News — AI supercycle headlines

Simply Wall St.12h agoneutral

JD Mastercard Alliance Adds New Dimension To JDcom Valuation Story

JD.com (NasdaqGS:JD) has entered a new partnership with Mastercard to expand global payments capabilities and AI-powered commerce solutions. The collaboration focuses on supporting JD.com's cross-border retail and logistics ecosystem while upgrading its payment infrastructure. The announcement highlights JD.com's push to strengthen its position in international e-commerce and digital payments. JD.com, trading at $32.01, has seen mixed share performance, with the stock up 6.2% over the past...

Benzinga23h agoneutral

Trump Clears Nvidia H200 Sales To Alibaba, Tencent And 8 Others, But Beijing Halts Deliveries

The U.S. government has authorized the sale of Nvidia Corp.'s powerful H200 AI chips to 10 Chinese tech giants, including Alibaba Group Holding Ltd. ADR and Tencent Holdings ADR, but Beijing's intervention has brought deliveries to a complete standstill. Deals...

Simply Wall St.1d agobearish

Mastercard Expands Crypto And AI Payments While UK Wallet Probe Grows

Mastercard (NYSE:MA) announced a deal to acquire BVNK, a platform that connects crypto and traditional payments, as part of its global digital payments strategy. The UK Financial Conduct Authority has opened a competition investigation into Mastercard's digital wallet arrangements. Mastercard also launched a new partnership with JD.com to develop AI-powered and agentic commerce solutions that integrate its payment infrastructure. For investors watching NYSE:MA, these moves highlight how a...

JD MA

GuruFocus.com2d agobearish

Apple Stock Rises After Surprise iPhone 17 Price Cuts in China

Apple Slashes iPhone 17 Prices in China Ahead of Major Shopping Festival

AAPL BABA JD

24/7 Wall St.2d agobullish

Trump Bought Up to $5 Million of Nvidia Stock — Then OK’d AI Export Deals That Sent Shares Soaring

For years, Washington treated advanced AI chips like strategic weapons. The U.S. tightened export controls, China accelerated domestic chipmaking, and companies caught in the middle — especially Nvidia (NASDAQ:NVDA) — watched billions of dollars in potential revenue sit behind regulatory walls. Now the story has taken a twist few investors saw coming. President Donald Trump ... Trump Bought Up to $5 Million of Nvidia Stock — Then OK’d AI Export Deals That Sent Shares Soaring

BABA JD

GuruFocus.com2d agoneutral

Nvidia Gains As H200 China Approvals And $350 Target Fuel AI Upside

U.S. approval for around 10 Chinese firms to buy H200 chips comes as Cantor Fitzgerald raises Nvidia's target to $350.

BABA JD NVDA

Barchart3d agobullish

NVDA Stock Jumps on Reports of Nvidia H200 Chip Sales to China

Nvidia stock is rallying on reports that the U.S. has approved H200 sales to 10 major Chinese customers. Recent filings also confirm that President Trump invested in NVDA shares in Q1.

BABA JD META MSFT

24/7 Wall St.3d agobullish

NVIDIA Wins. America Loses

On the eve of the Trump-Xi summit in Beijing, the United States quietly cleared roughly 10 Chinese firms, including Alibaba, Tencent, ByteDance, and JD.com, to buy NVIDIA’s H200 accelerators, with Lenovo and Foxconn approved as distributors. NVIDIA (NASDAQ:NVDA) shareholders, sitting on a $5.33 trillion market cap and a stock up 19% in the past month, ... NVIDIA Wins. America Loses

BABA JD

Investor's Business Daily3d agoneutral

Nvidia Stock Extends Winning Streak On China News

Nvidia stock gapped higher on Thursday on a report that Chinese firms are lining up to buy its AI chips if they can secure China's approval.

BABA JD

BeInCrypto3d agoneutral

NVIDIA Stock Hits Record as CEO Calls Trump China Visit ‘Most Important in Human History’

NVIDIA stock hit a record $236.46 on the CEO's latest remarks & after Washington cleared H200 chip sales to Alibaba, Tencent, ByteDance & JD.com.

