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Did JD.com’s 618 Push and Rising AI Spend Just Reframe JD’s Investment Narrative?
Simply Wall St.22h agoneutral
Did JD.com’s 618 Push and Rising AI Spend Just Reframe JD’s Investment Narrative?

JD.com is set to report its second-quarter 2026 results on August 13, with revenue expected to reflect the impact of its 618 Grand Promotion, expanding services, and heavier investment in artificial intelligence and international operations. While campaigns like 618 and growth in food delivery and JD Logistics may have supported sales, they also likely added cost pressures that could weigh on near-term profitability. Next, we’ll examine how JD.com’s 618 Grand Promotion and heavier AI...

JD.com (JD) Stock Could Be Undervalued As Earnings Support The Case
Simply Wall St.1d agoneutral
JD.com (JD) Stock Could Be Undervalued As Earnings Support The Case

JD.com stock has recovered somewhat in the short term, yet the longer record is still weak, and the current checks suggest the market may be pricing it below what its fundamentals imply. That mix of a recent rebound and a longer stretch of value erosion is what makes the current valuation debate around JD.com important for investors. Over the past 5 years JD.com has delivered a total return that is down 43.5%, which raises the question of whether sentiment has been too pessimistic compared...

Bloomberg1d agoneutral
China Earnings to Test Rotation From AI to Internet Stocks

(Bloomberg) -- A rotation into China’s biggest tech firms from AI infrastructure stocks will be tested this week as earnings are due.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPakistan Says Deal Is Close Even as Iran, US Harden StancesChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027Results from Tencent Holdings

JD.com (JD) Nears Q2 Earnings, Is The Upside Already Priced In?
Simply Wall St.1d agoneutral
JD.com (JD) Nears Q2 Earnings, Is The Upside Already Priced In?

Why JD.com (NasdaqGS:JD) is back in focus ahead of Q2 2026 earnings JD.com (NasdaqGS:JD) is drawing fresh attention as investors look ahead to its second quarter 2026 earnings report on August 13 and evaluate the effects of recent growth initiatives. The upcoming results will reflect the 618 Grand Promotion, which is a key e commerce event for the company. Investors are also monitoring how newer services such as food delivery, JD Logistics and ongoing AI investments are influencing the...

Investing.com4d agoneutral
China factory-gate inflation slows more than expected in July

Investing.com -- China’s producer price inflation eased more sharply than expected in July, while consumer inflation also slowed as weaker energy prices and soft domestic demand reduced price pressures, Reuters reported on Sunday, citing official data.

JD.com signs home comfort retail agreement with Carrier
Retail Insight Network16d agoneutral
JD.com signs home comfort retail agreement with Carrier

As part of the arrangement, Carrier’s brands will deepen their existing relationship with JD.com by combining the retailer’s online commerce infrastructure with its physical store network.

EU objects to JD.com over Ceconomy deal subsidies
Retail Insight Network20d agoneutral
EU objects to JD.com over Ceconomy deal subsidies

Commission’s concerns centre on whether JD.com benefited from foreign subsidies that could bolster the merged company's market position and harm competition within the EU once the deal is finalised.

EU regulators to issue formal warning to JD.com over Ceconomy deal, sources say
Reuters21d agoneutral
EU regulators to issue formal warning to JD.com over Ceconomy deal, sources say

EU regulators will issue formal ‌charges against Chinese e-commerce ‌giant JD.com over its $2.5 billion bid ​for German electronics retailer Ceconomy, underlining their concerns of unfair subsidies, people familiar with the ‌matter said. The ⁠charges, known as a statement of grounds under ⁠the Foreign Subsidies Regulation, are similar to a statement ​of objections ​or ​charge sheet under ‌EU merger rules where regulators outline specific concerns, which must be addressed by companies or risk a veto on ‌the deal. JD.com said ​the statement of ​grounds is ​a normal procedural ‌step and that it ​continues ​to expect a positive conclusion of the process in ​the second ‌half of 2026.

Bloomberg23d agoneutral
China’s GigaAI Seeks 2026 Hong Kong IPO in First for World Model

(Bloomberg) -- Jijia Vision is in discussions to hold an initial public offering on Hong Kong’s stock exchange as soon as this year, joining a flurry of Chinese AI firms planning public market debuts. Most Read from BloombergSaudi-Led Coalition in Yemen Vows to Protect Ships From HouthisUS Strikes Iran in Escalating Campaign After Troops KilledIran Says Mediators Stepping In After Days of US ClashesMoonshot’s Kimi K3 May Be More About Memory Than ComputeChinese AI Sensation Moonshot’s Gamble on

JD.com (JD) Stock May Be Reasonable On Profit Growth Forecast
Simply Wall St.24d agoneutral
JD.com (JD) Stock May Be Reasonable On Profit Growth Forecast

JD.com stock sits between a weak longer term share price record and current valuation checks that lean cheap, leaving investors weighing whether the recent improvement in sentiment is enough to change the story. Over the past 5 years, JD.com has delivered a share price decline of about 49%, which can make today’s level look more like a reset than a continuation of past trends. Expectations for profit growth and margin improvement can support the case that current earnings multiples still...

Bloomberg27d agoneutral
Michael Burry Says ‘Good Time’ to Chase Hong Kong Stock Bargains

(Bloomberg) -- Michael Burry, the investor made famous in The Big Short, recommends bargain hunting in Hong Kong’s stock market after it lagged peers during the global AI rally this year. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveUS Cyclospora Outbreak Tied to Taco

Bloomberg27d agoneutral
DeepSeek Champions China’s Bid to Flood the World With Cheap AI

(Bloomberg) -- On a video conference call from Hangzhou earlier this year, one of China’s hottest startups held a four-hour pitch meeting with potential venture investors that was unusual by almost any measure. Only two representatives per institution were allowed. The majority of those present were getting a glimpse of the company’s leader for the very first time.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Cat