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Yahoo Finance3d agobullish

Nvidia tops $5.5 trillion valuation as stock surges

Nvidia stock surged 4% on Thursday.

24/7 Wall St.3d agoneutral

Wall Street Splits on Alibaba: Two Firms Hike Price Targets to $195 as Cloud Growth Hits 38%

Alibaba (NYSE:BABA) just received twin price target hikes from two major firms, both landing on the same number. Barclays raised its price target to $195 from $186 while reiterating an Overweight rating, and Mizuho analyst Wei Fang lifted his target to $195 from $190 with an Outperform rating. The convergence comes one day after Alibaba’s ... Wall Street Splits on Alibaba: Two Firms Hike Price Targets to $195 as Cloud Growth Hits 38%

Reuters Videos3d agoneutralVIDEO

US clears sales of Nvidia's H200 chip to 10 China firms

<body>STORY: The U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200.That's according to three sources speaking to Reuters.But they said not a single delivery has been made so far.It's left a major tech deal in limbo as CEO Jensen Huang looks for a breakthrough in China this week.A source said Huang joined the US delegation to Beijing after a late invitation from Donald Trump.The U.S. President picked him up in Alaska en route to a summit with Chinese President Xi Jinping.Huang's presence raised hopes the trip could finally unlock stalled efforts to sell the H200 chips in China.Sources said the U.S. Commerce Department has approved around 10 Chinese companies to buy the H200.Those firm include Alibaba, Tencent, ByteDance and JD.com, and some distributors like Lenovo and Foxconn.The sources added buyers can buy either directly from Nvidia or through those intermediaries.And each approved customer can purchase up to 75,000 chips under the U.S. licensing terms.A spokesperson for the U.S. Department of Commerce declined to comment.Chinese authorities didn't respond to requests for comment either.Huang told state broadcaster CCTV on Thursday he hoped Trump and Xi would build on their good relationship during talks in Beijing.One source said deals have stalled despite U.S. approval as Chinese firms have pulled back after guidance from Beijing.They added the shift in China was partly caused by changes on the U.S. side, though it isn't clear what exactly shifted.A separate source said pressure is mounting in Beijing to block or tightly vet the orders.Beijing's hesitation reflects strategic thinking as the government fears imports could weaken a push to develop homegrown AI chips.China's AI chips still lag behind Nvidia.But local firms like DeepSeek have promoted their reliance on domestic chips, including those developed by Huawei.</body>

MT Newswires3d agoneutral

US Equity Futures Rise Pre-Bell After S&P 500, Nasdaq Set New Highs Amid US-China Meeting

US equity futures were rising pre-bell Thursday as technology stocks drove new record highs for the

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Zacks3d agobearish

Alibaba Q4 Earnings Fall Short of Estimates, Revenues Rise Y/Y

BABA's Q4 earnings miss estimates as heavy AI, cloud and commerce investments hit margins, despite revenue growth and strong cloud and quick commerce momentum.

BABA CAVA

24/7 Wall St.3d agoneutral

5 Companies Are Betting on Trump’s China Pivot. Here’s Who’s Best Positioned.

President Trump’s posture toward China has whipsawed markets for over a year, with prediction markets confirming tariffs escalated from 10% to 40% to 100% between February and June of last year. Any thaw in that relationship, whether through tariff relief, eased chip export rules, or restored market access, would flow straight into the income statements ... 5 Companies Are Betting on Trump’s China Pivot. Here’s Who’s Best Positioned.

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Quartz3d agobullish

U.S. approves Chinese companies to buy Nvidia H200 AI chips

Alibaba, Tencent, ByteDance, and JD.com are among the approved buyers, but Beijing's hesitation has stalled every transaction

BABA JD NVDA

GuruFocus.com3d agoneutral

Nvidia Stock Rises as U.S. Clears AI Chip Sales to China

Nvidia Climbs on Major China AI Chip Sales Green Light

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GuruFocus.com3d agobullish

Nvidia Wins China H200 Approval, but Shipments Stall

U.S. approved H200 chip sales to about 10 Chinese firms.

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MT Newswires3d agobullish

Market Chatter: Alibaba, JD.com Among Chinese Firms Cleared by US to Buy Nvidia H200 AI Chips But Deals Stall

Alibaba (BABA) and JD.com (JD) are among the roughly 10 Chinese companies that have secured US clear

BABA JD NVDA

GuruFocus.com3d agoneutral

Tencent's $160 Billion AI Test Gets Harder

Tencent's slowest revenue growth in six quarters adds pressure as AI spending rises and games soften.

BABA

GuruFocus.com3d agoneutral

Alibaba, Tencent Face Pressure After $56 Billion AI Spending Push

Alibaba and Tencent missed revenue estimates as investors questioned when heavy AI spending could deliver faster growth.

BABA

GuruFocus.com3d agobearish

Ant Profit Drops 79% As AI Spending Accelerates

Ant's quarterly profit fell sharply as the fintech giant increased investment in AI, health care and payment services.

