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AI’s ultimate arbitrage: delivery lead times are life-or-death — who will capture the 'power overflow' windfall?

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AI Power Crunch: Who Can Fill the Gap and Reignite?

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0226 | Dolphin Research focus: 🐬 Stock 1, $Alibaba(BABA.US). Alibaba Cloud Bailian launched the 'Coding Plan', integrating APIs for four mainstream models — Qwen3.5, GLM-5, MiniMax M2.5 and Kimi K2.5 — making it the only cloud provider globally to offer this combo.Lite plan is priced at RMB 7.9 for the first month and RMB 40 for the second; Pro plan at RMB 39.9 for the first month and RMB 200 for the second, with free model switching. The aim is to lower AI coding barriers through aggressive pricing and full-stack model coverage...

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Alibaba Cloud rolls out dirt-cheap AI coding bundle; JD's 'Billion-yuan Supermarket' reignites subsidy rush | Daily News Recap

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1117 | Dolphin Research Focus: 🐬 Stocks 1. $BABA-W(09988.HK) $Alibaba(BABA.US) Alibaba announced that its personal AI assistant, Qwen APP, has officially started public testing, with simultaneous launches on the web and PC, and is available for free. The APP is built on the Qwen3 model, integrating dozens of functions such as AI photo editing and document reading, and plans to be integrated into various life scenarios. The international version will also be launched soon. On the first day of launch, due to traffic far exceeding expectations, many users reported issues such as entry congestion and unresponsive commands...

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Alibaba Qianwen App Goes Viral on Launch Day;Google Gemini 3.0 May Arrive This Week | Today's Important News Recap

Boeing Co 6% Dep Shs Re 1/20th Pfd Man Cnv Sr A released FY2025 9 Months Earnings on October 29 EST, with actual revenue of USD 65.52 B and EPS of USD -8.2244

BA-A.US released its 3rd Q 2023 earnings on October 23, 2024 (BJT), with actual revenue of 55.78B USD and EPS of -3.64

BA-A.US released its 3rd Q 2024 earnings on October 23, 08:00 BJT, with actual revenue of 51.28 B USD and EPS of -12.8679

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AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

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On April 1, 2026, Boeing Co.'s Series A Mandatory Convertible Preferred Stock (BA.PRA) will trade ex-dividend, with a quarterly dividend of $0.75 payable on April 15, 2026. This dividend represents approximately 1.18% of BA.PRA's recent share price of $63.80, indicating shares may open 1.18% lower on the ex-dividend date. The annualized yield is about 4.84%. On the same day, BA.PRA shares are up about 3%, while common shares (BA) are up about 3.2%.

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Ex-Div Reminder for Boeing's Series A Preferred Stock

I have held ST Engineering (SGX: S63) for several years as part of my income and compounding strategy, and Q1 2026 results give me no reason to reconsider that position.Group revenue came in at SGD 3....

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ST Engineering Q1 2026: SGD 3.3 Billion Revenue and Why I Am Not Selling

Trump: China agreed to buy 200 $Boeing(BA.US) Boeing planes, with a potential commitment of 750 planes

Boeing Company

Trump-Xi summit concluded: A three-year strategic stability framework established; 200 Boeing jet order; agricultural deal worth &#34;tens of billions&#34;.The easing of China-U.S. relations is beneficial to both sides, giving a further boost to AI and tech stocks.

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☕️ [Task Coins Giveaway] Daily Market Talk

Venus268

Time to save Boeing, as China has its own manufacturing capabilities for planes since 2024 after the last rejection from the US tariffs in 2025. Somehow, contributing from China to Boeing is an act that portrays the relationship between the two leaders. But it might detour based on Trump's aggression, which would shoulder again in Boeing's suffering. 😅

President Trump concludes his three-day visit to China today. During the visit, the U.S. Department of Commerce authorized the export of the H200 chip to China; ten Chinese companies—including Alibaba, Tencent, ByteDance, and JD.com—received procurement licenses, delivering a major boost to the AI ​​computing power supply chain. Which of these beneficiary stocks are you most bullish on?

President Trump concludes his three-day visit to China today. During the visit, the U.S. Department of Commerce authorized the export of the H200 chip to China; ten Chinese companies—including Alibaba, Tencent, ByteDance, and JD.com—received procurement licenses, delivering a major boost to the AI ​​computing power supply chain. Which of these beneficiary stocks are you most bullish on?

Trump wraps up China visit — H200 export ban lifted

President Trump disclosed significant stock transactions, including purchases of $1 million to $5 million in Boeing and Nvidia shares, as both companies anticipate business opportunities during his China trip. The disclosure, available on the U.S. Office of Government Ethics website, details over 3,000 transactions, including major sales of Amazon, Meta, and Microsoft shares. Trump's investment decisions are reportedly managed by independent managers, distancing him from potential conflicts of interest. The White House referred inquiries to the Trump Organization, which did not immediately respond.

- A 113-page disclosure document released by the U.S. government ethics office reveals over 3,000 transactions involving President Donald Trump, including significant investments in Boeing and Nvidia.  
- These transactions, taking place between January and March, show purchases between $1 million and $5 million, with large sales involving companies like Amazon and Microsoft also noted.  
- The document indicates that Trump's investment decisions are managed independently, as he is exempt from conflict-of-interest rules that typically apply to federal officials.

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Trump discloses big buys of shares in Boeing and Nvidia as the companies look set to gain from his China trip

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$Boeing(BA.US) Boeing offers long-term upside via a massive backlog, expected 2026 free cash flow recovery, and vital domination in both military and civilian aircrafts. My first TP will be around 265 resistance zone. @Bridge Buzz SG

Bridget

Dividend Collector

Well 2 situations will happen!- if he don't respect as knowing his past attitude market will start to crash again. - if he tone down abit market will show prospect of win-win situation to evolve. All along this what the Chinese market wants to achieve. They always wanted a part of the pie as part of global involvement not a global police.And today just looking at China, evolvement from past. There strength like Trump always say ..stronger like never before.

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President Trump is set to visit China next week, potentially bringing business leaders from major companies like Boeing, Nvidia, Apple, Qualcomm, and others. Boeing's CEO, Kelly Ortberg, is confirmed to attend, with the trip expected to facilitate significant deals and improve U.S.-China relations. The inclusion of tech companies like Nvidia and Qualcomm may lead to discussions on export partnerships and tariffs. Apple's Tim Cook may also be invited, given his close ties with Trump, as the trip could impact the company's relationship with China, a crucial market for iPhones.

- President Donald Trump's upcoming visit to China on May 14 and 15 may significantly impact multiple public companies, particularly Boeing, whose CEO Kelly Ortberg is expected to accompany him.  
- Other major companies mentioned include Nvidia, Apple, Qualcomm, Blackstone, Citigroup, Visa, and Exxon Mobil, with potential discussions on trade deals and tariffs anticipated during the trip.  
- Trump's previous trip to the UAE resulted in $200 billion in deals, emphasizing the importance of such international business engagements for companies like Nvidia and Apple.

benzinga_article

Trump Could Put These 8 Stocks In The Spotlight For China Trip: Here Are The CEOs That Could Be Invited

BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A(BA-A.US)

AI Power Crunch: Who Can Fill the Gap and Reignite?

Ex-Div Reminder for Boeing's Series A Preferred Stock

Alibaba Cloud rolls out dirt-cheap AI coding bundle; JD's 'Billion-yuan Supermarket' reignites subsidy rush | Daily News Recap ---

Alibaba Qianwen App Goes Viral on Launch Day;Google Gemini 3.0 May Arrive This Week | Today's Important News Recap