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High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

Market Catalysts Host Jared Blikre uses Yahoo Finance's AlphaSpace platform to take a closer look at Alibaba's (BABA, 9988.HK) stock moves as it issues new shares, how Cleveland-Cliffs (CLF) and other steel companies are reacting to a potential US-Canada trade war, and Wells Fargo's downgrade on Canada Goose (GOOS).
Investing.com -- S&P 500 and Nasdaq futures fell Monday as investors braced for a heavy week featuring potential new U.S. sanctions on Iran, Federal Reserve Chair Kevin Warsh’s Jackson Hole address, and quarterly results from Nvidia.

The AI spending boom is outrunning Wall Street estimates, Trump considers changing capital-gains taxes, China’s property crisis isn’t over, and more news to start your day.

Today Earnings (a.m.): Walmart, Alibaba, Deere & Co., Advance Auto Parts, Earnings (p.m.): Ross Stores Economic data: Unemployment insurance initial weekly claims, Philadelphia Fed manufacturing survey, U.

Today Federal Reserve: FOMC minutes from Fed’s July meeting Earnings (a.m.): Target, Lowe's, TJX, Analog Devices, Estee Lauder Economic data: EIA weekly petroleum status report, CPI (UK), PPI (UK) Tomorrow Earnings: Walmart, Alibaba, Deere & Co.

Today Earnings (a.m.): Home Depot, Baidu Earnings (p.m.) Toll Brothers Economic data: Housing starts for July, pending home sales, import and export price indexes, July industrial production and ...

Monday Economic data: Empire state manufacturing survey (Federal Reserve Bank of New York), NAHB home builder confidence index, Treasury international capital data (U.S.), CPI (Canada). Earnings (p.

Markets face a retail-dominated week where Home Depot (HD), Target (TGT), TJX Companies (TJX), and Walmart (WMT) report earnings providing critical consumer spending assessment across income segments.
(Bloomberg) -- Jack Ma-backed OceanBase is seeking to raise money to help it operate more independently and bankroll its expansion into AI database services, according to people familiar with the matter. Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeUEFA Considering Boycott of FIFA To
(Bloomberg) -- Z.AI has completed construction of a major data center that it plans to fill only with Chinese-made chips, a step forward in Beijing’s efforts to shift away from restricted Nvidia Corp. silicon for future AI development.Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaChina AI Sensation Moonshot’s Gamble on Big Models Pays OffTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawMoonshot’s Kimi K3 May Be More About Memory Than ComputeUS
(Bloomberg) -- A small number of Nvidia Corp.’s H200 artificial intelligence chips have been shipped to customers in China after winning US approval, the Trump administration official who oversees export control programs confirmed.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeUS CPI Falls for the First Time Since 2020, Core Gauge FlatLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkA
Alibaba Group (NYSE:BABA)'s US-listed shares jumped almost 11% on Tuesday, supported by a temporary legal reprieve in the United States and growing optimism ahead of the company's upcoming earnings report. Investor sentiment improved after a US federal judge temporarily blocked restrictions...
Stock Market Today: The Dow Jones index dropped Wednesday after Trump declared the ceasefire is "over." Micron and Sandisk dived.
(Bloomberg) -- A federal judge ordered the Pentagon to give Alibaba Group Holding Ltd. a reprieve from a law that caused all of its lobbyists to drop it while she considers its constitutionality in a case set to test the ability of the US government to restrict Chinese companies’ activities.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsBrazil Freezes $2 Billion, Pursues Arrests After US SanctionWhy the Great American State Fair Looks So EmptyOil’s Supply
The Chinese tech giant Alibaba will pay $600 million to resolve a dispute with the U.S. government over allegations that the Hangzhou-based firm sold and imported illegal pharmaceuticals, controlled substances, regulated chemicals, and pill-making equipment into the U.S. Alibaba operates some of the world's largest e-commerce platforms, including Alibaba.com and AliExpress.com. The U.S. alleges that Alibaba’s U.S.-based payment processor, AUS Merchant Services, violated federal law by failing to prevent merchants from selling and importing illegal products into the U.S. through Alibaba.com and AliExpress.com.
The Chinese giant isn't completely insulated from those higher tariffs and tighter restrictions.
Chinese tech giant Alibaba has filed a federal lawsuit against the Defense Department for designating it a military-linked firm.
Chinese tech and e-commerce giant Alibaba sued the U.S. Department of Defense for designations including saying it was a "Chinese military company," according to a court filing on Tuesday. "The determinations have no basis in fact or law," Alibaba said in its lawsuit. "Alibaba is governed by an independent board, none of whom has any military affiliation."
Investing.com -- The Pentagon added Alibaba Group Holding Ltd., BYD Co. and Baidu Inc. to its list of companies that support the Chinese military on Monday. The announcement was posted to the Federal Register and updates the Defense Department’s roster of companies believed to aid the People’s Liberation Army.
The U.S. on Monday issued an updated list of Chinese companies it believes are aiding Beijing's military, including e-commerce group Alibaba, Internet search provider Baidu and automaker BYD. The long-awaited update supersedes a list from early 2025, and comes less than a month after President Donald Trump met China's Xi Jinping on a visit to Beijing, where the two leaders maintained a delicate trade war truce. In February, when Trump's trip to China had been pending, the Pentagon briefly posted an updated list, known as the 1260H or CMC list, but then quickly withdrew it with little explanation.
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.

