Alibaba Reportedly Eyeing A Super-Sized Bid For Pupu Following Meituan's Dingdong Deal

Alibaba is reportedly bidding $1.5 billion for Pupu, a dominant regional online grocer in Fujian province, more than double Meituan's $717 million acquisition of Dingdong. The bid reflects intensifying competition in China's instant commerce market, though the price wars are taking a financial toll on major players with heavy subsidies and declining profitability.

06/15/2026, 8:29 PM • Benzinga

DeepSeek Eyes $7.4 Billion Funding Round At Up To $59 Billion Valuation As Tencent, CATL Back China's AI Champion: Report

Chinese AI startup DeepSeek is preparing to raise approximately $7.4 billion (50 billion yuan) in its first external funding round, potentially valuing the company at $59 billion. Major investors include Tencent (10 billion yuan), CATL (5 billion yuan), NetEase, JD.com, and state-backed AI funds. Founder Liang Wenfeng is contributing 20 billion yuan of personal capital. The funding round could close within weeks.

06/03/2026, 4:45 AM • Benzinga

What to Know About This $10 Million Sale of China Housing Giant KE Holdings

CoreView Capital Management Ltd sold 550,541 shares of KE Holdings (BEKE) worth approximately $9.45 million in May 2026. Despite the reduction, BEKE remained the fund's fourth-largest position at $38.47 million. KE Holdings reported mixed Q1 results with revenue down 19% year-over-year but net income up 47%, as the company shifts toward efficiency-driven growth. The stock has underperformed the S&P 500, down 10% over the past year.

05/31/2026, 5:03 PM • The Motley Fool

TikTok Owner ByteDance Is Reportedly Offering AI Staff A Sweet Deal As Talent War Heats Up

ByteDance is offering stock options tied to its Seed AI division to employees at $13 per unit to retain talent amid intense competition from rivals like Tencent. The stock has surged nearly 30% since last year, but the strategy risks internal division and reduced staff mobility. The move reflects a broader tech industry talent war, with companies like OpenAI, Meta, and Microsoft competing aggressively for AI researchers through substantial compensation packages.

05/26/2026, 9:05 AM • Benzinga

Nvidia’s China Strategy Faces New Pressure After RTX 5090D V2 Ban

China banned Nvidia's RTX 5090D V2 chip, signaling a shift toward reducing dependency on U.S. semiconductors and favoring domestic alternatives. While the U.S. approved H200 sales to Chinese tech companies, no chips have been delivered due to undisclosed conditions from Beijing. Nvidia's China revenue has fallen to 5% of total sales, and the ban suggests the company's export-compliant strategy has failed at both ends—Washington restricts high-end chips while Beijing blocks lower-end alternatives.

05/20/2026, 12:15 PM • Investing

Will S&P 500 Open Up Or Down On May 12?

The S&P 500 closed at a record high on Monday but Polymarket traders predict a weaker opening on Tuesday as investors await April's Consumer Price Index report, which is expected to show the highest inflation print since September 2023. Geopolitical tensions with Iran and Middle East developments are also weighing on sentiment, though technology stocks remain resilient with strong earnings and AI enthusiasm supporting the market.

05/12/2026, 5:27 AM • Benzinga

ByteDance's $600 Billion Question: What Are Investors Really Buying?

ByteDance's valuation has reached $600 billion, making it China's second most valuable internet company. The valuation reflects investor confidence in its three main pillars: Douyin (domestic e-commerce and services anchor), TikTok (global growth engine despite geopolitical risks), and AI through Doubao (emerging growth driver). The company is investing heavily in AI infrastructure and shows no urgency for an IPO, though smaller subsidiaries could potentially be listed separately.

04/14/2026, 9:51 AM • Benzinga

Why Alibaba Stock Was Sliding Today

Alibaba shares declined after reporting modest 2% revenue growth and a sharp 57% drop in adjusted EBITA for its December quarter. While the company's AI chatbot Qwen reached 300 million monthly users and cloud intelligence revenue grew 36%, its e-commerce division faced pressure from a price war with competitors, with core e-commerce business lines remaining flat.

