{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Austria Internet Retail news", "home_page_url": "https://sharemaestro.com/newsreel/at/consumer-cyclical/internet-retail/", "feed_url": "https://sharemaestro.com/newsreel/at/consumer-cyclical/internet-retail/feed.json", "description": "Latest Internet Retail company headlines from Austria, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:e83cb8aaf846570389dbe8afad7cde717126bf315bd0a532e0472925e20cb563", "url": "https://finance.yahoo.com/markets/stocks/articles/alibaba-baba-stock-may-37-111241207.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/alibaba-baba-stock-may-37-111241207.html", "title": "Alibaba (BABA) Stock May Be 37% Undervalued After Qwen Licensing Shift", "content_text": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Alibaba Group Holding stock has delivered a 49.2% gain over the past three years, yet valuation checks suggest the market price may still sit below an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and on earnings multiples that both screen the shares as undervalued. That mix of a solid medium term return with indications of a discount is drawing attention to what is currently priced in around Alibaba's AI push and the legal and regulatory issues now ", "date_published": "2026-08-13T11:12:41+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:47d238675c0af16830178afa2ede768287d01d9d68cc60cd3a728bb8aebe2c5e", "url": "https://finance.yahoo.com/markets/stocks/articles/jd-com-profit-beats-estimates-100519514.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jd-com-profit-beats-estimates-100519514.html", "title": "JD.com Profit Beats Estimates After Food Delivery Fight Calms", "content_text": "(Bloomberg) -- JD.com Inc. reported better-than-expected quarterly profit as its food delivery battle with Alibaba Group Holding Ltd. and Meituan cooled down amid regulatory curbs. Most Read from Bloomberg Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Seeks Immediate Halt to Judge's Penalties in IRS Case Anthropic Said in Talks to Buy Startup Decart for $6 Billion Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost The e-commerce firm said net income grew to 7.1 billion yuan ($1.1 billi", "date_published": "2026-08-13T10:05:19+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:9189dbf711ef01c2e90b16ecb95bb1830ae6568a9b2f945c45b39c31b7b15149", "url": "https://finance.yahoo.com/markets/stocks/articles/chinese-ai-global-etfs-startrader-091100176.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/chinese-ai-global-etfs-startrader-091100176.html", "title": "From Chinese AI to Global ETFs: STARTRADER Launches 45 New 24/7 Stock and ETF CFDs Spanning Seven Market Themes", "content_text": "Available from August 13, 2026, the launch covers seven distinct market themes with no trading-hour restrictions. DUBAI, UAE, Aug. 13, 2026 /PRNewswire/ -- STARTRADER today announced the launch of 45 new 24/7 Stock and ETF CFDs, available from Monday through Sunday, 00:00\u201324:00 (GMT+3 platform time).From Chinese AI to Global ETFs: STARTRADER Launches 45 New 24/7 Stock and ETF CFDs Spanning Seven Market Themes Where previous 24/7 expansions were anchored around specific themes, this one is defined by its breadth. The new instruments span seven areas: Chinese AI, AI infrastructure, technology, c", "date_published": "2026-08-13T09:11:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:d7763af250a25fcb18851f59593ad61c869f3298047550a670786690da5df4df", "url": "https://finance.yahoo.com/markets/stocks/articles/spacex-passes-first-lockup-expiry-084530660.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/spacex-passes-first-lockup-expiry-084530660.html", "title": "SpaceX Passes First Lockup Expiry Test With $500 Billion Rally", "content_text": "(Bloomberg) -- Since SpaceX went public in June, Wall Street had been dreading Aug. 6, when the first lockup preventing early investors from selling the stock expired and millions of shares were set to flood the market. Most Read from Bloomberg Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Seeks Immediate Halt to Judge's Penalties in IRS Case Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Iran Takes More Robust Military Stance With US Talks Frozen They needn't have worried. SpaceX ", "date_published": "2026-08-13T08:45:30+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:bfa33dba87e2061ad11ce1e0407bfe274e852858ae8af3bc326a1e3c5cf7e9fc", "url": "https://finance.yahoo.com/technology/ai/articles/open-weights-closed-revenue-ceiling-051303188.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/open-weights-closed-revenue-ceiling-051303188.html", "title": "Open Weights, Closed Revenue Ceiling: Alibaba\u2019s Qwen 3.8 License Is a Platform Play, Not a Gift", "content_text": "Alibaba's release of the Qwen3.8-2.4T-A95B open weights is not a surrender to the open-source ethos; it is a calculated exercise in platform capture. By abandoning the permissive Apache 2.0 license used for previous iterations in favor of a restrictive, custom Qwen3.8-Max License, Alibaba is drawing a hard line around the commercial value of its frontier-class models. This move, which saw Alibaba shares jump +7% in Hong Kong and +4.5% on the NYSE, signals that while the company is willing to distribute weights to drive adoption, it intends to tax or control any entity that attempts to build a ", "date_published": "2026-08-13T05:13:03+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:cdcd0449d184b137c3162ecc0705a4d87b8300e0cb8854fc7bb78ad254c23171", "url": "https://finance.yahoo.com/technology/ai/articles/agentic-ai-foundation-welcomes-57-000000446.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/agentic-ai-foundation-welcomes-57-000000446.html", "title": "Agentic AI Foundation Welcomes 57 New Members, Gaining Major Financial Services Players and APAC Leaders", "content_text": "Alibaba, Visa, and Wells Fargo join as Gold Members as demand for open agentic AI infrastructure accelerates globally Summary The Agentic AI Foundation (AAIF) grows to 247 member organizations with the addition of 57 new members over the past three months across Gold, Silver and Associate tiers. New members include leading financial institutions, enterprise software companies, research organizations, and APAC technology leaders, reflecting rising global demand for open agentic AI standards. Momentum builds across the Asia-Pacific region with MCP Dev Summit Seoul followed by AGNTCon + MCPCon Ja", "date_published": "2026-08-13T00:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Macro sensitivity", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:9845ff375e684384d8c6fef7dd5f8a2a9eb74d738ee688df4bf44847da321194", "url": "https://www.nasdaq.com/articles/ebay-ebay-q2-2026-earnings-call-transcript", "external_url": "https://www.nasdaq.com/articles/ebay-ebay-q2-2026-earnings-call-transcript", "title": "eBay (EBAY) Q2 2026 Earnings Call Transcript", "content_text": "Image source: The Motley Fool. DATE Wednesday, Aug. 5, 2026 at 9:00 a.m. ET CALL PARTICIPANTS Vice President of Investor Relations - John EgbertChief Executive Officer - Jamie IannoneChief Financial Officer - Peggy Alford TAKEAWAYS Gross Merchandise Volume -- $22.4 billion, reflecting 14% organic FX-neutral growth.Net Revenue -- $3.13 billion, growing 14% on an organic FX-neutral basis.Non-GAAP Operating Income -- $893 million, representing a 16% increase.Non-GAAP EPS -- $1.60, up 17% year over year.Strategic Priority GMV -- 70% of total volume, with focused categories, consumer-to-consumer (C", "date_published": "2026-08-12T22:13:40+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Deals and strategy", "EBAY"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "EBAY", "name": "eBay Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b891dd3d-8e16-4b6c-842d-3980734914ea/"}]}}, {"id": "source:e11615a2388e884c3fb7f7e15b155ca5b8a85635b8d67415bfbfb961185c1da0", "url": "https://finance.yahoo.com/markets/stocks/articles/alibaba-baba-stock-dips-while-214502401.