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China demand for Nvidia silicon is still worth a reported $35 billion even after being pushed down to export-compliant parts, with ByteDance, Alibaba and Tencent reportedly spoken for on RTX PRO 5500 GPUs.
CHINESE TECH GIANTS REPORTEDLY ORDER OVER $35B IN $NVDA AI CHIPS ByteDance, Alibaba $BABA and Tencent have reportedly placed orders for more than 3M Nvidia RTX PRO 5500 GPUs as U.S. export restrictions limit access to more advanced AI processors. The export-compliant chips cost https://t.co/spOHrXXTti
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Fang Jiang just trimmed roughly 19% of a reported stake in Alibaba, a discretionary disposition with no 10b5-1 plan disclosed. That is the kind of sizing that signals conviction about valuation, and it lands while the company reshuffles its AI leadership.
Hong Xu's sale covered barely a quarter of the position, and it landed right after 229,000 shares vested from restricted stock, the classic pattern of an executive funding taxes. The holding still sits above 400,000 shares, so read this as routine housekeeping on Alibaba's China e-commerce fight.
BABA Coverage
Alibaba Is Now Down 31% This Year: Is BABA Stock a Falling Knife or Poised for a Comeback?
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China’s Stock Market Is Trailing the U.S. by the Widest Margin in History
The gap between U.S. and Chinese stocks just broke a record stretching back decades, and Beijing's state-backed funds are still sitting on their hands while blue-chip shares slide into bear market territory.
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Selling in U.S.-listed Chinese internet stocks is landing hardest on the group’s biggest artificial intelligence spender, even as American large caps edge higher. Alibaba Group (NYSE:BABA | BABA Price Prediction) shares are…
ByteDance, Alibaba and Tencent Just Ordered $35 Billion of Nvidia Chips
China's tech giants just placed chip orders so massive that Nvidia admitted it cannot guarantee filling them, and the stock barely flinched. The reason why reveals something surprising about where Nvidia's real…
SoftBank Wants to Buy America’s Biggest Security Guard Company and Use Robots
SoftBank is eyeing an $18 billion deal to take over the largest private security firm in America, with plans to swap out guards for robots at scale. The math only works if…
Apple Is Reportedly Bringing AI to China in December, but Not the New Siri
Apple is finally preparing to bring AI features to China after years of regulatory delays, but the version heading there is already two years old and missing the one feature that matters…
Alibaba Is Now Down 24% This Year: Did BABA Stock Just Find a Bottom?
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Wall Street Just Launched an ETF for Large Language Models. Here’s What’s Inside
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Alibaba Falls 4% as Reported Beijing AI Probe Undercuts Chip Rally; Baidu Eases, JD.com Dips
Shares of Alibaba Group (NYSE:BABA | BABA Price Prediction) are falling in Wednesday morning trading, reversing part of the run the company’s own Apsara conference announcements produced earlier this week. Alibaba stock…
Alibaba Jumps 4% as Zhenwu V900 Chip Targets the Gap NVIDIA Left in China; Baidu Sits Tight
Shares of Alibaba Group (NYSE:BABA | BABA Price Prediction) are rallying Tuesday morning after the company unveiled its most powerful AI chip yet at Alibaba Cloud’s annual conference in Hangzhou. Alibaba stock…
Alibaba Climbs 3%, PDD and JD.com Tick Up: Is China Technology Finding Buyers Again?
China internet names are moving together on Friday while the broader market slips, and the pattern raises a question that matters for anyone holding Alibaba through a brutal year: rotation or head…
Morningstar Says Your Emerging Markets Fund and Your Value ETF Are Both AI Bets Now
Morningstar strategist Tom Lauricella says the funds retirees bought specifically to escape tech concentration have quietly filled up with the same AI bets they were meant to offset, and the shift happened…
China E-Commerce Stocks Sink While Baidu Climbs 4%: Alibaba Falls 4%, PDD Holdings Declines 3%
China's biggest internet stocks are moving in opposite directions Thursday, and the split points to a fault line running straight through the group that could reshape how investors position across the entire…
Alibaba’s $10 Billion Stock Sale Was Nearly 3 Times Oversubscribed. Should You Follow the Smart Money?
Sovereign wealth funds poured nearly $28 billion into Alibaba's share sale yet still demanded a steep discount, and that tension tells retail investors something important before they place a single order.
Omor Ibne Ehsan XPeng Sinks 7% as Q2 Miss Overshadows $6.3B Robotics Valuation, NIO Drops 4%, Tesla Slips
XPeng's robotics unit just attracted Tencent and Alibaba in China's largest embodied AI funding round, yet the stock is tanking anyway as a revenue miss and a conservative outlook raise questions about…