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The Latest Breaking News from Alibaba

The First Batch of H200 Shipments Could Soon Be Heading to China. What Does That Mean for Nvidia Stock.

China has apparently approved the first orders of H200 chips from companies like Alibaba and ByteDance.

Barchart

Tech Brief (Jan. 30): Alibaba Unveils New AI Chip to Rival Nvidia’s China Offerings

Robots take the stage at China’s Spring Festival Gala, Kunshan launches $720 million AI fund

Caixin Global

I replaced ChatGPT with Alibaba’s new reasoning model for a day — here’s what Qwen3-Max-Thinking does better

I swapped ChatGPT for Alibaba’s new reasoning model for a full day. Here’s where Qwen3-Max-Thinking handled real-world tasks better — and where it didn’t.

Tom’s Guide

From analysis to the latest developments in health,
read the most diverse news in one place.

Why China’s ByteDance could be a big winner in its TikTok deal with Trump

ByteDance gets to keep its algorithm, manage activities like e-commerce—and focus on its next battle, AI.

Fortune

Chinese Tech Giants Receive the OK to ‘Prep’ for H200 Orders. How Should Nvidia Stock Investors Play the Return to China Thesis?

Top tech companies like Alibaba and ByteDance have been told they can prepare for H200 orders.

Barchart

Nvidia Just Got a Green Light in China. Is It Ready to Roar?

Nvidia's resurgence in China could propel NVDA stock higher in 2026, with renewed AI chip sales potentially driving revenue growth amid fair valuations and analyst support.

Barchart

Alibaba Is Prepping for an AI Chip IPO. Does That Make BABA Stock a Buy Here?

As Chinese juggernaut Alibaba reportedly preps to list its chipmaking arm, should you consider buying the stock here?

Barchart

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Can Trip.com Recover After Beijing Gives It the ‘Jack Ma’ Treatment?

Trip.com faces regulatory headwinds reminiscent of Alibaba’s past troubles, yet its undervalued stock and strong travel fundamentals suggest potential for rebound amid analyst optimism.

Barchart

How to Play BABA Stock as Alibaba’s Growth Story Gets a Boost From the Chinese Government

Alibaba stock is already up 16% for the year following last year's stellar rally. Is the stock still a buy?

Barchart

U.S. House passes bill to stop Chinese companies from accessing export-controlled American AI chips using offshore rental loophole — Remote Access Security Access Act effectively extends export controls to the cloud

The U.S. House of Representatives has passed a bipartisan bill, expanding U.S. export controls to stop China from using offshore data centers to access banned chips.

Tom’s Hardware

China Is Stepping in to Help Alibaba Amid a Major Price War. Does That Make BABA Stock a Buy Here?

Alibaba stock soars as China announces AI+ Manufacturing action plan. Here’s what makes BABA shares worth owning in 2026.

Barchart

If Emerging Markets Outperform, This Stock Could Lead the Charge

A weakening U.S. dollar and rate cuts have fueled strong emerging-market performance, with EEM up more than 34% over the past year.

MarketBeat

Is the Pullback in Alibaba Stock a Buying Opportunity?

Alibaba’s expanding cloud and AI businesses, rising demand for higher-value services, and improving unit economics in quick commerce provide a solid foundation for long-term growth.

Barchart

China expected to approve H200 imports in early 2026, report claims — tech giants Alibaba and ByteDance reportedly ready to order over 200,000 Nvidia chips each if green-lit by Beijing

Beijing is reportedly allowing its tech giants to acquire H200 chips, even as the Chinese government is still deliberating how to go about balancing the AI processing needs of its AI tech giants and the local semiconductor industry.

Tom’s Hardware

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Euronews

Xi Jinping: 2025 was a year of AI and chip breakthroughs amid US-China tech rivalry

Chinese President Xi Jinping said 2025 was the year of breakthroughs for Chinese artificial intelligence and semiconductor chip companies. What did they accomplish and what can we expect in 2026?

International Business Times

BlackBird Financial's Judah Spinner on Investing, Discipline, and Philanthropy

According to Spinner, it is madness for an investor buying stock to have anything other than the operating realities of the underlying business in mind. I think of a stock only as a fractional interest in a business and always begin by asking myself: "How much would I pay for…

Barchart

A Big China Catalyst Could Be Coming for AMD Stock in 2026. Should You Buy Shares Now?

Reports have emerged that Alibaba could put in an order for the company's MI308 GPUs.

Barchart

Should You Buy the Dip in Alibaba Stock?

Down 22% from its 52-week high, Alibaba stock remains a top investment in December 2025, given its widening AI moat.

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news in one place.

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Tom’s Hardware

Nvidia weighs expanding H200 production as new China orders rush in, report claims — ByteDance and Alibaba listed as suitors for 'large orders' in the wake of sanctions lift

Nvidia is evaluating whether to increase production of its H200 data center GPUs after demand from Chinese customers is expected to exceed current supply.

Tom’s Hardware

China holds 'emergency meetings' to discuss Nvidia H200 purchases following export rule change, report claims — ByteDance, Tencent, and Alibaba asked to assess demand

China convened emergency meetings with its largest technology companies on Wednesday to assess how many of Nvidia’s H200 accelerators they intend to buy.

Cycling News

Seven people arrested after Specialized and AliExpress dismantle major counterfeiting operation

$1.1 million worth of counterfeit Specialized, Roval, Pinarello, Cervélo, Cannondale and Trek product seized

Benzinga

Why TikTok Owner's AI Phone Is Making China's Apps Nervous

TikTok owner ByteDance Ltd launched its artificial intelligence-powered smartphone last week, sparking online buzz and prompting swift pushback.

Benzinga

Alibaba Folds Ele.me Into Taobao As China's Delivery War Heats Up

Alibaba Group Holding Limited (NYSE:BABA) has officially retired its longtime food-delivery brand Ele.me as it folds the service deeper into its instant-retail strategy to better compete in China’s intensifying delivery market.

MarketBeat

Can Alibaba’s Big Bets Pay Off After a Breakout Year?

Shares of Chinese behemoth Alibaba fell after its latest earnings. However, the company's growth and market share dominance are hard to ignore going forward.

Benzinga

Alibaba's New AI App Qwen Becomes One Of Fastest-Growing Globally

Alibaba Group Holding Limited (NYSE:BABA) is emerging as a major force in the global artificial intelligence race, with its Qwen app topping worldwide growth charts in November. It has fueled renewed confidence in the company's cloud, e-commerce, and AI businesses.

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