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/alibaba-baba-stock-dips-while-214502401.html", "title": "Alibaba (BABA) Stock Dips While Market Gains: Key Facts", "content_text": "Alibaba (BABA) closed the most recent trading day at $125.22, moving -2.06% from the previous trading session. The stock's change was less than the S&P 500's daily gain of 0.26%. Meanwhile, the Dow lost 0.04%, and the Nasdaq, a tech-heavy index, added 0.54%. Coming into today, shares of the online retailer had gained 13.83% in the past month. In that same time, the Retail-Wholesale sector gained 5.63%, while the S&P 500 gained 2.13%. The upcoming earnings release of Alibaba will be of great interest to investors. The company's earnings report is expected on August 20, 2026. In that report, ana", "date_published": "2026-08-12T21:45:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:c8090fac783e819867ab2e1ab654dd6cc62b48e5aa2f3b97e664ce2f554758f3", "url": "https://www.nasdaq.com/articles/spacex-has-slumped-its-debut-here-where-history-says-stock-heads-next", "external_url": "https://www.nasdaq.com/articles/spacex-has-slumped-its-debut-here-where-history-says-stock-heads-next", "title": "SpaceX Has Slumped Since Its Debut. Here Is Where History Says the Stock Heads Next.", "content_text": "Key Points SpaceX\u2019s stock has taken a round trip back to its IPO price. The history of other hot IPOs suggests it could sink even lower.10 stocks we like better than Space Exploration Technologies \u203a SpaceX(NASDAQ: SPCX), the aerospace and AI company founded by Elon Musk, went public at $135 per share on June 12. Its stock closed at a record high of $211.39 on June 16, but it now trades at about $140. Let's see why it slumped -- and where it might be headed. Why did SpaceX's stock soar and sink? A low float (it offered less than 5% of its shares) and market hype drove SpaceX's initial rally. Bu", "date_published": "2026-08-12T18:30:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Market update", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:ff2f0ef82207f0f049311600b374c876942541d05849b7c26c5b5c09385b8bb7", "url": "https://finance.yahoo.com/markets/stocks/articles/did-jd-com-618-push-101243092.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/did-jd-com-618-push-101243092.html", "title": "Did JD.com\u2019s 618 Push and Rising AI Spend Just Reframe JD\u2019s Investment Narrative?", "content_text": "JD.com is set to report its second-quarter 2026 results on August 13, with revenue expected to reflect the impact of its 618 Grand Promotion, expanding services, and heavier investment in artificial intelligence and international operations. While campaigns like 618 and growth in food delivery and JD Logistics may have supported sales, they also likely added cost pressures that could weigh on near-term profitability. Next, we'll examine how JD.com's 618 Grand Promotion and heavier AI spending may influence its longer-term investment narrative. Outshine the giants: these 16 early-stage AI stocks could fund your retirement. JD.com Investment Narrative Recap To own JD.com, you need to believe its scale in e commerce, logistics and services can convert heavy investment into durable cash generation. The upcoming Q2 2026 report, shaped by the 618 Grand Promotion and higher AI and international spending, looks like the key near term catalyst, while the biggest risk remains rising costs in newer businesses such as food delivery and overseas operations. This latest news does not appear to change that risk profile in a material way. Among recent announcements, JD.com's CNY 10 billion senior unsecured notes issued in April 2026 stand out here. Those funds, earmarked for general corporate purposes and debt repayment, give JD extra balance sheet flexibility just as promotions, AI initiatives and international expansion are lifting near term spending. For investors watching how 618 and AI investment translate into future earnings, this additional funding capacity sits squarely in the middle of the catalyst versus risk debate. But beneath the appeal of 618 gains and AI buzz, investors should be aware of the mounting pressure from... Read the full narrative on JD.com (it's free!) JD.com's narrative projects CN\u00a51517.4 billion revenue and CN\u00a545.1 billion earnings by 2028. This assumes 6.2% yearly revenue growth and about CN\u00a56.4 billion earnings increase from CN\u00a538.7 billion today. Uncover how JD.com's forecasts yield a $45.26 fair value, a 42% upside to its current price. Exploring Other PerspectivesJD 1-Year Stock Price Chart Before this 618 focused quarter, the most optimistic analysts were assuming JD.com could lift annual earnings to about CN\u00a558,100,000,000 by 2029, which is far more upbeat than consensus and leans heavily on aggressive international expansion paying off. Given the fresh signals on promotion intensity and AI spending, you should expect that both these bullish projections and the more cautious views on profitability could shift as new information comes through. Story Continues Explore 10 other fair value estimates on JD.com - why the stock might be worth over 2x more than the current price! Form Your Own Verdict Don't just follow the ticker - dig into the data and build a conviction that's truly your own. A great starting point for your JD.com research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Our free JD.com research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate JD.com's overall financial health at a glance. Ready To Venture Into Other Investment Styles? These stocks are moving-our analysis flagged them today. Act fast before the price catches up: The latest GPUs need a type of rare earth metal called Terbium and there are only 28 companies in the world exploring or producing it. Find the list for free. The future of work is here. Discover the 39 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. Invest in the nuclear renaissance through our list of 90 elite nuclear energy infrastructure plays powering the global AI revolution. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intende", "date_published": "2026-08-12T10:12:43+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "JD"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "JD", "name": "JD.com, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/d3f52634-aca4-4292-b4b5-6bc486384e57/"}]}}, {"id": "source:42fe4c07687f76697a385fc70728fb310066a1a74a89dc208e8eeb0ffbd55020", "url": "https://finance.yahoo.com/markets/stocks/articles/jd-com-jd-stock-could-013948009.