investing.com -- Meta’s stock popped 2.4% this morning following the launch of Muse Glimmer, a highly efficient, 30-billion-parameter AI model capable of running on a single GPU. Positioned as a lightweight, distilled version of the more powerful Muse Spark 1.2, Glimmer is tailor-made for "agent-like" tasks—think schedule management, rapid prototyping, and file organization. By releasing the model weights for free on Hugging Face, Meta is directly countering the permissive licensing strategies o

Alibaba is pioneering a revenue-share model on open-weight Qwen3.8, the first Chinese lab to formalize monetization beyond API pricing. Tests whether Max-class performance can command deployment royalties.

The company plans to require large commercial users of Qwen3.8-Max to share a portion of revenue, following a similar move by Moonshot AI

Alibaba (BABA) plans to demand revenue share from major users of the next version of its Qwen open-s

Alibaba Group Holding (NYSE:BABA) is back in the spotlight after Rosen Law Firm filed a class action lawsuit covering investors who bought the stock between June 26, 2025 and June 24, 2026. See our latest analysis for Alibaba Group Holding. Recent AI announcements, including the Qwen3.8 Max model and reports of potential automotive use cases, have helped Alibaba Group Holding’s 30 day share price return reach 29.21%. However, the year to date share price return remains down 18.58% and the 5...

(Bloomberg) -- China’s AI chip designers are expecting bumper sales this earnings season off the back of Beijing’s push to get local firms to use homegrown components and reduce their reliance on American tech.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIshbia’s Mortgage Firm Suffers Record Drop on Dividend HaltWhy Do Data Centers Use

Chinese technology giant Alibaba plans to ask major users of the next version of its Qwen open-source AI model for a share of revenue they make from the hotly anticipated offering, according to two people familiar with the company's plans. Like last ‌month's blockbuster model release from Chinese AI startup Moonshot, Alibaba's Qwen3.8-Max model is an open-source, open-weight model, meaning that the underlying learned settings that ‌allow developers to run or adapt the system are available for d

Tencent and Alibaba's 'Yi Zhongtian' Bet on NPO Commercialization Next Year as Advanced Optical Interconnects Enter a Multi-Path Race  富途牛牛

Tencent and Alibaba's 'Yi Zhongtian' Bet on NPO Commercialization Next Year as Advanced Optical Interconnects Enter a Multi-Path Race  富途牛牛

Alibaba (NYSE:BABA) unveiled its largest and most capable AI model to date on August 3, and the market noticed immediately, sending its Hong Kong-listed shares up about 7% the same day. The new model, Qwen3.8-Max, arrives as Chinese AI developers race each other on a near-weekly cadence, and it is another data point in the […]

The Chinese giant is benefiting from its position as the leading cloud provider in the market.

Alibaba’s stock has found a fresh catalyst after reports suggest Tesla is evaluating its Qwen model in China.

(Bloomberg) -- Private investors are pouring growing sums into artificial intelligence projects across the developing world, pushing deal volumes to record highs in the first half of 2026. Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallSpaceX’s AI Splurge Puts a Damper on Debut Ear

Steve Eisman just called out the fragile pricing assumption buried inside two of the most anticipated tech IPOs in history, and a Bloomberg analyst says the collapse pattern already played out somewhere else.

Chinese tech groups are accelerating work on open-weight AI models, with Alibaba releasing a powerful new system that could increase competition with Intel in AI infrastructure. TSMC is reportedly developing advanced chip packaging technology that resembles Intel's EMIB approach, which could narrow Intel's edge in high performance chip designs. These developments add fresh competitive risks for Intel's AI and packaging plans that have not been the focus of recent coverage. Intel, trading on...

Toolchain capability is no longer the limiting factor in heterogeneous chiplet design. The bottleneck is the computational cost of multi-physics co-simulation across 2.5D and 3D stacks. The post Why Simulation Speed Is Holding Chiplets Back appeared first on Semiconductor Engineering.

Goldman Sachs says hot technology stocks have taken a beating — and investors should take a fresh look.

(Bloomberg) -- China is growing anxious that Anthropic PBC’s Mythos could be wielded against the world’s second-biggest economy, adding a volatile new issue to already heightened tensions before a planned summit between Xi Jinping and Donald Trump.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevS&P 500 Closes Near Record High on US-Iran Hopes: Markets WrapAlibaba Adds to China AI Breakthroughs With New Qwen Model Iran Says Hormuz Talks Ongoing After Trump Calls O

JD.com and NetEase are flashing bullish technical signals as improving momentum across Chinese technology stocks suggests the sector’s rally has further room to run.

Alibaba's 2.4-trillion-parameter Qwen model strengthened its position in China's rapidly advancing open-weight AI market.

Tech stocks were higher late Monday afternoon, with the State Street Technology Select Sector SPDR E

Worries over increased competition from China sent semiconductor stocks lower on Monday.

Alibaba shares were gaining on Monday after the Chinese company unveiled its largest artificial-intelligence model yet. It’s another sign that China’s “open” AI push will keep piling pressure on American model providers. Alibaba’s American depositary receipts were rising 4.6% after the company launched its latest model, called Qwen 3.8-Max.

Dolby's discounted valuation and $756 million cash balance support its long-term case as premium formats and auto licensing expand.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Alibaba Stock Rallies After Unveiling Powerful New Qwen AI Model

Shares in Alibaba Group (NYSE:BABA) rose 4% in pre-market trading in New York after the Chinese technology group unveiled the most capable version yet of its Qwen artificial intelligence model. The Hangzhou-based ecommerce and cloud computing company said Qwen 3.8-Max was the strongest model...

Despite the risk-on mood, Stocktwits retail sentiment remained bearish on both the SPY and QQQ ETFs.

Alibaba said it made Qwen3.8-Max widely accessible to global users ahead of an open-weights release next week.

Restricting Chinese open models could protect U.S. developers but increase costs for U.S. users and slow AI adoption, analysts say.