BABA

Bloomberg3d agoneutral

Alibaba Targets Big AI Gains Even as Business Growth Falls Short

(Bloomberg) -- China’s twin technology leaders reported revenue that fell short of estimates, signaling the challenges in translating higher AI spending into profits. Yet investors piled into Alibaba Group Holding Ltd. after the company declared it’s on track to triple revenue from artificial intelligence services.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Coun

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GuruFocus.com3d agoneutral

Alibaba Group Holding Ltd (BABA) (FY 2026) Earnings Call Highlights: Strong AI and Cloud Growth ...

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

BABA

Benzinga3d agoneutral

Alibaba Gr Hldgs Q4 2026 Earnings Call: Complete Transcript

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

BABA

Investor's Business Daily3d agobullish

Dow Jones Futures Rise, Cisco Soars On Earnings; Google, Nvidia, Tesla Lead S&P 500, Nasdaq To Highs

The S&P 500 and Nasdaq ran higher, led by Google, Nvidia, Tesla and other titans. Cisco earnings beat while AI chipmaker Cerebras will price its IPO.

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MarketBeat4d agoneutral

Alibaba Group Q4 Earnings Call Highlights

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

BABA

Benzinga4d agoneutral

As Jensen Huang Joins Trump's China Summit, Bombshell Report Claims Nvidia's China Revenue Never Went To Zero

Jensen Huang boarded Air Force One during a refueling stop in Anchorage on Tuesday, joining President Donald Trump’s Beijing summit at the last minute, just as short seller Culper Research published a 40-page report alleging that Nvidia Corp. (NASDAQ:NVDA) never really left China. NVDA topped a $5.5 trillion market cap on Wednesday, the first company in history to hit the level. Earnings land May 20. The Culper Allegations Culper, which disclosed it is short the stock, alleges that more than 20%

BABA

Yahoo Finance4d agobullish

Nvidia to report Q1 earnings, as chip stocks soar on AI strength

AI heavyweight Nvidia (NVDA) will report its first quarter results on May 20, in what is easily one of the most anticipated announcements of the earnings season.

BABA JD NVDA

Barrons.com4d agoneutral

Pain at the Pump Is a Big Win for Budget Shopping Apps

Downloads for Temu, Shein, and other value-focused apps have seen downloads spike in the wake of the Iran War and rising energy costs.

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Benzinga4d agobullish

Nasdaq Surges Over 1%; Alibaba Shares Gain After Q4 Results

U.S. stocks traded mixed midway through trading, with the Nasdaq Composite gaining over 1% on Wednesday. The Dow traded down 0.24% to 49,638.96 while the NASDAQ gained 1.18% to 26,395.66. The S&P 500 also rose, gaining, 0.60% to 7,445.55. Leading and Lagging Sectors Communication services shares jumped by 1.6% on Wednesday. In trading on Wednesday, utilities stocks fell by 1.4%. Top Headline Alibaba Group Holding Ltd. (NYSE:BABA) shares gained around 6% on Wednesday after the e-commerce and clou

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Moby4d agoneutral

Alibaba's AI Business Is Booming, But Its Profits Basically Disappeared

Cloud revenue surged 38% and AI income hit a new record, but aggressive spending on delivery and infrastructure wiped out core earnings

BABA

Benzinga4d agoneutral

Jack Ma-Backed Insurer Yunfeng Financial Launches Gold Token

Yunfeng Financial is leveraging its strong balance sheet and a strategic ether reserve to turn physical assets into a digital financial tool for professional investors in Hong Kong image credit: Bamboo Works Key Takeaways: Yunfeng Financial has launched a digital token backed by gold bullion for professional investors in Hong Kong on its Yunfeng Youyu platform The company is leveraging capital reserves from its core insurance business to power a new model aimed at turning gold bullion into a liq

BABA

Insider Monkey4d agoneutral

Alibaba Group Holding Limited (BABA) Refutes NVIDIA AI Chips Smuggling Claims

Alibaba Group Holding Limited (NYSE:BABA) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 8, Alibaba Group Holding Limited (NYSE:BABA) was on the defensive, refuting claims that it was one of the beneficiaries of billions of dollars’ worth of Super Micro computer servers containing Nvidia chips […]

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Motley Fool4d agoneutral

Here's What Happened After the 5 Biggest IPOs in Stock Market History

SpaceX is gearing up for what could be the largest IPO ever. What does history have to teach us?

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Insider Monkey4d agobullish

Is GDS Holdings Limited (GDS) A Good Stock To Buy Now?

Is GDS a good stock to buy? We came across a bullish thesis on GDS Holdings Limited on Valueinvestorsclub.com by TrustTheProcess1. In this article, we will summarize the bulls’ thesis on GDS. GDS Holdings Limited’s share was trading at $42.41 as of May 1st. GDS’s trailing and forward P/E were 65.87 and 357.14 respectively according to Yahoo […]

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Motley Fool4d agoneutral

Why Alibaba's Earnings Report May Spell Trouble for Amazon

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

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MT Newswires4d agobearish

Top Midday Stories: Overall, Core PPI in April Hit Highest Levels Since December 2022; Alibaba Misses Fiscal Q4 Earnings, Revenue Estimates

The Dow Jones Industrial Average was down, while the Nasdaq Composite and the S&P 500 Index were up

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