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jd-com-jd-stock-could-013948009.html", "title": "JD.com (JD) Stock Could Be Undervalued As Earnings Support The Case", "content_text": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. JD.com stock has recovered somewhat in the short term, yet the longer record is still weak, and the current checks suggest the market may be pricing it below what its fundamentals imply. That mix of a recent rebound and a longer stretch of value erosion is what makes the current valuation debate around JD.com important for investors. Over the past 5 years JD.com has delivered a total return that is down 43.5%, which raises the question of whether sentiment has been too pessimistic compared with the underlying business. Expectations around JD.com's ability to sustain efficient e commerce operations and convert revenue into cash can support the valuation, while any pressure on margins or higher capital needs may limit how much upside investors are willing to pay for today. On Simply Wall St's broader checks JD.com screens as undervalued in 5 of 6 areas, and this high value score of 5 out of 6 suggests the current share price leans cheap rather than fully reflecting those fundamentals. The stock's next move may depend on whether JD.com's recent share price recovery is simply a pause in a longer weak stretch, or an opportunity where the valuation still leaves room for better long term returns. Find out why JD.com's 2.8% return over the last year is lagging behind its peers. Is JD.com a Bargain on Earnings? The P/E multiple is a useful way to look at JD.com because earnings are a key focus for many investors in large listed retailers and platforms. JD.com currently trades on about 21.0x earnings. That is very close to the Multiline Retail industry average P/E of about 20.1x, so on a simple sector comparison the stock sits near the middle of the pack rather than screening as extremely cheap or expensive. Simply Wall St's fair P/E estimate for JD.com is higher at about 35.1x, which is also above the broader peer average of roughly 33.4x. Against that tailored fair multiple, the current 21.0x implies the stock is priced at a considerable discount to what the model suggests for a company with JD.com's profile and risks. On this P/E comparison, JD.com stock appears undervalued relative to the earnings multiple indicated by the fair value model.NasdaqGS:JD P/E Ratio as at Aug 2026 See what the numbers say about this price \u2014 find out in our valuation breakdown. The JD.com Narrative: What Would Justify Today's Price? Simply Wall St Narratives take the valuation puzzle around JD.com one step further by spelling out which assumptions about JD.com's future growth, margins and earnings would need to hold for the stock to be worth materially more or less than today's price on the Community page. Each narrative ties a fair value outcome to a particular set of possible catalysts and risks so you can track which broad storyline appears closer to how the business actually progresses over time. Story Continues Community views on JD.com sit far apart, with some investors focusing on growth and others fixated on margin risk and capital intensity. Bull case: 29% undervalued \"The rapid acceleration in user growth and increased engagement, highlighted by over 40% year-on-year growth in active customers and shopping frequency, demonstrates JD.com's effective capture of the shift in Chinese consumers toward online shopping and digitalized consumption...\" Read the full Bull Case to see why JD.com could be undervalued Bear case: 19% overvalued \"JD.com's heavy investment in food delivery and other new businesses is leading to widening operating losses in these segments, with non-GAAP operating loss in new business reaching RMB 14.8 billion this quarter...\" Read the full Bear Case to see why JD.com could be overvalued Do you think there's more to the story for JD.com? Head over to our Community to see what others are saying! The Bottom Line JD.com screens as undervalued on earnings based on the current P/E multiple work, especially when set against tailo", "date_published": "2026-08-12T01:39:48+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "JD"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "JD", "name": "JD.com, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/d3f52634-aca4-4292-b4b5-6bc486384e57/"}]}}, {"id": "source:843d25762cc4bc467d51a6f9f87751f0f388378d045c7a46a6e826c986c914fd", "url": "https://finance.yahoo.com/markets/stocks/articles/china-earnings-test-rotation-ai-233000064.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/china-earnings-test-rotation-ai-233000064.html", "title": "China Earnings to Test Rotation From AI to Internet Stocks", "content_text": "(Bloomberg) -- A rotation into China's biggest tech firms from AI infrastructure stocks will be tested this week as earnings are due. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Pakistan Says Deal Is Close Even as Iran, US Harden Stances China Unleashes $28 Trillion Capital Markets to Challenge US in AI Nvidia Taps Wall Street for $500 Billion Funding Commitment Apple's Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027 Results from Tencent Holdings Ltd. and JD.com Inc., due Wednesday and Thursday respectively, will offer an early look at whether stronger core businesses can cushion the impact of rising AI spending, while Semiconductor Manufacturing International Corp.'s outlook may provide clues on chip demand. The reports may signal if market leadership stays with internet platforms or swing back to chipmakers. A broader shift into internet and consumer stocks has gathered pace since late June as the artificial intelligence rally cooled, reversing some of the market's first-half trends. JD.com and Alibaba Group Holding Ltd. have been the top performers on the benchmark Hang Seng Index since the start of July after lagging in the first six months, while SMIC has moved in the opposite direction. \"It's quite possible it will continue,\" Leonid Mironov, portfolio manager at Gavekal Capital Ltd., said of the rotation. \"Alibaba and Tencent offer a very different positioning in the AI space than SMIC and other semiconductor names. Investors need to make up their mind which one is preferable.\" Analysts say profitability outlooks for internet companies are improving. JD.com is likely to report an 18% year-on-year increase in non-GAAP net profit for the second quarter to 8.7 billion yuan ($1.29 billion), supported by a meaningful narrowing of its food delivery loss with a more rational competitive backdrop, according to HSBC Holdings Plc. Peer Meituan may also report results that are slightly ahead of forecasts as losses narrow faster than expected amid easing subsidy intensity, Citigroup Inc. analysts wrote in a note. On the other hand, SMIC may face hurdles in meeting its guided margins of 20% to 22%, according to Bloomberg Intelligence, though sales for the second quarter is expected to grow 14% to 16% from the prior three months. Investors will be keeping an eye on third-quarter guidance for signs that margin gains and recent price increases are sustainable. Not all internet companies are likely to benefit equally. \"We expect dispersion among China internet names, because the market will reward companies that can convert investment into earnings and defend margins, rather than simply announce a larger capex budget,\" said Song Zhe, senior investment specialist at BNP Paribas Asset Management. Story Continues Investors will be watching AI-related capital spending plans closely after a pullback in chipmakers that had rallied on expectations of stronger outlays by Chinese hyperscalers. \"If internet companies signal a heavier investment phase alongside a softer outlook for their core consumer facing businesses, semiconductor names could regain leadership as investors refocus on AI infrastructure growth,\" said Gary Tan, a portfolio manager at Allspring Global Investments. --With assistance from Jeanny Yu. Most Read from Bloomberg Businessweek Supercharged by Social Media, the GLP-1 Boom Is Warping Teen Psyches ICE Arrests Are Pushing Immigrant Families Deeper Into Poverty Lululemon Is At War With Itself With EV Sales Slowing, Hybrid Cars Are Hot Again Canada Stares Down 'Quebexit' Risk \u00a92026 Bloomberg L.P.", "date_published": "2026-08-11T23:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "JD", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "JD", "name": "JD.com, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/d3f52634-aca4-4292-b4b5-6bc486384e57/"}, {"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:214b9ca602125bba089073c425197e71e7a0495d2c81f53c8760d3b107468f61", "url": "https://finance.yahoo.com/markets/stocks/articles/jd-com-jd-nears-q2-201119863.