Morgan Stanley Names 5 AI-Sovereignty Stocks with 20%-Plus Upside
Markets

Morgan Stanley Names 5 AI-Sovereignty Stocks with 20%-Plus Upside

The bank's AI-sovereignty screen spans chips, packaging, cloud and telecom, with base-case price targets implying 21% to...

Yael Ben-David 👁 58 💬 0
Apple Trains a China-Specific AI Model With Alibaba
Technology

Apple Trains a China-Specific AI Model With Alibaba

The iPhone maker is shifting from relying solely on local AI partners to building its own China model, as it races to br...

Eitan Shapiro 👁 53 💬 0
Alibaba's Qwen3.8-Max Matches Anthropic's Best, Escalating AI Race
Technology

Alibaba's Qwen3.8-Max Matches Anthropic's Best, Escalating AI Race

Alibaba's new Qwen3.8-Max model rivals Anthropic's Claude Fable 5 on benchmarks, intensifying US-China AI competition as...

Eitan Shapiro 👁 39 💬 0
Apple Taps Alibaba's Qwen AI to Boost Mac Capabilities in China
Technology

Apple Taps Alibaba's Qwen AI to Boost Mac Capabilities in China

Apple enables Mac users in mainland China to integrate Alibaba's Qwen AI with Siri and Writing Tools, aiming to close th...

Eitan Shapiro 👁 34 💬 0
Alibaba Unveils Qwen3.8-Max, a 2.4 Trillion Parameter Open-Source Model to Rival OpenAI and Anthropic
Technology

Alibaba Unveils Qwen3.8-Max, a 2.4 Trillion Parameter Open-Source Model to Rival OpenAI and Anthropic

Alibaba claims its new Qwen3.8-Max AI model matches or beats GPT5.6-Sol and Fable 5 in key benchmarks, as the Chinese te...

Eitan Shapiro 👁 41 💬 0
Alibaba's Qwen3.8-Max: China's Largest Open AI Model Takes Aim at OpenAI and Anthropic
Technology

Alibaba's Qwen3.8-Max: China's Largest Open AI Model Takes Aim at OpenAI and Anthropic

Alibaba unveiled its 2.4-trillion-parameter Qwen3.8-Max, claiming it rivals Anthropic and OpenAI models as China's AI pu...

Eitan Shapiro 👁 34 💬 0
Alibaba's Qwen 3.8-Max Claims Anthropic-Level Performance in New China AI Wave
Technology

Alibaba's Qwen 3.8-Max Claims Anthropic-Level Performance in New China AI Wave

Alibaba unveils Qwen 3.8-Max, its largest AI model, claiming parity with Anthropic's top systems — the latest sign China...

Eitan Shapiro 👁 35 💬 0
Goldman Sachs Picks Alibaba, JD.com as Top Chinese Internet Bets for Second Half of 2026
Markets

Goldman Sachs Picks Alibaba, JD.com as Top Chinese Internet Bets for Second Half of 2026

The US investment bank ranks cloud and data infrastructure first among sub-sectors, citing stabilizing consumption and a...

Yael Ben-David 👁 71 💬 0
China Launches WAICO, Open-Source AI Chip Stack as Xi Sets Global Rules Vision
Technology

China Launches WAICO, Open-Source AI Chip Stack as Xi Sets Global Rules Vision

29 nations signed a new AI cooperation body in Shanghai, while Alibaba open-sourced its SAIL chip software in a direct c...

Eitan Shapiro 👁 47 💬 0