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HKG:9988 10 February 2025 - 17 October 2025

Alibaba Stock Soars on AI Frenzy – Can the Rally Last?

Alibaba’s 2025 Comeback: AI Ambitions Fuel BABA Stock Rally – Will It Last?

Alibaba’s U.S. shares closed near $167 on Oct. 17 after rebounding from early losses, holding an 85% year-to-date gain and trading at four-year highs. The move followed a one-day 8% surge in September and outperformed a 4% drop in Hong Kong shares. Cloud revenue jumped 26% last quarter on AI demand, but heavy investment cut margins. Wall Street remains bullish, with most analysts rating BABA a “Buy.”
Alibaba Stock Skyrockets on AI Breakthrough – Key Facts & Latest 2025 Update

Alibaba’s $53 Billion AI Blitz: Stock Soars on Nvidia Pact and Global Cloud Push

Alibaba shares jumped nearly 10% to a four-year high after the company pledged to boost AI investment beyond its $53 billion budget and announced a partnership with Nvidia. The deal will bring Nvidia’s AI tools to Alibaba Cloud, including software for robotics and autonomous driving. Alibaba also launched new AI models and plans data centers in Brazil, France, and the Netherlands. Financial terms of the Nvidia partnership were not disclosed.
AI Stocks Skyrocket Globally as $100B Nvidia-OpenAI Deal and Alibaba’s Mega AI Push Ignite Market (Sept 23–24, 2025)

AI Stocks Skyrocket Globally as $100B Nvidia-OpenAI Deal and Alibaba’s Mega AI Push Ignite Market (Sept 23–24, 2025)

Nvidia said it will invest up to $100 billion in OpenAI and supply advanced chips, driving its shares to record highs and raising antitrust questions. Alibaba’s Hong Kong shares jumped 8% after unveiling a trillion-parameter AI model and pledging over $53 billion in AI spending. U.S. markets paused after recent AI-driven gains, with Nvidia falling 2.8% and the S&P 500 and Nasdaq slipping up to 1%.
Huawei’s AI Superchip Power Play Shakes Up Nvidia’s Throne

Huawei’s AI Superchip Power Play Shakes Up Nvidia’s Throne

Huawei revealed new Ascend AI chips and Atlas SuperPod supercomputers, claiming it will double computing power each year and rival Nvidia’s top systems by 2026. The company announced in-house high-bandwidth memory, ending reliance on SK Hynix and Samsung. The launch comes as China orders tech firms to stop buying Nvidia chips amid regulatory probes. Huawei says domestic chipmaking is no longer a major constraint.
Alibaba’s AI Chip Coup: How a Blockbuster Deal Is Turbocharging China’s Tech Ambitions

Alibaba’s AI Chip Coup: How a Blockbuster Deal Is Turbocharging China’s Tech Ambitions

China Unicom has installed about 23,000 domestic AI chips, including Alibaba’s T-Head accelerators, in a $390 million data center in Qinghai, state media reported. Alibaba’s Hong Kong shares jumped over 5% after the deal was announced. The chips deliver 3,579 petaflops of computing power and compete with Nvidia’s China-only H20 GPU. Beijing requires over half of chips in state data centers to be locally made.
17 September 2025
AI Stock Frenzy: Alibaba’s $50B Rally, OpenAI’s $500B Ambition & Global AI Deals (Sept 1–2, 2025)

AI Stock Frenzy: Alibaba’s $50B Rally, OpenAI’s $500B Ambition & Global AI Deals (Sept 1–2, 2025)

Alibaba’s Hong Kong shares jumped 18.5% on Sept. 1, adding $50 billion in value after reporting a 26% year-on-year surge in cloud revenue and unveiling a new AI chip. OpenAI is in talks to sell $6 billion in shares at a $500 billion valuation and is expanding into India. Abu Dhabi’s G42 is diversifying AI chip suppliers for a new supercomputing campus. Beijing signaled tighter oversight as China’s AI sector posts rapid growth.
AI Stock Whiplash: Alibaba’s $50 Billion Surge, Nvidia’s Reality Check & More (Aug 31–Sep 1, 2025)

