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- 13F Filing
Nvidia may regain limited China AI chip access, but Alibaba/Tencent/ByteDance are increasingly building around Huawei's AI ecosystem as well.
Trump urged China to expand market access for Visa and U.S. card firms during talks with Xi Jinping amid trade talks.
Schumer warned Trump's Nvidia China chip plan could threaten US AI dominance and national security, despite Beijing blocking deliveries.
JP Morgan analyst Alex Yao maintains Alibaba Gr Hldgs (NYSE:BABA) with a Overweight and raises the price target from $200 to $205.
Alibaba reported mixed Q4 results with revenue slightly beating estimates. AI investments progressing, analysts maintain positive outlook.
Alibaba is morphing into a Microsoft-Amazon-Nvidia mashup with explosive cloud growth, chip expansion and infrastructure buildouts.
Barclays analyst Jiong Shao maintains Alibaba Gr Hldgs (NYSE:BABA) with a Overweight and raises the price target from $186 to $195.
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