AI Market Movers · China & rest of world
Alibaba
BABA
Alibaba is Qwen, cloud, and the Chinese e-commerce stack. The models are how it stays in the same conversation as the US labs.
- Site
- alibabagroup.com
- Product
- Qwen
In the Daily
· Closing Time
Closing Time: They still don’t know how to control itJacob Coxon told the NYC Council: “We do not know how to control any AI system yet.”
· Closing Time
Closing Time: Muse splits Wall Street into winners and losersMeta's agent drains banks and booking sites, Thune says Trump will listen on guardrails, and AI staff feel the mental toll.
· Morning Brief
They discounted the slowdownArs Technica reports Anthropic shipped Claude Opus 5.5 at roughly 20% cheaper tokens and about 40% lower cost on a typical workload versus Opus 5, while OpenAI answered with GPT-6 Sol at $2/$10 and Luna at $0.10/$0.50 — the first model…
· Morning Brief
Xi’s White House State Dinner Quickly Becoming an AI Meet UpBloomberg reports Satya Nadella plans to attend this week’s White House state dinner for Xi Jinping, joining Sam Altman, Jensen Huang, Tim Cook, and Qualcomm’s Cristiano Amon — with officials also naming Bezos, Musk, and Pichai among…
· Closing Time
Closing Time: Christiano brought extinction risk into the boardroomChristiano joins OpenAI's board and says catastrophic loss of control is still on the table.
· Closing Time
Closing Time: They bought the town squareNvidia signed Hugging Face. Astra started rolling. Anthropic chased distillers onto the dark web.
· Closing Time
Closing Time: Tokens cracked under a dollarToken prices hit a record low, Brussels called ChatGPT a search engine, China crossed into HBM, and Dyson put a camera in a toothbrush.
· Morning Brief
The factories crowded the TreasuryHyperscalers are borrowing like the returns are already here. The town halls are not so sure.
· Closing Time
Closing Time: Alignment left the whiteboardAnthropic’s automated safety agents, Xpeng’s robot raise, OpenAI’s Asia hire, and Palo Alto’s hunt for Datadog and Okta.
· Morning Brief
A judge put the Anthropic blacklist on iceRita Lin at U.S. District Court in San Francisco ruled the Pentagon’s supply-chain-risk label on Anthropic illegal, finding First Amendment retaliation with no articulable security basis, CNBC and Reuters report. A parallel D.C. case is…
· Morning Brief
DeepSeek is cashing checks. Moonshot wants a Western till.Kimi K3 on Azure, AWS, and GCP. Plus India’s 9,000 Vera Rubin order.
· Closing Time
Closing Time: Nvidia is circling the search barAlibaba’s $10.2B AI raise. Chip prices up ~17%. Groq racks in production.