Chinese tech players like ByteDance, Alibaba, and Tencent are looking to pivot toward the more lucrative enterprise market to increase revenues.

Bloomberg reporting alleges that Moonshot, the lab behind Kimi K3, has a computing agreement with Alibaba for roughly 20,000 H200 Nvidia GPUs.

Amazon (AMZN) stock is ripping higher on Friday after the e-commerce and cloud computing giant delivered a blockbuster Q2 report that comfortably exceeded Wall Street's expectations.

The benchmark 10-year Treasury yield topped 4.7% on the day, its highest level since January 2025.

AI startup Moonshot has built its flagship model using a massive cluster of Nvidia chips leased from backer Alibaba Group Holding Ltd.

Key takeawaysMoonshot AI reportedly accesses roughly 20,000 Nvidia chips through a computing agreement with Alibaba Group. The Hopper-generation cluster provides a significant portion of the computing capacity behind Moonshot’s Kimi models.

Tech stocks were higher Friday afternoon, with the State Street Technology Select Sector SPDR ETF (X

Stocks rose in midday trading Friday, erasing earlier losses as investors assessed earnings from maj

Moby summary of Dolby Laboratories, Inc.'s Q3 2026 earnings call

Dolby Laboratories (NYSE:DLB) reported third-quarter fiscal 2026 revenue of $305 million, within its prior guidance range, as strength in Dolby Atmos, Dolby Vision and imaging patents was partly offset by deal timing and foundational audio revenue. Non-GAAP earnings per share were $0.69, slightly a

Sovereign compute has moved beyond theoretical policy, manifesting as a tangible race to secure massive, state-integrated infrastructure. DeepSeek’s 1-gigawatt (GW) data center project in Ulanqab, Inner Mongolia, exemplifies this shift, signaling that the next phase of the US-China technology competition will be defined less by individual model performance and more by the sheer scale of […]

The average brokerage recommendation (ABR) for Alibaba (BABA) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

The development comes as investors are closely watching AI infrastructure spending, with major technology companies increasing capital expenditure to support AI demand.

Shares in Chinese data centre supplier Zhongji InnoLight briefly plunged 10 percent in its Hong Kong debut on Thursday, before paring back most of the losses in the city's biggest public offering for seven years.- Key supplier - Thursday's listing is the latest in a recent run of blockbuster debuts from Chinese AI-related companies in Hong Kong, indicating optimism for China's ambitions in the sector.

Shares in China's Zhongji InnoLight fell in the first few minutes of its Hong Kong debut Thursday, after raising at least US$6.8 billion in the city's biggest IPO since 2019.The Shenzhen-listed firm priced shares at HK$980, raising about HK$53.4 billion (US$6.8 billion) in Hong Kong's biggest public offering since Chinese tech behemoth Alibaba listed in 2019.

BABA's cash flow slump threatens long-term growth as heavy AI, cloud and quick-commerce investments outpace cash generation despite rising cloud revenues.

Alibaba Group Holding has fallen about 38.0% over the past five years, yet its current checks suggest the stock may now be pricing in more pessimism than the underlying valuation work implies. A roughly 38.0% decline over five years means long term holders have seen significant value erode. This often makes current pricing more sensitive to any change in expectations. The Discounted Cash Flow (DCF) intrinsic value estimate sits about 41.3% above the market price. This can indicate the market...

Apple Earnings Loom as Wall Street Braces for Historic CEO Shift

Zacks.com users have recently been watching Alibaba (BABA) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

On July 21, the Financial Times reported that China’s Ministry of Commerce is considering implementing export controls that would bar Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and QUALCOMM Incorporated (NASDAQ:QCOM) from manufacturing chips based on designs from Huawei, Alibaba, and ByteDance. Such headlines are likely to hit a foundry stock hard. In the case of […]

Morgan Stanley kept Alibaba a top pick after cutting its target to $180, now about 60% above the share price.

It may have found itself in the right place at the right time.

Stocks have spent months shrugging off geopolitical shocks, businesses are transforming to prepare for a more volatile world.

While stocks shrug off oil shocks and global tariff turmoil, businesses are transforming to prepare for a more volatile world.

Alibaba Group Holding (BABA) is back in the spotlight after confirming its Qwen large language model will power Apple Intelligence features on Apple devices in China, following regulatory approval that clears a key AI commercialization milestone. See our latest analysis for Alibaba Group Holding. That Apple Qwen partnership comes as Alibaba Group Holding's share price has risen about 11.0% over the past month but remains down roughly 25.2% year to date. The 3 year total shareholder return of...

Hello, Reader. Remember the DeepSeek shock back in January 2025? When the Chinese AI lab DeepSeek released its DeepSeek-R1 reasoning model, it shook global markets. The model showed that a Chinese company could compete with Silicon Valley’s best AI systems at a much lower cost.InvestorPlace - Stock Market News, Stock Advice & Trading Tips Now, China has delivered the sequel. On Sunday, Alibaba Group Holding Limited (BABA) unveiled a preview of its newest AI model, Qwen3.8 Max. The company says Q

The Nvidia CEO said open source AI models could fuel more demand for chips and data centers.

BABA stock jumped after Qwen AI landed on Apple devices in China, adding fresh proof its AI push is paying off. Here's what it means.

Michael Burry is turning bullish on beaten-down Hong Kong AI stocks, JD.com, Alibaba, and Tencent, which could offer compelling long-term upside as the AI race enters its next phase.

(Bloomberg) -- Z.AI has completed construction of a major data center that it plans to fill only with Chinese-made chips, a step forward in Beijing’s efforts to shift away from restricted Nvidia Corp. silicon for future AI development.Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaChina AI Sensation Moonshot’s Gamble on Big Models Pays OffTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawMoonshot’s Kimi K3 May Be More About Memory Than ComputeUS

Alibaba is helping power a broad rebound in Chinese internet stocks.

