We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
Solo titulares de alta señal — eventos macro, earnings, M&A, regulación. Listicles y clickbait de analistas filtrados por defecto. Refrescado cada hora.
Alibaba’s latest earnings report gave investors two very different numbers to digest, and the market appeared more interested in the one tied to artificial intelligence. The Chinese e-commerce and cloud giant reported revenue of RMB243.38 billion, or $35.28 billion, for the quarter ended March 31, ...
On the eve of the Trump-Xi summit in Beijing, the United States quietly cleared roughly 10 Chinese firms, including Alibaba, Tencent, ByteDance, and JD.com, to buy NVIDIA’s H200 accelerators, with Lenovo and Foxconn approved as distributors. NVIDIA (NASDAQ:NVDA) shareholders, sitting on a $5.33 trillion market cap and a stock up 19% in the past month, ... NVIDIA Wins. America Loses
Nvidia stock gapped higher on Thursday on a report that Chinese firms are lining up to buy its AI chips if they can secure China's approval.
NVIDIA stock hit a record $236.46 on the CEO's latest remarks & after Washington cleared H200 chip sales to Alibaba, Tencent, ByteDance & JD.com.
The administration first gave Nvidia the nod to sell the high-end chips to China in December, but those sales have yet to materialize, in part because of the hoops the manufacturer had to jump through.
Ten firms have been approved for up to 75,000 chips each
For the past two years, the artificial intelligence boom has been shaped as much by politics as technology. Washington tightened export controls, while Beijing pushed for self-reliance. And investors in Nvidia (NASDAQ:NVDA) watched one of the company’s largest growth markets turn into a geopolitical chessboard. Now comes a potentially major shift. According to an exclusive ... Did Nvidia CEO Jensen Huang Just Unlock the $50 Billion China Market?
Nvidia stock surged 4% on Thursday.
Alibaba (NYSE:BABA) just received twin price target hikes from two major firms, both landing on the same number. Barclays raised its price target to $195 from $186 while reiterating an Overweight rating, and Mizuho analyst Wei Fang lifted his target to $195 from $190 with an Outperform rating. The convergence comes one day after Alibaba’s ... Wall Street Splits on Alibaba: Two Firms Hike Price Targets to $195 as Cloud Growth Hits 38%
The United States has cleared roughly 10 Chinese companies to purchase Nvidia Corp (NASDAQ:NVDA, XETRA:NVD)'s H200 artificial intelligence chips, according to a Reuters report citing people familiar with the matter. The approved firms include major technology companies such as Alibaba,...
<body><p>STORY: The U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200.</p><p>That's according to three sources speaking to Reuters.</p><p>But they said not a single delivery has been made so far.</p><p>It's left a major tech deal in limbo as CEO Jensen Huang looks for a breakthrough in China this week.</p><p>A source said Huang joined the US delegation to Beijing after a late invitation from Donald Trump.</p><p>The U.S. President picked him up in Alaska en route to a summit with Chinese President Xi Jinping.</p><p>Huang's presence raised hopes the trip could finally unlock stalled efforts to sell the H200 chips in China.</p><p>Sources said the U.S. Commerce Department has approved around 10 Chinese companies to buy the H200.</p><p>Those firm include Alibaba, Tencent, ByteDance and JD.com, and some distributors like Lenovo and Foxconn.</p><p>The sources added buyers can buy either directly from Nvidia or through those intermediaries.</p><p>And each approved customer can purchase up to 75,000 chips under the U.S. licensing terms.</p><p>A spokesperson for the U.S. Department of Commerce declined to comment.</p><p>Chinese authorities didn't respond to requests for comment either.</p><p>Huang told state broadcaster CCTV on Thursday he hoped Trump and Xi would build on their good relationship during talks in Beijing.</p><p>One source said deals have stalled despite U.S. approval as Chinese firms have pulled back after guidance from Beijing.</p><p>They added the shift in China was partly caused by changes on the U.S. side, though it isn't clear what exactly shifted.</p><p>A separate source said pressure is mounting in Beijing to block or tightly vet the orders.</p><p>Beijing's hesitation reflects strategic thinking as the government fears imports could weaken a push to develop homegrown AI chips.</p><p>China's AI chips still lag behind Nvidia.</p><p>But local firms like DeepSeek have promoted their reliance on domestic chips, including those developed by Huawei.</p></body>
BABA's Q4 earnings miss estimates as heavy AI, cloud and commerce investments hit margins, despite revenue growth and strong cloud and quick commerce momentum.
President Trump’s posture toward China has whipsawed markets for over a year, with prediction markets confirming tariffs escalated from 10% to 40% to 100% between February and June of last year. Any thaw in that relationship, whether through tariff relief, eased chip export rules, or restored market access, would flow straight into the income statements ... 5 Companies Are Betting on Trump’s China Pivot. Here’s Who’s Best Positioned.
Alibaba, Tencent, ByteDance, and JD.com are among the approved buyers, but Beijing's hesitation has stalled every transaction
Nvidia Climbs on Major China AI Chip Sales Green Light
U.S. approved H200 chip sales to about 10 Chinese firms.
Alibaba (BABA) and JD.com (JD) are among the roughly 10 Chinese companies that have secured US clear
Tencent's slowest revenue growth in six quarters adds pressure as AI spending rises and games soften.
Alibaba and Tencent missed revenue estimates as investors questioned when heavy AI spending could deliver faster growth.
Ant's quarterly profit fell sharply as the fintech giant increased investment in AI, health care and payment services.
(Bloomberg) -- China’s twin technology leaders reported revenue that fell short of estimates, signaling the challenges in translating higher AI spending into profits. Yet investors piled into Alibaba Group Holding Ltd. after the company declared it’s on track to triple revenue from artificial intelligence services.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Coun
Alibaba Group Holding Ltd (BABA) reports robust revenue growth driven by AI and cloud services, despite challenges in cash flow and EBITA.
Alibaba Gr Hldgs (NYSE:BABA) reported fourth-quarter financial results on Wednesday. The transcript from the company's fourth-quarter earnings call has been provided below. Benzinga APIs provide real-time access to earnings call transcripts and financial data. Visit https://www.benzinga.com/apis/ to learn more. The full earnings call is available at https://edge.media-server.com/mmc/p/npqai6e2/ Watch the full earnings call below: Summary Alibaba Group Holding Ltd reported a 11% year-over-year re
The S&P 500 and Nasdaq ran higher, led by Google, Nvidia, Tesla and other titans. Cisco earnings beat while AI chipmaker Cerebras will price its IPO.
Alibaba Group (NYSE:BABA) said its stepped-up investments in artificial intelligence, cloud computing and consumption businesses are beginning to translate into faster revenue growth, even as those investments weighed heavily on adjusted earnings and free cash flow in the March quarter. On the comp
Jensen Huang boarded Air Force One during a refueling stop in Anchorage on Tuesday, joining President Donald Trump’s Beijing summit at the last minute, just as short seller Culper Research published a 40-page report alleging that Nvidia Corp. (NASDAQ:NVDA) never really left China. NVDA topped a $5.5 trillion market cap on Wednesday, the first company in history to hit the level. Earnings land May 20. The Culper Allegations Culper, which disclosed it is short the stock, alleges that more than 20%
AI heavyweight Nvidia (NVDA) will report its first quarter results on May 20, in what is easily one of the most anticipated announcements of the earnings season.
Downloads for Temu, Shein, and other value-focused apps have seen downloads spike in the wake of the Iran War and rising energy costs.