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(Bloomberg) -- A rotation into China’s biggest tech firms from AI infrastructure stocks will be tested this week as earnings are due.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPakistan Says Deal Is Close Even as Iran, US Harden StancesChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027Results from Tencent Holdings

The benchmark 10-year Treasury yield topped 4.7% on the day, its highest level since January 2025.

Dolby Laboratories (NYSE:DLB) reported third-quarter fiscal 2026 revenue of $305 million, within its prior guidance range, as strength in Dolby Atmos, Dolby Vision and imaging patents was partly offset by deal timing and foundational audio revenue. Non-GAAP earnings per share were $0.69, slightly a

Moby summary of Dolby Laboratories, Inc.'s Q3 2026 earnings call

Apple Earnings Loom as Wall Street Braces for Historic CEO Shift

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.5%, and the actively tra

The benchmark US stock measures were pointing higher before the opening bell Monday as investors awa

Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.

NVDA stock fell despite stellar fiscal Q1 2027 earnings. Nvidia still looks a buy given continued growth in the AI chip market.

Baidu (NASDAQ:BIDU) reported a return to revenue growth in its first quarter of 2026, with management emphasizing that artificial intelligence has become the company’s primary growth engine and now accounts for a majority of its general business revenue. Co-founder and Chief Executive Robin Li said

Consensus at $79 billion sits above Nvidia's own guidance midpoint

Alibaba stock is trading lower after yet another profit miss. The company's AI business, meanwhile, continues to grow at a stellar pace.

Alibaba Group Holding Ltd (BABA) reports robust revenue growth driven by AI and cloud services, despite challenges in cash flow and EBITA.

Alibaba Gr Hldgs (NYSE:BABA) reported fourth-quarter financial results on Wednesday. The transcript from the company's fourth-quarter earnings call has been provided below. Benzinga APIs provide real-time access to earnings call transcripts and financial data. Visit https://www.benzinga.com/apis/ to learn more. The full earnings call is available at https://edge.media-server.com/mmc/p/npqai6e2/ Watch the full earnings call below: Summary Alibaba Group Holding Ltd reported a 11% year-over-year re

Alibaba Group (NYSE:BABA) said its stepped-up investments in artificial intelligence, cloud computing and consumption businesses are beginning to translate into faster revenue growth, even as those investments weighed heavily on adjusted earnings and free cash flow in the March quarter. On the comp

Alibaba's stock is up even though the company's profits sank.

Strong AI and cloud demand helped offset weaker international e-commerce trends.

Alibaba stock fell following quarterly results.

Alibaba Group Holding Ltd. (NYSE:BABA) shares fell Wednesday after the e-commerce and cloud-computing company reported mixed fiscal fourth-quarter 2026 results, as strong revenue growth and accelerating AI momentum were overshadowed by a sharp decline in adjusted earnings. The company reported quarterly revenue of $35.28 billion, up 3% from a year earlier and slightly ahead of analyst estimates of $35.23 billion. Excluding the divested Sun Art and Intime businesses, revenue increased 11% on a li

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 […]

Income for JD’s retail business jumped 17% from a year ago as the Chinese government rolls out subsidies to try to revive spending.

BABA heads into Q4 earnings with rising revenue estimates but steep profit declines, heavy subsidies and AI-driven spending clouding the near-term outlook.

The pace of first quarter earnings reports eases this week as economic data takes center stage, but investors will still be on the lookout for results from a handful of big corporations.

The pace of first quarter earnings reports eases this week as economic data takes center stage, but investors will still be on the lookout for results from a handful of big corporations.

The pace of first quarter earnings reports eases this week as economic data takes center stage, but investors will still be on the lookout for results from a handful of big corporations.

The pace of first quarter earnings reports eases this week as economic data takes center stage, but investors will still be on the lookout for results from a handful of big corporations.

RealReal (NASDAQ:REAL) reported first-quarter 2026 results that exceeded its expectations, with management pointing to stronger buyer engagement, higher-value transactions and improving operating efficiency across the luxury resale platform. Chief Executive Officer and President Rati Levesque said

Tencent and Alibaba face rising AI costs, cloud margin pressure, and tougher competition after DeepSeek's V4 model launch.