Zacks39d agoneutral
SK Hynix Eyes Massive U.S. Listing: ETFs That Are Likely to GainSK Hynix's blockbuster U.S. listing could reshape semiconductor investing. Here's how chip, Korea, Nasdaq and IPO ETFs stand to benefit.
Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
40last 24h
1793last 7d
300● bullish (7d)
170● bearish (7d)
205publishers
24/7 Wall St.39d agoneutral
Proof That China Is Stealing US AIVery recently, there have been more than suspicions that China has been stealing US AI secrets to build their own models, inexpensively. Several American companies, led by Anthropic, say it is so. The huge AI firm, valued at about $1 trillion, sent a letter to Senators, which appears to have settled the matter of the ... Proof That China Is Stealing US AI
Reuters Videos39d agoneutralVIDEO
Beijing looks at curbing overseas access to its top AI models, sources say<body><p>STORY: Chinese authorities have looked into restricting overseas access to the country's top AI models.</p><p>That's what sources have told Reuters.</p><p>They added authorities held meetings with top tech firms over the past month about the issue.</p><p>The talks follow a number of steps by Beijing to keep homegrown AI within the country.</p><p>It also shows China, like the U.S., now treats AI as a critical national asset that needs controls.</p><p>The sources said tech giants like Alibaba, ByteDance and Z.ai were at the talks.</p><p>Chinese AI models have expanded globally since the launch of DeepSeek's R1 model last year.</p><p>It's partly due to their low costs and growing capabilities.</p><p>Any decision by Beijing to limit access to those products could ripple across AI markets as costs for many businesses would likely rise.</p><p>Two of the sources said the meetings were led by China's Ministry of Commerce and participants talked about putting limits on the most advanced AI models.</p><p>That included both closed-source and more open versions.</p><p>They added officials talked about making any leak or theft of exclusive AI technology an offense under China's national security law.</p><p>A source further said officials raised the possibility of implementing new measures to restrict who can fund domestic AI startups.</p><p>The sources said the scope of the potential restrictions is still being discussed, and may only apply to future models.</p><p>It wasn't immediately clear when or even if they would come into force.</p><p>China's commerce ministry and the National Development and Reform Commission didn't respond to Reuters requests for comment.</p><p>Alibaba, ByteDance and Z.ai also didn't respond to Reuters queries.</p><p>Three sources also told Reuters DeepSeek is developing its own AI chip.</p><p>It's a move which could lower its reliance on Nvidia and Huawei chips.</p><p>They said it would be designed for inference rather than for training new models.</p><p>Inference is the stage of AI computing where a trained model generates responses for users.</p><p>The company didn't respond to a request for comment.</p></body>
GuruFocus.com39d agoneutral
Alibaba Bans Anthropic Coding Tool at WorkAlibaba reportedly banned employees from using Anthropic's Claude Code at work.
Reuters39d agoneutral
Exclusive-Beijing is looking at curbing overseas access to China's top AI models, sources sayBy Fanny Potkin SINGAPORE, July 7 (Reuters) - Chinese authorities have held meetings with top tech firms over the past month about potentially restricting overseas access to China's most advanced AI
BeInCrypto40d agobearish
Alibaba Orders Staff to Drop Anthropic Claude Code Over Security FearsChina's Alibaba will bar employees from Anthropic's Claude Code, citing back-door security risks and mandating Qoder.
Stocktwits40d agoneutral
Why Is BABA Stock Rising In Overnight Trading?A U.S. court temporarily eased Pentagon-related restrictions on Alibaba, and the company tightened AI security.
Bloomberg40d agoneutral
Chinese Firms Leave Nvidia for Local AI Suppliers, Survey Shows(Bloomberg) -- Chinese companies are ditching Nvidia Corp.’s advanced accelerators in favor of domestic silicon, underscoring how tensions with the US are reshaping the AI infrastructure buildout and propelling Beijing’s ambitions to substitute American technology.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthSaudis Slash
TheStreet40d agoneutral
Alibaba’s Anthropic ban hides bigger AI shiftAlibaba’s reported ban on Anthropic’s Claude Code looks, on the surface, like an IT decision at a company. It’s probably bigger than that. A Chinese tech giant has warned staff not to use Anthropic’s AI coding helper at work and has directed them toward its own coding platform, Qoder, Reuters ...
GuruFocus.com40d agobullish
Kuaishou Jumps 6.9% as Kling AI Secures $2 BillionKling AI's financing values the generative video platform at about $15 billion before investment.
TheStreet40d agoneutral
Goldman Sachs turns its back on major semiconductor stockGoldman Sachs spent more than a year telling clients that Taiwan Semiconductor Manufacturing (TSM) was one of the best stocks to own in Asia. However, on July 1, 2026, the bank changed its mind. Goldman dropped TSM from its Asia-Pacific Conviction List. This list is the bank's short roster of ...
GuruFocus.com40d agoneutral
China AI Giants Pull Back Companion Chatbot FeaturesByteDance, Alibaba and Tencent platforms retreat ahead of new Beijing rules on humanlike AI services.
GuruFocus.com40d agoneutral
Alibaba Pushes Employees Away From ClaudeEmployees reportedly directed to use Qoder instead
Simply Wall St.40d agoneutral
Alibaba (NYSE:BABA) Is Pulling AI Companion Features Under China’s New RulesAlibaba Group Holding and several major Chinese tech platforms are disabling AI companion and chatbot features to comply with new national rules on emotionally influential artificial intelligence. The regulations target humanlike AI tools that could foster emotional dependence, especially among minors, and are prompting adjustments across domestic platforms. The changes affect Alibaba's AI product lineup and may influence how the company shapes future offerings for both Chinese and global...
