Nvidia (NVDA) has licenses for business in China, with optimism for future operations despite current hurdles.
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Alibaba ($BABA) No Profits
The RoseMay 15, 2026
The creator discusses Alibaba's (BABA) recent earnings, highlighting a 3% year-over-year revenue increase, which becomes 11% when excluding divested businesses. While non-GAAP EPS saw a significant decrease, the creator sees potential upside driven by a turnaround in the Chinese economy and strong growth in Alibaba's cloud and AI segments. The visit of US CEOs to China is also noted as a potential catalyst for improved trade relations and economic recovery.
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Alibaba (BABA) shows potential for upside driven by a recovering Chinese economy and strong cloud growth, despite recent EPS declines.
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