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jd-com-jd-nears-q2-201119863.html", "title": "JD.com (JD) Nears Q2 Earnings, Is The Upside Already Priced In?", "content_text": "Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Why JD.com (NasdaqGS:JD) is back in focus ahead of Q2 2026 earnings JD.com (NasdaqGS:JD) is drawing fresh attention as investors look ahead to its second quarter 2026 earnings report on August 13 and evaluate the effects of recent growth initiatives. The upcoming results will reflect the 618 Grand Promotion, which is a key e commerce event for the company. Investors are also monitoring how newer services such as food delivery, JD Logistics and ongoing AI investments are influencing the overall business mix. See our latest analysis for JD.com. JD.com's recent 18.69% 1 month share price return and 13.34% year to date share price return at a US$33.47 share price suggest improving momentum, even though the 5 year total shareholder return is down 42.87%. If you are watching JD.com ahead of earnings and want more ideas with potential growth stories, this could be a good moment to check out 56 AI infrastructure stocks Bulls point to JD.com's recent share price rebound and value score of 4, while bears highlight the 42.87% 5 year total shareholder return decline. Which side does the current valuation actually support next? Most Popular Narrative: 24.8% Overvalued Based on the most followed narrative, JD.com's fair value is set at $26.83. This sits below the recent $33.47 close and suggests a more cautious stance on upside. JD.com's heavy investment in food delivery and other new businesses is leading to widening operating losses in these segments, with non-GAAP operating loss in new business reaching RMB 14.8 billion this quarter. If demand weakens or user growth normalizes, these investments may not achieve scale or profitability, resulting in persistent drag on group-level net margins and growing losses. Read the complete narrative. Want to see how a company with rising revenue, thin margins, and ambitious new bets ends up with this fair value? The key lies in how future earnings, modest revenue growth, and a compressed profit multiple are wired together in the model. Result: Fair Value of $26.83 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, strong revenue momentum in JD Retail and management's target for higher long term profit margins could challenge this overvaluation narrative if execution remains on track. Find out about the key risks to this JD.com narrative. Another View on JD.com's Valuation Story Continues The fair value of $26.83 is built from analyst forecasts, but JD.com also screens as good value on its current P/E of 22x compared with an estimated fair ratio of 34.8x and a peer average of 31.2x. That mix of signals raises a simple question: Is the risk skewed to upside or downside from here? See what the numbers say about this price \u2014 find out in our valuation breakdown.NasdaqGS:JD P/E Ratio as at Aug 2026 Next Steps With mixed signals around JD.com and plenty of debate on upside versus downside, now is a good time to review the facts yourself and move quickly to form your own stance using the 2 key rewards and 1 important warning sign. Looking for more investment ideas beyond JD.com? Do not stop with JD.com. The best opportunities often appear where most investors are not yet looking, so consider a range of options before making your next move. Review 20 elite penny stocks with strong financials to explore potential high growth stories before they attract broader market attention. Strengthen your watchlist with companies that combine quality and attractive pricing by checking out 51 high quality undervalued stocks today. Prioritise resilience and capital preservation by scanning 83 resilient stocks with low risk scores before your next round of portfolio changes. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and o", "date_published": "2026-08-11T20:11:19+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "JD"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "JD", "name": "JD.com, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/d3f52634-aca4-4292-b4b5-6bc486384e57/"}]}}, {"id": "source:2f5c3c86e8954250c8b480788ebeeb6348458fb39841a35b6c4250dce565af44", "url": "https://finance.yahoo.com/markets/stocks/articles/ebay-apos-depop-acquisition-help-170339677.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/ebay-apos-depop-acquisition-help-170339677.html", "title": "EBay's Depop Acquisition to Help Reclaim Market Share From Vertical Marketplace Competitors, UBS Says", "content_text": "EBay's (EBAY) acquisition of Depop is in line with its usual strategy that aims to recapture market PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "date_published": "2026-08-11T17:03:39+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "EBAY"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "EBAY", "name": "eBay Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b891dd3d-8e16-4b6c-842d-3980734914ea/"}]}}, {"id": "source:33275f9074ac7e5748fea22e844b199e51f47f588264c883ad7264844f760a2d", "url": "https://finance.yahoo.com/markets/world-indices/articles/asian-equities-traded-us-american-144308450.html", "external_url": "https://finance.yahoo.com/markets/world-indices/articles/asian-equities-traded-us-american-144308450.html", "title": "Asian Equities Traded in the US as American Depositary Receipts Edge Lower in Tuesday Trading", "content_text": "Asian equities traded in the US as American depositary receipts were edging slightly lower Tuesday morning, declining 0.14% to 3,020.40 on the S&P Asia 50 ADR Index.From North Asia, the gainers were led by diagnostic imaging centers company Concord Medical Services (CCM) and Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now", "date_published": "2026-08-11T14:43:08+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "JD"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "JD", "name": "JD.com, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/d3f52634-aca4-4292-b4b5-6bc486384e57/"}]}}, {"id": "source:cab6a2a44484d42e2f254dcd09516f27a474eb80dfeb6fb5732154db3bf5c5ac", "url": "https://finance.yahoo.com/markets/stocks/articles/jb-global-capital-lessons-lululemon-142709356.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jb-global-capital-lessons-lululemon-142709356.html", "title": "JB Global Capital: Lessons from Lululemon\u2019s (LULU) Investment Case", "content_text": "JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please check the fund's top five holdings to know its best picks in 2026. In its Q2 2026 investor letter, JB Global Capital highlighted Lululemon Athletica Inc. (NASDAQ:LULU). Lululemon Athletica Inc. (NASDAQ:LULU) designs, distributes, and retails athletic app", "date_published": "2026-08-11T14:27:09+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:3c5f0329a90da33d6310019a202f388310735af2febfd310f4e18d18cdebf7b9", "url": "https://finance.yahoo.com/markets/stocks/articles/flowers-foods-flo-cuts-dividend-142459308.