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The real divide may be revenue, not model quality

Asian equities traded in the US as American depositary receipts were tracking lower Friday morning,

Key Stats for Alibaba StockCurrent Price: $109. 34Target Price (Mid): ~$221Street Target: ~$186Potential Total Return: ~102%Annualized IRR: ~17% / yearWhat Happened?Alibaba (BABA) gave analysts one event to react to, and they walked away pointing in opposite directions.

All of China's AI models combined generate only about 10% of OpenAI's revenue, yet several Chinese startups carry higher valuation multiples than their U.S. rivals

In September 2026, iQIYI launched the Global AI Creator Challenge on the international version of its NadouPro platform, integrating Alibaba’s Wan3.0 model to support end-to-end AI-driven film production and offering a prize pool of over US$10,000 across 156 awards. Beyond the contest, NadouPro’s new 3D directing tools, panoramic and multi-angle generation, and upcoming Canvas Agent deepen iQIYI’s push to make professional-grade AI filmmaking accessible to creators across more than 20...

Asian equities traded in the US as American depositary receipts were edging higher Wednesday morning

The MTIA 450, code-named Arke, is expected to outperform Nvidia chips on energy and cost when running AI models

An opinion piece in China’s state-backed Global Times on September 14 called Anthropic CEO Dario Amodei’s proposal to pace frontier AI a “Cold War playbook” aimed at China. On September 11, Chinese model developer Z.AI also launched roughly $5 billion of share and convertible-bond sales to fund models and computing infrastructure. The clash reaches Alibaba […]

The Alibaba-owned e-commerce platform made a case for toys and plushes that defy conventional beauty during a playful exhibition in Hangzhou.

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

Fed rate-hike bets and rising borrowing costs put consumer discretionary ETFs under pressure, but select funds may offer resilience.

Zacks.com users have recently been watching Alibaba (BABA) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

A William Li-founded Nio Capital fund acquired a 10.87% stake in robot-sensor maker Gongwang.

On Thursday, Futurum Group CEO Daniel Newman accused Chinese AI labs of relying on U.S. frontier models to advance their own systems, after Anthropic disclosed large-scale efforts to extract capabilities from Claude. Daniel Newman Slams China AI Narrative Newman took...

September’s debate over Chinese and American AI spending puts Alibaba Group Holding Limited (NYSE:BABA) and Amazon.com, Inc. (NASDAQ:AMZN) on opposite sides of the same investment question. Both report strong demand for computing services. Shareholders still need that demand to justify the infrastructure bill. September 7 coverage of Jefferies’ analysis highlighted differences in spending intensity. The […]

Alibaba Group Holding Limited (NYSE:BABA)’s race to amass vast sums of money to support its AI push led it to a recent $10.2 billion equity raise, drawing scrutiny from investors. The company issued 710 million shares at a discount price. On September 7, Bernstein SocGen lowered its price target on Alibaba to $165 from $180 […]

Three days before Anthropic published its September 2026 threat intelligence report, the CISA, FBI, and NSA issued a joint advisory (AA26-251A) accusing six Chinese AI companies of industrial-scale distillation against US AI firms. Anthropic’s report, published September 10, is the evidentiary backbone of that accusation. The numbers are the story: approximately 200 million exchanges across […]

Qwen's alleged shortcut collides with a cloud operation built on proprietary AI progress.

Morningstar strategist Tom Lauricella says the funds retirees bought specifically to escape tech concentration have quietly filled up with the same AI bets they were meant to offset, and the shift happened faster than almost anyone noticed.

Pump.fun launches Custom Pairs, letting creators launch tokens against stocks, crypto, metals, and more while earning fees in the paired asset.

Washington's latest AI warning raises the stakes for model access.

China isn't a threat to Micron's high-bandwidth memory dominance in the short term, but recent developments signal long-term competition in its most lucrative market.

Alibaba Stock Hit by Price Target Cut as Bernstein Questions $10.2B Funding Move

Alibaba's massive capital raise has created an uncomfortable investor question

Despite macro headwinds and trade tariff concerns, retail sentiment on Stocktwits flipped to ‘bullish’ on SPY and QQQ.

As investors question Alibaba’s $10.2 billion equity raise and AI spending returns, Bernstein cut its price target, but Bank of America raised its outlook on cloud growth.

Alibaba Group Holding Limited’s cloud business is expanding deeper into Latin America as the company builds out artificial intelligence infrastructure and local cloud capacity in Brazil.Alibaba Cloud launched its first cloud region in South America, opening two data centers in...

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “International Fund”. The letter can be downloaded here. The Fund returned 7.76% in the quarter, underperforming the MSCI ACWI ex USA Index’s 14.49% gain. Performance was driven by stock selection in health care and consumer discretionary sectors, while information technology […]

Chinese President Xi Jinping is reportedly preparing to lead a large delegation of business executives on his forthcoming visit to Washington. Xi is planning to bring the business delegation with him for his Sept. 24 summit with Trump, Reuters reported...

AI's enormous financing needs are spilling into an unexpected market