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Investing.com -- Alibaba shares fell around 3% in U.S. premarket trading on Wednesday after Bloomberg reported that China is preparing to spend around 2 trillion yuan over the next five years building data centers to advance its domestic AI industry, sparking concerns that government-funded capacity could undercut private cloud operators.
A rush of mega-IPOs from OpenAI, Anthropic, and SpaceX could mint fortunes—and test whether the AI boom has gotten ahead of itself.
Shares in the e-commerce company are down 18% for the year, dragged down by an aggressive AI spending plan.
Recent share performance and what it might signal Alibaba Group Holding (NYSE:BABA) has seen its stock decline 14% over the past month and 12% over the past 3 months, while sitting roughly flat over the past year on a total return basis. See our latest analysis for Alibaba Group Holding. At a share price of US$120.07, Alibaba’s recent 7 day share price return of down 4.25% and year to date share price return of down 22.9% contrast with a relatively flat 1 year total shareholder return of...
(Bloomberg) -- The history of megacap initial public offerings shows that the stocks usually slump in the first year of trading. But upcoming listings from SpaceX, Anthropic and OpenAI are big enough and systemically important enough to the market that those analogies may not apply.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’OpenAI Joins a Massive AI IPO Pipeline Now Worth $3.6 TrillionLA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump’s $1
Alibaba (BABA) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
The Pentagon has expanded its Chinese military company list to 188 entities. And all of Chinese big tech is on there.
It's scheduled to be the largest-ever IPO, by far.
<body><p>STORY: The U.S. on Monday added Chinese e-commerce giant Alibaba, internet search provider Baidu, and automakers BYD and Nio to a list of companies it believes are aiding Beijing's military.</p><p>It's a move which could inflame tensions between the countries.</p><p>The long-awaited update takes the place of a list from early last year.</p><p>And comes less than a month after President Donald Trump met China's Xi Jinping on a visit to Beijing.</p><p>The list now includes a large number of China's top technology firms key to advancing Beijing's military and industrial prowess.</p><p>It reflects Washington's security concerns amid intense geopolitical competition between the countries.</p><p>In February, when Trump's trip to China had been pending, the Pentagon briefly posted an updated list.</p><p>But then quickly withdrew it with little explanation.</p><p>The new version mirrors the withdrawn February list but also includes China's top memory chipmakers CXMT and YMTC, as well as other tech firms. </p><p>Alibaba said in a statement there was "no basis" for its inclusion on the list. </p><p>While Baidu "categorically" rejected its inclusion.</p><p>BYD and others didn't immediately respond to requests for comment.</p><p>China's embassy in Washington said Beijing opposed, quote, "making discriminatory lists to go after Chinese companies," and that its firms observe local laws and regulations.</p></body>
(Bloomberg) -- China is preparing to spend around 2 trillion yuan ($295 billion) over the next five years on building data centers across the country, fueling Beijing’s ambition to propel the domestic AI sector and surpass the US in a potentially game-changing technology. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump’s $100,000 H-1B Visa Application Fee Rejected by JudgeTrump Says He, Not Con
(Bloomberg) -- The Pentagon accused some of China’s biggest companies, including Alibaba Group Holding Ltd., Baidu Inc. and BYD Co. of supporting the Chinese military, doubling down on an earlier decision to label crown jewels of the country’s corporate world as threats to US national security.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump Says He, Not Congress, Is in Charge of Kennedy Center
The U.S. Defense Department has added Alibaba Group Holding (NYSE:BABA) to a blacklist of companies designated as supporting the Chinese military. The designation restricts Alibaba's access to U.S. federal contracts and procurement linked to the Pentagon. This move expands existing U.S. scrutiny of Chinese technology groups into the defense and security arena. Alibaba operates a large e-commerce and cloud services platform that reaches consumers and businesses globally, so any shift in its...
Some well-known companies were added to the annually updated list, which designates them as a U.S. national-security risk.
Low-cost e-commerce shipments out of China fell 10.9 percent year over year in April, marking the fifth straight monthly decline for the sector.
