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JD Mastercard Alliance Adds New Dimension To JDcom Valuation Story
Simply Wall St.88d agoneutral
JD Mastercard Alliance Adds New Dimension To JDcom Valuation Story

JD.com (NasdaqGS:JD) has entered a new partnership with Mastercard to expand global payments capabilities and AI-powered commerce solutions. The collaboration focuses on supporting JD.com's cross-border retail and logistics ecosystem while upgrading its payment infrastructure. The announcement highlights JD.com's push to strengthen its position in international e-commerce and digital payments. JD.com, trading at $32.01, has seen mixed share performance, with the stock up 6.2% over the past...

Mastercard Expands Crypto And AI Payments While UK Wallet Probe Grows
Simply Wall St.88d agobearish
Mastercard Expands Crypto And AI Payments While UK Wallet Probe Grows

Mastercard (NYSE:MA) announced a deal to acquire BVNK, a platform that connects crypto and traditional payments, as part of its global digital payments strategy. The UK Financial Conduct Authority has opened a competition investigation into Mastercard's digital wallet arrangements. Mastercard also launched a new partnership with JD.com to develop AI-powered and agentic commerce solutions that integrate its payment infrastructure. For investors watching NYSE:MA, these moves highlight how a...

Trump Bought Up to $5 Million of Nvidia Stock — Then OK’d AI Export Deals That Sent Shares Soaring
24/7 Wall St.90d agobullish
Trump Bought Up to $5 Million of Nvidia Stock — Then OK’d AI Export Deals That Sent Shares Soaring

For years, Washington treated advanced AI chips like strategic weapons. The U.S. tightened export controls, China accelerated domestic chipmaking, and companies caught in the middle — especially Nvidia (NASDAQ:NVDA) — watched billions of dollars in potential revenue sit behind regulatory walls. Now the story has taken a twist few investors saw coming. President Donald Trump ... Trump Bought Up to $5 Million of Nvidia Stock — Then OK’d AI Export Deals That Sent Shares Soaring

NVIDIA Wins. America Loses
24/7 Wall St.90d agobullish
NVIDIA Wins. America Loses

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

Did Nvidia CEO Jensen Huang Just Unlock the $50 Billion China Market?
24/7 Wall St.90d agoneutral
Did Nvidia CEO Jensen Huang Just Unlock the $50 Billion China Market?

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?

JD Stock Rises as Trump Visits China. It Could Go Much Higher.
Barchart90d agoneutral
JD Stock Rises as Trump Visits China. It Could Go Much Higher.

JD.com (JD) shares broke out to a fresh 2026 high on Wednesday. That opens the door for a potentially higher run, after reporting first-quarter 2026 earnings that exceeded analyst expectations. The stock’s 20-day moving average has renewed its upward trend, after creating a brief base. The 200-day moving average turned...

JDcom Leans On Services Growth And Joybuy Europe To Support Margins
Simply Wall St.90d agobullish
JDcom Leans On Services Growth And Joybuy Europe To Support Margins

JD.com (NasdaqGS:JD) highlights continued growth in its services and logistics operations. The company reports wider profit margins, supported by marketing and margin efficiency. JD.com launches Joybuy in Europe, extending its e-commerce reach beyond China. Management points to resilience in services and logistics alongside challenges in electronics and home appliances. JD.com, known for its e-commerce platform and integrated logistics network, is leaning more on services and supply chain...

US clears sales of Nvidia's H200 chip to 10 China firms
Reuters Videos90d agoneutralVIDEO
US clears sales of Nvidia's H200 chip to 10 China firms

<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>

Alibaba Targets Big AI Gains Even as Business Growth Falls Short
Bloomberg91d agoneutral
Alibaba Targets Big AI Gains Even as Business Growth Falls Short

(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

JD.Com Analyst Raises Estimates On Recovering Profitability, Earnings Inflection
Benzinga91d agoneutral
JD.Com Analyst Raises Estimates On Recovering Profitability, Earnings Inflection

Shares of JD.Com Inc (NASDAQ:JD) surged on Wednesday after the company posted strong first-quarter (Q1) results. Benchmark analyst Fawne Jiang said the Q1 results and second-quarter outlook point to "a clear earnings inflection point," with profitability growth "firmly back on track." The JD.Com Analyst: Jiang, reiterated a Buy rating and raised the price target from $38 to $42. The JD.Com Thesis: Despite a challenging backdrop, the company delivered modestly better-than-expected revenue, margin