AI Stock Whiplash: Alibaba’s $50 Billion Surge, Nvidia’s Reality Check & More (Aug 31–Sep 1, 2025)

Alibaba shares jumped nearly 19% in Hong Kong on Sept. 1, adding $50 billion in value after reporting a surge in AI and cloud revenues. Nvidia stock fell 2% post-earnings on a weak outlook excluding China, despite CEO Jensen Huang’s bullish AI forecast. The Nasdaq-100 slipped as AI stocks sold off and OpenAI’s Sam Altman warned of investor overexcitement. AI-focused ETFs saw volatile swings amid sector jitters.
AI Revolution Roundup: Meta’s Secret Weapon, China’s Global Gambit & Breakthrough Tech (July 25–26, 2025)

AI Revolution Roundup: Meta’s Secret Weapon, China’s Global Gambit & Breakthrough Tech (July 25–26, 2025)

Meta hired Shengjia Zhao, co-creator of OpenAI’s ChatGPT and GPT-4, as chief scientist of its new Superintelligence Lab on July 25. The lab will consolidate Meta’s LLaMa models and AGI work, operating separately from FAIR. CEO Mark Zuckerberg said the lab aims to build open-source general intelligence.
AI’s 48-Hour Frenzy: Breakthroughs, Billion-Dollar Bets & Bold Policies (July 22–23, 2025)

AI’s 48-Hour Frenzy: Breakthroughs, Billion-Dollar Bets & Bold Policies (July 22–23, 2025)

Google and OpenAI models each solved five of six problems at the International Mathematical Olympiad, earning gold medals with natural language-based reasoning. OpenAI scaled up test-time compute for its model, while Google DeepMind’s Gemini Deep Think completed the challenge in under 4.5 hours. MIT CSAIL and Facebook AI showed new image generation methods. Amazon closed its Shanghai AI lab amid U.S.–China tensions.
Internet Access in China

Internet Access in China

China had 1.09 billion internet users by end-2023, with over 99% on mobile. State-owned ISPs—China Telecom, China Unicom, and China Mobile—control regional access and backbone networks. All international traffic passes through three government-run gateways, slowing foreign site access. The Great Firewall blocks major foreign platforms and censors content; VPN use is tightly restricted.

Stock Market Today

  • Nifty 50 Faces Geopolitical Risks Amid Bullish Technical Setup
    April 30, 2026, 5:04 AM EDT. Indian stock index Nifty 50 shows a bullish flag pattern indicating potential upside but struggles near 24,300-24,400 resistance. The market juggles strong corporate earnings against rising crude prices above $121/barrel due to the blocked Strait of Hormuz amid U.S.-Iran tensions. With India importing 88% of its oil, energy cost pressures weigh heavily. Analysts warn of a "geopolitical minefield" threatening sharp declines if the energy crisis intensifies. The index hovers near its 50-day Moving Average, a key trend signal. Univest analyst Ankit Jaiswal suggests sustaining above 24,177 in the early trading session is crucial to avoid a bearish trap leading to a fall toward 23,900.

Latest article

Australia Stock Market Today: ASX 200 Falls Again as Oil Shock, Woolworths Warning Hit Shares

Australia Stock Market Today: ASX 200 Falls Again as Oil Shock, Woolworths Warning Hit Shares

30 April 2026
Australian shares fell for an eighth straight session Thursday, with the S&P/ASX 200 closing down 0.24% at 8,665.8 as miners and consumer staples dropped. The decline followed data showing annual inflation rose to 4.6% in March, above the Reserve Bank’s target. Woolworths shares slid up to 9.8% after warning on earnings. Oil prices hit a four-year high, lifting energy stocks 1.4%.
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