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

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Bloomberg65d agoneutral
Pentagon Accuses Alibaba, Baidu of Aiding China’s Military

(Bloomberg) -- The Pentagon accused some of China’s biggest companies, including Alibaba Group Holding Ltd., Baidu Inc. and BYD Co. of supporting the Chinese military, doubling down on an earlier decision to label crown jewels of the country’s corporate world as threats to US national security.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump Says He, Not Congress, Is in Charge of Kennedy Center

Alibaba Blacklist Raises New Questions For Cloud And AI Growth
Simply Wall St.65d agoneutral
Alibaba Blacklist Raises New Questions For Cloud And AI Growth

The U.S. Defense Department has added Alibaba Group Holding (NYSE:BABA) to a blacklist of companies designated as supporting the Chinese military. The designation restricts Alibaba's access to U.S. federal contracts and procurement linked to the Pentagon. This move expands existing U.S. scrutiny of Chinese technology groups into the defense and security arena. Alibaba operates a large e-commerce and cloud services platform that reaches consumers and businesses globally, so any shift in its...

US says BYD, Baidu and Alibaba and other tech giants are aiding China's military
Reuters66d agoneutral
US says BYD, Baidu and Alibaba and other tech giants are aiding China's military

The U.S. on Monday issued an updated list of Chinese companies it believes are aiding Beijing's military, including e-commerce group Alibaba, Internet search provider Baidu and automaker BYD. The long-awaited update supersedes ‌a list from early 2025, and comes less than a month after President Donald Trump met China's Xi Jinping on a ‌visit to Beijing, where the two leaders maintained a delicate trade war truce. In February, when Trump's trip to China had been pending, the Pentagon briefly posted an updated list, known ​as the 1260H or CMC list, but then quickly withdrew it with little explanation.

Alibaba’s UK AI Trial Puts Accio Work And BABA Narrative To Test
Simply Wall St.67d agoneutral
Alibaba’s UK AI Trial Puts Accio Work And BABA Narrative To Test

Alibaba Group Holding partnered with UK organizers at Smart Manufacturing Week to showcase its agentic AI platform, Accio Work, to European SMEs. The Smart Manufacturing Week deployment marks one of Alibaba’s first public, hands-on uses of Accio Work outside China, focused on real factory and operations use cases. The partnership positions Alibaba’s AI tools as a potential option for European SMEs looking to improve operational efficiency and resilience. For investors tracking NYSE:BABA,...

Is PDD Holdings Inc. (PDD) A Good Stock To Buy Now?
Insider Monkey67d agobullish
Is PDD Holdings Inc. (PDD) A Good Stock To Buy Now?

Is PDD a good stock to buy? We came across a bullish thesis on PDD Holdings Inc. on r/ValueInvesting by Murky_Obligation_677. In this article, we will summarize the bulls’ thesis on PDD. PDD Holdings Inc.’s share was trading at $96.64 as of May 26th. PDD’s trailing and forward P/E were 9.74 and 7.69 respectively according to Yahoo […]

$10,000 in Asia’s Biggest 50 Stocks Became $15,267 in Five Months: Here’s Why
24/7 Wall St.68d agoneutral
$10,000 in Asia’s Biggest 50 Stocks Became $15,267 in Five Months: Here’s Why

$10,000 dropped into the iShares Asia 50 ETF (NYSEARCA:AIA) on the last trading day of 2025 was worth roughly $15,267 by the close on June 3, 2026. That is the kind of half-year a US large-cap investor doesn’t get out of the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) in a calendar year, let alone five ... $10,000 in Asia’s Biggest 50 Stocks Became $15,267 in Five Months: Here’s Why

$10,000 in Asia’s Biggest 50 Stocks Became $15,267 in Five Months: Here’s Why
24/7 Wall St.68d agoneutral
$10,000 in Asia’s Biggest 50 Stocks Became $15,267 in Five Months: Here’s Why