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/flowers-foods-flo-cuts-dividend-142459308.html", "title": "Flowers Foods (FLO) Cuts Dividend to Strengthen Financial Health", "content_text": "JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please check the fund's top five holdings to know its best picks in 2026. In its Q2 2026 investor letter, JB Global Capital highlighted Flowers Foods, Inc. (NYSE:FLO). Flowers Foods, Inc. (NYSE:FLO) is a U.S.-based packaged bakery food products company. On Augu", "date_published": "2026-08-11T14:24:59+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Capital return", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:a6bdd5439600cd7e181f1b42a4be0bb9e80bbcd2ed1a1c830f1d7df0aaf99c9b", "url": "https://finance.yahoo.com/markets/stocks/articles/paypal-holdings-pypl-delivered-adequate-141403361.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/paypal-holdings-pypl-delivered-adequate-141403361.html", "title": "PayPal Holdings (PYPL) Delivered Adequate Returns Without Dramatic Change", "content_text": "JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please check the fund's top five holdings to know its best picks in 2026. In its Q2 2026 investor letter, JB Global Capital highlighted PayPal Holdings, Inc. (NASDAQ:PYPL). PayPal Holdings, Inc. (NASDAQ:PYPL) is a leading technology platform that provides digit", "date_published": "2026-08-11T14:14:03+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Capital return", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:1d814e73ed535fadaaad10e9187ed394b8f599e4b7019742f6ceea64b28ea60f", "url": "https://finance.yahoo.com/markets/stocks/articles/unlocking-alibaba-baba-transformation-beyond-140836873.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/unlocking-alibaba-baba-transformation-beyond-140836873.html", "title": "Unlocking Alibaba\u2019s (BABA) Transformation Beyond Distribution", "content_text": "JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please check the fund's top five holdings to know its best picks in 2026. In its Q2 2026 investor letter, JB Global Capital highlighted Alibaba Group Holding Limited (NYSE:BABA). Alibaba Group Holding Limited (NYSE:BABA) is a Chinese multinational company that ", "date_published": "2026-08-11T14:08:36+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:80e6387237b82293550151f54abd9250203255f1c4838755d5b9a8c4f6b2b97c", "url": "https://finance.yahoo.com/markets/stocks/articles/jd-gears-report-q2-earnings-122500811.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jd-gears-report-q2-earnings-122500811.html", "title": "JD Gears Up to Report Q2 Earnings: What's in Store for the Stock?", "content_text": "JD.com JD is scheduled to release second-quarter 2026 results on Aug. 13. The Zacks Consensus Estimate for JD's second-quarter revenues is pegged at $51.55 billion, indicating an increase of 3.53% on a year-over-year basis. The consensus mark for second-quarter earnings is pegged at 86 cents per share, up by 5 cents over the past 30 days, indicating growth of 24.64% from the year-ago quarter's reported figure. JD beat the Zacks Consensus Estimate for earnings in all the trailing four quarters, with an average surprise of 23.79%. JD.com, Inc. Price and EPS SurpriseJD.com, Inc. Price and EPS Surprise JD.com, Inc. price-eps-surprise | JD.com, Inc. Quote Let us see how things have shaped up for the upcoming announcement. Key Factors to Note for JD's Q2 Earnings JD.com is likely to see its second-quarter performance shaped by promotional activity, improving service engagement and retail ecosystem development. The 618 Grand Promotion, which ran from May 30 through June 18, likely supported customer traffic, merchandise demand and merchant participation. JD.com highlighted strong activity across online retail, offline stores and AI-powered products during the campaign, suggesting potential benefits for transaction volumes and advertising activity during the quarter. The company's expansion of AI-enabled retail tools may have further supported traffic allocation, product discovery and merchant efficiency during the period. Service businesses are expected to have provided support. Food delivery may have continued to strengthen customer engagement and cross-category purchases, while JD Logistics is likely to have benefited from delivery activity and use of automation and robotics. The June launch of the first JD MALL in Hong Kong may have supported offline retail presence and provided additional exposure to electronics and home appliances. Meanwhile, the addition of South Korea's 11Street official flagship store to JD.com's cross-border platform may have broadened product selection and international merchant participation. However, electronics and home appliances are likely to have seen mixed demand, as the higher comparison base from last year's trade-in activity and increased smartphone and PC prices may have influenced purchasing patterns. Promotional intensity during the 618 period may also have affected product mix and margins. Continued investment in food delivery and international expansion, including Joybuy, may have weighed on profitability, although improving operating efficiency is expected to have provided some offset. The company's ongoing investments in AI and technology may also have kept operating expenses elevated during the quarter, while potentially supporting longer-term efficiency gains. Story Continues What Our Model Says According to the Zacks model, the combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, that is not the case here. You can see the complete list of today's Zacks #1 Rank stocks here. JD has an Earnings ESP of 0.00% and a Zacks Rank #3 at present. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Stocks to Consider Here are some stocks worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle. Advance Auto Parts AAP has an Earnings ESP of +8.04% and a Zacks Rank #3 at present. Advance Auto Parts is slated to report its second-quarter 2026 results on Aug. 20. The Zacks Consensus Estimate for Advance Auto Parts' second-quarter 2026 earnings is pegged at 81 cents per share, up by a penny over the past 30 days, indicating an improvement of 17.39% from the year-ago quarter's reported figure. Analog Devices ADI has an Earnings ESP of +2.37% and a Zacks Rank #2 at present. Analog Devices is slated to report third-quarter fiscal 2026 results on Aug. 19. The Zacks Consensus Estimate for Analog Devices'", "date_published": "2026-08-11T12:25:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "JD"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "JD", "name": "JD.com, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/d3f52634-aca4-4292-b4b5-6bc486384e57/"}]}}, {"id": "source:de095b5444653161ccdf8a3b01c21f7da6617e04547cd9fb3cd423bd80eb8fac", "url": "https://finance.yahoo.com/markets/stocks/articles/gamestop-weighs-ebay-partnership-takeover-091343987.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/gamestop-weighs-ebay-partnership-takeover-091343987.html", "title": "GameStop weighs eBay partnership as takeover bid falters \u2013 report", "content_text": "GameStop is considering dropping its $55.5bn takeover approach for eBay and looking at a partnership or joint venture instead, Bloomberg reported, citing unnamed sources. Led by CEO Ryan Cohen, the video game retailer made an unsolicited, non-binding offer in May to acquire eBay in a cash-and-stock deal worth $55.5bn, or $125 per share. eBay's board rejected the proposal in the same month, calling it \"neither credible nor attractive\". According to the report, one option being examined would involve GameStop and eBay working together to expand market share in higher-margin categories including ", "date_published": "2026-08-11T09:13:43+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "EBAY"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "EBAY", "name": "eBay Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b891dd3d-8e16-4b6c-842d-3980734914ea/"}]}}, {"id": "source:84919682f03db5ca8290cffe0ecb1d5bb61728a08e150fa3bc732c5ba5c0cf4d", "url": "https://finance.yahoo.com/technology/ai/articles/tencent-workbuddy-sparks-ai-turnaround-001110059.