The Morning Bull - US Market Morning Update Tuesday, Jul, 21 2026 US stock futures are pointing slightly higher this morning, as investors weigh softer US inflation against rising global interest rate worries. The US 10 year Treasury yield has eased to about 4.52% after cooler price data, which helps reduce pressure on borrowing costs for households and companies. At the same time, import prices rose 0.3% in June instead of falling, a reminder that the cost of goods coming into the country is...

Chinese regulators are considering tightening export controls on artificial intelligence and semiconductor technologies, as the US-China rivalry...

Chinese authorities are considering tightening export controls on AI and semiconductor technologies, the Financial Times reported on Tuesday. The step ‌reflects Beijing's push to keep domestic AI at home and show ‌that China, like the U.S., now sees advanced AI as a critical national asset requiring controls. Earlier ​this month, Reuters had exclusively reported that Chinese authorities had earlier held meetings with top tech firms about potentially restricting overseas access to China's most

China's Zhongji Innolight, a maker of optical ‌transceivers, will launch a Hong Kong listing on Wednesday to raise at least $8 billion, three sources with direct ‌knowledge of the matter said, putting it on track to be Asia's second-largest listing this year. The company will sell the shares at a price ​up to HK$1,010 ($128.81) each, two of the sources said. That price would represent a 13.2% discount to the company's Shenzhen-listed stock's closing price on Monday.

Moonshot's record-breaking AI model has rattled the markets, making Alibaba, its major backer, look good all of a sudden.

Kimi K3 boosts demand as Moonshot targets a Hong Kong IPO within six months.

Lumentum is near the top of the S&P 500. Micron, AMD, and more AI stocks mount a comeback as investors get over the worst of their AI trade fears.

Micron, AMD, and more AI stocks mount a comeback as investors get over the worst of their AI trade fears.

U.S.-listed Alibaba Group stock climbed after the Chinese tech giant touted its latest AI model as trailing only Anthropic.

Alibaba says its new AI model is among the most powerful currently available. Could Alibaba be the antidote to the OpenAI and Anthropic IPO doldrums?

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.5%, and the actively tra

Technology stocks were advancing premarket Monday, with the State Street Technology Select Sector SP

The race to launch ETFs tied to SK Hynix Inc is about more than one of the largest ADR listings in history—it’s a bet that investors are beginning to look beyond AI chipmakers like Nvidia and toward the memory companies...

AI stocks are mounting a comeback as investors get over the worst of their fears about cheap Chinese large-language models.

U.S.-listed Alibaba Group stock climbed after the Chinese tech giant touted its latest AI model as trailing only Anthropic.

Alibaba Stock Pops as Qwen AI Targets Anthropic's Top Model

The benchmark US stock measures were pointing higher before the opening bell Monday as investors awa

In a post on X, Alibaba Group Holding announced the launch of a preview version of its flagship Large Language Model (LLM) Qwen3.8 Max.

Apple's reported AI partnership with Alibaba is boosting confidence in the company's AI strategy as analysts see 58% upside ahead.

Apple has unlocked a major AI opportunity in China in partnership with Alibaba, and the regulatory green light could become a powerful long-term catalyst for AAPL stock.

Apple just closed at a record high after a monster run, but the real question is whether the forces driving it higher are durable enough to carry the stock through a gauntlet of legal battles, insider selling, and a looming earnings report that could change everything.

(Bloomberg) -- Moonshot AI has told investors it’s preparing to list in as early as six months, seizing the opportunity to tap capital markets after its latest model upended industry perceptions of China’s burgeoning capabilities and sent global tech stocks reeling.Most Read from BloombergFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyTaylor Farms P

Moonshot's Kimi K3 tops coding charts and hits chip stocks as investors question America's AI lead over China.

The Standard & Poor's 500 index fell 1.6% this week, led by technology stocks, amid concerns about w

Moonshot AI, the Chinese lab backed by Alibaba Group on Thursday released its newest model, dubbed Kimi-K3. The model outperformed its most advanced peers from Anthropic and OpenAI across an array of coding tasks, according to model evaluator Arena AI.

AI Chip Stocks Under Pressure as China's Moonshot Challenges U.S. AI Leaders

(Bloomberg) -- President Xi Jinping hailed China’s progress in developing low-cost artificial intelligence, pressing his personal imprint on the country’s rapidly expanding global influence to call for a more open technological order.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsCIA Says AI Drones Give Russian Troops Only 30 Minu

China approves Apple Intelligence using Alibaba's Qwen model, boosting optimism for internet stocks and AI-driven growth.

Check out the companies making headlines yesterday:

BABA is down 19.7% YTD as profit pressure, rising AI spending and legal overhangs cloud the outlook despite a recent July rebound.

Investing.com -- Morgan Stanley analyst Erik Woodring said in a note to clients on Thursday that China's approval of Apple Intelligence represents a key catalyst for Apple, calling it a development that "should level the AI playing field in China" ahead of the company's first foldable iPhone launch.

Alibaba and Baidu are joining with Apple as it rolls out generative artificial-intelligence features across devices in China.

Alibaba and Baidu are joining with Apple as it rolls out generative artificial-intelligence features across devices in China.

Alibaba and Baidu Rally as Apple Expands AI Push in China

Hong Kong shares ended higher, led by technology stocks. The Hang Seng Index gained 1.3% and the Hang Seng Tech Index added 2.0%. Among major stocks, Alibaba Group gained 3.1%, Baidu added 2.6% and Meituan rose 4.

Shares of iPhone and iPad maker Apple (NASDAQ:AAPL) jumped 4.2% in the afternoon session after the company secured regulatory approval to launch Apple Intelligence in China by integrating Alibaba's Qwen AI model.

