Noticias

In May 2026, Alibaba Group Holding reported Q4 2026 revenue of CNY 243,380 million and net income of CNY 25,541 million, alongside full-year revenue of CNY 1.02 billion and net income of CNY 103,592 million, while declaring an annual dividend of US$1.03 per share. Behind the mixed headline results, Alibaba’s AI and cloud operations continued to scale, with Cloud Intelligence Group revenue rising sharply and AI-related products contributing a growing share of external cloud revenue, even as...

AI investing often comes with high expectations and high volatility. Alibaba stock offers a different opportunity altogether.

Fintech trading stocks like SoFi, Robinhood, and Webull face slowing momentum as investors reassess growth, profitability, and long-term risks.

The U.S. government has authorized the sale of Nvidia Corp.'s powerful H200 AI chips to 10 Chinese tech giants, including Alibaba Group Holding Ltd. ADR and Tencent Holdings ADR, but Beijing's intervention has brought deliveries to a complete standstill. Deals...

Despite Alibaba Group's report of a sharp drop in profitability, its full-stack AI business could be seen as a pivot in the right direction.

Emerging markets investing has a recurring frustration. You buy the asset class for diversification and growth, then find that a handful of state-owned banks, commodity giants, and speculative tech names dominate the index. Fidelity Emerging Markets Multifactor ETF (NYSEARCA:FDEM) tries to fix that by screening the same universe through four lenses at once, value, quality, ... Value, Quality, Momentum, And Lower Volatility In One Emerging Markets Fund

Alibaba Group Holding (NYSE:BABA) reported quarterly results highlighting AI driven cloud revenue, with external AI related cloud products reaching triple digit growth for the 11th straight quarter. The company indicated that AI related services are expected to contribute more than half of its cloud revenue within about a year. U.S. authorities approved Nvidia to supply advanced AI chips to Alibaba and select Chinese firms, followed soon after by new regulatory scrutiny around such...

Hedge fund Appaloosa, run by billionaire David Tepper, took an axe to many of its stock holdings in the first quarter of the year.

Alibaba stock is trading lower after yet another profit miss. The company's AI business, meanwhile, continues to grow at a stellar pace.

Shares of Nvidia (NASDAQ:NVDA) have broken out in a big-time way, with shares blasting off more than 4% on Thursday, thanks in part to promising developments arising from China. Indeed, the U.S. government is giving the green light for a number of tech firms, including the likes of Alibaba (NASDAQ:BABA), among others, to import Nvidia’s ... Nvidia Isn’t Just Breaking Out — It’s Entering a New Altitude Zone the Market Still Hasn’t Modeled

The hot ticker on every retail trader’s screen this week is Cerebras Systems (NASDAQ:CBRS), the AI chip designer whose IPO surged 65% on its IPO day and is now drawing the predictable wave of FOMO from anyone hunting the next Nvidia. But here’s what you should actually be watching. Cerebras went public into the most ... Forget Cerebras Systems’ IPO and Focus on This Tech Giant Instead

Wall Street braces for what could be the largest stock market debut in history, but the most cited academic on US IPO performance is warning buyers to sit on their hands. SpaceX is reportedly targeting a valuation of roughly $1.75 trillion in its planned offering, and Reuters this morning lined the deal up against three ... The Professor Who Tracks Every US IPO Just Issued a Warning on SpaceX: “Most of the Time, Things Don’t Go According to Plan.”

SpaceX is targeting a valuation of roughly $1.75 trillion in its upcoming ‌initial public offering, in what could be the ‌biggest-ever stock market debut by a U.S. company on Wall Street. The ​listing of Elon Musk-led SpaceX could easily dwarf many of the biggest U.S. IPOs on record, including those of Alibaba, Visa and Facebook, now Meta Platforms, which analysts ‌say reflects high growth ⁠expectations from the rocket and satellite company that it may struggle to meet. Analysts ‌say SpaceX's proposed valuation reflects in part how much investors are being asked to pay for future growth.

U.S. approval for around 10 Chinese firms to buy H200 chips comes as Cantor Fitzgerald raises Nvidia's target to $350.

Despite the earnings hit, BABA continued to climb as investors focused on long-term growth prospects and cloud/AI expansion momentum.

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, ...

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.

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?

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&nbsp;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&nbsp;government fears imports could weaken a push to develop homegrown AI chips.</p><p>China's AI chips&nbsp;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>

US equity futures were rising pre-bell Thursday as technology stocks drove new record highs for the

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.

Nvidia Climbs on Major China AI Chip Sales Green Light

Tencent's slowest revenue growth in six quarters adds pressure as AI spending rises and games soften.