The U.S. Department of Defense has officially designated major Chinese conglomerates, including Alibaba, Baidu and BYD, as entities aiding the Chinese military, a move that restricts them from receiving Pentagon contracts.
Investing.com -- The Pentagon added Alibaba Group Holding Ltd., BYD Co. and Baidu Inc. to its list of companies that support the Chinese military on Monday. The announcement was posted to the Federal Register and updates the Defense Department’s roster of companies believed to aid the People’s Liberation Army.
The U.S. on Monday issued an updated list of Chinese companies it believes are aiding Beijing's military, including e-commerce group Alibaba, Internet search provider Baidu and automaker BYD. The long-awaited update supersedes a list from early 2025, and comes less than a month after President Donald Trump met China's Xi Jinping on a visit to Beijing, where the two leaders maintained a delicate trade war truce. In February, when Trump's trip to China had been pending, the Pentagon briefly posted an updated list, known as the 1260H or CMC list, but then quickly withdrew it with little explanation.
Alibaba Group Holding partnered with UK organizers at Smart Manufacturing Week to showcase its agentic AI platform, Accio Work, to European SMEs. The Smart Manufacturing Week deployment marks one of Alibaba’s first public, hands-on uses of Accio Work outside China, focused on real factory and operations use cases. The partnership positions Alibaba’s AI tools as a potential option for European SMEs looking to improve operational efficiency and resilience. For investors tracking NYSE:BABA,...
Is PDD a good stock to buy? We came across a bullish thesis on PDD Holdings Inc. on r/ValueInvesting by Murky_Obligation_677. In this article, we will summarize the bulls’ thesis on PDD. PDD Holdings Inc.’s share was trading at $96.64 as of May 26th. PDD’s trailing and forward P/E were 9.74 and 7.69 respectively according to Yahoo […]
ARK Invest added to Coinbase (NASDAQ: $COIN) and Circle (NYSE: $CRCL) across two sessions, using a sharp pullback i...
Cathie Wood said recent on-chain indicators suggest bearish sentiment toward Bitcoin has reached extreme levels.
2026 is shaping up to be the year of the trillion-dollar IPO, but there's only one I'm seriously considering.
$10,000 dropped into the iShares Asia 50 ETF (NYSEARCA:AIA) on the last trading day of 2025 was worth roughly $15,267 by the close on June 3, 2026. That is the kind of half-year a US large-cap investor doesn’t get out of the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) in a calendar year, let alone five ... $10,000 in Asia’s Biggest 50 Stocks Became $15,267 in Five Months: Here’s Why
$10,000 dropped into the iShares Asia 50 ETF (NYSEARCA:AIA) on the last trading day of 2025 was worth roughly $15,267 by the close on June 3, 2026. That is the kind of half-year a US large-cap investor doesn’t get out of the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) in a calendar year, let alone five ... $10,000 in Asia’s Biggest 50 Stocks Became $15,267 in Five Months: Here’s Why
US authorities are scrutinizing potential loopholes that may allow Chinese companies, including Alibaba Group Holding (NYSE:BABA), to obtain Nvidia's advanced AI chips despite current export controls. The US Commerce Department has issued clarifications and may introduce tighter rules that could affect Alibaba's access to high end AI semiconductors. Any further restrictions would focus on AI and cloud infrastructure hardware, with implications for Alibaba's technology roadmap and global...
Not all of Wall Street is buying Musk’s math.
Nvidia stock fell as the company came under U.S. scrutiny for a loophole that may have allowed Chinese firms to acquire Nvidia AI chips.
ZTO Express (Cayman) Inc. (NYSE:ZTO) is one of the 10 Best Asian Stocks with Huge Upside Potential. On May 20, 2026, Morgan Stanley raised the firm’s price target on ZTO Express (Cayman) Inc. (NYSE:ZTO) to $30.10 from $28.50 and maintained an Overweight rating on the shares. Morgan Stanley said it was raising forecasts for the […]
Officials Probe Possible Loophole Around Blackwell AI Sales
Trump administration officials are examining whether US export control policies may have inadvertent
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