Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
A relaxation of Beijing's informal restrictions could reopen a major revenue channel for Nvidia that has been effectively closed to its most advanced processors.
China may permit Alibaba and ByteDance to purchase new Nvidia chips, according to The Information, a shift that could restore demand from two of the country's largest AI buyers.
Rare-earth magnet exports to the US have plunged as both governments prepare to meet on September 24, with billions in chip sales hanging on the outcome.
Nvidia's $108 billion sales forecast assumes zero AI chip sales to China, a gap that could close or widen depending on what Trump and Xi agree to on September 24.
The Alibaba co-founder's purchase, tied to the company's AI push, comes as investors debate whether the stock's rally has further to run.
Jack Ma's $76 million purchase of Alibaba shares sent the stock higher as investors read the move as a vote of confidence in the company's artificial intelligence strategy.
The investor who called the 2008 housing crash dropped Alibaba over what he called a broken management pledge, arguing the stock, already down 40% on AI pressure, needs to halve again.
Michael Burry exited his Alibaba position, saying the stock is down 40% on AI pressure and still needs to fall by half, citing broken management commitments.
Michael Burry's Scion Asset Management dropped Alibaba for JD.com just as Alibaba priced a massive stock placement to fund AI spending.
Alibaba shares fell in Hong Kong after Michael Burry disclosed he had exited his Alibaba stake in favor of JD.com, compounding pressure from a $10.2 billion share placement the company launched to fund AI investment.
SoftBank's planned bond sale would be its largest ever; Alibaba is raising through a share placement rather than debt.
SoftBank is planning a record $6.3 billion bond sale and Alibaba is raising $10 billion via share placement, both citing accelerating AI spending as the reason.
The e-commerce giant is turning to equity markets for what would be one of the largest share placements in the city's history.
Alibaba is planning a Hong Kong share sale of $10.2 billion, up from an initial proposal of $10 billion, to fund artificial-intelligence investment.
A 75% jump in capital spending overshadowed 45% growth in Alibaba's cloud unit, while rival Baidu edged higher on the same day.
Alibaba stock fell 7% after investors judged a 75% surge in capital expenditure too steep a price for 45% cloud revenue growth.
Alibaba's quarterly earnings came in ¥2.20 below estimates even as revenue topped forecasts; NetEase shares fell on a profit shortfall
Alibaba missed profit estimates by ¥2.20 per share while beating on revenue, and NetEase shares slid after its own profit miss, leaving the sector's quarter mixed rather than uniformly weak.
The coming session sequence pairs the two most important global consumer read-throughs with the Federal Reserve's policy transcript, while a 53-year-old lawn and garden retailer's Chapter 11 filing underscores widening stress in discretionary retail.
Alibaba and Walmart headline next week's earnings calendar, offering the cleanest available signal on Chinese and US household spending, with the release of FOMC meeting minutes providing the policy counterpoint. Against that macro backdrop, a 53-year-old lawn and garden retailer is facing Chapter 11 with liquidation on the table. Elsewhere, Bill Gates' foundation portfolio added Home Depot, Alphabet is contending with thousands of lawsuits, and a long-standing Berkshire dividend holding hit an all-time high in Greg Abel's first period at the helm.
Pony.ai and Uber will deploy more than 2,000 robotaxis across Europe as the White House orders a Navy shipbuilding overhaul and a new shipyard, redirecting industrial capital toward autonomy and hard assets.
Two industrial policy and mobility catalysts landed simultaneously: a 2,000-plus vehicle robotaxi rollout in Europe from Pony.ai and Uber, and a presidential directive to overhaul U.S. Navy shipbuilding including construction of a new shipyard. Both channel capital into physical infrastructure with multi-year visibility.
National Vision lifts guidance on higher-value customers and Vamos doubles profit on 89% fleet utilization, while Upwork's marketplace decline and coffee-driven cost pressure at Keurig Dr Pepper define the other side of the ledger.
A dense tranche of second-quarter results produced sharp dispersion. Operators with pricing power and asset utilization leverage — National Vision, Vamos, HLS and Woodward's end markets — outperformed, while structurally challenged marketplaces and input-cost-exposed consumer staples lagged.
Regional equity benchmarks diverged ahead of the Reserve Bank of Australia's policy verdict, with Korean strength offset by mainland Chinese weakness even as Alibaba bucked the trend.
Asian trading delivered no clean directional signal, with Korea's tech-heavy complex firming while Chinese equities slipped. The RBA decision is the session's principal macro catalyst.
The fast-fashion group is reportedly courting investors at a valuation less than a third of its 2023 peak, a stark repricing of cross-border e-commerce risk ahead of a long-delayed listing.
Shein is reportedly seeking new investors at a valuation below $30 billion ahead of its IPO — a dramatic markdown from prior private rounds. The reset reflects tariff exposure, regulatory scrutiny across multiple jurisdictions and investor fatigue with pre-IPO growth stories, and sets an unwelcome benchmark for the broader consumer listing pipeline.