Q
Quant'AbondanceL'abondance, quantifiée.

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.

24,258 signal articles · 39 in last 24h · 115,255 total before filter · latest 2h ago
39last 24h
1801last 7d
299● bullish (7d)
170● bearish (7d)
205publishers
AllMacro322Earnings850M&A104Regulatory25Product16Analyst25
✕ clear all filtersticker: BABASentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Investing.com15d agoneutral
Bloomberg: Moonshot used 20K Nvidia chips via Alibaba to rival US

The plot surrounding China’s latest artificial intelligence sensation is thickening. New details have emerged shedding light on how Moonshot AI, a Beijing-based startup, managed to build its Kimi K3—a 2.8-trillion-parameter model that recently sent shockwaves through global tech markets by rivaling the best systems from OpenAI and Anthropic. According to a recent report by Bloomberg News, Moonshot leaned heavily on a massive computing agreement with Alibaba Group Holding Ltd., accessing roughly

Forkast News15d agoneutral
DeepSeek’s 1GW Ulanqab Pivot Signals China’s Sovereign Compute Escalation

Sovereign compute has moved beyond theoretical policy, manifesting as a tangible race to secure massive, state-integrated infrastructure. DeepSeek’s 1-gigawatt (GW) data center project in Ulanqab, Inner Mongolia, exemplifies this shift, signaling that the next phase of the US-China technology competition will be defined less by individual model performance and more by the sheer scale of […]

Dolby Laboratories Q3 Earnings Call Highlights
MarketBeat15d agoneutral
Dolby Laboratories Q3 Earnings Call Highlights

Dolby Laboratories (NYSE:DLB) reported third-quarter fiscal 2026 revenue of $305 million, within its prior guidance range, as strength in Dolby Atmos, Dolby Vision and imaging patents was partly offset by deal timing and foundational audio revenue. Non-GAAP earnings per share were $0.69, slightly a

Is Alibaba (BABA) a Buy as Wall Street Analysts Look Optimistic?
Zacks16d agobullish
Is Alibaba (BABA) a Buy as Wall Street Analysts Look Optimistic?

The average brokerage recommendation (ABR) for Alibaba (BABA) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

AI data centre supplier Zhongji InnoLight tumbles on Hong Kong debut
AFP16d agoneutral
AI data centre supplier Zhongji InnoLight tumbles on Hong Kong debut

Shares in Chinese data centre supplier Zhongji InnoLight tumbled more than nine percent in its Hong Kong debut on Thursday, after raising at least US$6.8 billion in the city's biggest IPO for seven years, driven by a demand for AI components.The Shenzhen-listed firm priced its shares at HK$980 on Thursday, raising about HK$53.4 billion (US$6.8 billion), the most since Chinese tech behemoth Alibaba listed in the city in 2019.

AI data centre supplier Zhongji InnoLight falls on Hong Kong debut
AFP16d agobearish
AI data centre supplier Zhongji InnoLight falls on Hong Kong debut

Shares in China's Zhongji InnoLight fell in the first few minutes of its Hong Kong debut Thursday, after raising at least US$6.8 billion in the city's biggest IPO since 2019.The Shenzhen-listed firm priced shares at HK$980, raising about HK$53.4 billion (US$6.8 billion) in Hong Kong's biggest public offering since Chinese tech behemoth Alibaba listed in 2019.

Alibaba (BABA) Stock May Be 41% Undervalued On EU Fine Risk
Simply Wall St.17d agoneutral
Alibaba (BABA) Stock May Be 41% Undervalued On EU Fine Risk

Alibaba Group Holding has fallen about 38.0% over the past five years, yet its current checks suggest the stock may now be pricing in more pessimism than the underlying valuation work implies. A roughly 38.0% decline over five years means long term holders have seen significant value erode. This often makes current pricing more sensitive to any change in expectations. The Discounted Cash Flow (DCF) intrinsic value estimate sits about 41.3% above the market price. This can indicate the market...

Bloomberg17d agoneutral
Jack Ma-Backed OceanBase Seeks Up to $443 Million for AI Push

(Bloomberg) -- Jack Ma-backed OceanBase is seeking to raise money to help it operate more independently and bankroll its expansion into AI database services, according to people familiar with the matter. Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeUEFA Considering Boycott of FIFA To

Bloomberg18d agoneutral
Anthropic’s Amodei Rejects Open Model Ban But Calls for Testing

(Bloomberg) -- Silicon Valley leaders, including Anthropic PBC Chief Executive Officer Dario Amodei and Nvidia Corp. CEO Jensen Huang, are warning against a broad government crackdown on open-weight artificial intelligence systems as a response to a breakthrough Chinese AI model that’s challenged US leadership in the technology.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offse

Beijing Just Aimed at Taiwan Semiconductor Manufacturing Company (NYSE:TSM). Here’s Why the Bull Case Still Wins
Insider Monkey19d agobullish
Beijing Just Aimed at Taiwan Semiconductor Manufacturing Company (NYSE:TSM). Here’s Why the Bull Case Still Wins

On July 21, the Financial Times reported that China’s Ministry of Commerce is considering implementing export controls that would bar Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and QUALCOMM Incorporated (NASDAQ:QCOM) from manufacturing chips based on designs from Huawei, Alibaba, and ByteDance. Such headlines are likely to hit a foundry stock hard. In the case of […]

Alibaba Group Holding (BABA) Joins Apple Intelligence In China, Is The Stock Still Undervalued?
Simply Wall St.23d agoneutral
Alibaba Group Holding (BABA) Joins Apple Intelligence In China, Is The Stock Still Undervalued?

Alibaba Group Holding (BABA) is back in the spotlight after confirming its Qwen large language model will power Apple Intelligence features on Apple devices in China, following regulatory approval that clears a key AI commercialization milestone. See our latest analysis for Alibaba Group Holding. That Apple Qwen partnership comes as Alibaba Group Holding's share price has risen about 11.0% over the past month but remains down roughly 25.2% year to date. The 3 year total shareholder return of...