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Alibaba may start charging for use of latest AI model
Reuters Videos17h agoneutralVIDEO
Alibaba may start charging for use of latest AI model

<body><p>STORY: :: Stephen Nellis, Technology Correspondent</p><p>So why might Alibaba, the Chinese tech giant that's taken the world by storm, by offering a free download of its cutting edge AI, want to start charging money just like its rivals in the United States?&nbsp;</p><p>:: San Francisco, California / August 6, 2026</p><p>Like all major AI companies, Alibaba spends a ton of money training and developing its AI models. So like all companies, Alibaba wants to recoup some of that cost. Now they've always charged money if you want to buy it directly from Ali Cloud, but if you wanted to run it in your own data center, you could do that without necessarily paying Alibaba. That might change as soon as next week.&nbsp;</p><p>The U.S. labs are largely what's called closed source. That means you can only really access their models by going directly to them and paying them to get it from their data centers. Now, companies like Alibaba offer it on that basis too, but you can also download the model and run it in your own data center without necessarily having to pay them. That is changing. A few weeks ago, Moonshot, the creator of the Kimi K3 model, put out a model that you can run in your own data center. But if you make more than $20 million a year, you need to work at a commercial agreement with them that we understand from our sources involves sharing quite a bit of your revenue. We understand from those same sources that Alibaba is poised to do the same thing as soon as next week.&nbsp;</p><p>One of the questions this raises is whether this new strategy from the Chinese AI companies is trouble for U.S. companies like OpenAI. In the short term, probably so. These Chinese companies have been able to offer extremely competitive technology in terms of what the models can do at a much lower price, sometimes at about a third of the price of US models. However, these models are still very expensive to operate. So over the long term, most of the sources in the AI community think that these prices will start to come closer together and it'll be a much more vigorous competition between the two countries and the labs in each.&nbsp;</p></body>

Honeywell (HON) Stock Trades Below Fair Value Despite Mixed Checks
Simply Wall St.18h agoneutral
Honeywell (HON) Stock Trades Below Fair Value Despite Mixed Checks

Honeywell International stock has delivered a sharp decline of about 38.5% year to date, even though it still shows a gain over the past year, which leaves investors weighing whether the recent weakness lines up with what the valuation checks are saying. The share price is down roughly 38.5% year to date, which suggests sentiment has cooled sharply despite a 15.0% return over the past year. Recent moves to focus on pure-play automation and the separation of the aerospace business can support...

Can D Wave Quantum (QBTS) Justify Its Price After A Huge Run?
Simply Wall St.18h agoneutral
Can D Wave Quantum (QBTS) Justify Its Price After A Huge Run?

D-Wave Quantum stock has delivered a very large 3 year return, but its valuation checks lean expensive, which raises questions about how much of the recent quantum computing progress and commercial traction is already reflected in the price. Over the past 3 years, D-Wave Quantum has returned roughly 12x, which sets a high bar for any further upside from here. Recent research on a high fidelity two qubit gate and expanded enterprise work with AT&T and Nasdaq Verafin can support high growth...

NANO Nuclear Energy (NNE) Picked For Air Force Backed KRONOS Microreactor Project
Simply Wall St.18h agoneutral
NANO Nuclear Energy (NNE) Picked For Air Force Backed KRONOS Microreactor Project

NANO Nuclear Energy (NasdaqCM:NNE) has been selected by AFWERX for a Department of the Air Force Small Business Innovation Research Phase I contract. The contract supports development of the company’s KRONOS MMR™ Energy System for potential national defense applications. The AFWERX award marks a key milestone for NANO Nuclear Energy, with the project focused on microreactor based energy solutions for the Air Force. For broader context around this news, consider reviewing other nuclear...

News Corp. (NWSA) Stock Draws Fresh Price Target Split As Fair Value Edges Higher
Simply Wall St.18h agoneutral
News Corp. (NWSA) Stock Draws Fresh Price Target Split As Fair Value Edges Higher

Price targets for News Corp. have been revised in both directions, with the updated model lifting fair value from US$35.18 to US$36.68, roughly a 4.3% change. Analysts are split, with some raising targets on stronger conviction in the story and others trimming expectations, which reflects a more debated view of risk and reward at current levels. As you read on, you will see how this evolving narrative could shape the way you track News Corp. from here. Analyst Price Targets don't always...

Did Strong Q2 Results and a Higher Payout Just Shift Energy Transfer's (ET) Investment Narrative?
Simply Wall St.18h agoneutral
Did Strong Q2 Results and a Higher Payout Just Shift Energy Transfer's (ET) Investment Narrative?

Energy Transfer LP recently reported its second-quarter 2026 results, with sales rising to US$34.33 billion and net income to US$2.09 billion, alongside higher earnings per unit. The partnership also increased its quarterly cash distribution to US$0.34 per common unit for the quarter ended June 30, 2026, highlighting a focus on returning more cash to unitholders as volumes and profitability improved. Next, we’ll examine how these strong earnings and the raised full-year outlook may influence...

Archer Aviation (ACHR) Stock Looks Below Fair Value But Broader Checks Stay Mixed
Simply Wall St.18h agoneutral
Archer Aviation (ACHR) Stock Looks Below Fair Value But Broader Checks Stay Mixed

Archer Aviation stock is trying to rebuild investor confidence after a multi year share price decline, yet its current valuation checks and recent news on its electric aircraft and AI safety tools point to a more mixed picture than a simple bargain call. Over the past 5 years, Archer Aviation has delivered a decline of about 47%, which keeps expectations in check even as interest in electric air taxis and aviation AI grows. Progress on the Midnight aircraft’s piloted city to city flights and...