Apple's China AI Approval Sends Alibaba Stock Higher

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Alibaba's Qwen AI has received regulatory approval to power Apple devices in China. The partnership links Alibaba Group Holding and Apple within China's approved AI ecosystem. Qwen AI integration will target users in the world's largest smartphone market. Alibaba Group Holding, listed as NYSE:BABA, is drawing fresh attention as Qwen AI is cleared for use on Apple devices in China. The stock last closed at $112.32, with the share price shaped by mixed recent returns, including a gain of...

Investing.com -- Shares of Alibaba Group in the U.S. rose around 5% in premarket trading after Chinese regulators cleared Apple’s on-device artificial intelligence system for release in the country, a long-delayed approval that pairs the iPhone maker with Alibaba’s Qwen AI model for users in the world’s largest smartphone market.

According to a Bloomberg report, Apple has been cleared in China to integrate Qwen AI with Apple Intelligence.

(Bloomberg) -- China will promote the sharing of artificial intelligence advances while fighting attempts to monopolize the technology, an influential state newspaper wrote, setting the tone for President Xi Jinping’s keynote remarks at the country’s premier tech summit. Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeThailand Scraps Plan to End Visa-Free Entry for Indian TouristsTrump Drops 20% Fee for Hormuz Cargo After Gulf Pressure‘We Faltered’: IBM Pl

With an upside potential of 73.34%, Alibaba Group Holding Limited (NYSE:BABA) is among the 12 Strong Buy Stocks with High Upside According to Analysts. On July 8, Morgan Stanley lowered its price target on Alibaba Group Holding Limited (NYSE:BABA) to $180 from $190 while maintaining an Overweight rating on the shares. Despite the target reduction, the firm […]

SK Hynix just crashed Wall Street's biggest stage, and now investors want to know what comes next.

We recently published Ray Dalio Stock Portfolio: 10 Best Stocks to Buy. NVIDIA Corporation (NASDAQ:NVDA) is one of Ray Dalio’s best stocks to buy. On July 8, Reuters cited The Information report, citing two people with direct knowledge of the matter, that China is preparing to let leading domestic AI companies purchase a limited number […]

Two Chinese firms were cleared to buy Nvidia's H200 processors, while another received approval to use competing AMD AI chips.

Recently, Zacks.com users have been paying close attention to Alibaba (BABA). This makes it worthwhile to examine what the stock has in store.

According to the average brokerage recommendation (ABR), one should invest in Alibaba (BABA). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Since the start of July, the Chinese tech stock has risen by 17%.

These leveraged ETFs posted outsized gains last week as Alibaba, HPE and AI stocks rallied, while Rocket Lab's slump boosted an inverse leveraged ETF.

Alibaba Group Holding has delivered a decline of 42.9% over the past five years, yet its current valuation checks and intrinsic value estimate suggest the stock may be trading below what its cash flows imply. The share price is down 42.9% over five years, which puts more focus on whether the recent rebound and current price reflect the company’s underlying earnings and cash generation. Acceleration in AI related cloud services and ongoing share buybacks can support the case that Alibaba’s...

Founder backs open AI access while prioritizing research over short-term monetization amid global AI security debates.

GraniteShares SK hynix New York, July 13, 2026 (GLOBE NEWSWIRE) -- GraniteShares History cleared its throat this morning SK hynix began trading on Nasdaq under SKHY, completing a roughly $29 billion offering, the largest ADR listing ever recorded, bigger than Alibaba in 2014 and Saudi Aramco in 2019. The world's dominant supplier of High Bandwidth Memory, holding an estimated 50% to 70% of the global HBM market, is finally trading in US hours and US dollars. GraniteShares 2x Long SK Hynix Daily

Wall Street analysts handed out surprise upgrades and painful downgrades on Monday, shifting outlooks for companies ranging from a pizza chain to a crypto-adjacent fintech as second-quarter earnings season prepares to kick off against a backdrop of Iran strikes and surging Treasury yields.

(Bloomberg) -- Chinese President Xi Jinping will make his first appearance at the country’s flagship AI conference, signaling the growing importance Beijing attaches to the technology as its rivalry with the US intensifies.Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Embraces Australian Retirement System Backed by Larry FinkUS

Here's what a record-breaking share sale says about demand for the chips powering AI.

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

Alibaba stock has rebounded from its 52-week lows and should see more gains in the back half of the year.

It's been quite a busy period for debuts over the past month or so, with the SpaceX IPO undoubtedly reflecting one of the biggest market events we've seen this year. And just recently, South Korean giant SK Hynix made its US debut.

SK Hynix shares spiked 13% to $168.49 in their Nasdaq debut as investors scrambled to get a piece of a pivotal player in the global artificial-intelligence supply chain. The chip maker’s American depositary receipts opened at $170 on Friday and hit a session high of $177, representing a 19% jump from their initial public offering price. SK Hynix priced the ADRs at $149 each on Thursday.

After debuting roughly 14% above the offer price, the South Korean chip maker’s American depositary receipts ticked higher, advancing 15% to $171.45. The company issued 177.9 million ADRs, with 10 ADRs representing one common share. SK Hynix priced the ADRs at $149 each on Thursday.

The AI chip boom just produced its biggest Wall Street moment yet. Now SK Hynix and Samsung are being asked to build U.S. factories.

(Bloomberg) -- SK Hynix Inc. is open to issuing more US shares should returns prove strong and the company’s stock price remains stable, SK Group Chairman Chey Tae-won said.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsSK Hynix Raises $26.5 Billion in Biggest Foreign Debut in USPrabowo’s Clampdown on Indonesian Tycoons Fuels Capital FlightZuckerberg Pledges ‘Aggressive’ Pricing With Met

SK Hynix shares spiked in their U.S. trading debut Friday as they opened at $170 on the Nasdaq. SK Hynix is raising $26.51 billion through the offering, beating out China’s Alibaba to become the largest foreign listing in history. The company issued 177.9 million ADRs, with 10 ADRs representing one common share.

