
The memory-chip maker has ridden the AI boom to become China’s most valuable company by total market cap.
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The memory-chip maker has ridden the AI boom to become China’s most valuable company by total market cap.

Cloud revenue surged 45% as AI infrastructure investments weighed on profitability.

Xpeng stock sank today on disappointing earnings and guidance. But robotics business news makes XPEV shares worth buying on the dip.

Alibaba is betting heavily on AI as cloud revenues accelerate, margins improve and management defends rising CapEx while targeting quicker payback.
Alibaba's aggressive AI infrastructure spending drives record cloud acceleration, while e-commerce faces domestic headwinds and quick commerce shows promising path to profitability.

Alibaba Group (NYSE:BABA) reported June-quarter revenue growth of 9% as accelerating demand for artificial intelligence products and cloud services helped offset the effects of heavier technology investment on profitability. Chief Executive Officer Eddie Wu said Alibaba Cloud’s external revenue ros

Alibaba's (BABA) fiscal first-quarter earnings missed expectations even as revenue edged past Wall S
The retailer's outlook fell short of expectations.
Cloud revenue jumped 45% as AI demand stayed strong. Summary

Net income fell to 10.54 billion yuan in the June quarter, while cloud revenue grew 45% on surging AI demand

75 % That's the increase in quarterly capital expenditure that the Chinese tech and e-commerce company reported just now. It invested almost $10 billion in the three months through June, much of it on AI infrastructure.

Alibaba’s earnings slumped in its fiscal first quarter, as the Chinese e-commerce titan continued to invest heavily in artificial intelligence, racing to preserve its lead in the AI sector.
Investing.com -- Alibaba shares dipped around 4% in U.S. premarket trading Thursday after the Chinese e-commerce and cloud giant reported second-quarter earnings well below analyst expectations.
Investing.com -- Alibaba shares dipped around 4% in U.S. premarket trading Thursday after the Chinese e-commerce and cloud giant reported second-quarter earnings well below analyst expectations.

U.S. stock futures mostly pointed higher, buoyed by the unexpected intervention that broadly lifted global market sentiment.

Alibaba stock has slipped this year but earnings are an opportunity to flip the narrative on its artificial-intelligence progress.
Weibo Corp (WB) reports 2% revenue growth in Q2 2026, driven by a 19% surge in VAS, while navigating advertising softness and investing in AI to enhance user engagement and ad performance.

Alibaba is set to report its fiscal Q1 earnings on Aug. 20. Here’s how the data suggests BABA shares will respond to the earnings event.
Alibaba and NetEase both report earnings the same morning, forcing a direct choice between two very different China tech bets. Analyst sentiment, price targets, and crowd prediction markets all point in conflicting directions, and only one stock survives the growth test.

Baidu (NASDAQ:BIDU) said its AI-powered businesses accounted for half of its general business revenue in the second quarter of 2026, as the company reported rapid growth in AI cloud infrastructure and outlined continued investment in chips, models, applications and autonomous driving. Total revenue

Shares of the Chinese search-engine provider plummet after it posts a dismal set of second-quarter results.

JD.com Inc. reported better-than-expected quarterly profit as its food delivery battle with Alibaba Group Holding Ltd. and Meituan cooled down amid regulatory curbs.
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Amazon (AMZN) stock is ripping higher on Friday after the e-commerce and cloud computing giant delivered a blockbuster Q2 report that comfortably exceeded Wall Street's expectations.
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