BABA JD

GuruFocus.com3d agoneutral

Nvidia Gains on China H200 Sales Approval

Ten firms have been approved for up to 75,000 chips each

BABA JD NVDA

24/7 Wall St.3d agoneutral

Did Nvidia CEO Jensen Huang Just Unlock the $50 Billion China Market?

For the past two years, the artificial intelligence boom has been shaped as much by politics as technology. Washington tightened export controls, while Beijing pushed for self-reliance. And investors in Nvidia (NASDAQ:NVDA) watched one of the company’s largest growth markets turn into a geopolitical chessboard. Now comes a potentially major shift. According to an exclusive ... Did Nvidia CEO Jensen Huang Just Unlock the $50 Billion China Market?

BABA JD

Barchart3d agoneutral

JD Stock Rises as Trump Visits China. It Could Go Much Higher.

JD.com (JD) shares broke out to a fresh 2026 high on Wednesday. That opens the door for a potentially higher run, after reporting first-quarter 2026 earnings that exceeded analyst expectations. The stock’s 20-day moving average has renewed its upward trend, after creating a brief base. The 200-day moving average turned...

MT Newswires3d agobullish

Top Midday Stories: Cisco Shares Soar as Guidance Tops Consensus; Alibaba, JD Reportedly Cleared to Buy Nvidia H200 AI Chips

All three major US stock indexes were up in late-morning trading Thursday, as investors monitor news

AAPL BABA CSCO JD TSLA

Yahoo Finance3d agobullish

Nvidia tops $5.5 trillion valuation as stock surges

Nvidia stock surged 4% on Thursday.

BABA JD NVDA

Proactive3d agoneutral

Nvidia gains US approval for H200 chip sales to Chinese tech giants: report

The United States has cleared roughly 10 Chinese companies to purchase Nvidia Corp (NASDAQ:NVDA, XETRA:NVD)'s H200 artificial intelligence chips, according to a Reuters report citing people familiar with the matter. The approved firms include major technology companies such as Alibaba,...

BABA JD

Simply Wall St.3d agobullish

JDcom Leans On Services Growth And Joybuy Europe To Support Margins

JD.com (NasdaqGS:JD) highlights continued growth in its services and logistics operations. The company reports wider profit margins, supported by marketing and margin efficiency. JD.com launches Joybuy in Europe, extending its e-commerce reach beyond China. Management points to resilience in services and logistics alongside challenges in electronics and home appliances. JD.com, known for its e-commerce platform and integrated logistics network, is leaning more on services and supply chain...

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

AMAT BABA BN CSCO JD MRVL NVDA ^DJI+2

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

BABA JD

GuruFocus.com3d agobullish

Nvidia Wins China H200 Approval, but Shipments Stall

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

BABA JD NVDA

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

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

BABA C JD NVDA

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

Benzinga4d agoneutral

JD.Com Analyst Raises Estimates On Recovering Profitability, Earnings Inflection

Shares of JD.Com Inc (NASDAQ:JD) surged on Wednesday after the company posted strong first-quarter (Q1) results. Benchmark analyst Fawne Jiang said the Q1 results and second-quarter outlook point to "a clear earnings inflection point," with profitability growth "firmly back on track." The JD.Com Analyst: Jiang, reiterated a Buy rating and raised the price target from $38 to $42. The JD.Com Thesis: Despite a challenging backdrop, the company delivered modestly better-than-expected revenue, margin

MT Newswires4d agobullish

Asian Equities Traded in the US as American Depositary Receipts Wednesday Surge Higher in Wednesday Trading

Asian equities traded in the US as American depositary receipts were surging higher Wednesday mornin

HIMX INFY JD LPL SHG

Bloomberg4d 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

BABA JD

GuruFocus.com5d agoneutral

JD.com Inc (JD) Q1 2026 Earnings Call Highlights: Strong Growth in Service and Logistics Amidst ...

JD.com Inc (JD) reports robust revenue growth in service and logistics sectors, while navigating challenges in electronics and home appliances.

Insider Monkey5d 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 […]

BABA JD