Brendan Ahern takes investors through China's tech trade. He believes Chinese stocks can see upside amid signals of the country's economy stabilizing.
Alibaba is rated a Buy, supported by strong cloud and e-commerce growth and new government energy subsidies for data centers. BABA's strategic focus on smaller, task-oriented AI models and open-source initiatives differentiates it from Western mega-investment in large language models. The company's cloud division is driving profitability, mirroring Amazon's model, while BABA's e-commerce margins remain significantly higher than AMZN's.
Alibaba Group Holding is preparing a major redesign of its flagship mobile AI app, aiming to bring it closer in look and function to OpenAI's ChatGPT.
Alibaba (BABA) is reportedly revamping its AI app, renaming it Qwen, to more closely resemble ChatGPT and enhance shopping features. Baidu (BIDU) unveiled new AI chips, supporting China's push for tech independence with launches planned for 2026 and 2027.
Alibaba Group (NYSE:BABA) is showing signs of stronger-than-expected performance during the 2025 Double-11 shopping festival, which runs from October 15 to November 11, according to Jefferies analysts following recent expert discussions. The analysts highlighted that Taobao Instant Commerce, Alibaba's on-demand shopping service, is complementing traditional e-commerce by driving additional daily active users (DAU) to both Taobao, the company's consumer-to-consumer (C2C) platform, and Tmall, its business-to-consumer (B2C) platform.
Alibaba (BABA) closed at $160.8 in the latest trading session, marking a -3.07% move from the prior day.
Alibaba (BABA) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
America is in the lead in the AI race, at least for now. But with Jensen Huang recently saying things like China is just “nanoseconds” behind, I do think investors looking for growth in the AI trade might wish to expand their horizons beyond the U.S.
JD offers superior value with a credible margin expansion roadmap and disciplined capital allocation versus BABA's risky AI bets.
Oakmark International Strategy portfolio's return was 4.09% (net) for the reporting period versus MSCI World ex USA Index that returned 5.33% for the same period. Alibaba Group's stock price rose significantly following earnings that reflected rapid Chinese AI growth. CNH Industrial's stock price declined as it delivered weak results but reaffirmed guidance amidst a difficult environment.
Alibaba (BABA) concluded the recent trading session at $167.69, signifying a -1.61% move from its prior day's close.
Alibaba has experienced tremendous growth due to artificial intelligence, but it's not making a big impact on its financials just yet. The company has its own chatbot, is making custom chips, and is even helping Apple enhance its iPhones with artificial intelligence features.