SK Hynix just shattered a decades-old US listing record, and Bloomberg's desk thinks it signals something much bigger than one blockbuster IPO for the companies already supplying the AI buildout.

SK Hynix stock is set to come at a slight premium for investors in the company's American depositary receipts.

SK Hynix (SKHY, SKHYV) has officially gone public in the US. Yahoo Finance Executive Editor Brian Sozzi is joined by Breaking News Reporter Jake Conley and Trustless Media founder Zack Guzman to discuss the IPO.

SK Hynix stock is set to come at a slight premium for investors in the company's American depositary receipts.

Keith White, manager of Vanguard Global Capital Cycles Fund, likes to invest with the odds of winning stacked in his favor.

The Hang Seng Index logged its best week since October 2025 as Hong Kong tech stocks regained their footing. The Hang Seng Index ended 0.6% higher at 24175.12, taking its weekly gains to 3.5%. The Hang Seng Tech Index rose 4.

OpenAI (NASDAQ:OAI) and Alphabet’s (NASDAQ:GOOGL) Google have supplied advanced artificial intelligence services to Singapore-based subsidiaries of Alibaba (NYSE:BABA), Baidu Inc (NASDAQ:BIDU) and Tencent Holdings Ltd (NASDAQ:TME), despite the parent companies appearing on the Pentagon’s blacklist, according to a Financial Times report published on Friday. Shares of Alphabet were little changed in premarket trading, while U.

SK Hynix stock is set to come at a slight premium for investors in the company's American depositary receipts.

The see-saw move in U.S. memory stocks continues as the week draws to a close.

On Friday, semiconductor manufacturing giant SK Hynix began trading at $149 per share, raising about $26.5 billion.

A strong pre-earnings update has shifted the conversation around Alibaba from spending concerns to AI-driven opportunity.

A number of stocks jumped in the afternoon session after semiconductor stocks rebounded amid dip buying following a recent selloff, as reports revealed that China may ease restrictions on advanced Nvidia AI chip imports.

A number of stocks jumped in the afternoon session after semiconductor stocks rebounded amid dip buying following a recent selloff, as reports revealed that China may ease restrictions on advanced Nvidia AI chip imports.

A number of stocks jumped in the afternoon session after semiconductor stocks rebounded amid dip buying following a recent selloff, as reports revealed that China may ease restrictions on advanced Nvidia AI chip imports.

Alibaba Group Holding (BABA) stock surged in premarket trading on Wednesday after a wave of good news landed at once. Just days earlier, Alibaba and Anthropic were trading accusations, not compliments, in a dispute over stolen AI technology and hidden tracking code. The rally proves those two ...

A number of stocks jumped in the afternoon session after semiconductor stocks rebounded amid dip buying following a recent selloff, as reports revealed that China may ease restrictions on advanced Nvidia AI chip imports.

Alibaba Group Holding Limited (NYSE:BABA) is one of the undervalued stocks to buy according to the Wall Street. On July 2, Access Advance LLC and Alibaba Group announced that Alibaba expanded its participation in the Video Distribution Patent/VDP Pool by becoming a Licensee. This agreement provides Alibaba access to a comprehensive license for HEVC, VVC, […]

A number of stocks jumped in the morning session after semiconductor stocks rebounded amid dip buying following a recent selloff, as reports revealed that China may ease restrictions on advanced Nvidia AI chip imports.

The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins.

STORY: :: SK Hynix IPO sees massive investor interest in key AI player:: George Godber, UK Fund Manager, Polar Capital "What we know about this offering is that this is a very, very, very significant deal. $25 billion plus. This is as much a raising as we see in the States for this type of business since Alibaba, and the shares have been incredibly strong this year. The chip plays have been the absolute epicenter of the AI capex spend. There's a lot of attention there. There's an awful lot of de

SK Hynix closed higher Thursday ahead of the South Korean company’s listing of American depositary receipts. The shares closed up 5.3% in South Korean trading at 2.186 million won, or about $1,445, on Thursday. The memory giant is launching an ADR listing on the Nasdaq under the ticker symbol “SKHY” on Friday.

Investing.com — South Korean semiconductor giant SK Hynix Inc. is aiming to price its highly anticipated US listing at $149 per American depositary receipt (ADR), according to a report by Bloomberg, citing people familiar with the matter. The proposed pricing lands at a premium of approximately 3.1% over Thursday’s closing price of the company’s common shares in Seoul, where they finished the session at 218,600 won ($144.50) each. According to a regulatory filing with the US Securities and Excha

Alibaba stock jumped 11% to near $109, but analysts cut price targets. See the key levels and why the rally faces a test at $112.89.

Zhipu AI, a language model develop, wants to raise $4 billion in new capital to compete with America’s chip giants and hyperscalers. DeepSeek raised $7 billion last month.

(Bloomberg) -- SK Hynix Inc. is telling investors it intends to price its US listing at $149 per American depositary receipt, according to people familiar with the matter, despite recent volatility in the Korean memory chipmaker’s shares.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Sec

SK Hynix stock rose on Thursday ahead of the South Korean company’s listing of American depositary receipts. The memory giant is launching an ADR listing on the Nasdaq under the ticker symbol SKHY on Friday. Ten ADRs will represent one local South Korean share, giving an implied dollar price per ADR of around $144.50.

The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins.

Institutional investors heavily oversubscribed the ADR offering despite recent volatility in the Korean chipmaker's shares.

The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins.

SK Hynix shares rose on Thursday ahead of the South Korean company’s listing of American depositary receipts. The memory giant is launching an ADR listing on the Nasdaq under the ticker symbol SKHY on Friday. Ten ADRs will represent one local South Korean share, giving an implied dollar price per ADR of around $144.50.

