Alibaba Plans IPO for AI Chip Unit T-Head, Shares Rise 6%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 22 2026
0mins
Source: CNBC
- Alibaba IPO Plan: Alibaba is planning an initial public offering for its AI chip unit T-Head, resulting in a 6% increase in shares, which could provide new funding and enhance its market competitiveness.
- GE Aerospace Decline: GE Aerospace shares fell over 5% as investors expressed concerns over slowing revenue growth, despite the company exceeding analyst expectations in its fourth-quarter results, indicating market reaction to decelerating growth in its commercial engine and services unit.
- Meta Platforms Rebound: Meta's shares rose more than 5%, boosted by Jefferies reiterating a buy rating, with analysts highlighting the company's strong position in AI and attractive risk-reward potential, despite an 18% drop since its last earnings report.
- Northern Trust Beats Expectations: Northern Trust's shares jumped over 6% after reporting fourth-quarter earnings of $2.42 per share, surpassing Wall Street's expectation of $2.37, indicating strong net interest income and margin that bolstered market confidence.
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Analyst Views on MBLY
Wall Street analysts forecast MBLY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MBLY is 17.59 USD with a low forecast of 12.00 USD and a high forecast of 30.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
9 Buy
9 Hold
0 Sell
Moderate Buy
Current: 9.510
Low
12.00
Averages
17.59
High
30.00
Current: 9.510
Low
12.00
Averages
17.59
High
30.00
About MBLY
Mobileye Global Inc is an Israel-based company that is primarily actives in field of development and deployment of advanced driver-assistance systems (ADAS) and self-driving system (AV). Company's portfolio Mobileye’s of solutions is built upon a purpose-built software and hardware technologies designed to provide the capabilities to make advanced driver-assistance systems and autonomous driving a reality. These technologies are dedicated to deliver capabilities of advancing the safety of road users, and improving the driving experience and the movement of people and goods globally. The Company's offerings include Driver Assist, Cloud-Enhanced Driver Assist, Mobileye SuperVision Lite, Mobileye Chauffeur, and Mobileye Drive. Mobileye Global Inc operates globally.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Mobileye Advances Future of Robotaxis
- Remote Operator Demand: Goldman Sachs estimates that one remote operator is needed for every three robotaxis currently, highlighting the reliance on human intervention for complex situations, which hampers commercialization efforts.
- Technological Innovation Outlook: Mobileye's proposed 'fast-think, slow-think' architecture aims to enable one operator to manage 10 robotaxis by 2030 and 35 by 2040, significantly reducing operational costs and enhancing scalability.
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- Market Potential Enhancement: Mobileye's partnership with Volkswagen aims to deploy 100,000 robotaxis by 2033, with an expected automotive revenue pipeline of $24.5 billion over the next eight years, reflecting a 42% increase over the past three years and laying the groundwork for the economic viability of robotaxis.

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