High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The artificial intelligence revolution has made Nvidia (NVDA) one of the most valuable firms in the world. But for its chief executive, Jensen Huang, the next phase of growth may hinge on something outside the company’s control: whether Washington and Beijing can agree on the rules of the AI chip ...
ACM Research is moving beyond wafer-cleaning tools toward a broader role inside chip fabs, putting ACM Shanghai’s economics at the center of how investors should read the Nasdaq-listed shares.
3G Capital dumped Microsoft stock and piled into semiconductor names. Here's what the move says about AI investing right now, and whether MSFT remains a buy.
(Bloomberg) -- Moonshot AI has informed its investors it will revamp its corporate structure to pave the way for an initial public offering in Hong Kong, aligning with Beijing’s tightened requirements for Chinese companies seeking an overseas debut. Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksStocks and Oil Whipsaw on Mixed US-Iran Signals: Markets WrapTrump Says Holding Off on New Iran Strikes After
Nvidia Corp is the subject of a short report released Wednesday by Culper Research, which alleges the semiconductor giant faces a significant and undisclosed “China problem.” The report claims that while Nvidia has publicly stated its China compute business dropped...
NVDA stock recently hit record highs, but its upcoming earnings report could be the next major catalyst.
I’m putting a fresh stake in the ground on Alibaba (NYSE:BABA) after a messy but strategically important quarter. Alibaba is sacrificing near-term profitability to scale its AI and cloud franchise, and the market is still digesting what that trade-off means. My read: the setup is constructive, even if the headline numbers look ugly. Our 24/7 Wall ... Prediction: Alibaba Stock May Be Entering a New Era
Baidu (NASDAQ:BIDU) reported a return to revenue growth in its first quarter of 2026, with management emphasizing that artificial intelligence has become the company’s primary growth engine and now accounts for a majority of its general business revenue. Co-founder and Chief Executive Robin Li said
Zacks.com users have recently been watching Alibaba (BABA) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Consensus at $79 billion sits above Nvidia's own guidance midpoint
Baidu stock climbed higher early Monday after the Chinese search engine company reported first-quarter results ahead of analyst expectations. Baidu said that it earned an adjusted 12.06 yuan per American depositary share for the March quarter, down 34% from a year earlier. Often compared to Google, Baidu was one of the quickest Chinese tech companies to embrace AI.
With U.S. federal debt exceeding 100% of GDP, VXUS and IXUS offer investors international equity exposure as a hedge against rising sovereign risk.
Alibaba shares climbed on excitement about its artificial intelligence strategy.
In May 2026, Alibaba Group Holding reported Q4 2026 revenue of CNY 243,380 million and net income of CNY 25,541 million, alongside full-year revenue of CNY 1.02 billion and net income of CNY 103,592 million, while declaring an annual dividend of US$1.03 per share. Behind the mixed headline results, Alibaba’s AI and cloud operations continued to scale, with Cloud Intelligence Group revenue rising sharply and AI-related products contributing a growing share of external cloud revenue, even as...
AI investing often comes with high expectations and high volatility. Alibaba stock offers a different opportunity altogether.
The U.S. government has authorized the sale of Nvidia Corp.'s powerful H200 AI chips to 10 Chinese tech giants, including Alibaba Group Holding Ltd. ADR and Tencent Holdings ADR, but Beijing's intervention has brought deliveries to a complete standstill. Deals...
For years, investors have watched private companies stay private longer while Wall Street’s biggest gains increasingly went to venture capital firms and institutional money managers. That’s part of why the upcoming IPO of SpaceX has generated so much excitement. Retail investors finally get a shot at owning one of the world’s most influential companies. And ... The SpaceX IPO Is Coming June 12. Here’s Why You Shouldn’t Rush In to Buy
Despite Alibaba Group's report of a sharp drop in profitability, its full-stack AI business could be seen as a pivot in the right direction.
Emerging markets investing has a recurring frustration. You buy the asset class for diversification and growth, then find that a handful of state-owned banks, commodity giants, and speculative tech names dominate the index. Fidelity Emerging Markets Multifactor ETF (NYSEARCA:FDEM) tries to fix that by screening the same universe through four lenses at once, value, quality, ... Value, Quality, Momentum, And Lower Volatility In One Emerging Markets Fund
Alibaba Group Holding (NYSE:BABA) reported quarterly results highlighting AI driven cloud revenue, with external AI related cloud products reaching triple digit growth for the 11th straight quarter. The company indicated that AI related services are expected to contribute more than half of its cloud revenue within about a year. U.S. authorities approved Nvidia to supply advanced AI chips to Alibaba and select Chinese firms, followed soon after by new regulatory scrutiny around such...
President Donald Trump and Chinese leader Xi Jinping’s long-anticipated summit ended with both suggesting an agreement to reset their relationship, but with few concrete breakthroughs otherwise. With such low expectations heading into the meeting, even underwhelming results appear to be enough to soothe investors for now. The cooling of tensions could draw U.S. investors back to Chinese stocks—after wariness about tit-for-tat retaliations between the two superpowers—and boost that market.
Apple Slashes iPhone 17 Prices in China Ahead of Major Shopping Festival
Alibaba stock is trading lower after yet another profit miss. The company's AI business, meanwhile, continues to grow at a stellar pace.
Shares of Nvidia (NASDAQ:NVDA) have broken out in a big-time way, with shares blasting off more than 4% on Thursday, thanks in part to promising developments arising from China. Indeed, the U.S. government is giving the green light for a number of tech firms, including the likes of Alibaba (NASDAQ:BABA), among others, to import Nvidia’s ... Nvidia Isn’t Just Breaking Out — It’s Entering a New Altitude Zone the Market Still Hasn’t Modeled
Alibaba's fiscal Q4 profit collapse highlights soaring AI and commerce spending, with margins under pressure and no clear timeline for recovery into 2026.
The hot ticker on every retail trader’s screen this week is Cerebras Systems (NASDAQ:CBRS), the AI chip designer whose IPO surged 65% on its IPO day and is now drawing the predictable wave of FOMO from anyone hunting the next Nvidia. But here’s what you should actually be watching. Cerebras went public into the most ... Forget Cerebras Systems’ IPO and Focus on This Tech Giant Instead
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