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Everything Pomegra has published on BABA: 26 news articles and 3 market briefs, newest first.
Alibaba (BABA) is up about 5% in November but 43% below its January high as Singles' Day begins.
1d ago
Alibaba (BABA) closed at $101.50 while Hong Kong's tech index gained 2.25% after a rough October.
Nov 3
ByteDance, Alibaba and Tencent want 3 million Nvidia (NVDA) cards, yet only 5–10% may be filled.
Oct 20
The Commerce Department is finalizing a rule to bar Chinese AI firms from renting Nvidia chips in offshore data centers, ahead of the Trump-Xi APEC meeting.
Alibaba heads into Singles' Day 2026 with sales forecast to rise 4.4%, the slowest since 2023, as BABA shares trade about 43% below their January high.
Europe's Stoxx 600 topped its August record on November 5 as investors rotated out of AI chip stocks into miners and consumer-products shares across the region.
China's STAR50 index has dropped 40% in under four months, erasing about $480 billion as AI stocks reel from demand doubts and US curbs on Chinese equipment.
China's CSI 300 fell 20% from its June peak as the Hang Seng Tech index dropped as much as 5.3%, with AI profitability doubts and weak consumption weighing.
China drafted export curbs on 40 AI, biotech and solar technologies as Taiwan readies criminal penalties for AI chip smuggling under its US trade deal.
The Washington summit produced a tariff pause through January 10 and a structured AI dialogue framework, sending semiconductor and China ADR stocks to their highest levels in months.
An export control gap lets Chinese AI firms access Nvidia Blackwell chips remotely, complicating the first US-China AI safety dialogue of Trump's second term.
Alibaba's HK$80 billion Hong Kong share placement closed August 26 with nearly three times oversubscription and over HK$200 billion in total orders, with all proceeds directed to full-stack AI…
The Stoxx 600 and DAX held near all-time highs on August 25 as the Hang Seng slid 1.9% and the Nasdaq fell 0.76%, cementing Europe's strongest relative week against global peers in months.
PDD Holdings posted $6.6B in Q2 revenue, missing the $7B consensus, as profit fell 12% and the EU imposed a $30M fine on Temu for illegal product listings.
Alibaba's 9.76% Hong Kong plunge and Samsung's 8% drop anchor Asia's worst tech session in months alongside fresh US-Canada tariffs and Iran sanctions.
Walmart, Alibaba, Deere, NetEase, and Ross Stores all report August 20, as WMT options price a $42 billion swing and Alibaba profits plunge 76% on AI spending.
China's July consumer price index rose just 0.5% year-on-year, missing the 0.85% consensus and marking the weakest reading since January, deepening concerns over entrenched deflationary pressure.
S&P 500 futures pointed to a positive open Tuesday as June's sharper-than-expected inflation drop reignited optimism across equity and fixed-income markets, with technology stocks leading the…
At China's flagship 2026 AI summit, Xi Jinping positioned Beijing's open-source AI strategy as a global alternative to American proprietary models, backed by data showing Chinese open-weight AI…
China's second-quarter GDP expanded just 4.3%, the weakest in over three years, as persistent deflation, a collapsing property sector, and a consumption-export mismatch deepen the country's…
China's Cyberspace Administration cleared Apple Intelligence on July 15, 2026, with Alibaba's Qwen AI model set to power the service across iOS, iPadOS, macOS, and visionOS for mainland users.
Asian startups captured $33.6 billion in AI venture funding in Q1 2026 alone, driven by a new generation of local founders building frontier models, agentic systems, and AI infrastructure across…
Stratfor's Q3 2026 geopolitical risk forecast identifies the US-China tech war as the dominant driver of global instability, displacing Middle East tensions in the global outlook.
Alibaba fell 4.9% in Hong Kong after Anthropic accused its Qwen AI lab of illicitly extracting Claude model capabilities via 25,000 fraudulent accounts.
China's mid-year 618 shopping festival delivered near-flat e-commerce sales and a record first retail decline since 2022, reinforcing fears that Beijing's stimulus efforts have yet to meaningfully…
Amap, Alibaba Group's location-based services platform, on June 8, 2026, unveiled ABot-Earth0.5, describing it as the world's first 3D native city-scale world model.
Chinese tech giants are accelerating recruitment of US-trained artificial intelligence researchers while deploying AI agents across billion-user platforms, narrowing the performance gap with…
Nvidia's fiscal Q1 2027 results blew past Wall Street estimates as data center revenue nearly doubled to $75.2B, EPS hit $1.87, and Q2 guidance of $91B stunned analysts.
The U.S. Commerce Department has granted export licenses to approximately 10 Chinese firms permitting the purchase of Nvidia's H200 AI accelerator chip — the company's second-most powerful…
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