High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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
For years, Washington treated advanced AI chips like strategic weapons. The U.S. tightened export controls, China accelerated domestic chipmaking, and companies caught in the middle — especially Nvidia (NASDAQ:NVDA) — watched billions of dollars in potential revenue sit behind regulatory walls. Now the story has taken a twist few investors saw coming. President Donald Trump ... Trump Bought Up to $5 Million of Nvidia Stock — Then OK’d AI Export Deals That Sent Shares Soaring
If you are wondering whether Alibaba Group Holding is offering good value at its current price, this breakdown will help you judge the stock using clear, comparable valuation checks. The stock most recently closed at US$141.12, with returns of 0.1% over the past week, 7.4% over the past month, a decline of 9.4% year to date, a 15.8% gain over the past year and a decline of 31.6% over five years. Recent coverage has focused on how Alibaba is repositioning its core operations and capital...
Wall Street braces for what could be the largest stock market debut in history, but the most cited academic on US IPO performance is warning buyers to sit on their hands. SpaceX is reportedly targeting a valuation of roughly $1.75 trillion in its planned offering, and Reuters this morning lined the deal up against three ... The Professor Who Tracks Every US IPO Just Issued a Warning on SpaceX: “Most of the Time, Things Don’t Go According to Plan.”
SpaceX is targeting a valuation of roughly $1.75 trillion in its upcoming initial public offering, in what could be the biggest-ever stock market debut by a U.S. company on Wall Street. The listing of Elon Musk-led SpaceX could easily dwarf many of the biggest U.S. IPOs on record, including those of Alibaba, Visa and Facebook, now Meta Platforms, which analysts say reflects high growth expectations from the rocket and satellite company that it may struggle to meet. Analysts say SpaceX's proposed valuation reflects in part how much investors are being asked to pay for future growth.
U.S. approval for around 10 Chinese firms to buy H200 chips comes as Cantor Fitzgerald raises Nvidia's target to $350.
Nvidia stock is rallying on reports that the U.S. has approved H200 sales to 10 major Chinese customers. Recent filings also confirm that President Trump invested in NVDA shares in Q1.
Despite the earnings hit, BABA continued to climb as investors focused on long-term growth prospects and cloud/AI expansion momentum.
Opportunities continue to mount for the AI chipmaker.
Alibaba’s latest earnings report gave investors two very different numbers to digest, and the market appeared more interested in the one tied to artificial intelligence. The Chinese e-commerce and cloud giant reported revenue of RMB243.38 billion, or $35.28 billion, for the quarter ended March 31, ...
On the eve of the Trump-Xi summit in Beijing, the United States quietly cleared roughly 10 Chinese firms, including Alibaba, Tencent, ByteDance, and JD.com, to buy NVIDIA’s H200 accelerators, with Lenovo and Foxconn approved as distributors. NVIDIA (NASDAQ:NVDA) shareholders, sitting on a $5.33 trillion market cap and a stock up 19% in the past month, ... NVIDIA Wins. America Loses
Nvidia stock gapped higher on Thursday on a report that Chinese firms are lining up to buy its AI chips if they can secure China's approval.
NVIDIA stock hit a record $236.46 on the CEO's latest remarks & after Washington cleared H200 chip sales to Alibaba, Tencent, ByteDance & JD.com.
The administration first gave Nvidia the nod to sell the high-end chips to China in December, but those sales have yet to materialize, in part because of the hoops the manufacturer had to jump through.
Ten firms have been approved for up to 75,000 chips each
For the past two years, the artificial intelligence boom has been shaped as much by politics as technology. Washington tightened export controls, while Beijing pushed for self-reliance. And investors in Nvidia (NASDAQ:NVDA) watched one of the company’s largest growth markets turn into a geopolitical chessboard. Now comes a potentially major shift. According to an exclusive ... Did Nvidia CEO Jensen Huang Just Unlock the $50 Billion China Market?
Nvidia stock surged 4% on Thursday.
Alibaba (NYSE:BABA) just received twin price target hikes from two major firms, both landing on the same number. Barclays raised its price target to $195 from $186 while reiterating an Overweight rating, and Mizuho analyst Wei Fang lifted his target to $195 from $190 with an Outperform rating. The convergence comes one day after Alibaba’s ... Wall Street Splits on Alibaba: Two Firms Hike Price Targets to $195 as Cloud Growth Hits 38%
The United States has cleared roughly 10 Chinese companies to purchase Nvidia Corp (NASDAQ:NVDA, XETRA:NVD)'s H200 artificial intelligence chips, according to a Reuters report citing people familiar with the matter. The approved firms include major technology companies such as Alibaba,...
<body><p>STORY: The U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200.</p><p>That's according to three sources speaking to Reuters.</p><p>But they said not a single delivery has been made so far.</p><p>It's left a major tech deal in limbo as CEO Jensen Huang looks for a breakthrough in China this week.</p><p>A source said Huang joined the US delegation to Beijing after a late invitation from Donald Trump.</p><p>The U.S. President picked him up in Alaska en route to a summit with Chinese President Xi Jinping.</p><p>Huang's presence raised hopes the trip could finally unlock stalled efforts to sell the H200 chips in China.</p><p>Sources said the U.S. Commerce Department has approved around 10 Chinese companies to buy the H200.</p><p>Those firm include Alibaba, Tencent, ByteDance and JD.com, and some distributors like Lenovo and Foxconn.</p><p>The sources added buyers can buy either directly from Nvidia or through those intermediaries.</p><p>And each approved customer can purchase up to 75,000 chips under the U.S. licensing terms.</p><p>A spokesperson for the U.S. Department of Commerce declined to comment.</p><p>Chinese authorities didn't respond to requests for comment either.</p><p>Huang told state broadcaster CCTV on Thursday he hoped Trump and Xi would build on their good relationship during talks in Beijing.</p><p>One source said deals have stalled despite U.S. approval as Chinese firms have pulled back after guidance from Beijing.</p><p>They added the shift in China was partly caused by changes on the U.S. side, though it isn't clear what exactly shifted.</p><p>A separate source said pressure is mounting in Beijing to block or tightly vet the orders.</p><p>Beijing's hesitation reflects strategic thinking as the government fears imports could weaken a push to develop homegrown AI chips.</p><p>China's AI chips still lag behind Nvidia.</p><p>But local firms like DeepSeek have promoted their reliance on domestic chips, including those developed by Huawei.</p></body>
BABA's Q4 earnings miss estimates as heavy AI, cloud and commerce investments hit margins, despite revenue growth and strong cloud and quick commerce momentum.
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.
Alibaba, Tencent, ByteDance, and JD.com are among the approved buyers, but Beijing's hesitation has stalled every transaction
Nvidia Climbs on Major China AI Chip Sales Green Light
U.S. approved H200 chip sales to about 10 Chinese firms.
Alibaba (BABA) and JD.com (JD) are among the roughly 10 Chinese companies that have secured US clear
Tencent's slowest revenue growth in six quarters adds pressure as AI spending rises and games soften.
Alibaba and Tencent missed revenue estimates as investors questioned when heavy AI spending could deliver faster growth.
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