GuruFocus.com28d agobullish
Nvidia Stock Climbs on Report of China H200 Chip BreakthroughChina Could Revive Nvidia's AI Business With Limited H200 Chip Approval
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Reuters Videos28d agobullishVIDEO
China to let AI firms buy Nvidia H200 chips, the Information reports<body><p>STORY: :: Nvidia</p><p>Shares of Nvidia rose in Wednesday morning trading after a report said China is planning to allow its top AI firms to buy a limited number of Nvidia's second most powerful AI chip, the H200.</p><p>A report from The Information on Wednesday said Chinese officials have told Alibaba, ByteDance and DeepSeek in recent weeks that they may soon receive permission to buy some of those chips.</p><p>The U.S. government has allowed Nvidia to sell its advanced H200 chips to China, and licensed about 10 Chinese firms to buy the chips.</p><p>But Chinese officials had withheld approval, looking to nurture their domestic suppliers.</p><p>:: Nvidia</p><p>:: Archive</p><p>Reuters reported in March that Nvidia had won Beijing's long-awaited approval to sell the chips to China.</p><p>:: Nvidia</p><p>The potential shift in China's stance underscores the growing computing capacity crunch that the country's tech companies are facing.</p><p>Nvidia on Wednesday did not immediately respond to a request for comment, nor did the U.S. Commerce Department, which oversees exports of advanced AI chips.</p></body>
GuruFocus.com28d agobullish
Alibaba Jumps 10% Ahead of EarningsThe move came ahead of the company's upcoming earnings report.
Motley Fool28d agobullish
Why Alibaba Stock Is Rallying TodayA couple of optimistic analyst notes simply sparked bullishness that's been ready to be unleashed for a while now.
Stocktwits28d agobullish
China Could Reportedly Let BABA, ByteDance, DeepSeek Buy NVDA H200 Chips — But Supply May Be Tightly CappedAccording to a report by The Information, Beijing's shift reflects mounting pressure from China's AI industry.
GuruFocus.com28d agobullish
Alibaba Jumps 12% as AI Optimism and Margin Progress Lift SharesReports of narrowing instant-commerce losses and steady profitability boosted confidence ahead of earnings.
Investing.com28d agoneutral
Beijing greenlights Nvidia: Chinese tech giants clamor for H200 siliconNvidia (NASDAQ: NVDA) shares edged higher by 1% following a scoop from The Information detailing a major policy shift in Beijing. Reports state that Chinese regulators are finally preparing to lift their local blockade, allowing the country’s premier artificial intelligence firms to buy Nvidia’s powerhouse H200 chips. In a major strategic pivot, Chinese officials have reportedly informed tech titans—including Alibaba, ByteDance, and DeepSeek—that they may soon receive conditional approval to pur
Reuters28d agobullish
China plans to let top AI firms buy limited amount of Nvidia H200 chips, the Information reportsChina is planning to let top AI companies buy a limited amount of Nvidia's H200 chips, the Information reported on Wednesday. Chinese officials have told Alibaba, ByteDance and DeepSeek in recent weeks that they may soon receive permission to buy some H200 chips, the report said, citing two people.
Yahoo Finance Video28d agobullishVIDEO
Alibaba stock surges by the most since September 2025Chinese e-commerce giant Alibaba (BABA, 9988.HK) is seeing its biggest stock gains since September 2025, jumping by nearly 11%.
MT Newswires28d agoneutral
Asian Equities Traded in the US as American Depositary Receipts Higher in Wednesday TradingAsian equities traded in the US as American depositary receipts were higher Wednesday morning, risin
Zacks28d agoneutral
Alibaba Pulls AI Companions as China Tightens Rules: What's Ahead?BABA pulls Qwen AI companion features as China's new humanlike AI rules take effect, while improving operations fuel a sharp stock rally.
The Wall Street Journal28d agobullish
Alibaba Stock Jumps as Investors Look for Less-Crowded AI TradesHong Kong tech stocks staged a comeback today, even as South Korea's Kospi, an AI darling, slipped into bear market. Investors aren't necessarily abandoning AI, they are moving away from the most crowded parts of the trade and looking for a different AI driver, according to Saxo Markets chief investment strategist Charu Chanana.
Proactive28d agoneutral
Alibaba shares rise on Pentagon legal reprieve and pre-earnings optimismAlibaba Group (NYSE:BABA)'s US-listed shares jumped almost 11% on Tuesday, supported by a temporary legal reprieve in the United States and growing optimism ahead of the company's upcoming earnings report. Investor sentiment improved after a US federal judge temporarily blocked restrictions...
