In our view, the Taobao and Tmall marketplaces remain as Alibaba's core cash flow driver and can support the expansion of AliCloud as well as the firm’s globalization strategy, which offers long-term ...

AWS, Microsoft Azure and Google Cloud commanded more than 70% of global IaaS spend in 2024, according to Gartner.

Abstract: GPU Cloud Strengthens the Computing Infrastructure, Powering the Global Expansion of AI Applications. BEIJING, ...

Alibaba's AI talent being poached by rivals. Key personnel from Tongyi Lab leaving to join JD.com, Tencent. Company launches ...

Discover Alibaba's AI pivot, profitability, and valuation advantages. Explore its contrarian opportunity amid improving ...

JD is a long-term margin expansion story driven by increasing scale from its 1P and 3P businesses. Larger scale in each category will increase its bargaining power with suppliers. Since 2016, JD no ...

Pluses: Google Cloud is hitting a nice combo of scale and improving profitability — ~32% growth with ~20.7% operating margin ...

Now, it’s worth noting Stock Advisor's total average return is 1,047% — a market-crushing outperformance compared to 181% for ...

Alibaba Group Holding Limited (NYSE:BABA) is one of the Most Undervalued Long Term Stocks to Buy According to Hedge Funds. On ...

Chinese tech giants Tencent and JD.com face higher US tariffs, AI guidance key for sector outlook, Hon Hai sees growth ...

TSMC contributed to performance during Q2, driven by robust demand for AI chips and easing investor concerns about tariffs and macroeconomic risks.

The likes of Tencent, Alibaba and ByteDance are pouring billions of dollars into the region. It’s less about geopolitical ...