# Alibaba, Tencent's AI Bet: Stock Surge Despite Earnings Miss Page: https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192/alibaba-tencent-s-ai-bet-stock-surge-despite-earnings-miss Text version: https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192/alibaba-tencent-s-ai-bet-stock-surge-despite-earnings-miss.md Podcast: [Business News Today | 2 Min News | The Daily News Now!](https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192) Published: 2026-05-14T01:31:17+00:00 Episode link: https://api.fastcast.ai/audio/d2279003-bf21-48cb-9d1d-635954195eae.mp3 Audio file: https://api.fastcast.ai/audio/d2279003-bf21-48cb-9d1d-635954195eae.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/business-finance-news-today-2-min-news-the-daily-news-now-7726192/episodes/alibaba-tencent-s-ai-bet-stock-surge-despite-earnings-miss Duration seconds: 124 ## Resource Chinas tech giants, Alibaba and Tencent, reported earnings that fell short of expectations, primarily due to significant investments in AI. Alibaba experienced its first operating loss since the pandemic, while Tencent saw its slowest revenue growth in over a year. However, both companies stocks surged on AI growth prospects. Alibabas CEO announced ambitious AI revenue goals and a massive three-year AI budget. Despite short-term losses, investors are optimistic about long-term AI gains. Both companies are aggressively expanding their AI offerings and competing in various markets, with Alibaba considering an IPO for its chip unit and Tencent upgrading its AI models. Support the show: Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN: advertise@thednn.ai This is an automated, high-level news summary based on public reporting. Report issues to feedback@thednn.ai. View sources & latest updates: https://sources.thednn.ai/437633f03ac03dc3 ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/business-finance-news-today-2-min-news-the-daily-news-now-7726192/episodes/alibaba-tencent-s-ai-bet-stock-surge-despite-earnings-miss/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192/alibaba-tencent-s-ai-bet-stock-surge-despite-earnings-miss.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.