$10,000 dropped into the iShares Asia 50 ETF (NYSEARCA:AIA) on the last trading day of 2025 was worth roughly $15,267 by the close on June 3, 2026. That is the kind of half-year a US large-cap investor doesn’t get out of the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) in a calendar year, let alone five ... $10,000 in Asia’s Biggest 50 Stocks Became $15,267 in Five Months: Here’s Why

US Chip Scrutiny Puts Alibaba AI And Cloud Growth In Focus
Simply Wall St.68d agoneutral
US Chip Scrutiny Puts Alibaba AI And Cloud Growth In Focus

US authorities are scrutinizing potential loopholes that may allow Chinese companies, including Alibaba Group Holding (NYSE:BABA), to obtain Nvidia's advanced AI chips despite current export controls. The US Commerce Department has issued clarifications and may introduce tighter rules that could affect Alibaba's access to high end AI semiconductors. Any further restrictions would focus on AI and cloud infrastructure hardware, with implications for Alibaba's technology roadmap and global...

Morgan Stanley Raises its Price Target on ZTO Express (ZTO)
Insider Monkey69d agoneutral
Morgan Stanley Raises its Price Target on ZTO Express (ZTO)

ZTO Express (Cayman) Inc. (NYSE:ZTO) is one of the 10 Best Asian Stocks with Huge Upside Potential. On May 20, 2026, Morgan Stanley raised the firm’s price target on ZTO Express (Cayman) Inc. (NYSE:ZTO) to $30.10 from $28.50 and maintained an Overweight rating on the shares. Morgan Stanley said it was raising forecasts for the […]

Trump Officials Worry US Loophole Let Chinese Firms Buy Nvidia Blackwell Chips
Bloomberg69d agobullish
Trump Officials Worry US Loophole Let Chinese Firms Buy Nvidia Blackwell Chips

(Bloomberg) -- Trump officials have spent the past week embroiled in a remarkable argument — over what, exactly, their China tech policy has been for the past year.Most Read from BloombergSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSaylor’s Bitcoin Machine Is Misfiring on Every CylinderGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpBloomberg Retracts Incorrect Story on RBI GoldThe debate concerns whether the Trump admi

Trump Officials Worry US Loophole Let Chinese Firms Buy Nvidia Blackwell Chips
Bloomberg69d agobullish
Trump Officials Worry US Loophole Let Chinese Firms Buy Nvidia Blackwell Chips

(Bloomberg) -- Trump officials have spent the past week embroiled in a remarkable argument — over what, exactly, their China tech policy has been for the past year.Most Read from BloombergSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PGlazer Family Members Study Manchester United Stake SaleSaylor's Bitcoin Machine Is Misfiring on Every CylinderRepublican-Led House Votes to Stop Iran War, Rebuking TrumpDow Average Hits Peak as Old-School Stocks Beat AI: Markets WrapThe debate concerns whet

Bloomberg69d agobullish
Trump Officials Worry US Loophole Let Chinese Firms Buy Nvidia Blackwell Chips

(Bloomberg) -- Trump officials have spent the past week embroiled in a remarkable argument — over what, exactly, their China tech policy has been for the past year.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSaylor’s Bitcoin Machine Is Misfiring on Every CylinderRepublican-Led House Votes to Stop Iran War, Rebuking TrumpDow Average Hits Peak as Old-School Stocks Beat AI: Markets WrapThe debate concerns whet

Alibaba Weighs Homeplus Bid To Shape Offline Retail Expansion Abroad
Simply Wall St.70d agoneutral
Alibaba Weighs Homeplus Bid To Shape Offline Retail Expansion Abroad

Alibaba Group Holding (NYSE:BABA) is being considered as a potential buyer in the distressed sale of South Korea’s Homeplus hypermarket and online operations. The process centers on Homeplus’s brick and mortar stores and e-commerce platform, which are seeking new ownership under a sale process that is still evolving. If Alibaba participates or becomes a key contender, the transaction could influence how the company approaches offline retail and digital commerce outside China. Alibaba runs a...