Alibaba Group Holding (BABA) Faces A Lawsuit, Is The Stock Still Cheap?
Simply Wall St.18h agobearish
Alibaba Group Holding (BABA) Faces A Lawsuit, Is The Stock Still Cheap?

Alibaba Group Holding (NYSE:BABA) is back in the spotlight after Rosen Law Firm filed a class action lawsuit covering investors who bought the stock between June 26, 2025 and June 24, 2026. See our latest analysis for Alibaba Group Holding. Recent AI announcements, including the Qwen3.8 Max model and reports of potential automotive use cases, have helped Alibaba Group Holding’s 30 day share price return reach 29.21%. However, the year to date share price return remains down 18.58% and the 5...

PENN Entertainment Q2 Earnings Call Highlights
MarketBeat18h agoneutral
PENN Entertainment Q2 Earnings Call Highlights

PENN Entertainment (NASDAQ:PENN) reported record second-quarter retail revenue and raised its full-year outlook for the segment, while management said its interactive business continued to narrow losses through lower marketing spending, cost efficiencies and growth in online casino operations. Chie

Palladyne AI Q2 Earnings Call Highlights
MarketBeat18h agoneutral
Palladyne AI Q2 Earnings Call Highlights

Palladyne AI (NASDAQ:PDYN) reported second-quarter revenue of $5.8 million, a company record that rose 63% sequentially and 470% from a year earlier, as it cited growth across its precision manufacturing, avionics, engineering services and AI development activities. The company reaffirmed its 2026

Ouster Q2 Earnings Call Highlights
MarketBeat18h agoneutral
Ouster Q2 Earnings Call Highlights

Ouster (NASDAQ:OUST) reported second-quarter revenue of $55 million, up approximately 56% from a year earlier, as demand from industrial and smart-infrastructure customers helped the lidar and perception technology company ship a record number of sensors. Chief Executive Officer Angus Pacala said t

Bloomberg18h agoneutral
Bond Traders Look to Jobs Data That May Tip Scale on Fed Hike

(Bloomberg) -- Bond investors are bracing for labor market data Friday, which could cool growing expectations the Federal Reserve raises interest rates at its next meeting in September. Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s Mortgage Firm Suffers Record Drop on Di

World shares are mixed after US stocks fall back, while oil rebounds
Associated Press19h agobullish
World shares are mixed after US stocks fall back, while oil rebounds

World shares were mixed Friday after a modest retreat on Wall Street, while the price of Brent crude gained more than 1%. In early European trading, Germany's DAX rose 0.4% to 26,253.77, while the CAC 40 in Paris edged 0.2% higher to 8,715.47. Selling of computer chipmakers and other stocks linked to the boom in artificial intelligence appeared to taper off a bit as Tokyo's Nikkei 225 lost 0.1% to 65,606.71.

Bloomberg19h agobullish
Lazard Fund Beating 93% of Peers Adds Samsung During Memory Rout

(Bloomberg) -- The manager of a $9.6 billion Lazard Asset Management fund used the July plunge in Samsung Electronics Co. to add the stock to her portfolio for the first time in more than a year.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s Mortgage Firm Suffers Record D

The Bull Case For ImmunityBio (IBRX) Could Change Following ANKTIVA’s Broad UAE Approval And Ongoing Losses
Simply Wall St.19h agoneutral
The Bull Case For ImmunityBio (IBRX) Could Change Following ANKTIVA’s Broad UAE Approval And Ongoing Losses

In the past week, ImmunityBio, Inc. received marketing authorization in the United Arab Emirates for ANKTIVA across BCG-unresponsive non-muscle invasive bladder cancer and metastatic non-small cell lung cancer, while reporting second-quarter 2026 revenue of US$51.24 million and a net loss of US$230.38 million. The UAE decision gives ANKTIVA its broadest approval yet across the full spectrum of BCG-unresponsive bladder cancer and checkpoint-refractory lung cancer, extending ImmunityBio’s...

ConocoPhillips (COP) Names Andy O'Brien CEO To Succeed Ryan Lance In 2026
Simply Wall St.19h agoneutral
ConocoPhillips (COP) Names Andy O'Brien CEO To Succeed Ryan Lance In 2026

ConocoPhillips (NYSE:COP) announced that Andy O'Brien will succeed Ryan Lance as president and CEO effective September 1, 2026. The planned succession marks a scheduled leadership transition at the top of the oil and gas company. Ryan Lance is expected to remain in his current role until the handover to support an orderly change in leadership. The announcement highlights a future shift in executive leadership that investors may monitor for possible changes in corporate...

Why Satellogic (SATL) Is Up 44.4% After Surging Revenue And Deeper First-Half Losses
Simply Wall St.19h agoneutral
Why Satellogic (SATL) Is Up 44.4% After Surging Revenue And Deeper First-Half Losses

Satellogic Inc. has reported past second-quarter 2026 results showing revenue of US$15.92 million versus US$4.44 million a year earlier, alongside a wider net loss of US$20.05 million compared with US$6.65 million. For the first half of 2026, revenue rose to US$22.03 million from US$7.83 million, but the net loss expanded to US$138.35 million, underscoring the tension between rapid top-line growth and the cost of scaling its Earth observation platform. We’ll now examine how this sharp...