Alibaba Misses Revenue, But AI Cloud Has Silver Lining
BABAAnalyst maintained Buy rating, lowered price target for Alibaba. Q4 revenue missed estimates due to divestitures, but strong growth in core commerce and Cloud.
Analyst maintained Buy rating, lowered price target for Alibaba. Q4 revenue missed estimates due to divestitures, but strong growth in core commerce and Cloud.
'The Big Short' famed investor Michael Burry, who accurately predicted the 2008 housing market crash, has turned bearish on most equities while doubling his stake in cosmetics giant Estée Lauder Companies Inc. during the first quarter, according to 13F regulatory filings with the Securities and Exchange Commission on Thursday.
Nvidia plans to open a new R&D center in Shanghai to stay competitive in China's AI market while navigating strict U.S. export controls that threaten its chip sales.
IEQ inherits the portfolio DNA of its mutual fund ancestor, now in the tax-efficient wrapper increasingly favored by investors.
Alibaba reported Q4 results with revenue of $32.58B, up 7% YoY but missing estimates. Adjusted earnings per ADS were $1.73, beating consensus of $1.48.
Despite a global U.S. ban on Huawei AI chips, Tencent says it has enough high-end inventory—like Nvidia's H20—to continue training its AI models for "generations," while optimizing usage to stay competitive amid rising geopolitical pressure.
U.S. stock markets saw a positive shift on Wednesday, with the S&P 500 and Nasdaq 100 indices turning green for the year.
Ethereum (CRYPTO: ETH) is on an upswing, now trading at approximately $2665.70, following a gain of over 44% in the past seven days, according to CoinMarketCap.
Alibaba (BABA) will report Q4 earnings on Thursday. Wall Street expects $1.37 EPS and $33.21B revenue. Stock is up 54.9% YTD with bullish momentum.
Alibaba and JD.com are pouring billions into ultra-fast delivery and steep discounts—like nearly free coffee—to win over cost-conscious Chinese consumers as traditional e-commerce growth slows.
US-listed Chinese stocks gain as Beijing and Washington agree to temporarily lower tariffs. Alibaba, PDD, and Baidu led the way with strong momentum.
U.S. stock futures jumped on Monday after a muted day of trade on Friday. Futures of benchmark indices were trading over 2% in premarket.
Alibaba Group Holding's (NYSE: BABA) Chairman, Joe Tsai, has announced the tech giant plans to integrate artificial intelligence (AI) into its operations within the next three to five years.
Nvidia is redesigning its H20 AI chip to meet U.S. export restrictions and aims to release the downgraded version in China by July, protecting billions in orders from major Chinese tech clients.
Alibaba shares are trading lower Wednesday after two senior U.S. lawmakers called on the Securities and Exchange Commission (SEC) to delist it along with other Chinese companies.
Nvidia CEO Jensen Huang warns that losing access to China's fast-growing $50 billion AI market due to U.S. chip restrictions would be a major blow to American innovation, jobs, and revenues, but says the company will stay agile and adapt.
Ant Group explores listing its overseas arm in Hong Kong. China regulators called off Ma's IPO and initiated antitrust crackdown on giants.
Two senior U.S. lawmakers on Friday called on the Securities and Exchange Commission to delist 25 Chinese companies from U.S. stock exchanges, citing national security concerns over alleged military ties.
Trump admin intensifies semiconductor sanctions, plans to verify Nvidia's location to prevent smuggling into China. Nvidia stock falls premarket.
China's DeepSeek AI hype may be overblown, says Anthropic co-founder Jack Clark. Clark believes US still leads in AI research, but others believe China's push to build infrastructure could pose a threat.
The ongoing U.S.-China trade dispute may find resolution through the appointment of special envoys by Presidents Donald Trump and Xi Jinping.
The week was abuzz with news from the tech world, with artificial intelligence (AI) taking center stage. From potential policy changes affecting AI chip exports to the impact of AI on workloads and coding, the stories were as diverse as they were intriguing. Here's a quick recap of the top stories.
Nvidia is developing new AI chips for Alibaba, ByteDance, and Tencent in response to U.S. export restrictions on its H20 chip, which could cost the company $5.5 billion.
U.S.-listed Chinese stocks, including Alibaba, PDD, and Baidu, gained traction on Friday. China may hold talks with US if tariffs are lifted.
In a strategic move, Alibaba Group Holding (NYSE: BABA) has advanced the rollout of its rapid-delivery service, Taobao Instant Commerce. This accelerates the rivalry with JD.com (NASDAQ: JD)and Meituan.
Alibaba launched a new rapid-delivery feature on its Taobao shopping platform on Wednesday to compete in China's fast-growing on-demand delivery market against rivals like JD.com and Meituan.
Alibaba launched its most advanced AI model, Qwen 3, aiming to compete with DeepSeek's disruptive technology and Baidu's Ernie Turbo models amid rising competition in China's AI sector.
Analysts from Goldman Sachs Group Inc. have warned that the U.S. tariffs on Chinese imports could put up to 16 million jobs in China at risk, particularly in the manufacturing sector.
Chinese tech giants fiercely compete in AI race with Baidu launching new models and cutting prices to rival Alibaba and DeepSeek.
China Refutes Trump's Claims Of Ongoing US Trade Talks, Calls For Abolition Of 'Unilateral Tariffs': 'No Factual Basis'
Chinese stocks rose on trade optimism after Trump's comments. Alibaba, PDD, Baidu, NIO, Li Auto, and XPeng show strong momentum. China eyes Europe as a key trading partner.
Chinese internet companies hoard billions of dollars worth of US-made AI chips as sanctions kicked in, posing risks to Nvidia's revenue and stock.
Shares of U.S.-listed Chinese companies, including Alibaba Group inc. (NYSE: BABA), NIO Inc. (NYSE: NIO) and PDD Holdings Inc.(NASDAQ: PDD) are trading higher Tuesday following comments from U.S. Treasury Secretary Scott Bessent indicating a possible de-escalation in the ongoing tariff conflict with China.
Chinese trade remains strong despite Trump's tariffs. Alibaba, NIO, Li Auto, and XPeng stocks rise. Exclusions from reciprocal tariffs help exporters.