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JDcom Leans On Services Growth And Joybuy Europe To Support Margins
Simply Wall St.83d agobullish
JDcom Leans On Services Growth And Joybuy Europe To Support Margins

JD.com (NasdaqGS:JD) highlights continued growth in its services and logistics operations. The company reports wider profit margins, supported by marketing and margin efficiency. JD.com launches Joybuy in Europe, extending its e-commerce reach beyond China. Management points to resilience in services and logistics alongside challenges in electronics and home appliances. JD.com, known for its e-commerce platform and integrated logistics network, is leaning more on services and supply chain...

US clears sales of Nvidia's H200 chip to 10 China firms
Reuters Videos83d agoneutralVIDEO
US clears sales of Nvidia's H200 chip to 10 China firms

<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&nbsp;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&nbsp;government fears imports could weaken a push to develop homegrown AI chips.</p><p>China's AI chips&nbsp;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>

Alibaba Targets Big AI Gains Even as Business Growth Falls Short
Bloomberg83d agoneutral
Alibaba Targets Big AI Gains Even as Business Growth Falls Short

(Bloomberg) -- China’s twin technology leaders reported revenue that fell short of estimates, signaling the challenges in translating higher AI spending into profits. Yet investors piled into Alibaba Group Holding Ltd. after the company declared it’s on track to triple revenue from artificial intelligence services.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Coun

JD.Com Analyst Raises Estimates On Recovering Profitability, Earnings Inflection
Benzinga84d agoneutral
JD.Com Analyst Raises Estimates On Recovering Profitability, Earnings Inflection

Shares of JD.Com Inc (NASDAQ:JD) surged on Wednesday after the company posted strong first-quarter (Q1) results. Benchmark analyst Fawne Jiang said the Q1 results and second-quarter outlook point to "a clear earnings inflection point," with profitability growth "firmly back on track." The JD.Com Analyst: Jiang, reiterated a Buy rating and raised the price target from $38 to $42. The JD.Com Thesis: Despite a challenging backdrop, the company delivered modestly better-than-expected revenue, margin

Alibaba, Tencent Disappoint Investors Hoping for Big AI Payoff
Bloomberg84d agobearish
Alibaba, Tencent Disappoint Investors Hoping for Big AI Payoff

(Bloomberg) -- China’s twin leaders in artificial intelligence reported revenue that fell short of estimates, disappointing investors who hoped their growing spending on AI would turbocharge growth.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyAlibaba Group Holding Ltd. post

JD.com (JD) Earnings A Test For Michael Burry’s Bull Thesis
Insider Monkey85d agoneutral
JD.com (JD) Earnings A Test For Michael Burry’s Bull Thesis

JD.com Inc. (NASDAQ:JD) is one of the 9 Stocks Big Short’s Michael Burry Is Betting On. On May 5, an SPDB analyst set a target price of HK$135 on JD.com Inc. (NASDAQ:JD) and maintained a Buy rating on the stock. This reflects a 14.5% upside from here on. Michael Burry usually backs stocks for much […]

JD.com Q1 Earnings Call Highlights
MarketBeat85d agoneutral
JD.com Q1 Earnings Call Highlights

JD.com (NASDAQ:JD) reported a faster pace of revenue growth and higher profitability in the first quarter of 2026, as gains in general merchandise, marketplace services and logistics helped offset continued pressure in electronics and home appliances. Chief Executive Officer Sandy Xu said total rev

China's JD.com reports 5% rise in quarterly revenue, beating estimates
Reuters Videos85d agobullishVIDEO
China's JD.com reports 5% rise in quarterly revenue, beating estimates

<body><p>STORY: JD.com beat first-quarter revenue and profit expectations on Tuesday.</p><p>It was seen as a positive sign by investors and shares rose about 1% after the update.</p><p>Subsidies from local governments have proved helpful to JD.com.</p><p>It's encouraged consumers to trade in old appliances and electronics, with JD.com the biggest retailer of these goods.</p><p>Markets watchers will want to see if Beijing's subsidy program can help the firm keep up its momentum.</p><p>Especially as tariff and consumer-demand pressure mounts.</p><p>JD.com's&nbsp;home Chinese market has long struggled with weak consumer confidence.</p><p>That's due to a property slump and higher tariffs imposed by the U.S. on many Chinese goods.</p><p>The U.S.-Iran war has also raised fuel prices and the cost living - which has hit consumer spending power.</p><p>JD.com said revenue for the quarter ended March was just under $46.5 billion - that was&nbsp;ahead of analyst forecasts.</p><p>However, higher costs hit net income.</p><p>JD.com has spent more on fulfilment&nbsp;costs, research and development as well as marketing.</p></body>

Did Bullish Analyst Revisions and Hedge Fund Interest Just Shift JD.com's (JD) Investment Narrative?
Simply Wall St.92d agoneutral
Did Bullish Analyst Revisions and Hedge Fund Interest Just Shift JD.com's (JD) Investment Narrative?

In recent weeks, JD.com, Inc. has seen improving sentiment as positive earnings estimate revisions and stronger demand across key business segments have supported a short-term bullish setup. An interesting aspect of this shift is the combination of bullish analyst views and hedge fund interest, which together underline confidence in JD.com’s demand recovery story. Against this backdrop of improving demand highlighted by analysts, we’ll now examine how the recent news could influence...

A Look At JD.com (NasdaqGS:JD) Valuation As Mixed Returns Keep Investors Watching
Simply Wall St.93d agoneutral
A Look At JD.com (NasdaqGS:JD) Valuation As Mixed Returns Keep Investors Watching

Why JD.com (NasdaqGS:JD) is on investors’ radar today JD.com (NasdaqGS:JD) stock is in focus after recent trading left it near US$29.96, with returns mixed across different periods, including gains over the past month but a negative move over the past year. See our latest analysis for JD.com. Recent trading has been slightly softer, with a 1-day share price return showing a 1.19% decline. JD.com has a 30-day share price return of 5.27% and a 1-year total shareholder return showing an 8.97%...