GuruFocus.com40d agoneutral
China AI Rules Force ByteDance, Alibaba To Cut Companion FeaturesByteDance, Alibaba, and Tencent-linked platforms are scaling back AI companion tools ahead of new Beijing rules in mid-July.
Barrons.com41d agoneutral
State-Subsidized and Dirt Cheap: The Chinese AI Threat to U.S. Model MakersChinese AI models are rapidly improving while remaining far cheaper than U.S. rivals, raising questions about pricing power for companies such as OpenAI, Anthropic, and Google.
Bloomberg41d agoneutral
Singapore Files New Charges in Nvidia Chip Fraud Case(Bloomberg) -- Singaporean prosecutors filed additional charges including money laundering against a key suspect in an AI server fraud case, part of the Southeast Asian nation’s growing efforts to clamp down on Nvidia Corp. chips being diverted illicitly to other locations including China. Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil’s Supply Wave, Tumbling Prices Rekindle Fears of Globa
Bloomberg41d agoneutral
ByteDance, Alibaba Pull AI Companions as Beijing Tightens Rules(Bloomberg) -- ByteDance Ltd. and Alibaba Group Holding Ltd. are pulling the plug on features that let users build and chat with AI companions, preparing for new Chinese regulations governing human interactions with artificial intelligence.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests Af
Bloomberg41d agoneutral
Alibaba Gets Reprieve From Lobbying Ban Tied To Pentagon’s Curbs(Bloomberg) -- A federal judge ordered the Pentagon to give Alibaba Group Holding Ltd. a reprieve from a law that caused all of its lobbyists to drop it while she considers its constitutionality in a case set to test the ability of the US government to restrict Chinese companies’ activities.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsBrazil Freezes $2 Billion, Pursues Arrests After US SanctionWhy the Great American State Fair Looks So EmptyOil’s Supply
Bloomberg41d agoneutral
SK Hynix Seeks Access to AI Investors in $29 Billion US Listing(Bloomberg) -- This week’s $29 billion US stock-market listing for SK Hynix Inc. may be the biggest-ever first-time share sale by a foreign company, but it isn’t just about raising cash. It’s also about competing in the hottest corner of the global stock market — memory chips used in AI computing.Most Read from BloombergWhy the Great American State Fair Looks So EmptyBrazil Freezes $2 Billion, Pursues Arrests After US SanctionOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutTanker
Insider Monkey41d agobullish
Is Alibaba (BABA) the Most Oversold Strong Buy-Rated Stock to Invest In Now?Alibaba Group Holding Limited (NYSE:BABA) is one of the 9 Most Oversold Strong Buy-Rated Stocks to Invest In Now. On June 25, 2026, Anthropic accused Alibaba Group Holding Limited (NYSE:BABA) of a large-scale effort to “illicitly” access its Claude artificial intelligence model, Bloomberg’s Maggie Eastland reported, citing a letter the AI startup sent to several […]
Investing.com43d agoneutral
China proposes broader e-commerce law covering platforms and digital businessesInvesting.com -- China has proposed amendments to its E-Commerce Law that would expand its scope beyond online marketplaces and merchants, introducing broader oversight of the country’s fast-growing digital economy, Bloomberg reported on Saturday.
Investing.com43d agoneutral
Tibet-born activist dies after self-immolation outside UN headquartersInvesting.com -- A Tibet-born activist died after apparently setting himself on fire outside the United Nations headquarters in New York in what supporters described as a protest against China’s rule over Tibet, the Wall Street Journal reported.
Barchart43d agoneutral
SK Hynix Stock’s Upcoming U.S. Listing Is a Sign the Memory Trade Could Soon Topple. 2 Ways to Profit from the Pain.South Korean memory giant SK Hynix is expected to list its American Depositary Receipts (ADRs) in the U.S. under the ticker SKHY. Its debut is tentatively scheduled for Friday, July 10.
Zacks43d agoneutral
Alibaba Group Holding Limited (BABA) is Attracting Investor Attention: Here is What You Should KnowRecently, Zacks.com users have been paying close attention to Alibaba (BABA). This makes it worthwhile to examine what the stock has in store.
Reuters43d agoneutral
Alibaba, Tencent back Kuaishou's Kling AI in $2.8 billion fundraiseChina's Kuaishou Technology said on Thursday a group of investors including Alibaba and Tencent will inject over 19 billion yuan ($2.80 billion) in Kling AI, while valuing the popular AI video arm at $15 billion on a pre-money basis. The fundraising underscores investors' appetite for China's fast-growing AI sector, which continues to attract billions of dollars in fresh capital. Technology companies have raised a total of $3.1 billion from stock market listings in China this year to mid-June, more than five times the amount raised last year.
InvestorsHub43d agoneutral
Alibaba to block Claude Code in workplace amid reported security concerns (BABA)Alibaba Group Holding Ltd (NYSE:BABA) will reportedly ban employees from using Anthropic’s (NASDAQ:ANTP) Claude Code in its workplace systems from July 10 over alleged security concerns, according to a Reuters report citing a person familiar with the matter. The decision follows a report by Chinese financial publication Yicai, which claimed that Alibaba had identified what it described as embedded “backdoor” risks within the AI-powered coding assistant.
Reuters44d agoneutral
Alibaba to ban employees from using Anthropic's coding tool, source saysChinese tech giant Alibaba has banned employees from using Anthropic's Claude Code at work after the tool drew scrutiny for features that can help identify China-linked users, according to a person familiar with the order. The ban is part of a deepening spat between the two companies after Anthropic accused Alibaba of illicitly extracting its Claude AI model capabilities — a dispute that highlights the frantic race between the U.S. and China to take the lead in artificial intelligence. Claude Code is Anthropic's AI coding assistant for software developers.