This article first appeared on GuruFocus. Investors appear to be rotating deeper into China’s artificial intelligence trade, with attention shifting toward companies that already have products in market and earnings momentum to support higher valuations. As the AI rally sparked by DeepSeek moves into its second year, stocks tied to consumer-facing applications have moved to…

This article first appeared on GuruFocus. Alibaba’s (NYSE:BABA) AI moment just punched through the noise. The company’s reborn Qwen app crossed 10 million downloads in a single week, a burst of traction that helped lift Alibaba shares more than 5% in Hong Kong. The relaunch essentially a unification of its earlier iOS and Android apps…