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15.07.26 - 15:36
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Futures Rise After Blowout ASML Earnings Boost Tech Sentiment (ZeroHedge)
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Futures Rise After Blowout ASML Earnings Boost Tech Sentiment
Futures are higher led by technology stocks, after solid earnings from ASML offered fresh evidence of the relentless demand for chips enabling the global AI buildout and boosted sentiment across the AI Infra trade. As of 8:00am ET, S&P futures are up 0.1% and Nasdaq futures rise 0.4%, both off session highs. In Tech, focus is on ASML +4% on guidance raise (US Semicap Equipment peers +2-4% in sympathy), PYPL +20% on reports of a Stripe/Advent takeover offer; AAPL +0.50% and BABA +4% on China approval of Alibaba “Qwen AI” integration into the iPhone experience; and NVDA flat on Jensen commentary that Vera Rubin chips were on track for deliver to customers (countering delay talk). On the US/Iran front, the US carried out another round of strikes near the Strait of Hormuz overnight and President Trump said the US may hit power plants and bridges next week unless Iran returns to negotiations and makes a deal (also have rep...
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08.07.26 - 14:36
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Alibaba shares spike 12% in Hong Kong as T-Head chips, AI revenue fuel earnings optimism (SCMP)
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Shares of Alibaba Group Holding surged to a high of 13.8 per cent in Hong Kong on Wednesday as equity analysts expect revenue to reaccelerate in the June quarter, driven by growing demand for artificial intelligence and narrowing losses in food delivery.
The gain, the strongest this year, came before the company closed up 12.2 per cent at HK$107.5 (US$13.71). Rivals Tencent Holdings and Meituan saw their shares grow 3.8 and 3.3 per cent, respectively, while the Hang Seng Tech Index increased by......
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14.05.26 - 12:06
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Alibaba, Tencent signal AI spending surge despite earnings pressure as China chips ramp up (SCMP)
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Alibaba Group Holding and Tencent Holdings are doubling down on a massive artificial intelligence spending spree, betting that a new wave of Chinese-made chips will break the supply bottlenecks stifling their ambitions.
While both Chinese tech giants saw revenues trail expectations this quarter, they pledged an aggressive acceleration in capital expenditure, as home-grown silicon from Huawei Technologies and Alibaba's in-house labs begins to reach scale.
Alibaba was likely to “overshoot” its......
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