STORY: From Samsung's huge quarter to Microsoft's big lay offs...This is AI Weekly.:: AI WeeklySamsung flagged a 19-fold jump in second-quarter profits from a year earlier.The South Korean giant estimated April-June operating profit at just over $58 billion - ahead of analyst projections.The global AI boom drove huge demand for Samsung's chips, and sent prices for silicon sky-high.Although investors wiped more than $80 billion off the firm's market value after the results were announced over wor

The Morning Bull - US Market Morning Update Thursday, Jul, 9 2026 US stock futures are pointing lower this morning, with E mini S&P 500 contracts down about 0.8%, as investors react to a mix of higher borrowing costs and fresh inflation worries. The US 10 year Treasury yield is sitting near 4.58%, a 4 week high, which means mortgages, car loans and business borrowing could stay expensive. At the same time, one year US inflation expectations are at 3.7%, and a drop in US oil inventories is...

Burry disclosed he had increased his JD.com position by buying some stock at $27.58.

Alibaba stock is rallying as its pre-earnings briefing signals AI momentum and improving core business efficiency. But should you load up on BABA shares into strength today?

Alibaba got a boost from a local news report that said the company told analysts profits are holding steady.

NEW YORK, July 08, 2026 (GLOBE NEWSWIRE) -- On July 10, one of the most anticipated market debuts in years is expected to hit the Nasdaq. SK hynix, the Korean chipmaker behind the High Bandwidth Memory inside nearly every advanced AI accelerator, is set to list its shares in the US under the ticker SKHY, in what is reported to be the largest ADR offering in market history, bigger than Alibaba's 2014 debut. If Nvidia is the engine of the AI boom, SK hynix makes the fuel injectors. Its HBM chips s

Stock Market Today: The Dow Jones index sells off Wednesday after Trump declares the ceasefire is "over."

Tech stocks were higher late Wednesday afternoon, with the State Street Technology Select Sector SPD

STORY: :: NvidiaShares of Nvidia rose in Wednesday morning trading after a report said China is planning to allow its top AI firms to buy a limited number of Nvidia's second most powerful AI chip, the H200.A report from The Information on Wednesday said Chinese officials have told Alibaba, ByteDance and DeepSeek in recent weeks that they may soon receive permission to buy some of those chips.The U.S. government has allowed Nvidia to sell its advanced H200 chips to China, and licensed about 10 Ch

China Could Revive Nvidia's AI Business With Limited H200 Chip Approval

Stocks fall broadly as the Iran War cease-fire appears to be over. Crude prices rise, pushing many oil stocks higher.

The move came ahead of the company's upcoming earnings report.

Reports of narrowing instant-commerce losses and steady profitability boosted confidence ahead of earnings.

A couple of optimistic analyst notes simply sparked bullishness that's been ready to be unleashed for a while now.

Alibaba Shares Surge as AI Cloud Business Strengthens Ahead of Earnings

BABA pulls Qwen AI companion features as China's new humanlike AI rules take effect, while improving operations fuel a sharp stock rally.

China is planning to allow the country's top AI companies to buy a limited number of Nvidia's H200 chips, the ‌Information reported on Wednesday, citing two people with direct knowledge of ‌the matter. Chinese officials have told Alibaba, ByteDance and DeepSeek in recent weeks that they may soon receive ​permission to buy some H200 chips, the report said. Shares of Nvidia rose 1% after the report.

Nvidia (NASDAQ: NVDA) shares edged higher by 1% following a scoop from The Information detailing a major policy shift in Beijing. Reports state that Chinese regulators are finally preparing to lift their local blockade, allowing the country’s premier artificial intelligence firms to buy Nvidia’s powerhouse H200 chips. In a major strategic pivot, Chinese officials have reportedly informed tech titans—including Alibaba, ByteDance, and DeepSeek—that they may soon receive conditional approval to pur

All three major US stock indexes were down in late-morning trading Wednesday, as hostilities re-esca

Alibaba Group (NYSE:BABA)'s US-listed shares jumped almost 11% on Tuesday, supported by a temporary legal reprieve in the United States and growing optimism ahead of the company's upcoming earnings report. Investor sentiment improved after a US federal judge temporarily blocked restrictions...

Chinese e-commerce giant Alibaba (BABA, 9988.HK) is seeing its biggest stock gains since September 2025, jumping by nearly 11%.

The apparent end to the Iran War cease-fire gives investors a good excuse to sell artificial-intelligence stocks, which surged over the first half of 2026.

Shares of Alibaba (NYSE:BABA) are up 9% to $106 and change in early Wednesday trading, leading a broad rally in Chinese internet and e-commerce names. Alibaba stock closed at $98.14 on Tuesday, and even after this morning’s pop the shares remain down 28% year to date. The move extends well beyond Alibaba. Baidu (NASDAQ:BIDU) shares ... Alibaba Surges 9% Ahead of Earnings, Baidu Gains 5% as Chinese E-Commerce and Tech Stocks Rally

The end of the Iran cease-fire could give investors a good excuse to sell AI stocks, which surged over the first half of 2026.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 Best Stocks to Buy in Glen Kacher’s Light Street Portfolio. As of the quarter ended March 31, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) represents 14.40% of Glen Kacher’s Light Street Portfolio. Additionally, the fund holds a put option position valued at $36,904,140 in […]

Investors are pivoting to AI chatbot developers after a monthslong spell of dominance for memory-chip makers like Micron and SK Hynix.

Ark Invest has almost completely unwound its once-large Alibaba position.

US stock prices were falling in Wednesday's premarket session as oil prices jumped after President T

U.S.-listed Alibaba Group (BABA) stock jumped nearly 10% in early trading Wednesday, leading a broader rally for China tech and AI stocks. Alibaba stock gained more than 8% to 106 in premarket trades on the stock market today. China search-engine leader Baidu (BIDU) is ahead nearly 5% at 117.38 while Alibaba' e-commerce rival JD.com (JD) climbed 3% to 27.33. Wednesday's...

Investors are pivoting to AI chatbot developers after a monthslong spell of dominance for memory-chip makers like Micron and SK Hynix.

