Notícias

Apple Earnings Loom as Wall Street Braces for Historic CEO Shift

Alibaba Group Holding has fallen about 38.0% over the past five years, yet its current checks suggest the stock may now be pricing in more pessimism than the underlying valuation work implies. A roughly 38.0% decline over five years means long term holders have seen significant value erode. This often makes current pricing more sensitive to any change in expectations. The Discounted Cash Flow (DCF) intrinsic value estimate sits about 41.3% above the market price. This can indicate the market...

(Bloomberg) -- Jack Ma-backed OceanBase is seeking to raise money to help it operate more independently and bankroll its expansion into AI database services, according to people familiar with the matter. Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeUEFA Considering Boycott of FIFA To

ORCL's record cloud growth, massive AI backlog and expanding partnerships strengthen its investment case over BABA despite recent share price weakness.

Changxin Technology Group, or CXMT for short, soared 466% in its debut yesterday on Shanghai’s STAR Market.

(Bloomberg) -- Silicon Valley leaders, including Anthropic PBC Chief Executive Officer Dario Amodei and Nvidia Corp. CEO Jensen Huang, are warning against a broad government crackdown on open-weight artificial intelligence systems as a response to a breakthrough Chinese AI model that’s challenged US leadership in the technology.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offse

By Yantoultra Ngui and Roshan Thomas SINGAPORE, July 28 (Reuters) - Chinese optical parts maker Zhongji Innolight said on Tuesday it had priced its Hong Kong listing at HK$980 per H share, raising HK$

On July 21, the Financial Times reported that China’s Ministry of Commerce is considering implementing export controls that would bar Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and QUALCOMM Incorporated (NASDAQ:QCOM) from manufacturing chips based on designs from Huawei, Alibaba, and ByteDance. Such headlines are likely to hit a foundry stock hard. In the case of […]

Zacks.com users have recently been watching Alibaba (BABA) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Morgan Stanley kept Alibaba a top pick after cutting its target to $180, now about 60% above the share price.

China’s online shopping events used to symbolize unstoppable Chinese consumption. Now they show weak demand, platform fatigue, and regulatory pressure on price wars.

Alibaba's international commerce arm is nearing break-even as logistics gains, AI tools and stronger monetization support profitable global growth.

It may have found itself in the right place at the right time.

The latest trading day saw Alibaba (BABA) settling at $114.06, representing a -2.14% change from its previous close.

Treasury Secretary Scott Bessent has indicated that the Trump administration is set to probe alleged intellectual property theft by Chinese artificial intelligence models. Bessent made it clear on Fox Business’ "Mornings with Maria" on Tuesday that the U.S. government supports...

New ABot system targets some of robotics' toughest bottlenecks

While stocks shrug off oil shocks and global tariff turmoil, businesses are transforming to prepare for a more volatile world.

Alibaba Group Holding (BABA) is back in the spotlight after confirming its Qwen large language model will power Apple Intelligence features on Apple devices in China, following regulatory approval that clears a key AI commercialization milestone. See our latest analysis for Alibaba Group Holding. That Apple Qwen partnership comes as Alibaba Group Holding's share price has risen about 11.0% over the past month but remains down roughly 25.2% year to date. The 3 year total shareholder return of...

The Nvidia CEO said open source AI models could fuel more demand for chips and data centers.

BABA stock jumped after Qwen AI landed on Apple devices in China, adding fresh proof its AI push is paying off. Here's what it means.

Moonshot AI’s July 17 release of Kimi K3 has confronted Washington with an awkward fact: a Chinese open-weight model can approach leading American systems in coding and agentic tasks while charging less, though we challenge the simplicity of that premise here. On July 20, the White House was considering options to block or sharply restrict […]

Google’s Gemini 3.6 Flash is quietly waiting in the wings as Bessent decides whether to ban Chinese open-weight models.

Michael Burry is turning bullish on beaten-down Hong Kong AI stocks, JD.com, Alibaba, and Tencent, which could offer compelling long-term upside as the AI race enters its next phase.

New capital backs AI-powered cross-border payments strategy

Alibaba (NYSE:BABA) has strengthened its position as one of China’s most compelling artificial intelligence investment opportunities. In 2025, the company announced it would invest about $53 billion over three years to strengthen its AI and cloud infrastructure. More recently, it has indicated it plans to exceed the original investment as demand for AI computing continues […]

The Series A funding will support cross-border payments, AI-enabled commerce and financial services for small businesses.

Asian equities traded in the US as American depositary receipts were surging higher Tuesday morning,

(Bloomberg) -- Z.AI has completed construction of a major data center that it plans to fill only with Chinese-made chips, a step forward in Beijing’s efforts to shift away from restricted Nvidia Corp. silicon for future AI development.Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaChina AI Sensation Moonshot’s Gamble on Big Models Pays OffTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawMoonshot’s Kimi K3 May Be More About Memory Than ComputeUS

Beijing just handed Tim Cook an approval that could rewrite the entire narrative around Apple's AI strategy, and it raises an uncomfortable question for every rival that spent billions building what Apple deliberately chose not to own.

Alibaba is helping power a broad rebound in Chinese internet stocks.