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Alibaba Group Holding Ltd. runs China’s biggest online marketplaces, cloud computing services, and digital payments platform, serving…
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Alibaba Group Holding Ltd
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Alibaba Group Holding Ltd. runs China’s biggest online marketplaces, cloud computing services, and digital payments platform, serving…
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AI chip demand outstrips supply by 73%, with the shortage likely lasting until 2030, reshaping the competitive landscape across hardware and model developers.
Moonshot AI’s Hong Kong IPO and U.S. cloud talks could inject $3 billion and critical infrastructure, but U.S. regulatory scrutiny may threaten the deals.
AI‑driven earnings beats and tariff uncertainty are reshaping the consumer‑tech landscape, boosting Nvidia and Salesforce while adding supply‑chain risk for chip makers.
Alibaba’s stock slides on a costly AI push and looming dilution, raising doubts about near‑term profitability.
Equity futures are slightly upbeat amid a new U.S. economic offensive against Iran, a busy earnings calendar, and a Treasury buyback that could keep long‑end yields in check.
Alibaba is divesting its gaming unit for at least $1.5 billion to double down on AI, a move that has nudged its stock higher and signals a sharper strategic focus.
Apple’s streaming hit, China AI partnership, and U.S. manufacturing push signal a multi‑front growth strategy, while Tesla’s marketing shortfall and smartphone cost dynamics highlight competitive pressures.
AI spending is translating into revenue growth, and Ives doesn't see a software apocalypse.
Apple's AI strategy shift in China may position it as the first foreign company to receive Beijing's approval to offer a proprietary AI model in the country.
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