Wood is one of the most bullish investors in SpaceX.

Investing.com - U.S. stock futures sank on Wednesday after President Donald Trump cast doubt on the status of an interim peace agreement with Iran, saying the deal was "over" following renewed exchanges between the two countries.

(Bloomberg) -- Alibaba Group Holding Ltd.’s shares surged the most since September, after investors turned optimistic on its earnings and shifted capital into major Chinese internet companies that had lagged the market.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthUS Strikes Iran and Blocks Oil Sales in New Test of TruceChina Sent

Investing.com -- Shares in Alibaba Group jumped as much as 12.5% in Hong Kong on Wednesday, their biggest single-day gain since September, as investors grew optimistic ahead of the e-commerce giant’s upcoming earnings and rotated capital into Chinese internet stocks that had lagged the broader market rally.

Chinese companies plan to raise domestic AI accelerator spending as Beijing advances its AI infrastructure strategy.

According to a Bloomberg report on Tuesday, the offering has attracted strong interest from global long-only investors and technology-focused funds.

Alibaba Group Holding (NYSE:BABA) has initiated a substantial share repurchase program, authorizing the buyback of up to 1,907,598,428 shares, which represents 10% of its issued share capital as of September 2025. See our latest analysis for Alibaba Group Holding. Despite announcing the sizeable buyback and rolling out new AI and mapping products, Alibaba Group Holding’s recent share price momentum has been weak. The 30 day share price return is down 19.12%, and the year to date share price...

SK Hynix's blockbuster U.S. listing could reshape semiconductor investing. Here's how chip, Korea, Nasdaq and IPO ETFs stand to benefit.

AMAP, Alibaba's location-based services platform, has launched an upgraded version of its World Map service, expanding global point-of-interest (POI) coverage to more than 300 million records and adding multi-modal navigation tailored for international enterprise customers.

(Bloomberg) -- Chinese companies are ditching Nvidia Corp.’s advanced accelerators in favor of domestic silicon, underscoring how tensions with the US are reshaping the AI infrastructure buildout and propelling Beijing’s ambitions to substitute American technology.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthSaudis Slash

A U.S. court temporarily eased Pentagon-related restrictions on Alibaba, and the company tightened AI security.

Goldman Sachs spent more than a year telling clients that Taiwan Semiconductor Manufacturing (TSM) was one of the best stocks to own in Asia. However, on July 1, 2026, the bank changed its mind. Goldman dropped TSM from its Asia-Pacific Conviction List. This list is the bank's short roster of ...

Artificial intelligence, semiconductors, automotive and space technology dominated headlines during the week.

(Bloomberg) -- This week’s $29 billion US stock-market listing for SK Hynix Inc. may be the biggest-ever first-time share sale by a foreign company, but it isn’t just about raising cash. It’s also about competing in the hottest corner of the global stock market — memory chips used in AI computing.Most Read from BloombergWhy the Great American State Fair Looks So EmptyBrazil Freezes $2 Billion, Pursues Arrests After US SanctionOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutTanker

Alibaba Group Holding Limited (NYSE:BABA) is one of the 9 Most Oversold Strong Buy-Rated Stocks to Invest In Now. On June 25, 2026, Anthropic accused Alibaba Group Holding Limited (NYSE:BABA) of a large-scale effort to “illicitly” access its Claude artificial intelligence model, Bloomberg’s Maggie Eastland reported, citing a letter the AI startup sent to several […]

South Korean memory giant SK Hynix is expected to list its American Depositary Receipts (ADRs) in the U.S. under the ticker SKHY. Its debut is tentatively scheduled for Friday, July 10.

Recently, Zacks.com users have been paying close attention to Alibaba (BABA). This makes it worthwhile to examine what the stock has in store.

Home Control International Limited ("Home Control" or the "Company", together with its subsidiaries, the "Group"; Stock Code: 1747.HK) is pleased to announce that its Singapore headquarters and core operations team officially relocated in May 2026 to a new office at 6 Shenton Way, #27-10, OUE Downtown 2, situatied in the heart of Singapore's core business and technology hub.

China's Kuaishou Technology said on Thursday a group of investors including Alibaba and Tencent will inject ‌over 19 billion yuan ($2.80 billion) in Kling AI, while ‌valuing the popular AI video arm at $15 billion on a pre-money basis. The fundraising ​underscores investors' appetite for China's fast-growing AI sector, which continues to attract billions of dollars in fresh capital. Technology companies have raised a total of $3.1 billion from stock market listings in China this ‌year to mid-J

Alibaba Group Holding Limited (NYSE:BABA) ranks among the AI stocks beyond NVIDIA that could surge in 2026. Despite recent stock price swings drawing investor attention in recent trading sessions, Jefferies reiterated Alibaba Group Holding Limited (NYSE:BABA) as its top pick in the Chinese internet market on June 12. According to Jefferies analysts, Alibaba’s share price […]

Explore the burgeoning China data center market, projected to grow at a robust CAGR of 8.94% from 2025 to 2031. Key highlights include government initiatives boosting local GPU production amid export constraints, Alibaba’s new AI chip developments, and the AI Plus initiative driving AI adoption nationwide. Joint ventures are proliferating, enhancing digital capabilities, while green standards ensure energy efficiency. Financial backing is spurring expansion, exemplified by Chindata Group's $490

The VanEck China Semiconductor ETF (SMHC) gives U.S. investors exposure to China's chip companies. Just don't expect to find the country's biggest chipmaker inside.

BABA's AI-powered commerce ecosystem, merchant monetization efforts and quick commerce expansion could help support fiscal 2027 growth.

ARK funded part of the shift by trimming exposure to Chinese technology by selling positions in Alibaba and Baidu.