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/tencent-workbuddy-sparks-ai-turnaround-001110059.html", "title": "Tencent\u2019s WorkBuddy Sparks AI Turnaround Hopes After Stock Rout", "content_text": "(Bloomberg) -- Tencent Holdings Ltd.'s early success with WorkBuddy may give the Chinese Internet giant a chance to catch up after lagging peers in the artificial intelligence race for the past few years. Most Read from Bloomberg China Unleashes $28 Trillion Capital Markets to Challenge US in AI Stocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets Wrap Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' GameStop's Ryan Cohen Weighs Pulling $56 Billion EBay Offer A $20 Million Wedding Shows Zimbabwe Who's Really Running the Country A flood of users has made WorkBuddy China's", "date_published": "2026-08-11T00:11:10+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:e956e83d42c1065fbdc7f0107d6ffe70d4ed6f367a3c4c2485db821b5ff85813", "url": "https://finance.yahoo.com/technology/ai/articles/does-alibaba-baba-qwen-royalty-221210936.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/does-alibaba-baba-qwen-royalty-221210936.html", "title": "What Does Alibaba (BABA) Qwen Royalty Model Mean For Its AI Business?", "content_text": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Alibaba Group Holding (NYSE:BABA) plans to introduce a revenue-sharing model for commercial users of its upcoming Qwen3.8-Max open-source AI model. The company aims to monetize open-weight AI deployments through royalties paid by businesses that use Qwen3.8-Max in commercial products and services. This move makes Alibaba the first Chinese AI lab to formally tie open-weight model usage to a royalty-based revenue framework. As large language models start to reshape how software and service", "date_published": "2026-08-10T22:12:10+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:89295228257a675980f7882dc5f4e3a5405bd6ecb94e793fac0ea376f02c274b", "url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-indexes-decline-fading-210504190.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-indexes-decline-fading-210504190.html", "title": "Update: US Equity Indexes Decline as Fading Hopes for Quick Hormuz Reopening Lift Crude Oil, Treasury Yields", "content_text": "(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "date_published": "2026-08-10T21:05:04+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:17c7db5ebc09fc8d95c7d5bae8371c3748bd58bda2177c4cae218fd0a62f1f14", "url": "https://finance.yahoo.com/technology/ai/articles/seas-ai-push-openai-could-190100677.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/seas-ai-push-openai-could-190100677.html", "title": "Sea's AI Push With OpenAI Could Deepen Shopee's Competitive Edge Now", "content_text": "Sea Limited SE has added a concrete artificial intelligence (AI) catalyst to Shopee through a strategic partnership with OpenAI. The June agreement targets AI-powered e-commerce across Southeast Asia and Brazil, broader access to ChatGPT and deeper developer engagement through Codex. For investors, the opportunity is practical rather than purely promotional. Shopee already uses AI in search, recommendations, seller tools and customer service, giving Sea a base from which the OpenAI relationship could extend commerce functionality. Sea's OpenAI Deal Targets E-Commerce Innovation The partnership", "date_published": "2026-08-10T19:01:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:189c7b21be24e88179df121b32659cfb5ebacca8c87a5bd5ec45f4c44f9890bb", "url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-indexes-mixed-crude-174655262.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-indexes-mixed-crude-174655262.html", "title": "Update: US Equity Indexes Mixed as Crude Oil, Treasury Yields Jump Amid Worsening Iran Geopolitics", "content_text": "(Updates with index/price moves and company news from the first paragraph.) US equity indexes wer PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "date_published": "2026-08-10T17:46:55+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:b688ade4201baac98d96eeabc6785580c910e4de0d056e80d4ca427904f44ae2", "url": "https://finance.yahoo.com/markets/stocks/articles/ebay-ceo-jamie-iannone-sells-124501945.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/ebay-ceo-jamie-iannone-sells-124501945.html", "title": "eBay CEO Jamie Iannone Sells 22,220 Shares for $2.4 Million Amid a Surging Share Price. Here's a Deeper Look at the Transaction.", "content_text": "Jamie Iannone, President and Chief Executive Officer of eBay Inc. (NASDAQ:EBAY), sold 22,220 shares of common stock at $109.03 per share on August 05 and August 06, 2026, according to a recent SEC Form 4 filing. Transaction summary Metric Value Transaction value $2.4 million Shares sold 22,220 Post-transaction shares (total) 460,158 Post-transaction shares (directly held) 242,101 Post-transaction shares (indirectly held) 218,057 Post-transaction value $50.68 million Transaction value based on SEC Form 4 weighted average sale price ($109.03); post-transaction value based on August 06, 2026 mark", "date_published": "2026-08-10T12:45:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "EBAY"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "EBAY", "name": "eBay Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b891dd3d-8e16-4b6c-842d-3980734914ea/"}]}}, {"id": "source:0cb0296064e5190111d457f985c4b4c2129cea3f7d8fef504308cc7f525473da", "url": "https://finance.yahoo.com/markets/stocks/articles/gamestop-may-pull-56-billion-123625968.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/gamestop-may-pull-56-billion-123625968.html", "title": "GameStop may pull $56 billion eBay bid, eyes partnership - report", "content_text": "Investing.com -- GameStop Corp. is considering withdrawing its $56 billion bid for eBay Inc., according to a Bloomberg report Monday. Chief Executive Officer Ryan Cohen is said to be weighing a proposal for a partnership or joint venture that would allow eBay to use GameStop's approximately 1,600 US retail locations. The arrangement could help both companies expand market share in high-margin categories including trading cards and collectibles. GameStop, which ranks among eBay's largest shareholders, would pursue board representation as part of any partnership. GameStop's stock has dropped 28%", "date_published": "2026-08-10T12:36:25+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "EBAY"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "EBAY", "name": "eBay Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b891dd3d-8e16-4b6c-842d-3980734914ea/"}]}}, {"id": "source:2034998598f8eeaa5f91e5060ac72c780b56fbbd230f47ac2fff56bd8c3e733a", "url": "https://finance.yahoo.com/technology/ai/articles/meta-shares-rise-muse-glimmer-121926544.