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NYSE:BABA News 8 July 2025 - 24 September 2025

Alibaba Stock Skyrockets on AI Breakthrough – Key Facts & Latest 2025 Update

Alibaba Stock Skyrockets on $53B AI Push – Hits 4-Year High, Experts Bullish

Alibaba Stock Outlook on September 24, 2025 Stock Soars on AI Spending Frenzy Alibaba’s stock skyrocketed in late September 2025 after the company dramatically upped its bet on artificial intelligence. On Sept. 24, CEO Eddie Wu took the stage at the annual Apsara Conference (Alibaba’s marquee tech event) and unveiled a bold plan to double down on AI – news that sent investors into a buying frenzy. Alibaba’s Hong Kong shares surged ~9.7% to a four-year high, and its U.S.-listed ADRs leapt a similar 9% in a single day reuters.com reuters.com. The rally pushed BABA near levels not seen since 2021, reflecting a sharp turnaround in market
24 September 2025
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AI Superpower Showdown: U.S. vs. China vs. Europe – Who’s Winning the Global AI Race?

AI Superpower Showdown: U.S. vs. China vs. Europe – Who’s Winning the Global AI Race?

AI Research & Academic Output: Publications, Patents and Breakthroughs China has emerged as the global research powerhouse in AI by volume. A 2025 analysis shows China’s AI publication output in 2024 matched the combined output of the US, UK, and EU digital-science.com. Chinese researchers not only publish the most papers, they also garner the largest share of citations (over 40% globally) – a sign that China leads in influential AI research digital-science.com. The country’s academic ecosystem for AI is vast: China boasts some 30,000 active AI researchers and hundreds of institutions conducting AI research, far dwarfing other nations digital-science.com. It
22 September 2025
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Huawei’s AI Superchip Power Play Shakes Up Nvidia’s Throne

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

Huawei’s New AI Chip Offensive: Technical Breakthroughs Huawei’s latest moves mark its boldest bid yet to break free from foreign semiconductors and establish itself as a leader in artificial intelligence computing. At its annual Huawei Connect conference in Shanghai, the company outlined a sweeping long-term chip strategy, openly detailing plans that had been shrouded in secrecy since U.S. sanctions hit in 2019 reuters.com reuters.com. The headline announcement: Huawei will rapidly iterate its Ascend AI chips and accompanying systems, doubling computing power every year in an aggressive cadence aimed at catching up to (and even surpassing) global rivals reuters.com. Central to
18 September 2025
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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

Alibaba’s AI Chip Business: From Hanguang 800 to T-Head Accelerators Alibaba’s foray into semiconductors is relatively recent but rapidly expanding. In 2018, the company established its chip design unit Pingtouge (meaning “Honey Badger” in Chinese), also known as T-Head. By 2019, Alibaba unveiled its first in-house AI chip, the Hanguang 800, marking a milestone as Alibaba’s first-ever semiconductor product medium.com alibabacloud.com. Alibaba’s chip development is guided by a clear strategy: build competitive, homegrown silicon to power Alibaba’s cloud and AI services. Executives have framed this as core to the company’s future. After the U.S. imposed sweeping semiconductor export curbs in
17 September 2025
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AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

AI Chip Wars: USA vs China vs Taiwan – Inside the Trillion-Dollar Race to 2030

Introduction The race for dominance in AI chips – the specialized processors that power artificial intelligence – has become a core battleground in technology and geopolitics. In 2025, the United States, China, and Taiwan stand as key players, each with a different role: the U.S. is home to the leading chip designers, China is a massive and ambitious consumer and emerging producer, and Taiwan is the manufacturing epicenter. AI chips are not only critical for flashy applications like generative AI (think ChatGPT or image generators) but also for a wave of smart devices and autonomous machines. As a result, nations
17 September 2025
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AI Weekend Shockwave: Breakthroughs, Backlash & Big Moves (Aug 30–31, 2025)

AI Weekend Shockwave: Breakthroughs, Backlash & Big Moves (Aug 30–31, 2025)

