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seekingalpha.comPOSITIVO
Most and least shorted industrial stocks with market caps above $2B as of end-September
Aerospace & Defense stocks accounted for three of the top five stocks with the lowest short interest, with HEICO (HEI.A [https://seekingalpha.com/symbol/HEI.A]), General Dynamics (GD [https://seekingalpha.com/symbol/GD]), and RTX (RTX [htt…
SK Hynix’s $26.5 Billion Listing Reopens Asia Route to US Market
(Bloomberg) -- SK Hynix Inc.'s US share sale is set to boost an ailing vehicle that was once essential for Asian firms looking West, and Wall Street is hoping the frenzy for artificial intelligence infrastructure will encourage competitors…
Tesla and Waymo duel in the robotaxi race — but the company spending the most builds no cars at all
Tesla's autonomous robotaxis use the company's Model Y vehicles. The promised Cybercab is still in development. - Tesla If you own Tesla stock, much of what you are paying for above the value of a carmaker is a bet on autonomy and artifici…
Matthews China Fund's Strategic Moves: Tencent Holdings Ltd Takes Center Stage
This article first appeared on GuruFocus. Insightful Portfolio Adjustments in the First Quarter of 2026 Matthews China Fund (Trades, Portfolio) recently submitted its N-PORT filing for the first quarter of 2026, shedding light on its strat…
China's AI Job Risk Hits Investors As Youth Unemployment Tops 16%
This article first appeared on GuruFocus. China's AI boom is starting to run into a harder reality: a fragile labor market that may not be ready for what automation brings next. Beijing has reportedly warned employers, particularly tech co…
How Investors Are Reacting To DiDi Global (DIDI.Y) Expanding Vertically With Custom EVs And Robotaxis
DiDi Chuxing previously unveiled the D1, an electric vehicle purpose-built for ride-hailing with BYD, and advanced its robotaxi pilots after securing new road-test approvals. Together, these moves show DiDi pushing deeper into vertically i…
China Blocks Meta’s $2 Billion Acquisition of AI Firm Manus
(Bloomberg) -- China has decided to block Meta Platforms Inc.’s $2 billion acquisition of agentic AI startup Manus, a surprise move to unwind a controversial deal that’s drawn fire for the leakage of technology to the US. Most Read from Bl…
China issues guidelines for fair pay, labor protections for gig workers
[Popular FOOD DELIVERY SERVICE MEITUAN WAIMAI in Chengdu. Staff of Takeaway Service riding on motorcycle to deliver food.] Fanliso/iStock Editorial via Getty Images China has introduced new guidelines to protect the rights and interests of…
The SpaceX and OpenAI IPOs Are Imminent. History Says the Stocks Will Do This When They Start Trading.
Key Points SpaceX and OpenAI are reportedly planning to hold initial public offerings (IPOs) in 2026. The companies' most recent valuations would easily make them the largest IPOs in U.S. history. Stocks that go public with large market va…
SpaceX IPO: History Says the Stock Will Do This When It Starts Trading.
Key Points SpaceX will host its IPO roadshow in early June, putting the company on track to list its share over the summer. SpaceX is reportedly seeking an initial valuation of $1.75 trillion, which would make it the largest IPO in history…
Chinese robotaxi companies forge ahead with UAE expansion despite Iran war
BEIJING — At least three Chinese robotaxi companies are pressing ahead with expansion plans in the Middle East despite the ongoing Iran war. Ride-hailing company Didi plans to begin its first overseas robotaxi test in the United Arab Emira…
DiDi downgraded as Brazil food delivery spending drags profit down
Investing.com -- DiDi Global was downgraded to Neutral from Outperform by Macquarie, which said heavy spending on food delivery expansion in Brazil is likely to cap near-term earnings despite steady growth in its China ride-hailing busines…
This article first appeared on GuruFocus. With the January 31 submission deadline behind us, the full slate of entries for the 2026 GuruFocus Value Investing Contest is now set. Performance is measured from the January 15, 2026 closing pri…
Matthews Pacific Tiger Fund Reduces Stake in Tencent Holdings Ltd by 1.03%
This article first appeared on GuruFocus. Insights into the Fund's Fourth Quarter 2025 Investment Moves Matthews Pacific Tiger Fund (Trades, Portfolio) recently submitted its N-PORT filing for the fourth quarter of 2025, revealing strategi…
Uber Eyes Expansion in Asia Via Macau Relaunch: More Upside Ahead?
Per Bloomberg, as cited in a News.AZ report, Uber Technologies UBER has introduced its ride-hailing service in Macau, China. Launching today, this move represents the company’s first entry into a new Asian market in several years. Uber’s r…
Uber Enters First Asian Market in Years With Macau Relaunch
(Bloomberg) -- Uber Technologies Inc. is rolling out its ride hailing service in the Chinese gambling hub of Macau, expanding into a new Asian market for the first time in years. Riders from Tuesday will be able to book and pay for taxis i…
Opening Dispatch: Three Early Submissions to the GuruFocus Value Investing Contest
This article first appeared on GuruFocus. As part of the new GuruFocus Value Investing Contest, which is open to GuruFocus members and contributors through January 31st, we're publishing submissions on a rolling basis and periodically high…
Is There Still Opportunity in DiDi After Recent Regulatory Easing and Share Price Rebound?
