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AI labs face growing open-source dilemma","url":"https://stock-news.laohu8.com/highlight/detail?id=2622073690","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622073690?lang=en_us&edition=fundamental","pubTime":"2026-03-25 20:00","pubTimestamp":1774440000,"startTime":"0","endTime":"0","summary":"RPT-BREAKINGVIEWS-China AI labs face growing open-source dilemmaThe author is a Reuters Breakingviews columnist. The opinions expressed are her own.By Robyn 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Parent PDD Earnings Fall Short of Expectations. Revenue Also Missed. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2622073872","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622073872?lang=en_us&edition=fundamental","pubTime":"2026-03-25 19:57","pubTimestamp":1774439820,"startTime":"0","endTime":"0","summary":"PDD Holdings stock was wavering early Wednesday after the Temu parent's fourth-quarter earnings fell short of expectations.The e-commerce giant reported adjusted earnings of $2.53 a share on revenue of $17.7 billion -- up 12% from the same period last year. Analysts polled by FactSet had expected earnings per share of $3.03 on revenue of $18 billion.PDD ADRs swung between gains and losses in premarket trading. Futures tracking the S&P 500, meanwhile, were up 0.8%.This is breaking news. Read a preview of PDD's earnings below and check back for more analysis soon.Temu parent PDD Holdings could get a boost Wednesday as it reports earnings before the open amid easing trade tensions and China's export boom.But PDD's revenue in the fourth quarter looks set to jump following a trade truce between the U.S. and China.Analysts polled by FactSet are expecting earnings per share of $3.03 on revenue of $18 billion. In the year-ago period, PDD reported revenue of $15.3 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STOCKS-US stock futures gain on Mideast ceasefire hopes","url":"https://stock-news.laohu8.com/highlight/detail?id=2622020087","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622020087?lang=en_us&edition=fundamental","pubTime":"2026-03-25 19:29","pubTimestamp":1774438145,"startTime":"0","endTime":"0","summary":"US STOCKS-US stock futures gain on Mideast ceasefire hopesFutures up: Dow 0.87%, S&P 500 0.84%, Nasdaq 1.02%Arm shares jump as new AI chip to drive billions in revenueSpace stocks rise on report SpaceX could file for IPO this weekBlackRock CEO says oil could cross $150 a barrel, cause global recessionUpdates with pricesBy Purvi Agarwal and Twesha Dikshit. Shares of futures tracking the small-cap Russell 2000 index RTYcv1 rose 1.28%. BlackRock BLK.N CEO Larry Fink said oil prices could reach $150 a barrel and cause a \"global recession\" if Iran \"remains a threat\" even after the war ends. The spike in oil prices tied to the Iran conflict has revived inflation concerns, complicating the interest rate outlook of central banks. Markets are not pricing in any easing from the Federal Reserve this year, compared with two cuts anticipated before the war broke out, according to CME Group's FedWatch Tool. In premarket moves, U.S.-listed shares of Arm ARM.O jumped 13.3% after the company unveiled 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in Quick Commerce Segment Costly for Alibaba Group Holding, S&P Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2622020500","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622020500?lang=en_us&edition=fundamental","pubTime":"2026-03-25 19:10","pubTimestamp":1774437015,"startTime":"0","endTime":"0","summary":"Rising competition with Meituan  is turning into a costly endeavor for Alibaba Group Holdings , S&P Global Ratings said in a Wednesday release.Alibaba's EBITDA will decline by about a third in 2026 given the increasing rivalry between the companies and rising promotion spending in the quick commerce segment, S&P said.On the other hand, S&P sees better unit economics with price subsidies peaking last summer, with the company's improved scale to provide efficiency gains.The rating agency believes quick commerce will provide a sizable contribution to the company in the future as it becomes profitable in fiscal 2029.Expanding cloud demand should offset the company's rising Al investments, especially with more robust Al capabilities compared to peers, S&P said.The rating agency reduced its fiscal 2026 EBITDA estimate to about 70% of the fiscal 2025 peak from a previous 80% forecast.A solid position in China e-commerce, healthy cloud segment growth, and material net cash position anchor the 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PDD misses revenue estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2622222810","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622222810?lang=en_us&edition=fundamental","pubTime":"2026-03-25 18:35","pubTimestamp":1774434910,"startTime":"0","endTime":"0","summary":"Temu-owner PDD misses revenue estimatesMarch 25  - Discount e-commerce player PDD Holdings PDD.O missed market estimates for quarterly revenue on Wednesday, as subdued consumer spending weighed on its Chinese platform, Pinduoduo, overshadowing robust growth at its overseas marketplace Temu.The company reported revenue of 123.9 billion yuan  for the fourth quarter, compared with analysts' average estimate of 124.4 billion yuan, according to LSEG data.  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Stocks to Watch: Meta, Alibaba, JD.com, GameStop, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=2622702269","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622702269?lang=en_us&edition=fundamental","pubTime":"2026-03-25 18:26","pubTimestamp":1774434360,"startTime":"0","endTime":"0","summary":"Stock futures were rising on Wednesday as investors hoped for progress in cease-fire talks between the U.S. and Iran and a swift end to end war in the Middle East.These stocks were making moves in premarket trading:. Meta Platforms climbed 1.1% after the Facebook and Instagram owner introduced executive pay incentives tied to hitting a $9 trillion market capitalization by 2031. The Facebook owner's valuation stood at $1.5 trillion as of Tuesday's closing bell.Alibaba added 3.8% and JD.com gained 3.9%. China's State Administration for Market Regulation appeared to signal on Wednesday that it would move to end the food delivery price war, which has squeezed margins in recent years.GameStop ticked up 0.6% after the videogame retailer reported lower profit and revenue for the fourth quarter. Software and hardware sales fell and GameStop's Bitcoin holdings also lost value over the period.Newmont jumped 5.4% and Freeport-McMoRan advanced 3.1% as gold prices rallied. 