GuruFocus.com129d agoneutral
Nvidia Gains on China H200 Sales ApprovalTen firms have been approved for up to 75,000 chips each
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24/7 Wall St.129d agoneutral
Did Nvidia CEO Jensen Huang Just Unlock the $50 Billion China Market?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?
Barchart129d agoneutral
JD Stock Rises as Trump Visits China. It Could Go Much Higher.JD.com (JD) shares broke out to a fresh 2026 high on Wednesday. That opens the door for a potentially higher run, after reporting first-quarter 2026 earnings that exceeded analyst expectations. The stock’s 20-day moving average has renewed its upward trend, after creating a brief base. The 200-day moving average turned...
Yahoo Finance129d agobullish
Nvidia tops $5.5 trillion valuation as stock surgesNvidia stock surged 4% on Thursday.
Proactive129d agoneutral
Nvidia gains US approval for H200 chip sales to Chinese tech giants: reportThe 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,...
Simply Wall St.129d agobullish
JDcom Leans On Services Growth And Joybuy Europe To Support MarginsJD.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...
Reuters Videos129d 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 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>
Quartz129d agobullish
U.S. approves Chinese companies to buy Nvidia H200 AI chipsAlibaba, Tencent, ByteDance, and JD.com are among the approved buyers, but Beijing's hesitation has stalled every transaction
GuruFocus.com129d agoneutral
Nvidia Stock Rises as U.S. Clears AI Chip Sales to ChinaNvidia Climbs on Major China AI Chip Sales Green Light
GuruFocus.com129d agobullish
Nvidia Wins China H200 Approval, but Shipments StallU.S. approved H200 chip sales to about 10 Chinese firms.
MT Newswires129d agobullish
Market Chatter: Alibaba, JD.com Among Chinese Firms Cleared by US to Buy Nvidia H200 AI Chips But Deals StallAlibaba (BABA) and JD.com (JD) are among the roughly 10 Chinese companies that have secured US clear
Bloomberg129d 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
Yahoo Finance129d agobullish
Nvidia to report Q1 earnings, as chip stocks soar on AI strengthAI heavyweight Nvidia (NVDA) will report its first quarter results on May 20, in what is easily one of the most anticipated announcements of the earnings season.
Benzinga130d agoneutral
JD.Com Analyst Raises Estimates On Recovering Profitability, Earnings InflectionShares 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
Bloomberg130d 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
GuruFocus.com130d agoneutral
JD.com Inc (JD) Q1 2026 Earnings Call Highlights: Strong Growth in Service and Logistics Amidst ...JD.com Inc (JD) reports robust revenue growth in service and logistics sectors, while navigating challenges in electronics and home appliances.
Insider Monkey130d agoneutral
JD.com (JD) Earnings A Test For Michael Burry’s Bull ThesisJD.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 […]
MarketBeat131d agoneutral
JD.com Q1 Earnings Call HighlightsJD.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
Reuters Videos131d 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 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 ahead of analyst forecasts.</p><p>However, higher costs hit net income.</p><p>JD.com has spent more on fulfilment costs, research and development as well as marketing.</p></body>
Barrons.com131d agobearish
Alibaba Earnings Are Coming. Food-Delivery and AI Investment Could Hurt Profits.Alibaba earnings are expected to show falling profit as it invests in artificial intelligence and food delivery.
Barrons.com131d agoneutral
JD Stock Rises. How Earnings Are Easing Price-War Fears.Income for JD’s retail business jumped 17% from a year ago as the Chinese government rolls out subsidies to try to revive spending.
Investing.com131d agobullish
JD.com beats estimates as earnings surge 41%; shares up in pre-market tradeInvesting.com -- JD.com Inc (NASDAQ:JD) reported first-quarter earnings that exceeded analyst expectations, driving shares up 2.2% in pre-market trade Thursday.
The Wall Street Journal131d agobullish
JD.com Posts Quarterly Profit, Signaling Narrowing Food-Delivery LossesJD.com returned to the black in the first quarter, in a sign the Chinese e-commerce giant is making progress in stemming losses in its food-delivery business.
Proactive132d agobullish
S&P 500 set for muted open as Trump brands Iran offer 'totally unacceptable'A muted open for Wall Street has been predicted on Monday after oil prices jumped after President Trump dismissed Iran’s latest counter-proposal on a Middle East peace deal as "totally unacceptable". Dow Jones futures were down 0.1%, while S&P 500 and Nasdaq 100 futures were even...
Zacks135d agobearish
JD.com, Inc. (JD) Registers a Bigger Fall Than the Market: Important Facts to NoteIn the most recent trading session, JD.com, Inc. (JD) closed at $30.23, indicating a -1.5% shift from the previous trading day.
Zacks136d agoneutral
JD.com, Inc. (JD) Recently Broke Out Above the 200-Day Moving AverageWhen a stock breaks out above the 200-day simple moving average, good things could be on the horizon. How should investors react?