Find insight on netEase, Alibaba, Megaport and more in the latest Market Talks covering technology, media and telecom.

On August 20, Alibaba Group (NYSE:BABA) reported that quarterly net profit had fallen 75% from a year earlier, even as revenue for the April to June period climbed 9%. The headline number looks alarming on its own. But dig into where the money actually went and a different picture forms: this looks like a company […]

Chinese models just swept the top five spots on the world's largest AI marketplace. American labs still own the frontier. Don't get caught in between.

On August 20, Nvidia Corp. (NASDAQ:NVDA) denied a report by The Information claiming it planned small-batch shipments of a China-tailored LPU AI chip by year-end. The denial lands less than a week before Nvidia reports fiscal second-quarter results on August 26, adding one more variable to a stock that already carries enormous expectations. The real […]

Alibaba Group Holding (NYSE:BABA) affiliate Alipay has launched a new merchant e-commerce platform that uses AI agents to automate business tasks. The platform is designed to help merchants handle functions such as storefront operations, customer interactions and order management through AI driven tools. The move adds another AI focused service inside Alibaba's ecosystem at a time when the company’s AI business and legal matters have been under scrutiny. For investors tracking how AI is...

The veteran Chinese tech company published its second-quarter earnings on Thursday morning.

KraneShares CIO Brendan Ahern joins Market Domination's Josh Lipton to discuss how the Chinese government is balancing its goal of technology self-reliance with its heavy regulatory oversight. Ahern notes that American investors should look forward to an upcoming September meeting between China's President Xi Jinping and President Trump.

Cloud growth accelerated sharply, but infrastructure spending and weak adjusted earnings dominated the reaction.

Higher model costs may challenge a key AI bear thesis

Alibaba's aggressive AI infrastructure spending drives record cloud acceleration, while e-commerce faces domestic headwinds and quick commerce shows promising path to profitability.

Cloud and AI product revenue accelerated in the June quarter, but a 75% drop in net income extended Alibaba's run of profit misses to a fifth straight quarter.

The effects of Scott Bessent’s intervention in bond markets are proving short-lived: Yields are on the rise again. The Treasury secretary’s move to ratchet up bond repurchases had temporarily cooled yields, which have been pushed higher by swelling fiscal deficits and rampant borrowing by tech companies. Appearing on CNBC a day after the Treasury announced its new plan, Bessent emphasized that upcoming buybacks of longer-term bonds could be more than $4 billion per operation.

Alibaba Group (NYSE:BABA) reported June-quarter revenue growth of 9% as accelerating demand for artificial intelligence products and cloud services helped offset the effects of heavier technology investment on profitability. Chief Executive Officer Eddie Wu said Alibaba Cloud’s external revenue ros

Alibaba's (BABA) fiscal first-quarter earnings missed expectations even as revenue edged past Wall S

All three major US stock indexes were down in late-morning trading Thursday, as yields on Treasury b

Higher spot oil prices and a snap-back in bond yields have helped early markets drop.

Alibaba Group (NYSE:BABA) reported a 75% drop in quarterly profit on Thursday, as heavy investment in artificial intelligence infrastructure squeezed margins at China's e-commerce and cloud giant. Net income for the June quarter fell to 10.4 billion yuan ($1.5 billion), missing analyst...

China’s technology giant Alibaba on Thursday reported a 75% drop in profit for the latest quarter as it invested big in artificial intelligence infrastructure, even as revenue coming from its AI-related services gained 45%. The Hong Kong- and U.S.-listed company, which started out in e-commerce and online retail but is increasingly focused on AI technologies, said that its profit for April-June was at 10.5 billion yuan ($1.6 billion), down from 43.1 billion yuan ($6.4 billion) the same quarter last year. Quarterly revenue grew 9% to almost 269 billion yuan (nearly $40 billion), with revenue from its AI cloud and compute services up 45% to 48.4 billion yuan ($7.2 billion).

Philly Fed Hits 5-Year High

Asian equities traded in the US as American depositary receipts were trending lower Thursday morning

The retailer's outlook fell short of expectations.

Cloud revenue jumped 45% as AI demand stayed strong. Summary

Quick commerce is emerging as a key growth lever for BABA, with surging orders, improving unit economics and broader platform engagement.

Alibaba's AI Growth Impresses, But Q2 Profit Miss Sends Shares Lower

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Asking for a Trend Host Josh Lipton previews that top story line investors should keep an eye out for on Thursday, August 20th, including earnings from retailers Walmart (WMT) , Alibaba (BABA), Ross (ROST), and the latest read on the labor market with the Initial Jobless Claims.

Moderna tumbles as investors take some profit following Wednesday’s surge, while crypto stocks rally.

Net income fell to 10.54 billion yuan in the June quarter, while cloud revenue grew 45% on surging AI demand

Q1 revenue grew 9% to $39.64 billion, but was below Wall Street’s estimate of $39.89 billion, according to Koyfin data.