24/7 Wall St.28d agobullish
Alibaba Surges 9% Ahead of Earnings, Baidu Gains 5% as Chinese E-Commerce and Tech Stocks RallyShares of Alibaba (NYSE:BABA) are up 9% to $106 and change in early Wednesday trading, leading a broad rally in Chinese internet and e-commerce names. Alibaba stock closed at $98.14 on Tuesday, and even after this morning’s pop the shares remain down 28% year to date. The move extends well beyond Alibaba. Baidu (NASDAQ:BIDU) shares ... Alibaba Surges 9% Ahead of Earnings, Baidu Gains 5% as Chinese E-Commerce and Tech Stocks Rally
GuruFocus.com28d agoneutral
Why Alibaba Stock Popped TodayAlibaba Shares Surge as AI Cloud Business Strengthens Ahead of Earnings
Investor's Business Daily28d agobullish
Alibaba Jumps Nearly 10% As China AI Stocks RallyU.S.-listed Alibaba Group (BABA) stock jumped nearly 10% in early trading Wednesday, leading a broader rally for China tech and AI stocks. Alibaba stock gained more than 8% to 106 in premarket trades on the stock market today. China search-engine leader Baidu (BIDU) is ahead nearly 5% at 117.38 while Alibaba' e-commerce rival JD.com (JD) climbed 3% to 27.33. Wednesday's...
MT Newswires28d agobearish
US Stocks Fall Pre-Bell After Trump Reportedly Says Ceasefire Deal With Iran 'Over'US stock prices were falling in Wednesday's premarket session as oil prices jumped after President T
Motley Fool28d agobearish
Cathie Wood Sold $54 Million of Alibaba Stock in a Single Day. Is Alibaba a Sell?Ark Invest has almost completely unwound its once-large Alibaba position.
Investor's Business Daily28d agoneutral
Stock Market Today: Dow Falls As Trump Declares Iran Ceasefire 'Over'; Micron, Sandisk Keep Losing (Live Coverage)Stock Market Today: The Dow Jones index dropped Wednesday after Trump declared the ceasefire is "over." Micron and Sandisk dived.
Barrons.com28d agobullish
The AI Stock Rally Isn’t Over— It’s Just Moved to ChinaInvestors are pivoting to AI chatbot developers after a monthslong spell of dominance for memory-chip makers like Micron and SK Hynix.
Insider Monkey28d agoneutral
Here is why Taiwan Semiconductor (TSM) Is Among the Best Stocks in Glen Kacher’s PortfolioTaiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 Best Stocks to Buy in Glen Kacher’s Light Street Portfolio. As of the quarter ended March 31, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) represents 14.40% of Glen Kacher’s Light Street Portfolio. Additionally, the fund holds a put option position valued at $36,904,140 in […]
The Wall Street Journal28d agoneutral
Tech, Media & Telecom Roundup: Market TalkFind insight on SpaceX, LG Electronics, Tencent, and more in the latest Market Talks covering technology, media and telecom.
Investing.com28d agobullish
Alibaba jumps premarket; Rivian, Bath & Body Works fallInvesting.com - U.S. stock futures sank on Wednesday after President Donald Trump cast doubt on the status of an interim peace agreement with Iran, saying the deal was "over" following renewed exchanges between the two countries.
Motley Fool28d agobullish
Cathie Wood Buys $7 Million of SpaceX Stock After Unloading AlibabaWood is one of the most bullish investors in SpaceX.
Barrons.com28d agobearish
Alibaba Stock Leads China AI Rally, Just as U.S. Tech StumblesInvestors are pivoting to AI chatbot developers after a monthslong spell of dominance for memory-chip makers like Micron and SK Hynix.
The Wall Street Journal28d agoneutral
Stocks to Watch: Micron, Chevron, Levi Strauss🔎 Levi Strauss (LEVI), Costco Wholesale (COST): The jeans maker is due to post second-quarter earnings this afternoon; Costco will report June sales. ↘️ Applied Materials (AMAT), Micron Technology (MU), Marvell Technology (MRVL), Intel (INTC), Advanced Micro Devices (AMD): The chip stocks fell in premarket trading, on course to extend a slide sparked by guidance from Samsung Electronics (KR:005930) yesterday that failed to meet lofty expectations.
MT Newswires28d agoneutral
Market Chatter: China Considering Limiting Foreign Access to Locally Developed AI ModelsChina is considering limiting foreign access to locally developed artificial intelligence models and