Corporate Announcements and Industry Moves Meta’s AI Strategy – Build, Buy, or Partner Meta Platforms pursued multiple routes to boost its AI offerings. It signed a deal to license Midjourney’s image-generation technology to enhance Meta’s products, and internally its new Superintelligence Labs team has even discussed using rival models from Google or OpenAI to power Meta’s AI features ts2.tech ts2.tech. A Meta spokesperson confirmed an “all-of-the-above” approach: the company will continue developing its own advanced models (like the forthcoming Llama 5) while also collaborating externally and open-sourcing when strategic ts2.tech. These moves aim to quickly bolster Meta’s AI capabilities as it
31 August 2025
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AI Stock Frenzy Peaks Then Falters: Nvidia Wobbles, Alibaba Soars as Global AI Boom Faces Reality Check

AI Stock Frenzy Peaks Then Falters: Nvidia Wobbles, Alibaba Soars as Global AI Boom Faces Reality Check

Key Facts Wall Street’s AI Rally Hits a Speed Bump After months of euphoria, U.S. markets took a breather as August closed out, led by weakness in AI-focused stocks. On Friday, Aug. 29, the S&P 500 and Nasdaq retreated from all-time highs amid a tech sell-off investopedia.com investopedia.com. The Nasdaq Composite sank 1.2% while the S&P 500 lost 0.6%, breaking a streak of gains as traders locked in profits on this year’s AI-fueled winners investopedia.com investopedia.com. Tech mega-caps were mostly lower: Nvidia slid 3.4%, extending a 3-day decline; Tesla and Broadcom fell over 3%; even giants like Meta and Amazon
30 August 2025
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China’s July 2025 Tech Shockwave: AI Supercomputers, Chip Wars & EV Showdowns

China’s July 2025 Tech Shockwave: AI Supercomputers, Chip Wars & EV Showdowns

Moonshot AI released its open-source large language model “Kimi K2” in July 2025, claiming it outperforms other open models and rivals top U.S. models in coding and complex tasks. Beijing filings showed 39 new data centers in Xinjiang and Qinghai planned to deploy Nvidia H100/H200 GPUs. The plan to build a massive AI supercomputing network in western deserts involves over 115,000 Nvidia chips. Moore Threads and MetaX filed for IPOs on Shanghai’s STAR Market in July to raise about ¥12 billion ($1.65 billion). Biren Technology raised ¥1.5 billion in July and was reportedly eyeing a Hong Kong listing. Huawei offered
13 July 2025
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Global Data Center Infrastructure & Colocation Industry Update (June–July 2025)

Global Data Center Infrastructure & Colocation Industry Update (June–July 2025)

In 2025, Amazon Web Services announced a $10 billion investment in North Carolina to build an AI-focused data center campus in Richmond County, creating 500 jobs. AWS plans new data centers in Chile, New Zealand, Saudi Arabia, and Taiwan, with CEO Matt Garman calling the expansion pace “breakneck” to support AI workloads. Alibaba Cloud opened its second data center in South Korea in June 2025 and pledged $52.7 billion to build a unified global network, adding a new region in Mexico and a second site in Thailand this year. Equinix completed the acquisition of three Manila, Philippines data centers (MN1,
8 July 2025
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Stock Market Today

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

7 February 2026
The Philadelphia Semiconductor Index jumped 5.7% to 8,048.6 on Friday, with Nvidia up 7.87% and AMD rising 8.28%. The surge followed new forecasts showing global chip sales could hit $1 trillion in 2026. Amazon expects a 50% increase in capital spending this year, fueling demand for chips. The Dow Jones crossed 50,000, helped by gains in chipmakers.
Oil stocks jump on Iran risk lift for crude — what to watch before Monday

Oil stocks jump on Iran risk lift for crude — what to watch before Monday

7 February 2026
U.S. oil stocks surged Friday as crude prices rose on renewed Middle East tensions. Exxon Mobil gained 2.0%, ConocoPhillips 2.5%, and Occidental Petroleum 2.7%. Refiners rallied after a national union deal eased strike risk, though BP’s Whiting plant faces a local dispute. Brent settled at $68.05 a barrel, up 0.74%.
Silver price rebound masks fresh stress after CME lifts margins again

Silver price rebound masks fresh stress after CME lifts margins again

7 February 2026
Spot silver surged 8.6% to $77.33 an ounce Friday after dropping below $65, but still lost over 8.7% for the week. CME Group raised margin requirements for COMEX silver futures to 18% from 15%, effective after Feb. 6. China’s UBS SDIC Silver Futures Fund hit its 10% down limit for a fifth session. Traders await key U.S. jobs and inflation data next week.
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