Baidu Inc. (NASDAQ:BIDU) is one of the AI stocks on Wall Street’s radar. On June 28, Reuters reported that Kunlunxin, the semiconductor unit of Baidu, is reportedly targeting a $50 billion valuation for its upcoming Hong Kong IPO. This figure represents a 17-fold increase since its funding round just six months ago, when it was […]

(Bloomberg) -- Chip stocks are heading for their best quarter ever, extending an extraordinary start to the year driven by insatiable demand for artificial intelligence equipment. But after recent jitters sent the stocks tumbling, investors are wondering how much further the rally can go. Most Read from BloombergYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsWhatsApp Opens Username Reservations to 3 Billion UsersUS St

(Bloomberg) -- China’s Tencent Holdings Ltd. is ramping up buybacks as its Hong Kong-listed shares struggle to recover from a selloff that’s wiped out about $309 billion in market value since early October.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS Stocks Get Tech Boost After AI-Fueled Selloff: Markets WrapCook Stays at Fed But Trump Wins Power Over Other AgenciesYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanSupreme Court Leaves Tru

If you are wondering whether Alibaba Group Holding is priced attractively today, the stock's recent moves and current valuation metrics make it a company many investors are watching closely. The share price closed at US$95.51, with returns that declined 9.0% over the past week, 23.1% over the past month, 38.7% year to date, and 15.0% over the past year, while still showing a 20.6% gain over three years and a 53.4% decline over five years. Recent coverage around Alibaba Group Holding has...

(Bloomberg) -- After a banner year for Chinese stocks on the back of AI advances, 2026 is not going well.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS Stocks Get Tech Boost After AI-Fueled Selloff: Markets WrapCook Stays at Fed But Trump Wins Power Over Other AgenciesSupreme Court Leaves Trump’s Fed, Citizenship Gambits for LastPrabowo Risks Prompt Global Banks to Pull Cash Out of IndonesiaThe MSCI China Index has tumbled 15%, the worst performance glo

Anthropic has accused Alibaba of a huge AI distillation attack using 25,000 fake accounts. Here is what it means for BABA stock.

X Square Robot, an embodied AI company developing general-purpose embodied intelligence robots and foundation models for real-world environments, today announced the closing of four consecutive financing rounds culminating in a Series C, bringing its valuation to over US$2.8 billion (RMB 20 billion) and positioning the company among China's highest-valued embodied AI startups.

Strategy, Alibaba Group and Nike shares slumped to 52-week lows last week amid declining Bitcoin prices, an accusation from Anthropic, and a series of price target cuts, respectively.

The clash over Claude could test Anthropic’s valuation by exposing how hard it is to protect frontier AI models after extraction.

Regarding Strategy, Novogratz noted that Michael Saylor has sufficient cash to cover dividends and is not a forced seller amid market challenges.

Alibaba Group Holding Limited (NYSE:BABA) is one of the Best Cloud Computing Stocks to Buy According to Hedge Funds. On June 24, Daiwa reduced the price objective for the company’s stock to $175 from the previous target of $200 and maintained a “Buy” rating on the shares. According to the firm, China’s 2026 618 shopping festival […]

The Chinese giant isn't completely insulated from those higher tariffs and tighter restrictions.

U.S. stock markets are mostly headed for a month in the red amid a downbeat streak for technology names.

Credo Reports Fourth Quarter and Fiscal Year 2026 Financial Results  Credo Technology Group Holding Ltd - Investor Relations

The hit landed before the bell. Andrew Ross Sorkin on CNBC walked viewers through a letter Anthropic sent to U.S. lawmakers accusing Alibaba (NYSE:BABA) of running what the AI lab called “the largest known distillation attack” on its Claude models to date. The mechanics, according to Anthropic, involved roughly 25,000 fraudulent accounts harvesting more than ... Anthropic Says Alibaba Used 25,000 Fake Accounts to Copy Its AI, and the Stock Is Already Sliding

Anthropic Bombshell Sends Alibaba Tumbling as AI IP War EscalatesmM

The iShares China Large-Cap ETF (NYSEARCA:FXI) is the default way most U.S. investors play China’s AI trade. FXI holds the country’s biggest tech names, Alibaba, Tencent, Baidu, Meituan, and JD, which is exactly what investors want when they bet that China’s hyperscalers will mirror the U.S. AI capex cycle. The case for owning FXI has ... Forget FXI. The South Korea Fund Beating China’s AI Trade Charges 19% Less

Alibaba touches a 16-month low as AI concerns, weak e-commerce data, and sector rotation pressure Chinese tech stocks.

AI chip rally powers gains as inflation data looms.

US equity futures were higher pre-bell Thursday as oil prices fell to their lowest since the start o

Alibaba Group Holding Limited (NYSE:BABA) has declined more than 30% year-to-date, but the street expects more than 78.29% upside from the current level. Alibaba Group Holding Limited (NYSE:BABA) also ranks among our list of Stocks Expected to Bounce Back According to Analysts. ​The stock has mainly declined largely due to mounting pressure from geopolitical risks […]

Asian stock markets largely joined the global tech rally Thursday, which was re-ignited late Wednesd

Anthropic alerted officials to what it said was illicit attempts by Alibaba to access Claude AI models.

Credo Technology Group Holding Ltd - Credo Completes Acquisition of DustPhotonics  Credo Technology Group Holding Ltd - Investor Relations

Credo Agrees to Acquire DustPhotonics, Accelerating Expansion into Silicon Photonics and Next Generation Optical Connectivity  Credo Technology Group Holding Ltd - Investor Relations

Credo Technology Group Holding Ltd has officially signed the definitive agreement to acquire Dustphotonics, which will significantly enhance its strategic position in the silicon photonics technology sector.  Bitget

Credo Unveils ZeroFlap Optical Transceivers – A Reliability Revolution for Optics in AI Networks  Credo Technology Group Holding Ltd - Investor Relations

Credo Unveils Bluebird 1.6T Optical DSP for Low-Power, High-Bandwidth, and Ultra-low Latency AI Networks  Credo Technology Group Holding Ltd - Investor Relations