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21,066 signal articles · 542 in last 24h · 103,602 total before filter · latest 12m ago
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Beijing Just Aimed at Taiwan Semiconductor Manufacturing Company (NYSE:TSM). Here’s Why the Bull Case Still Wins
Insider Monkey9d agobullish
Beijing Just Aimed at Taiwan Semiconductor Manufacturing Company (NYSE:TSM). Here’s Why the Bull Case Still Wins

On July 21, the Financial Times reported that China’s Ministry of Commerce is considering implementing export controls that would bar Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and QUALCOMM Incorporated (NASDAQ:QCOM) from manufacturing chips based on designs from Huawei, Alibaba, and ByteDance. Such headlines are likely to hit a foundry stock hard. In the case of […]

Bloomberg17d agobullish
China’s Moonshot Plans IPO in Six Months After AI Breakthrough

(Bloomberg) -- Moonshot AI has told investors it’s preparing to list in as early as six months, seizing the opportunity to tap capital markets after its latest model upended industry perceptions of China’s burgeoning capabilities and sent global tech stocks reeling.Most Read from BloombergFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyTaylor Farms P

Alibaba (NYSE:BABA) Wins Approval To Power Apple Devices In China With Qwen AI
Simply Wall St.21d agobullish
Alibaba (NYSE:BABA) Wins Approval To Power Apple Devices In China With Qwen AI

Alibaba's Qwen AI has received regulatory approval to power Apple devices in China. The partnership links Alibaba Group Holding and Apple within China's approved AI ecosystem. Qwen AI integration will target users in the world's largest smartphone market. Alibaba Group Holding, listed as NYSE:BABA, is drawing fresh attention as Qwen AI is cleared for use on Apple devices in China. The stock last closed at $112.32, with the share price shaped by mixed recent returns, including a gain of...

Investing.com21d agobullish
Alibaba shares jump as China clears Apple’s Qwen-powered AI system

Investing.com -- Shares of Alibaba Group in the U.S. rose around 5% in premarket trading after Chinese regulators cleared Apple’s on-device artificial intelligence system for release in the country, a long-delayed approval that pairs the iPhone maker with Alibaba’s Qwen AI model for users in the world’s largest smartphone market.

Alibaba (BABA) Stock May Trade At A Discount After AI Cloud Rally
Simply Wall St.22d agobullish
Alibaba (BABA) Stock May Trade At A Discount After AI Cloud Rally

Alibaba Group Holding has delivered a decline of 42.9% over the past five years, yet its current valuation checks and intrinsic value estimate suggest the stock may be trading below what its cash flows imply. The share price is down 42.9% over five years, which puts more focus on whether the recent rebound and current price reflect the company’s underlying earnings and cash generation. Acceleration in AI related cloud services and ongoing share buybacks can support the case that Alibaba’s...

Here Are Monday’s Best Wall Street Analyst Research Calls: Atmos Energy, Best Buy, Biogen, Capital One, Costco, Disney, Papa John’s International, Shopify, and More
24/7 Wall St.23d agobullish
Here Are Monday’s Best Wall Street Analyst Research Calls: Atmos Energy, Best Buy, Biogen, Capital One, Costco, Disney, Papa John’s International, Shopify, and More

Wall Street analysts handed out surprise upgrades and painful downgrades on Monday, shifting outlooks for companies ranging from a pizza chain to a crypto-adjacent fintech as second-quarter earnings season prepares to kick off against a backdrop of Iran strikes and surging Treasury yields.