AI Market Movers · China & rest of world
Alibaba
BABA
Alibaba is Qwen, cloud, and the Chinese e-commerce stack. The models are how it stays in the same conversation as the US labs.
- Site
- alibabagroup.com
- Product
- Qwen
In the Daily
· Closing Time
Closing Time: Muse splits Wall Street into winners and losersMeta's agent drains banks and booking sites, Thune says Trump will listen on guardrails, and AI staff feel the mental toll.
· Morning Brief
They discounted the slowdown· Morning Brief
Xi’s White House State Dinner Quickly Becoming an AI Meet Up· Closing Time
Closing Time: Christiano brought extinction risk into the boardroomChristiano joins OpenAI's board and says catastrophic loss of control is still on the table.
· Closing Time
Closing Time: They bought the town squareNvidia signed Hugging Face. Astra started rolling. Anthropic chased distillers onto the dark web.
· Closing Time
Closing Time: Tokens cracked under a dollarToken prices hit a record low, Brussels called ChatGPT a search engine, China crossed into HBM, and Dyson put a camera in a toothbrush.
· Morning Brief
The factories crowded the TreasuryHyperscalers are borrowing like the returns are already here. The town halls are not so sure.
· Closing Time
Closing Time: Alignment left the whiteboardAnthropic’s automated safety agents, Xpeng’s robot raise, OpenAI’s Asia hire, and Palo Alto’s hunt for Datadog and Okta.
· Morning Brief
A judge put the Anthropic blacklist on ice· Morning Brief
DeepSeek is cashing checks. Moonshot wants a Western till.Kimi K3 on Azure, AWS, and GCP. Plus India’s 9,000 Vera Rubin order.
· Closing Time
Closing Time: Nvidia is circling the search barAlibaba’s $10.2B AI raise. Chip prices up ~17%. Groq racks in production.