03/19/2026, 12:29 PM • The Motley Fool

US tries 'Monkey Scaring' To Rid Wall Street Of Suspicious Chinese Listings

A U.S. congressional committee has sent letters to three small investment banks (D. Boral Capital, Dominari Securities, and Revere Securities) investigating their role in underwriting suspicious Chinese IPOs that allegedly engaged in 'pump-and-dump' schemes, defrauding American investors of $16 billion since 2023. The move reflects a broader U.S. campaign to eliminate fraudulent Chinese listings from Wall Street, with Chinese IPO fundraising dropping significantly to $1.12 billion in 2024.

03/13/2026, 7:35 AM • Benzinga

Looking For A Rebound? China Tech and Emerging Markets Top Oversold List

Multiple China-focused stocks and emerging market ETFs have fallen into deeply oversold territory with exceptionally low RSI readings, potentially setting up for sharp rebounds if risk sentiment improves. The oversold list is dominated by Chinese internet and tech names alongside broader Asian and emerging market exposures, though investors are cautioned that low RSI alone is not a reliable trading signal.

03/04/2026, 12:41 PM • Benzinga

Archer, Riot, Rigetti and More Stocks With Earnings This Week

Fourth-quarter earnings season continues this week with major reports from retailers, tech firms, and software giants. Key companies reporting include AST SpaceMobile (Monday), Target and CrowdStrike (Tuesday), Broadcom (Wednesday), and JD.com (Thursday). Investors will focus on AI semiconductor revenue, discretionary spending recovery, and guidance for future growth.

03/02/2026, 12:20 PM • Benzinga

Survival And Protectionism: Dingdong Surrenders To Meituan As India Blocks A Chinese Buyout

Dingdong agreed to sell its domestic grocery delivery operations to Meituan for $717 million, highlighting intense price wars in China's instant commerce sector. Meanwhile, India blocked a Chinese private equity firm's investment in an Italian company with Indian operations, signaling rising geopolitical protectionism in cross-border M&A deals.

02/25/2026, 1:16 PM • Benzinga

Instant Commerce War Takes A Toll On Meituan

Meituan reported a 15.7 billion yuan ($2.3 billion) loss in Q4 2025 due to intense price competition in China's instant commerce sector with Alibaba and JD.com. While the loss improved from Q3's 18.6 billion yuan, the company expects continued losses in 2026. China's market regulator recently called in major tech companies to address excessive competition. Meituan's stock has lost about half its value over 52 weeks, though the company acquired Dingdong for $717 million to strengthen its grocery delivery segment.

02/17/2026, 4:58 AM • Benzinga

One Fund Sold $21 Million in Vipshop Stock as E-Commerce Giant Posts $3 Billion in Revenue

North of South Capital reduced its Vipshop stake by 1.09 million shares ($21.04 million) in Q4, cutting the position from 6.3% to 3.6% of assets. Despite the sale, the fund retained a $40 million stake. Vipshop reported Q3 revenue of $3 billion (up 3.4% YoY) and net income growth of 16.8%, with guidance for up to 5% revenue growth next quarter, suggesting the trim was tactical rather than a loss of confidence.

02/12/2026, 4:26 PM • The Motley Fool

YMM Stock Fell Nearly 20% Last Quarter, but One Fund Is Betting $116 Million on a Turnaround

Despite Full Truck Alliance (YMM) stock falling nearly 20% in Q4 2025, London-based North of South Capital LLP increased its position by 240,446 shares, bringing its total stake to $116.40 million (10.46% of AUM). The fund's confidence appears grounded in the company's operational strength, with Q3 2025 showing 10.8% revenue growth and 22.3% order growth, despite near-term market skepticism around China tech stocks.

02/12/2026, 4:16 PM • The Motley Fool