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Bloomberg28d agobullish
Alibaba’s Shares Jump Most in Ten Months as Earnings Hopes Grow

(Bloomberg) -- Alibaba Group Holding Ltd.’s shares surged the most since September, after investors turned optimistic on its earnings and shifted capital into major Chinese internet companies that had lagged the market.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthUS Strikes Iran and Blocks Oil Sales in New Test of TruceChina Sent

The Missing Market for Silvercorp
InvestorsHub28d agobearish
The Missing Market for Silvercorp

As Asian demand for mining equities strengthens, Silvercorp’s proposed Hong Kong listing could broaden its investor base and support a valuation re-rating. For years, Alibaba was one of the most important companies in China, yet much of its shareholder base sat thousands of miles away in New York.

Is Alibaba Group Holding (BABA) Undervalued Following Its Buyback And AI Push?
Simply Wall St.29d agobullish
Is Alibaba Group Holding (BABA) Undervalued Following Its Buyback And AI Push?

Alibaba Group Holding (NYSE:BABA) has initiated a substantial share repurchase program, authorizing the buyback of up to 1,907,598,428 shares, which represents 10% of its issued share capital as of September 2025. See our latest analysis for Alibaba Group Holding. Despite announcing the sizeable buyback and rolling out new AI and mapping products, Alibaba Group Holding’s recent share price momentum has been weak. The 30 day share price return is down 19.12%, and the year to date share price...

Proof That China Is Stealing US AI
24/7 Wall St.29d agoneutral
Proof That China Is Stealing US AI

Very recently, there have been more than suspicions that China has been stealing US AI secrets to build their own models, inexpensively. Several American companies, led by Anthropic, say it is so. The huge AI firm, valued at about $1 trillion, sent a letter to Senators, which appears to have settled the matter of the ... Proof That China Is Stealing US AI

Beijing looks at curbing overseas access to its top AI models, sources say
Reuters Videos29d agoneutralVIDEO
Beijing looks at curbing overseas access to its top AI models, sources say

<body><p>STORY: Chinese authorities have looked into restricting overseas access to the country's top AI models.</p><p>That's what sources have told Reuters.</p><p>They added authorities held meetings with top tech firms over the past month about the issue.</p><p>The talks follow a number of steps by Beijing to keep homegrown AI within the country.</p><p>It also shows China, like the U.S., now treats AI as a critical national asset that needs controls.</p><p>The sources said tech giants like Alibaba, ByteDance and Z.ai were at the talks.</p><p>Chinese AI models have expanded globally since the launch of DeepSeek's R1 model last year.</p><p>It's partly due to their low costs and growing capabilities.</p><p>Any decision by Beijing to limit access to those products could ripple across AI markets as costs for many businesses would likely rise.</p><p>Two of the sources said the meetings were led by China's Ministry of Commerce and participants talked about putting limits on the most advanced AI models.</p><p>That included both closed-source and more open versions.</p><p>They added officials talked about making any leak or theft of exclusive AI technology an offense under China's national security law.</p><p>A source further said officials raised the possibility of implementing new measures to restrict who can fund domestic AI startups.</p><p>The sources said the scope of the potential restrictions is still being discussed, and may only apply to future models.</p><p>It wasn't immediately clear when or even if they would come into force.</p><p>China's commerce ministry and the National Development and Reform Commission didn't respond to Reuters requests for comment.</p><p>Alibaba, ByteDance and Z.ai also didn't respond to Reuters queries.</p><p>Three sources also told Reuters DeepSeek is developing its own AI chip.</p><p>It's a move which could lower its reliance on Nvidia and Huawei chips.</p><p>They said it would be designed for inference rather than for training new models.</p><p>Inference is the stage of AI computing where a trained model generates responses for users.</p><p>The company didn't respond to a request for comment.</p></body>

Bloomberg29d agoneutral
Chinese Firms Leave Nvidia for Local AI Suppliers, Survey Shows

(Bloomberg) -- Chinese companies are ditching Nvidia Corp.’s advanced accelerators in favor of domestic silicon, underscoring how tensions with the US are reshaping the AI infrastructure buildout and propelling Beijing’s ambitions to substitute American technology.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthSaudis Slash

Alibaba’s Anthropic ban hides bigger AI shift
TheStreet30d agoneutral
Alibaba’s Anthropic ban hides bigger AI shift

Alibaba’s reported ban on Anthropic’s Claude Code looks, on the surface, like an IT decision at a company. It’s probably bigger than that. A Chinese tech giant has warned staff not to use Anthropic’s AI coding helper at work and has directed them toward its own coding platform, Qoder, Reuters ...

Goldman Sachs turns its back on major semiconductor stock
TheStreet30d agoneutral
Goldman Sachs turns its back on major semiconductor stock

Goldman Sachs spent more than a year telling clients that Taiwan Semiconductor Manufacturing (TSM) was one of the best stocks to own in Asia. However, on July 1, 2026, the bank changed its mind. Goldman dropped TSM from its Asia-Pacific Conviction List. This list is the bank's short roster of ...

Alibaba (NYSE:BABA) Is Pulling AI Companion Features Under China’s New Rules
Simply Wall St.30d agoneutral
Alibaba (NYSE:BABA) Is Pulling AI Companion Features Under China’s New Rules

Alibaba Group Holding and several major Chinese tech platforms are disabling AI companion and chatbot features to comply with new national rules on emotionally influential artificial intelligence. The regulations target humanlike AI tools that could foster emotional dependence, especially among minors, and are prompting adjustments across domestic platforms. The changes affect Alibaba's AI product lineup and may influence how the company shapes future offerings for both Chinese and global...