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Bloomberg1d agoneutral
China Earnings to Test Rotation From AI to Internet Stocks

(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

JB Global Capital: Lessons from Lululemon’s (LULU) Investment Case
Insider Monkey1d agoneutral
JB Global Capital: Lessons from Lululemon’s (LULU) Investment Case

JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please […]

Flowers Foods (FLO) Cuts Dividend to Strengthen Financial Health
Insider Monkey1d agobearish
Flowers Foods (FLO) Cuts Dividend to Strengthen Financial Health

JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please […]

PayPal Holdings (PYPL) Delivered Adequate Returns Without Dramatic Change
Insider Monkey1d agoneutral
PayPal Holdings (PYPL) Delivered Adequate Returns Without Dramatic Change

JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please […]

Unlocking Alibaba’s (BABA) Transformation Beyond Distribution
Insider Monkey1d agoneutral
Unlocking Alibaba’s (BABA) Transformation Beyond Distribution

JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please […]

Bloomberg2d agoneutral
Tencent’s WorkBuddy Sparks AI Turnaround Hopes After Stock Rout

(Bloomberg) -- Tencent Holdings Ltd.’s early success with WorkBuddy may give the Chinese Internet giant a chance to catch up after lagging peers in the artificial intelligence race for the past few years.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’GameStop’s Ryan Cohen Weighs Pulling $56 Billion EBay OfferA $20 Million Weddi

What Does Alibaba (BABA) Qwen Royalty Model Mean For Its AI Business?
Simply Wall St.2d agoneutral
What Does Alibaba (BABA) Qwen Royalty Model Mean For Its AI Business?

Alibaba Group Holding (NYSE:BABA) plans to introduce a revenue-sharing model for commercial users of its upcoming Qwen3.8-Max open-source AI model. The company aims to monetize open-weight AI deployments through royalties paid by businesses that use Qwen3.8-Max in commercial products and services. This move makes Alibaba the first Chinese AI lab to formally tie open-weight model usage to a royalty-based revenue framework. As large language models start to reshape how software and services...

One quiet Apple update could matter more than it looks
TheStreet2d agoneutral
One quiet Apple update could matter more than it looks

For much of the last two years, Apple (AAPL) has been attempting to convince investors that artificial intelligence will be the next big motivation for people to update their gadgets. But one of its most recent efforts in AI is not aimed against Silicon Valley or even the U.S. It’s happening in ...

Investing.com2d agoneutral
Meta shares rise on Muse Glimmer launch and a radical AI vision

Investing.com -- Meta’s stock popped 2.4% this morning following the launch of Muse Glimmer, a highly efficient, 30-billion-parameter AI model capable of running on a single GPU. Positioned as a lightweight, distilled version of the more powerful Muse Spark 1.2, Glimmer is tailor-made for "agent-like" tasks—think schedule management, rapid prototyping, and file organization. By releasing the model weights for free on Hugging Face, Meta is directly countering the permissive licensing strategies o

Apple says Mac users in China can connect to Alibaba's Qwen AI service
Reuters4d agoneutral
Apple says Mac users in China can connect to Alibaba's Qwen AI service

Apple has published a guide explaining how eligible Mac users in mainland China can connect Alibaba's Qwen artificial-intelligence service to ‌the U.S. tech giant's Siri digital assistant and Writing Tools feature. The Mac-specific arrangement ‌could help Apple compete in China's AI PC market, where it has been losing market share as domestic ​manufacturers such as Lenovo have promoted locally developed AI features. • Qwen is Chinese ecommerce giant Alibaba's family of generative-AI models, which can create text and images and analyse documents, photos and other material in response to user prompts.

Alibaba may start charging for use of latest AI model
Reuters Videos6d agoneutralVIDEO
Alibaba may start charging for use of latest AI model

<body><p>STORY: :: Stephen Nellis, Technology Correspondent</p><p>So why might Alibaba, the Chinese tech giant that's taken the world by storm, by offering a free download of its cutting edge AI, want to start charging money just like its rivals in the United States?&nbsp;</p><p>:: San Francisco, California / August 6, 2026</p><p>Like all major AI companies, Alibaba spends a ton of money training and developing its AI models. So like all companies, Alibaba wants to recoup some of that cost. Now they've always charged money if you want to buy it directly from Ali Cloud, but if you wanted to run it in your own data center, you could do that without necessarily paying Alibaba. That might change as soon as next week.&nbsp;</p><p>The U.S. labs are largely what's called closed source. That means you can only really access their models by going directly to them and paying them to get it from their data centers. Now, companies like Alibaba offer it on that basis too, but you can also download the model and run it in your own data center without necessarily having to pay them. That is changing. A few weeks ago, Moonshot, the creator of the Kimi K3 model, put out a model that you can run in your own data center. But if you make more than $20 million a year, you need to work at a commercial agreement with them that we understand from our sources involves sharing quite a bit of your revenue. We understand from those same sources that Alibaba is poised to do the same thing as soon as next week.&nbsp;</p><p>One of the questions this raises is whether this new strategy from the Chinese AI companies is trouble for U.S. companies like OpenAI. In the short term, probably so. These Chinese companies have been able to offer extremely competitive technology in terms of what the models can do at a much lower price, sometimes at about a third of the price of US models. However, these models are still very expensive to operate. So over the long term, most of the sources in the AI community think that these prices will start to come closer together and it'll be a much more vigorous competition between the two countries and the labs in each.&nbsp;</p></body>

Alibaba Group Holding (BABA) Faces A Lawsuit, Is The Stock Still Cheap?
Simply Wall St.6d agobearish
Alibaba Group Holding (BABA) Faces A Lawsuit, Is The Stock Still Cheap?

Alibaba Group Holding (NYSE:BABA) is back in the spotlight after Rosen Law Firm filed a class action lawsuit covering investors who bought the stock between June 26, 2025 and June 24, 2026. See our latest analysis for Alibaba Group Holding. Recent AI announcements, including the Qwen3.8 Max model and reports of potential automotive use cases, have helped Alibaba Group Holding’s 30 day share price return reach 29.21%. However, the year to date share price return remains down 18.58% and the 5...

Bloomberg6d agoneutral
Chinese AI Chipmakers Poised to Gain From Beijing’s Tech Push

(Bloomberg) -- China’s AI chip designers are expecting bumper sales this earnings season off the back of Beijing’s push to get local firms to use homegrown components and reduce their reliance on American tech.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIshbia’s Mortgage Firm Suffers Record Drop on Dividend HaltWhy Do Data Centers Use

Alibaba’s Qwen3.8-Max Launch: What BABA vs. BIDU Means for Investors
Insider Monkey6d agoneutral
Alibaba’s Qwen3.8-Max Launch: What BABA vs. BIDU Means for Investors

Alibaba (NYSE:BABA) unveiled its largest and most capable AI model to date on August 3, and the market noticed immediately, sending its Hong Kong-listed shares up about 7% the same day. The new model, Qwen3.8-Max, arrives as Chinese AI developers race each other on a near-weekly cadence, and it is another data point in the […]