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Did JD.com’s 618 Push and Rising AI Spend Just Reframe JD’s Investment Narrative?
Simply Wall St.21h agoneutral
Did JD.com’s 618 Push and Rising AI Spend Just Reframe JD’s Investment Narrative?

JD.com is set to report its second-quarter 2026 results on August 13, with revenue expected to reflect the impact of its 618 Grand Promotion, expanding services, and heavier investment in artificial intelligence and international operations. While campaigns like 618 and growth in food delivery and JD Logistics may have supported sales, they also likely added cost pressures that could weigh on near-term profitability. Next, we’ll examine how JD.com’s 618 Grand Promotion and heavier AI...

JD.com (JD) Stock Could Be Undervalued As Earnings Support The Case
Simply Wall St.1d agoneutral
JD.com (JD) Stock Could Be Undervalued As Earnings Support The Case

JD.com stock has recovered somewhat in the short term, yet the longer record is still weak, and the current checks suggest the market may be pricing it below what its fundamentals imply. That mix of a recent rebound and a longer stretch of value erosion is what makes the current valuation debate around JD.com important for investors. Over the past 5 years JD.com has delivered a total return that is down 43.5%, which raises the question of whether sentiment has been too pessimistic compared...

Bloomberg1d agoneutral
China Earnings to Test Rotation From AI to Internet Stocks

(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

JD.com (JD) Nears Q2 Earnings, Is The Upside Already Priced In?
Simply Wall St.1d agoneutral
JD.com (JD) Nears Q2 Earnings, Is The Upside Already Priced In?

Why JD.com (NasdaqGS:JD) is back in focus ahead of Q2 2026 earnings JD.com (NasdaqGS:JD) is drawing fresh attention as investors look ahead to its second quarter 2026 earnings report on August 13 and evaluate the effects of recent growth initiatives. The upcoming results will reflect the 618 Grand Promotion, which is a key e commerce event for the company. Investors are also monitoring how newer services such as food delivery, JD Logistics and ongoing AI investments are influencing the...

Investing.com4d agoneutral
China factory-gate inflation slows more than expected in July

Investing.com -- China’s producer price inflation eased more sharply than expected in July, while consumer inflation also slowed as weaker energy prices and soft domestic demand reduced price pressures, Reuters reported on Sunday, citing official data.

JD.com signs home comfort retail agreement with Carrier
Retail Insight Network16d agoneutral
JD.com signs home comfort retail agreement with Carrier

As part of the arrangement, Carrier’s brands will deepen their existing relationship with JD.com by combining the retailer’s online commerce infrastructure with its physical store network.

JD.com (JD) Faces EU Probe Over Its Proposed Ceconomy Takeover
Simply Wall St.20d agobearish
JD.com (JD) Faces EU Probe Over Its Proposed Ceconomy Takeover

The European Commission has opened a formal investigation into NasdaqGS:JD's proposed takeover of German electronics retailer Ceconomy. The review is being conducted under the EU Foreign Subsidies Regulation, which examines whether non EU state support distorts competition. The investigation brings closer scrutiny to JD.com's cross border expansion plans into Europe's consumer electronics market. JD.com, listed as NasdaqGS:JD, runs a large e commerce and logistics business in China with a...

EU objects to JD.com over Ceconomy deal subsidies
Retail Insight Network20d agoneutral
EU objects to JD.com over Ceconomy deal subsidies

Commission’s concerns centre on whether JD.com benefited from foreign subsidies that could bolster the merged company's market position and harm competition within the EU once the deal is finalised.

EU regulators to issue formal warning to JD.com over Ceconomy deal, sources say
Reuters21d agoneutral
EU regulators to issue formal warning to JD.com over Ceconomy deal, sources say

EU regulators will issue formal ‌charges against Chinese e-commerce ‌giant JD.com over its $2.5 billion bid ​for German electronics retailer Ceconomy, underlining their concerns of unfair subsidies, people familiar with the ‌matter said. The ⁠charges, known as a statement of grounds under ⁠the Foreign Subsidies Regulation, are similar to a statement ​of objections ​or ​charge sheet under ‌EU merger rules where regulators outline specific concerns, which must be addressed by companies or risk a veto on ‌the deal. JD.com said ​the statement of ​grounds is ​a normal procedural ‌step and that it ​continues ​to expect a positive conclusion of the process in ​the second ‌half of 2026.