DocGo Inc.

Rocket Lab Corporation

Alibaba Group Holding Limited

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

New York Morning: Reporting season is heating up

Tensions in US-China trade relations weigh on market sentiment

Stock slump in Alibaba and other PRC IT giants opens up buying opportunity - Barron's

Micron Technology, Inc.

Microsoft Corporation

A breakdown of Appaloosa hedge fund's long-term positions, from tech giants to the insurance and energy sectors

The long game: ten stocks that billionaire David Tepper has been holding for years

Meituan

JD.com, Inc.

September was extremely successful for the shares of Alibaba, one of the leaders of the Chinese e-commerce market. Quotes of the company's depositary receipts on the NYSE soared by more than 30%, and since the beginning of the year the company's capitalization has grown by more than 123%.

Alibaba, JD.com and Meituan are waging war in China. Which one should an investor bet on?

BlackRock, Inc.

Hitachi, Ltd.

Hitachi's stock price soared by almost 10% after the announcement of its partnership with OpenAI. OpenAI's Sora 2 app instantly broke into the top of the App Store and reignited the debate about the safety of AI innovations. Stock managers see potential for a further Alibaba rally. These and other topics are covered in our review of key events on the morning of October 3.

Highlights for the morning: Alibaba rally, Hitachi's partnership with OpenAI and a $40 billion deal

Investment bank bets on Alibaba's cloud and artificial intelligence despite past regulatory pressure

JPMorgan raises target on Alibaba. Is 53% growth in a month just the beginning?

In September, the Chinese company's price rose by almost 50%

Analysts' forecasts boosted Alibaba's quotations. Will the rally continue?

BYD Company Limited

Sony Group Corporation

Sony has successfully spun off its finance business, setting an example of restructuring large Japanese conglomerates. Shares of the spun-off company jumped by more than a third. Alibaba emerged as a growth leader in Hong Kong thanks to its bet on cloud services and partnership with Nvidia. Chinese automaker BYD lowered its sales forecasts but is betting on expansion outside mainland China. The head of the U.S. regulator promised to accelerate the abandonment of quarterly business reports. About these and other topics - in our review of key events for the morning of September 29.

Oracle Corporation

Intel Corporation

Nvidia announced a strategic partnership with OpenAI and plans to invest up to $100 billion to create an "AI factory." Intel is in talks with Apple and TSMC to invest in its production. Oracle has placed $18 billion in bonds to cover the costs associated with the AI boom. US President Donald Trump imposed duties of 100% on drugs and approved a deal to sell TikTok to a pool of investors. About the main events from September 22 to 26 - in our review.

Highlights of the week: US gets TikTok, Intel seeks partners, Nvidia and OpenAI alliance

Lithium Americas Corp.

Apple Inc.

China's Chery has a successful IPO in Hong Kong, raising $1.2 billion and stepping up expansion into Europe and the Middle East despite global tariff barriers. Intel is trying to turn around its business with the support of the U.S. government and is looking for new investors, including Apple, following investments by Nvidia and SoftBank. These and other topics - in our review of key events for the morning of September 25.

Highlights for this morning: Intel seeks Apple's backing, Chery IPO, Alibaba strengthens AI

Alibaba shares on the New York Stock Exchange hit a four-year high

Alibaba will increase investment in AI and partner with Nvidia. Shares soared

Baidu, Inc.

Pony AI Inc.

Among Wood's purchases earlier this week are securities of China's Baidu and Pony AI

#Alibaba Group: 35