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/meta-shares-rise-muse-glimmer-121926544.html", "title": "Meta shares rise on Muse Glimmer launch and a radical AI vision", "content_text": "Investing.com -- Meta's stock popped 2.4% this morning following the launch of Muse Glimmer, a highly efficient, 30-billion-parameter AI model capable of running on a single GPU. Positioned as a lightweight, distilled version of the more powerful Muse Spark 1.2, Glimmer is tailor-made for \"agent-like\" tasks\u2014think schedule management, rapid prototyping, and file organization. By releasing the model weights for free on Hugging Face, Meta is directly countering the permissive licensing strategies of Chinese rivals like DeepSeek and Alibaba, while carving out a distinct lane against US giants (Ama", "date_published": "2026-08-10T12:19:26+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:c2e61f595af0003f3b3daaa3c5628025c3717c3e759bf28077d24d1e56416ee8", "url": "https://finance.yahoo.com/technology/ai/articles/metas-ai-model-takes-aim-120737210.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/metas-ai-model-takes-aim-120737210.html", "title": "Meta's New AI Model Takes Aim at China", "content_text": "This article first appeared on GuruFocus. Meta Platforms Inc. (META, Financials), the social media and AI giant, launched a new open-weight model as Mark Zuckerberg tries to strengthen the company's position in an increasingly competitive AI race. Warning! GuruFocus has detected 2 Warning Sign with META. Is META fairly valued? Test your thesis with our free DCF calculator. The new model, Muse Glimmer, is smaller than the flagship systems built by companies such as OpenAI and Anthropic. Instead, it is designed for agentic tasks and can run directly on a Mac or PC using a single graphics card. T", "date_published": "2026-08-10T12:07:37+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:c30708aa693d6aa590609c610ac480340c76fcef5d7e201d8814a26bb0e6afc0", "url": "https://finance.yahoo.com/markets/stocks/articles/gamestop-weighing-withdrawal-ebay-bid-120023965.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/gamestop-weighing-withdrawal-ebay-bid-120023965.html", "title": "GameStop weighing withdrawal of eBay bid, Bloomberg News reports", "content_text": "Aug 10 (Reuters) - GameStop \u200cCEO Ryan \u200cCohen is \u200bconsidering withdrawing the company's $56 billion \u200cbid \u2060for eBay, Bloomberg \u2060News reported \u200bon \u200bMonday, citing \u200bpeople \u200cfamiliar with the matter. GameStop did not immediately \u200crespond \u200bto \u200ba \u200bReuters \u200crequest for comment. (Reporting \u200bby \u200bRashika Singh \u200bin \u200cBengaluru; Editing \u200bby Tasim \u200bZahid) View Comments", "date_published": "2026-08-10T12:00:23+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "EBAY"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "EBAY", "name": "eBay Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b891dd3d-8e16-4b6c-842d-3980734914ea/"}]}}, {"id": "source:0b884fd47ae179df3187d7fce933afa4b65aa20871645794147126632dd16619", "url": "https://www.globenewswire.com/news-release/2026/08/10/3341519/673/en/rosen-a-leading-law-firm-encourages-alibaba-group-holding-limited-investors-to-secure-counsel-before-important-deadline-in-securities-class-action-baba.html", "external_url": "https://www.globenewswire.com/news-release/2026/08/10/3341519/673/en/rosen-a-leading-law-firm-encourages-alibaba-group-holding-limited-investors-to-secure-counsel-before-important-deadline-in-securities-class-action-baba.html", "title": "ROSEN, A LEADING LAW FIRM, Encourages Alibaba Group Holding Limited Investors to Secure Counsel Before Important Deadline in Securities Class Action \u2013 BABA", "content_text": "NEW YORK, Aug. 09, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, announces it has filed a class action lawsuit on behalf of purchasers of securities of Alibaba Group Holding Limited (NYSE: BABA) between June 26, 2025 and June 24, 2026, both dates inclusive (the \u201cClass Period\u201d). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than October 5, 2026 in the securities class action first filed by the Firm. SO WHAT: If you purchased Alibaba securities during the Class Period you may be entitled ", "date_published": "2026-08-10T01:50:00+00:00", "authors": [{"name": "globenewswire.com"}], "tags": ["Regulatory and legal", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:9f2fbc7fcb4152e57f94d0ac598aaadbbfbac2ed58e2375035f6b84a6c08d9b3", "url": "https://www.globenewswire.com/news-release/2026/08/09/3341494/9788/en/bronstein-gewirtz-grossman-llc-urges-alibaba-group-holding-limited-investors-to-act-class-action-filed-alleging-investor-harm.html", "external_url": "https://www.globenewswire.com/news-release/2026/08/09/3341494/9788/en/bronstein-gewirtz-grossman-llc-urges-alibaba-group-holding-limited-investors-to-act-class-action-filed-alleging-investor-harm.html", "title": "Bronstein, Gewirtz & Grossman LLC Urges Alibaba Group Holding Limited Investors to Act: Class Action Filed Alleging Investor Harm", "content_text": "NEW YORK, Aug. 09, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Alibaba Group Holding Limited (NYSE: BABA) and certain of its officers. This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Alibaba securities between June 26, 2025 and June 24, 2026, both dates inclusive (the \u201cClass Period\u201d). Such investors are encouraged to join this case ", "date_published": "2026-08-09T16:00:00+00:00", "authors": [{"name": "globenewswire.com"}], "tags": ["Regulatory and legal", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:74597a33f784d21a92787486798a4bcb90df275fddaaedfed1ba1aa5b63556c0", "url": "https://seekingalpha.com/news/4629627-top-global-stories-this-week-bp-softbank-among-notable-names?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4629627-top-global-stories-this-week-bp-softbank-among-notable-names?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Top global stories this week: BP, SoftBank among notable names", "content_text": "US stock indexes ended the week higher supported by a rally in mega-cap technology stocks, a rebound in Treasury securities and robust corporate earnings. By the end of the week, geopolitical tensions involving Iran pushed crude oil prices toward $78 per barrel, raising fears that higher energy costs could stoke inflation and delay central bank rate cuts. For the week, the S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500]) and Nasdaq (COMP:IND [https://seekingalpha.com/symbol/COMP:IND]) rose 3% and 3.9%, while Dow (DJI [https://seekingalpha.com/symbol/DJI]) booked a 1.8% uptick. Across th", "date_published": "2026-08-09T13:00:00+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Deals and strategy", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:b55bcd8a07e63caa27801b9dd65543ef1eb5fecbd40431f2ae340185147c582d", "url": "https://finance.yahoo.com/economy/policy/articles/china-factory-gate-inflation-slows-031115998.html", "external_url": "https://finance.yahoo.com/economy/policy/articles/china-factory-gate-inflation-slows-031115998.html", "title": "China factory-gate inflation slows more than expected in July", "content_text": "Investing.com -- China's producer price inflation eased more sharply than expected in July, while consumer inflation also slowed as weaker energy prices and soft domestic demand reduced price pressures, Reuters reported on Sunday, citing official data. The producer price index increased 3.5% from a year earlier, according to data from the National Bureau of Statistics. That was down from June's 4.1% rise and marked the weakest annual increase in three months. Economists surveyed by Reuters had expected factory-gate prices to rise 3.8%. The moderation came as global energy prices retreated despite the continuing war