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Inflation Readings, Cisco and AMAT Earnings, and More to Watch This Week
Barrons.com97d agoneutral
Inflation Readings, Cisco and AMAT Earnings, and More to Watch This Week

The major indexes stretched their winning streak to six weeks, the longest since October 2024. This week nine S&P 500 companies report results, including Constellation Energy on Monday, Cisco Systems on Wednesday, and Applied Materials on Thursday. The highlight of the economic calendar is the consumer price index, released by the Bureau of Labor Statistics on Tuesday.

Alibaba’s AI Shopping And Robotics Push Meets Discounted Valuation Story
Simply Wall St.97d agoneutral
Alibaba’s AI Shopping And Robotics Push Meets Discounted Valuation Story

Alibaba Group Holding (NYSE:BABA) is preparing to roll out Qwen powered conversational AI shopping on its Taobao marketplace, shifting the experience from keyword search to interactive agent based journeys. The company is also introducing advanced robotics through its Amap unit and logistics arm Cainiao, including humanoid and warehouse automation robots. These AI and robotics deployments extend Alibaba’s commercialization of its in house models beyond cloud into consumer retail and...

Uh-Oh! President Trump’s Landmark Tax Cuts Bill Could Be What Kills the Trump Bull Market
24/7 Wall St.98d agobearish
Uh-Oh! President Trump’s Landmark Tax Cuts Bill Could Be What Kills the Trump Bull Market

The stock market has been on a tear during President Donald Trump’s second term. Since Jan. 20, 2025, the S&P 500 has climbed 23.4%. More stunningly, it has surged 48.5% since the April 8, 2025 tariff panic low, as investors decided the White House’s trade fights were survivable and artificial intelligence spending was unstoppable. That ... Uh-Oh! President Trump’s Landmark Tax Cuts Bill Could Be What Kills the Trump Bull Market

Alibaba to integrate Qwen AI with Taobao, launch agentic shopping, source says
Reuters98d agoneutral
Alibaba to integrate Qwen AI with Taobao, launch agentic shopping, source says

Alibaba is preparing to unveil the integration of its AI platform ‌Qwen and online marketplace Taobao, a move that ‌seeks to drive shopping with conversations rather than keyword searches, according ​to a source familiar with the decision. The move will enable consumers to browse, compare and purchase items via the Qwen app by chatting with the artificial ‌intelligence agent, rather than ⁠manually navigating product listings. The Qwen app will have access to the entire Taobao and ⁠Tmall catalog of over 4 billion products, backed by a "skills library" capable of managing logistics and after-sales ​services.

RealReal Q1 Earnings Call Highlights
MarketBeat99d agoneutral
RealReal Q1 Earnings Call Highlights

RealReal (NASDAQ:REAL) reported first-quarter 2026 results that exceeded its expectations, with management pointing to stronger buyer engagement, higher-value transactions and improving operating efficiency across the luxury resale platform. Chief Executive Officer and President Rati Levesque said

Alibaba Chip Smuggling Allegations Raise Fresh Questions For AI Growth Narrative
Simply Wall St.100d agoneutral
Alibaba Chip Smuggling Allegations Raise Fresh Questions For AI Growth Narrative

US authorities are investigating a reported US$2.5b smuggling scheme involving advanced Nvidia chips shipped to China. Alibaba Group Holding (NYSE:BABA) has been cited as a possible end customer in the inquiry. The company has publicly denied any involvement or business relationship with the parties mentioned in the alleged scheme. Alibaba is a major Chinese technology group with businesses across e commerce, cloud computing, and digital services, so any link to restricted AI hardware...

US Said to Suspect Nvidia Chips Smuggled to Alibaba Via Thailand
Bloomberg100d agoneutral
US Said to Suspect Nvidia Chips Smuggled to Alibaba Via Thailand

(Bloomberg) -- A key company behind Thailand’s national AI effort is suspected of helping to smuggle billions of dollars worth of Super Micro Computer Inc. servers containing advanced Nvidia Corp. chips to China, with Alibaba Group Holding Ltd. one of multiple end customers, according to people familiar with the matter.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almos

Alibaba Group (BABA) Continues To Be A Top Cloud Computing Choice For Investors
Insider Monkey101d agoneutral
Alibaba Group (BABA) Continues To Be A Top Cloud Computing Choice For Investors

Alibaba Group Holding Limited (NYSE:BABA) is one of the 8 Best Cloud Computing Stocks To Buy In 2026. On April 16, Robin Zhu, an analyst at Bernstein, lowered the firm’s price target on Alibaba Group Holding Limited (NYSE:BABA) from $190 to $180 while maintaining a Buy rating. A day before the price target cut, Bloomberg […]

SoftBank Stock Surges on Chip Optimism
The Wall Street Journal101d agobullish
SoftBank Stock Surges on Chip Optimism

Shares in tech investor SoftBank Group jumped 18.4% in Tokyo today, marking their biggest gain since the pandemic. The move helped drive the Nikkei 225 5.6% higher to close at a record level. It came on the heels of a surge in optimism in chip stocks in the U.S., after shares in AMD and other chip makers rose following results late Tuesday.

Alibaba Cloud And AI Expansion Reshapes Long Term Investor Trade Offs
Simply Wall St.101d agoneutral
Alibaba Cloud And AI Expansion Reshapes Long Term Investor Trade Offs

Alibaba Group Holding (NYSE:BABA) is expanding its global cloud footprint with new data center regions in Brazil, France, and the Netherlands. The company is increasing capital expenditure to support rising AI infrastructure demand across international markets. Alibaba has designated Hong Kong as its base for international expansion, securing prime office space for its global headquarters. Chinese CIOs rank Alibaba among the top companies for expected AI spending, reinforcing its role in...