Wondering if DiDi Global is still a contrarian bargain or if the easy money has already been made? You are not alone, and that is exactly what this breakdown will tackle. The stock has climbed 5.4% over the last week, 2.8% over the past mo…
SoftBank Races to Finalize $22.5B OpenAI Investment by Year-End
This article first appeared on GuruFocus. SoftBank Group Corp. (SFTBY, Financials) is rushing to finance OpenAI with $22.5 billion by 2025. SoftBank founder Masayoshi Son wants to improve its position in the global AI ecosystem.To finance…
Market Chatter: SoftBank Racing to Fulfill $22.5 Billion Funding Commitment to Microsoft-Backed OpenAI by End of Year
SoftBank Group is racing to complete a $22.5 billion funding commitment to Microsoft-backed (MSFT) O PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n…
SoftBank races to close $22.5B funding for OpenAI by year-end - report
[Open AI, Arm and SoftBank CEOs Attend Transforming Business through AI Event] Tomohiro Ohsumi/Getty Images News SoftBank (SFTBY [https://seekingalpha.com/symbol/SFTBY]) is pulling out all the stops to fulfill a $22.5B funding commitment t…
Didi's 67% Profit Surge Fuels Talk of Blockbuster Hong Kong Comeback
This article first appeared on GuruFocus. Chinese ride-hailing giant Didi Global (DIDIY) is trying to script a comeback story, and the latest quarter could be an early signal that the turnaround is taking shape. The company posted a 67% ju…
DiDi is a long-term earnings compounder, says JPM as it starts stock at OW
Investing.com -- JPMorgan initiated coverage of DiDi Global Inc with an Overweight rating and a $10 price target, calling the Chinese ride-hailing company a high-potential long-term earnings compounder. DiDi looks to expand profitability t…
DiDi (OTCPK:DIDI.Y): Evaluating Valuation After Q2 Sales Rise and Profit Turns to Loss
DiDi Global (OTCPK:DIDI.Y) just released its second quarter results, and the numbers are drawing out a mix of optimism and concern from investors. There is clear growth on the top line, with sales climbing year-over-year, but profits have…
Uber's Robotaxi Network Leadership Could Defy Valuation Constraints
This article first appeared on GuruFocus. Uber (NYSE:UBER) stock's valuation is clearly somewhat temporarily overextended, but given the company's dominant position in taxi transportation, higher multiples and sentiment could be sustained…
Didi posts Q2 loss of $350 million on lawsuit provision, despite revenue growth
BEIJING (Reuters) -Chinese ride-hailing giant Didi Global reported on Thursday a second-quarter net loss of 2.5 billion yuan ($350 million), driven by a one-off charge, even as revenue rose 10.9%, partly fuelled by growth in overseas busin…
Chinese firms in legal battle over Brazil food delivery
By Luciana Magalhaes and Patricia Vilas Boas SAO PAULO (Reuters) -A Brazilian subsidiary of China's ride-hailing company DiDi Global sued Chinese rival Keeta on Monday in a Sao Paulo court alleging trademark infringement and unfair competi…
DiDi's 99 sues Chinese rival Keeta in Brazilian court
By Luciana Magalhaes and Patricia Vilas Boas SAO PAULO (Reuters) -A Brazilian subsidiary of China's ride-hailing company DiDi Global, called 99, filed a lawsuit on Monday against Chinese rival Keeta before a Sao Paulo court for alleged tra…
U Power's Strategic Partner UNEX EV Signs LOI with Didi Mobility to Deploy UOTTA(TM) Battery-Swapping Vehicles in Mexico
Accelerating the Green Transformation of Mexico's Transportation Industry SHANGHAI, Aug. 11, 2025 /PRNewswire/ -- U Power Limited (Nasdaq: UCAR) (the "Company" or "U Power"), a provider of AI-powered solutions for next-generation energy gr…
Investing.com -- Goldman Sachs initiated coverage on DiDi Global with a Buy rating in a note on Wednesday, seeing it as a compelling opportunity in global mobility and autonomous driving. The analysts believe DiDi is “well-positioned to ca…
Investing.com -- Goldman Sachs initiated coverage on DiDi Global with a Buy rating in a note on Wednesday, seeing it as a compelling opportunity in global mobility and autonomous driving. The analysts believe DiDi is “well-positioned to ca…
Goldman Sachs initiates coverage on DiDi Global stock with Buy rating
Investing.com - Goldman Sachs initiated coverage on DiDi Global (OTC:DIDIY) with a Buy rating and a price target of $7.20 on Wednesday. The stock, currently trading at $5.48, has shown remarkable momentum with a nearly 50% return over the…
China vows to ‘fight to the end’ on tariffs as it props up markets
(Bloomberg) — China pledged to retaliate against Donald Trump’s latest tariff threat and stepped up efforts to support the market, raising the risk of a prolonged trade war between the world’s two largest economies. Most Read from Bloomber…
SoftBank Group Plans $1.5 Billion Investment in OpenAI
The Japanese company is taking a bigger bet on the potential of artificial intelligence as the technology improves and gains momentum. Continue Reading View Comments
The Japanese tech investment company returned to profit in the second quarter, supported by gains in its technology funds business. Continue reading View comments