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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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Alibaba, Tencent Disappoint Investors Hoping for Big AI Payoff
Bloomberg92d agobearish
Alibaba, Tencent Disappoint Investors Hoping for Big AI Payoff

(Bloomberg) -- China’s twin leaders in artificial intelligence reported revenue that fell short of estimates, disappointing investors who hoped their growing spending on AI would turbocharge growth.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, Counts Second-Home RevenueInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyAlibaba Group Holding Ltd. post

JD.com (JD) Earnings A Test For Michael Burry’s Bull Thesis
Insider Monkey92d agoneutral
JD.com (JD) Earnings A Test For Michael Burry’s Bull Thesis

JD.com Inc. (NASDAQ:JD) is one of the 9 Stocks Big Short’s Michael Burry Is Betting On. On May 5, an SPDB analyst set a target price of HK$135 on JD.com Inc. (NASDAQ:JD) and maintained a Buy rating on the stock. This reflects a 14.5% upside from here on. Michael Burry usually backs stocks for much […]

JD.com Q1 Earnings Call Highlights
MarketBeat93d agoneutral
JD.com Q1 Earnings Call Highlights

JD.com (NASDAQ:JD) reported a faster pace of revenue growth and higher profitability in the first quarter of 2026, as gains in general merchandise, marketplace services and logistics helped offset continued pressure in electronics and home appliances. Chief Executive Officer Sandy Xu said total rev

China's JD.com reports 5% rise in quarterly revenue, beating estimates
Reuters Videos93d agobullishVIDEO
China's JD.com reports 5% rise in quarterly revenue, beating estimates

<body><p>STORY: JD.com beat first-quarter revenue and profit expectations on Tuesday.</p><p>It was seen as a positive sign by investors and shares rose about 1% after the update.</p><p>Subsidies from local governments have proved helpful to JD.com.</p><p>It's encouraged consumers to trade in old appliances and electronics, with JD.com the biggest retailer of these goods.</p><p>Markets watchers will want to see if Beijing's subsidy program can help the firm keep up its momentum.</p><p>Especially as tariff and consumer-demand pressure mounts.</p><p>JD.com's&nbsp;home Chinese market has long struggled with weak consumer confidence.</p><p>That's due to a property slump and higher tariffs imposed by the U.S. on many Chinese goods.</p><p>The U.S.-Iran war has also raised fuel prices and the cost living - which has hit consumer spending power.</p><p>JD.com said revenue for the quarter ended March was just under $46.5 billion - that was&nbsp;ahead of analyst forecasts.</p><p>However, higher costs hit net income.</p><p>JD.com has spent more on fulfilment&nbsp;costs, research and development as well as marketing.</p></body>

Did Bullish Analyst Revisions and Hedge Fund Interest Just Shift JD.com's (JD) Investment Narrative?
Simply Wall St.100d agoneutral
Did Bullish Analyst Revisions and Hedge Fund Interest Just Shift JD.com's (JD) Investment Narrative?

In recent weeks, JD.com, Inc. has seen improving sentiment as positive earnings estimate revisions and stronger demand across key business segments have supported a short-term bullish setup. An interesting aspect of this shift is the combination of bullish analyst views and hedge fund interest, which together underline confidence in JD.com’s demand recovery story. Against this backdrop of improving demand highlighted by analysts, we’ll now examine how the recent news could influence...

A Look At JD.com (NasdaqGS:JD) Valuation As Mixed Returns Keep Investors Watching
Simply Wall St.100d agoneutral
A Look At JD.com (NasdaqGS:JD) Valuation As Mixed Returns Keep Investors Watching

Why JD.com (NasdaqGS:JD) is on investors’ radar today JD.com (NasdaqGS:JD) stock is in focus after recent trading left it near US$29.96, with returns mixed across different periods, including gains over the past month but a negative move over the past year. See our latest analysis for JD.com. Recent trading has been slightly softer, with a 1-day share price return showing a 1.19% decline. JD.com has a 30-day share price return of 5.27% and a 1-year total shareholder return showing an 8.97%...

90% of Analysts Are Bullish on JD.com, Inc. (JD), Here’s Why
Insider Monkey102d agoneutral
90% of Analysts Are Bullish on JD.com, Inc. (JD), Here’s Why

JD.com, Inc. (NASDAQ:JD) is among the best Chinese stocks to buy according to hedge funds. As of April 23, 90% of the analysts covering the stock remain bullish on JD.com, Inc. (NASDAQ:JD). On April 16, Bernstein SocGen Group lifted the price target on the company from $34 to $36 and maintained an Outperform rating. Beyond […]

Is JDcom (NasdaqGS:JD) Pricing Reflect Its Value After Mixed Long Term Share Performance
Simply Wall St.107d agoneutral
Is JDcom (NasdaqGS:JD) Pricing Reflect Its Value After Mixed Long Term Share Performance

This article walks step by step through the question of whether JD.com's current share price reflects its underlying value, or if the market is mis-pricing the business. At a last close of US$29.75, JD.com's shares have seen mixed returns, with a 3.7% gain over 30 days, a 6.4% decline over the last year, and a 55.5% decline over five years. Recent headlines around JD.com have centered on its role as a major Chinese e-commerce platform, including ongoing interest in how it competes on...

Investing.com110d agoneutral
The GDP-employment disconnect is deepening in China

Investing.com -- China’s economy is facing a deepening rift between headline growth and labor market health. The nation posted a solid 5.0% year-on-year GDP print in the first quarter of 2026. But, underlying data reveal persistent weakness in employment, particularly among younger cohorts.

JD.com (JD) Upgraded to ‘Buy’, Price Target Raised by $5
Insider Monkey111d agobullish
JD.com (JD) Upgraded to ‘Buy’, Price Target Raised by $5

JD.com, Inc. (NASDAQ:JD) is included among the 10 Best Global Stocks to Buy According to Wall Street Analysts. JD.com, Inc. (NASDAQ:JD) is a leading technology-driven e-commerce company transforming to become the leading supply chain-based technology and service provider. On April 17, Arete upgraded JD.com, Inc. (NASDAQ:JD) from ‘Neutral’ to ‘Buy’, while also raising its price […]