Dow Jones futures: Crude oil continues to climb while bitcoin jumped again amid a weak dollar. Walmart earnings are in focus.

Alibaba (NYSE:BABA) shares fell around 4% in U. S.

75 % That's the increase in quarterly capital expenditure that the Chinese tech and e-commerce company reported just now. It invested almost $10 billion in the three months through June, much of it on AI infrastructure.

Alibaba’s earnings slumped in its fiscal first quarter, as the Chinese e-commerce titan continued to invest heavily in artificial intelligence, racing to preserve its lead in the AI sector.

Investing.com -- Alibaba shares dipped around 4% in U.S. premarket trading Thursday after the Chinese e-commerce and cloud giant reported second-quarter earnings well below analyst expectations.

Investing.com -- Alibaba shares dipped around 4% in U.S. premarket trading Thursday after the Chinese e-commerce and cloud giant reported second-quarter earnings well below analyst expectations.

Alibaba Group Holding Ltd.’s profit plunged more than 75% after China’s e-commerce leader ratcheted up AI spending while grappling with a broad Chinese consumption slowdown.

Alibaba's financial affiliate ‌Ant Group's quarterly profits rose ​1% year-on-year to around 4.7 billion yuan ($698 million) in the quarter ending ‌June 30, ⁠Reuters calculations from Alibaba's quarterly earnings ⁠report showed. The fintech giant has been attempting ​to pivot ​towards ​agentic commerce, digital ‌health and embodied AI services in recent years, with its hugely popular AQ AI personal ‌health app. It ​said in ​June ​that it spent ‌a record $5.17 billion on ​AI ​R&D in 2025.

↘️ Coty (COTY): The beauty company reported a steeper loss and guided for a drop in sales in the current quarter. Shares fell over 7% before the bell. ↘️ Moderna (MRNA): Shares pulled back 10% in premarket trading following yesterday’s 177% rally— the biggest gain for any stock in the S&P 500 in the past 25 years.

China's Alibaba on Thursday reported a 9% rise in quarterly ‌revenue, as strong demand for AI services ‌fueled growth in its cloud business, while an extended "618" ​shopping festival boosted its core e-commerce unit. As businesses increasingly deploy artificial intelligence applications, demand for the cloud computing power needed to train and ‌run those systems ⁠has surged, benefiting China's largest technology companies. Alibaba, the country's biggest cloud services ⁠provider, has stepped up investment in AI infrastructure, proprietary models and applications, positioning the technology ​as ​a key growth driver ​for its cloud ‌and consumer businesses.

Today Earnings (a.m.): Walmart, Alibaba, Deere & Co., Advance Auto Parts, Earnings (p.m.): Ross Stores Economic data: Unemployment insurance initial weekly claims, Philadelphia Fed manufacturing survey, U.

The S&P 500 and Nasdaq rose slightly Wednesday as Treasury yields fell. Moderna and Merck fueled big gains for biotechs, drugmakers.

Alibaba Group Holding Ltd. is reclaiming its place as one of investors’ favorite Chinese technology stocks, on bets it can beat rivals in the combative artificial intelligence market.

Alibaba Group Holding Limited (NYSE:BABA) agreed to sell its entire interest in Lingxi Games to private equity firm Trustar Capital. A source told Reuters that the deal is worth more than $2 billion, although the internal announcement did not disclose the price, closing timetable, or regulatory approvals. Alibaba’s Hong Kong shares closed 1.9% higher at […]

Alibaba stock has slipped this year but earnings are an opportunity to flip the narrative on its artificial-intelligence progress.

Weibo Corp (WB) reports 2% revenue growth in Q2 2026, driven by a 19% surge in VAS, while navigating advertising softness and investing in AI to enhance user engagement and ad performance.

Alibaba reports earnings before market open on August 20th, and three converging signals suggest most investors are pricing it wrong. Here is what the setup actually looks like for anyone paying attention.

Alibaba is set to report its fiscal Q1 earnings on Aug. 20. Here’s how the data suggests BABA shares will respond to the earnings event.

Alibaba Group Holding has faced a wave of securities fraud class action lawsuits after the U.S. Department of Defense labeled it a “Chinese military company” and reports emerged of alleged unauthorized use of third-party AI models, raising questions about its regulatory disclosures and AI practices. Beyond the legal risk, these cases highlight how deeply Alibaba’s emerging AI business is now intertwined with geopolitical scrutiny and compliance expectations in key markets. We’ll now examine...

Alibaba Shares Rally on AI Platform Launch. Earnings Are Next

Alibaba and NetEase both report earnings the same morning, forcing a direct choice between two very different China tech bets. Analyst sentiment, price targets, and crowd prediction markets all point in conflicting directions, and only one stock survives the growth test.