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Food-Delivery Companies Rally After Regulator Signals Renewed Push to Curb Price War","url":"https://stock-news.laohu8.com/highlight/detail?id=2622102527","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622102527?lang=en_us&edition=fundamental","pubTime":"2026-03-25 16:36","pubTimestamp":1774427760,"startTime":"0","endTime":"0","summary":"Shares of China's food-delivery companies rallied after Chinese authorities signaled a push to address intense price competition in the sector.Meituan shares closed 14% higher on Wednesday, while Alibaba and JD.com shares gained 4.6% and 4.85%, respectively. That outperformed the Hang Seng Tech Index's 1.9% gain.The State Administration for Market Regulation, China's top market regulator, said in an article on its official website Wednesday morning that it held a seminar to curb unfair competition, without naming the food-delivery industry. Around the same time, the regulator published a column by the state-owned Economic Daily newspaper on its website, urging food-delivery companies to end the price war.The regulator's statement could mark \"a pivotal sign of normalization in food delivery competition, with a decent scale-back of subsidies in the coming months,\" Citi analysts said in a note.Citi analysts said the regulator's stance is positive for Meituan as easing competitive 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Health Information Technology Stock Climbs 2.7% in Hong Kong","url":"https://stock-news.laohu8.com/highlight/detail?id=2622025198","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622025198?lang=en_us&edition=fundamental","pubTime":"2026-03-25 16:31","pubTimestamp":1774427460,"startTime":"0","endTime":"0","summary":"This article was automatically generated by Dow Jones using technology from Automated Insights.Shares of Alibaba Health Information Technology Ltd. rallied 2.7% to 4.90 Hong Kong dollars on what proved to be an all-around positive trading session for the Hong Kong stock market, with the Hang Seng Index rising 1.1% to 25335.95.This was the stock's second consecutive day of gains.Alibaba Health Information Technology Ltd. closed 38% below its 52-week high of HK$7.91, which the company achieved Jan. 14.The stock outperformed some of its competitors, as HKT Trust & HKT Ltd. fell 1.2%.Trading volume totaled 96.0 million shares, 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Regulation later reposts the piece to its official website in a sign of regulator endorsement. \"The entire industry has fallen into a vicious cycle of losing money in an attempt to grab market share, ultimately dragging down the broader trend of consumption recovery,\" the report said.  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At the time of writing, the stock was up 3.81%, trading at HK$127.9, with a turnover of HK$11.461 billion. 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Track | Alibaba Warrants Soar 5.71% Intraday on Alibaba Cloud's JVS Claw Service Launch","url":"https://stock-news.laohu8.com/highlight/detail?id=1140675171","media":"Stock Track","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1140675171?lang=en_us&edition=fundamental","pubTime":"2026-03-25 13:43","pubTimestamp":1774417394,"startTime":"0","endTime":"0","summary":"BABA-WR warrants surged 5.71% during intraday trading on Wednesday, following positive market reaction to a significant product announcement from Alibaba Cloud.The sharp increase appears to be 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Parent PDD Reports Earnings Wednesday. 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Alibaba is down 29% over the same period, while JD.com is down 21%.But PDD's revenue in the fourth quarter looks set to jump following a trade truce between the U.S. and China.While Beijing lowered its annual growth target to a range of 4.5% to 5% earlier this month, exports surged 21.8% in January and February, backed by strong gains in semiconductors, cars, ships and other advanced industrial products.China's number two leader Li Qiang also vowed to help expand the world's \"trade pie\" by opening up the country further, the AFP reported, citing state media.Analysts polled by FactSet are expecting earnings per share of $3.03 on revenue of $18 billion. 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TikTok and Taobao Sellers Push \"1-Cent 100GB\" Offers, Major Carriers Deny Involvement","url":"https://stock-news.laohu8.com/highlight/detail?id=1145795623","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1145795623?lang=en_us&edition=fundamental","pubTime":"2026-03-24 17:14","pubTimestamp":1774343660,"startTime":"0","endTime":"0","summary":"Data plans advertised with claims of \"one-cent activation,\" \"ultra-low monthly fees,\" and \"delivery address as service location\" are currently selling well on various e-commerce platforms. 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Latest Chip Won't Help Overall Revenue Much -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2621052129","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621052129?lang=en_us&edition=fundamental","pubTime":"2026-03-24 16:27","pubTimestamp":1774340820,"startTime":"0","endTime":"0","summary":"0827 GMT - Alibaba Group's latest chip is unlikely to have a major impact on the company's overall revenue, Morningstar's Chelsey Tam says in a commentary. The launch of XuanTie C950 is a positive development for China's efforts to achieve self-reliance in advanced technology, Tam says. The chip could also improve supply-chain resilience amid scarce computing power and lower overall costs. But Tam notes that Alibaba's T-Head chip business generated revenue of more than 10 billion yuan in 2025, a fraction of the company's total revenue last year. Capacity constraints also make it hard for the company to increase chip production drastically, she adds. 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