Alibaba Group Holding Limited

NVIDIA Corporation

Tencent Holdings Limited

Beijing has allowed shipments of the latest chips from US company Nvidia to Chinese customers for the first time since an initial ban. According to Reuters <a href="https://www.reuters.com/world/china/china-gives-green-light-importing-first-batch-nvidias-h200-ai-chips-sources-say-2026-01-28/">sources</a>, Beijing has for the first time approved major imports of Nvidia H200 chips for ByteDance, Alibaba and Tencent, allowing the country's top IT giants to purchase more than 400,000 semiconductors. Another<a href="https://www.reuters.com/world/china/china-gives-green-light-importing-first-batch-nvidias-h200-ai-chips-sources-say-2026-01-28/"> source</a> said the approvals come with restrictions, with one of the conditions being a requirement to purchase a certain proportion of domestic chips in conjunction with the H200.

Beijing has granted permission for Chinese companies to buy Nvidia's latest H200 chips

EquipmentShare.com Inc.

BitGo Holdings, Inc.

The largest Wall Street banks have started a fight for the right to organize the listing of SpaceX. Arms supplier Czechoslovak Group held the largest IPO in the history of the defense sector. NYSE President Lynn Martin predicts a sharp increase in activity in the IPO segment in the coming weeks. The main events on the IPO market during the week - in our selection.

The fight over SpaceX, the CSG rally, and the NYSE's influx of issuers: what's most important about IPOs by Jan. 25

China's largest online retailer Alibaba plans to link its flagship online shopping and travel services with its own AI assistant Qwen, taking the biggest step toward turning Qwen into a unified AI platform for users, Bloomberg writes. Alibaba's Qwen has previously been called the " <a href="https://www.gurufocus.com/news/3207043/alibabas-chatgpt-killer-ai-overhaul-signals-highstakes-play-for-mobile-domination">ChatGPT</a><a href="https://oninvest.com/article/ubijcu-chatgpt-ot-alibaba-za-pervuu-nedelu-skacali-10-mln-raz-kak-reagiruet-rynok">killer</a>." Last November - a week after its release - it was downloaded 10 million times.

Alibaba is turning its AI assistant into a "superapp". What will this do for businesses?

Baker Hughes Company

Halliburton Company

PBF Energy Inc.

HF Sinclair Corporation

Valero Energy Corporation

Kuaishou Technology

JD.com, Inc.

Meituan

Cult investor avoids Chinese stocks due to risk of sanctions and considers increasing investments in oilfield services business 

"The rules of the game have changed": what is Michael Burry doing with his portfolio after Maduro's collapse?

Alphabet Inc.

Motive Technologies, a developer of fleet management software backed by Alphabet's venture capital arm, has filed for an IPO. Hong Kong is preparing to list shares in two Chinese startups working in the field of artificial intelligence. Here are the week's top IPO market events in our selection.

Startup with investments from Google and China's "little dragon": key facts about the IPO by December 28

Renting data centers in other Southeast Asian countries allows PRC tech giants to bypass U.S. restrictions

Alibaba and ByteDance move AI training overseas for the sake of Nvidia chips - FT

The U.S. Department of Defense has concluded that Chinese e-commerce leaders and AI developers Alibaba Group and Baidu, as well as carmaker BYD and five other companies from China, should be included in a list of organizations assisting the Chinese military. That's according to a letter to Congress sent by the Defense Department about three weeks before Presidents Donald Trump and Xi Jinping met Oct. 30 in South Korea, where the leaders agreed on a package of measures that included lowering duties and temporarily suspending some export restrictions.

Pentagon wants to blacklist Alibaba and BYD as Chinese companies - Bloomberg

After the report, the company's receipts were up 3% in New York on the premarket, but were down 1% in the main trades

Alibaba's cloud business surged 34%, but holding company's profits fell. What about the stock?

Dell Technologies Inc.

HP Inc.

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

Morning in New York: macro statistics will set the trading vector

Qwen chatbot is Alibaba's first attempt at large-scale expansion in the consumer AI segment

Alibaba's "ChatGPT killer" has been downloaded 10 million times in its first week. How is the market reacting?

Best Buy Co., Inc.

Li Auto Inc.

The last trading week of November in the US will be shortened due to Thanksgiving and Black Friday. Wall Street will focus on September wholesale price data and retail sales statistics for the same month.