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Trump Alleges China Stole 220 Million US Voter Files in Primetime Address — US-China Tensions Spike Ahead of Midterms

President Trump delivered a primetime address Thursday alleging China illicitly acquired 220 million US voter files — the largest election data compromise in history — while revealing declassified intelligence on Chinese interference operations. Beijing denied the claims. The speech, delivered months before the 2026 midterm elections, renews US-China tensions and could accelerate restrictions on Chinese technology companies. US-listed Chinese ADRs and cybersecurity stocks are the most direct market plays.

Alibaba Reports Q3 Fiscal 2026 Results: Revenue Misses Estimates but Cloud and AI Growth Accelerate Ahead of Key Catalyst Period

Alibaba reported its December quarter fiscal 2026 results Thursday before the U.S. market open, posting earnings per share of $6.96 — missing the $11.88 consensus estimate — alongside revenue that fell short of expectations. However, the company's Alibaba Cloud and AI services divisions showed continued acceleration, and investors are closely watching for guidance on the company's capital allocation plans and the domestic Chinese economic environment heading into the new fiscal year.