📈 Stocks / Finance

Alibaba chip news pressures AI stocks amid global market rally

Investor’s Business Daily

AI stocks fell Friday despite a strong weekly rally, as Alibaba’s new AI chip sparked fresh China concerns. Nvidia dropped 3.4%, AMD 3%, and TSM 3.1%. Dow futures rose after Trump tariffs were ruled illegal, but equity markets face renewed volatility from tech and geopolitical tension.

D-Wave stock surges 1,480%, raises valuation concerns

Yahoo Finance

D-Wave Quantum (QBTS) rose over 1,480% YoY on quantum hype and new system sales, but trades at 222x 2025 sales. Despite strong growth, net losses deepened to $172.8M in 1H 2025. Analysts expect 178% revenue growth this year, yet profitability remains distant.

Walmart lifts sales outlook, margins remain under pressure

Yahoo Finance

Walmart raised FY26 sales guidance to 3.75%–4.75% amid strong e-commerce and membership growth. However, higher liability claims and tariffs held adjusted operating income growth flat at 3.5%–5.5%, highlighting ongoing margin headwinds despite 5.6% revenue growth.

🪙 Crypto

Congress resumes with crypto market structure and CBDC debates

CoinTelegraph

As Congress returns, Senate Republicans aim to advance crypto market structure legislation, building on the CLARITY Act. A defense bill revision also proposes banning a digital dollar. Confirmation of CFTC nominee Brian Quintenz remains uncertain amid internal GOP pushback.

🌎 Global Economy

Trade uncertainty rivals tariffs in global economic impact

UNCTAD

UNCTAD warns that rising policy unpredictability is reshaping trade, lifting costs, and hurting developing economies. The World Trade Policy Uncertainty Index hit record highs in Q1 2025, with volatility disrupting flows, tightening credit, and deepening macroeconomic risks.

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