between the U.S. and Iran. Lower commodity costs reduced price pressure for some manufacturers, though several companies remain exposed to elevated input expenses and sluggish domestic demand. China's economy has continued to show an uneven recovery. Factory production and exports have remained relatively strong, but household spending and demand within the domestic market have been weaker. Some upstream industries and high-technology manufacturers have maintained solid profit growth. Companies focused mainly on Chinese consumers have faced tougher conditions as economic momentum slowed during the second quarter. Rising input costs combined with limited pricing power could place further pressure on manufacturers' profit margins and business confidence. \"Consumer and producer inflation weakened in July,\" said Zhiwei Zhang, chief economist at Pinpoint Asset Management. He added that the figures were consistent with other economic indicators, including a larger-than-expected decline in China's purchasing managers' index. Chinese leaders have pledged to support growth by accelerating fiscal spending on infrastructure projects that were already included in the budget. \"The Politburo in July signalled stronger fiscal spending as the policy response,\" Zhang said, cautioning that it would take time for the increased expenditure to feed through to economic activity. The latest inflation readings may reinforce expectations that Beijing will maintain policy support through the remainder of the year as it seeks to strengthen domestic demand. Related articles China factory-gate inflation slows more than expected in July These 2 stocks are best positioned to benefit from higher uranium prices: analyst Goldman expects lower but still attractive stock market returns in 2026 View Comments", "date_published": "2026-08-09T03:11:15+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "JD"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "JD", "name": "JD.com, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/d3f52634-aca4-4292-b4b5-6bc486384e57/"}]}}, {"id": "source:294b8b015a4181172d4390978ea3b96290bfa7963497c66eb0e0a79e790f2756", "url": "https://seekingalpha.com/news/4629651-apple-lets-mac-link-alibabas-ai-model-china?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4629651-apple-lets-mac-link-alibabas-ai-model-china?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Apple brings Alibaba's Qwen AI model to Mac users in China", "content_text": "[Apple Store at 5th Ave in Manhattan, New York City] ozgurdonmaz/iStock Unreleased via Getty Images Apple (AAPL [https://seekingalpha.com/symbol/AAPL]) has published a guide for Mac users in mainland China explaining how to connect Alibaba's (BABA [https://seekingalpha.com/symbol/BABA]) Qwen artificial intelligence service to the company\u2019s Siri and Writing Tools features. According to the guidelines that appeared on Saturday in the Mac Simplified Chinese [https://global.chinadaily.com.cn/a/202608/08/WS6a7705f5a310986e2b469ba8.html] user manual, the integration allows Apple Intelligence to oper", "date_published": "2026-08-08T18:46:22+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Market update", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:57b26a16986785ba83f077098d6f3378672f7149f5e4d255ada6b3bfcfa3002a", "url": "https://finance.yahoo.com/markets/stocks/articles/ebay-slid-past-month-why-143059038.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/ebay-slid-past-month-why-143059038.html", "title": "eBay Slid This Past Month: Why a Leading Analyst Expects 32% Growth Ahead Anyway", "content_text": "Quick Read eBay dropped 4% last month after Q3 EPS guidance missed Q2's $1.60 mark, prompting Wells Fargo to slash its target to $92 on Depop drag. BMO's Brian Pitz set a Street-high $145 target on EBAY, pointing to Focus Categories driving over 40% of GMV and AI seller tools lifting margins. ETSY now trades above its own consensus price target, while AMZN's 19% implied upside still trails BMO's lone 32% bull call on eBay. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and eBay didn't make the cut. Grab the names FREE today. Shares of eBay (NASDAQ:EBAY) curren", "date_published": "2026-08-08T14:30:59+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "EBAY"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "EBAY", "name": "eBay Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b891dd3d-8e16-4b6c-842d-3980734914ea/"}]}}, {"id": "source:030639fadf1ac95cacafba351e1ceabc81a06405750b9b5632e2a10909ea61fa", "url": "https://finance.yahoo.com/technology/ai/articles/apple-says-mac-users-china-123458419.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/apple-says-mac-users-china-123458419.html", "title": "Apple says Mac users in China can connect to Alibaba's Qwen AI service", "content_text": "By Eduardo Baptista BEIJING, Aug 8 (Reuters) - Apple has published a guide explaining how eligible Mac users in mainland China can connect Alibaba's Qwen artificial-intelligence service to \u200cthe U.S. tech giant's Siri digital assistant and Writing Tools feature. The Mac-specific arrangement \u200ccould help Apple compete in China's AI PC market, where it has been losing market share as domestic \u200bmanufacturers such as Lenovo have promoted locally developed AI features. Here are some details: \u2022 Qwen is Chinese ecommerce giant Alibaba's family of generative-AI models, which can create text and images a", "date_published": "2026-08-08T12:34:58+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:34f6c7950fde7a2df7555e88aa936d4c937e05047ab8be852877a1c5c38c6a44", "url": "https://finance.yahoo.com/technology/ai/articles/alibaba-pioneers-revenue-share-open-113214289.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/alibaba-pioneers-revenue-share-open-113214289.html", "title": "Alibaba Pioneers Revenue Share on Open-Weight Models \u2014 the First Chinese Lab to Tax Deployment", "content_text": "Alibaba is fundamentally altering the economics of artificial intelligence by pioneering a revenue-share model for its upcoming open-weight models. With the release of Qwen3.8 expected around August 10, 2026, the company is moving to formalize a monetization layer that targets the deployment of these models rather than relying solely on API access. This shift marks a departure from the industry standard where open-weight releases have historically served as loss leaders or marketing vehicles to drive cloud infrastructure consumption. Until this pivot, Alibaba's commercial strategy for its AI p", "date_published": "2026-08-08T11:32:14+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AHLA"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AHLA", "name": "Alibaba Group Holding Limited", "sentiment_url": "https://sharemaestro.com/sentiment/aff5d6ea-41b3-4177-88f2-145dab440a6a/"}]}}, {"id": "source:037d2d0ea96d4e5eb76f314c5bc9398dc8eb633136a83abf925c4dc4cf2dae98", "url": "https://finance.yahoo.com/markets/stocks/articles/ebay-ebay-q2-earnings-taking-183002989.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/ebay-ebay-q2-earnings-taking-183002989.html", "title": "eBay (EBAY) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates", "content_text": "For the quarter ended June 2026, eBay (EBAY) reported revenue of $3.13 billion, up 14.8% over the same period last year. EPS came in at $1.60, compared to $1.37 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $3.02 billion, representing a surprise of +3.85%. The company delivered an EPS surprise of +5.96%, with the consensus EPS estimate being $1.51. 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