NetEase

Goldman Sachs Names Undervalued Stocks to Outperform

Goldman Sachs identified several stocks it considers undervalued and likely to outperform in July, highlighting O’Reilly Automotive, NetEase, Tradeweb and Liftoff Mobile. Analysts at Goldman argued O’Reilly’s store positioning and resilient comps reduce demand volatility; NetEase was described as a resilient, non-AI-focused compounder with potential margin expansion and a new game launch; Tradeweb was upgraded to buy from neutral despite revenue-growth and tokenization concerns; and Liftoff Mobile was noted for scaling its Cortex AI platform and exposure to in‑app advertising and AI-driven automation across the ad tech value chain. The article was published July 5, 2026 on CNBC.

Q1 2026 Earnings Release Updated

The earnings release file size changed from 515.6 KB to 291.6 KB, indicating a revised document.

Deepseek Plans $7B Raise at ~$52–59B Valuation

Chinese AI company Deepseek is planning a maiden external financing round that could raise up to $7 billion, valuing the startup at roughly $52–59 billion, Reuters reports. Founder Liang Wenfeng is expected to be the largest investor, pledging about $3 billion from his own funds and hedge fund High‑Flyer. Other reported commitments include Tencent (~$1.5 billion) and battery maker CATL (~$750 million). Deepseek is reportedly in talks with China’s state AI fund, Netease, and JD.com, and aims to limit the investor group to about ten firms. Sources say the round could close in the coming weeks but terms and participants may still change. Analysts note U.S. export controls on advanced chips restrict Deepseek’s access to top-tier hardware, which the company has offset by developing competitive models (e.g., Deepseek R1, V4‑Pro) with lower compute costs.