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China, Alibaba

China Market Update: Alibaba’s DeepSeek Integration Fuels Rally

Asian markets, except for Hong Kong and Mainland China, were lower on Trump’s steel and aluminum tariff talk as the U.S. dollar strengthened overnight.

The Motley Fool on MSN · 15h

Why China-Exposed Stocks Alibaba, Estee Lauder, and Nike Rallied Today

Shares of Chinese stocks such as Alibaba ( BABA 7.15%) and China-exposed stocks Estee Lauder ( EL 5.38%) and Nike ( NKE 2.97%) rallied on Monday, up 6.2%, 5.2%, and 2.9%, respectively, as of 2:20 p.m. ET. Alibaba has been clawing its way back from a multiyear downturn, and both Estee Lauder and Nike had especially bad weeks last week.

Benzinga.com · 3d

China Tech ETFs Surge As DeepSeek-Led AI Boom Fuels Bull Market

As China's tech sector stages a strong comeback, investors are increasingly looking at ETFs as a way to gain exposure to this space.

Forbes · 4d

China Market Update: Markets Shrug Off Tariffs, AI Optimism Fuels Rally

Asian equities were mostly higher overnight as Mainland China and Hong Kong outperformed and Indonesia and Thailand underperformed.

SchaeffersResearch.com · 1d

Alibaba Stock Rally Sparks Heavy Options Volume

Alibaba (BABA) stock is surging after the Trump administration delayed changes to the de minimis provision, and options traders are likely celebrating

Tepper Lifts China Bet

Hosted on MSN · 13h

Billionaire Investor Tepper Boosted Bets on China Before Stocks Rally

Billionaire investor David Tepper ramped up his stake in China-related stocks and exchange-traded funds last quarter, showing confidence in the world’s second-largest economy even as a stimulus-fueled rally lost momentum.

Barron's on MSN · 14h

Billionaire Investor Tepper’s Firm Loves China. Alibaba Is Its Biggest Bet.

David Tepper’s Appaloosa LP boosted its stakes in Chinese stocks during the fourth quarter and now counts Alibaba Group Holding as its largest position, according to a securities filing released Monday.

scmp.com · 4h

Billionaire investor David Tepper boosts China bet to 37% of his firm’s portfolio

Hedge-fund manager makes good on promise to buy ‘everything’ China-related, boosting holdings of Alibaba, JD.com, ETFs.

11mon MSN

China EV stocks fall after BYD's smart driving push

Shares in Chinese automakers fell sharply Tuesday after their rival BYD (HK:1211) announced a major push into driver assistance technology in collaboration with DeepSeek.

DeepSeek fever fuels patriotic bets on Chinese AI stocks

Chinese investors are rushing into AI-related stocks, betting the artificial intelligence advance of home-grown startup ...

SOXX: What DeepSeek And Tariffs On China Mean For The Semiconductor Industry's Future

Read here for a discussion on semiconductor industry uncertainties from US-China trade tensions, AI competition, and ...

This Could Be China’s Year as AI, Robots Fuel Tech Bull Market

They entered a bull market Friday, with the hype surrounding DeepSeek’s artificial intelligence model fueling broad interest ...

Chinese Telecom Stocks Jump After AI Integration with DeepSeek Model

In mainland China, China Mobile, the country's largest wireless carrier, rose as much as 5.1% early Monday. China Telecom briefly surged 10%, the maximum daily rise allowed in mainland China's market, ...

21hon MSN

DeepSeek hired talent from Microsoft’s controversial AI research lab in China

Several DeepSeek employees honed their skills at Microsoft’s controversial artificial intelligence research labs in China ...

19h

Nvidia Stock: Deep Capex Analysis Shows Compute Clusters As The AI Moat

Article on tech giants' FY25 capex projections and AI data center advances. Nvidia Corporation stock analysis included. Click ...

14h

ESG Watch: DeepSeek poses deep questions about how AI will develop

The launch by Chinese company DeepSeek of its R1 reasoning model last month caused chaos in U.S. markets. At the same time it ...

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