Q
QuantAbundanciaAbundância, quantificada.

Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

23,744 signal articles · 345 in last 24h · 113,012 total before filter · latest 33m ago
345last 24h
2053last 7d
345● bullish (7d)
174● bearish (7d)
204publishers
AllMacro317Earnings1123M&A94Regulatory24Product16Analyst20
✕ clear all filtersticker: BABASentiment:bullishneutralbearish✓ showing all (incl. clickbait)
China to let AI firms buy Nvidia H200 chips, the Information reports
Reuters Videos35d 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>

Investing.com36d agoneutral
Beijing greenlights Nvidia: Chinese tech giants clamor for H200 silicon

Nvidia (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

Alibaba Stock Jumps as Investors Look for Less-Crowded AI Trades
The Wall Street Journal36d agobullish
Alibaba Stock Jumps as Investors Look for Less-Crowded AI Trades

Hong 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.

Alibaba shares rise on Pentagon legal reprieve and pre-earnings optimism
Proactive36d agoneutral
Alibaba shares rise on Pentagon legal reprieve and pre-earnings optimism

Alibaba 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...

Alibaba Surges 9% Ahead of Earnings, Baidu Gains 5% as Chinese E-Commerce and Tech Stocks Rally
24/7 Wall St.36d agobullish
Alibaba Surges 9% Ahead of Earnings, Baidu Gains 5% as Chinese E-Commerce and Tech Stocks Rally

Shares 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

Alibaba Jumps Nearly 10% As China AI Stocks Rally
Investor's Business Daily36d agobullish
Alibaba Jumps Nearly 10% As China AI Stocks Rally

U.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...

Here is why Taiwan Semiconductor (TSM) Is Among the Best Stocks in Glen Kacher’s Portfolio
Insider Monkey36d agoneutral
Here is why Taiwan Semiconductor (TSM) Is Among the Best Stocks in Glen Kacher’s Portfolio

Taiwan 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 […]