Alibaba Group Holding Limited (BABA)
Why The Next 10 Years Belong To Alibaba
Alibaba is building a self-reinforcing AI + cloud ecosystem, creating a compounding moat for durable, long-term growth. Recent results show strong momentum in cloud and AI businesses, with AI-related product sales achieving eight consecutive quarters of triple-digit growth. The stock trades at a significant discount to peers despite Alibaba's scale, ecosystem depth, and AI-driven optionality, making current levels highly attractive.
Alibaba Shares Soar 18.5% On Strong AI And E-Commerce Outlook
Shares of Alibaba surged 18.5% in Hong Kong on Monday as investors were encouraged by Chinese web giant's progress in AI and its core e-commerce business despite a sizzling price war in the food-delivery sector that is hurting its profitability.
Forget the food delivery war — Alibaba makes clear the real play in China is AI
Alibaba stock surged despite an earnings miss. AI and cloud growth stole the spotlight.
Alibaba: An AI-Driven Cloud Play
Alibaba delivered decent Q2 results, with 10% like-for-like Y/Y revenue growth and notable momentum in both e-commerce and cloud segments. The cloud business saw a 26% year-over-year revenue surge, fueled by AI adoption and aggressive CapEx plans, positioning Alibaba as China's cloud leader. With CapEx spending set to accelerate in the years ahead, Alibaba's Cloud Intelligence Group could be a major winner for the company.
Here's why the Alibaba stock price has gone parabolic
Alibaba stock price surged to its highest level in March as Chinese equities surged after it published strong financial results on Friday. BABA also jumped after reports showed that it had developed a chip that could challenge NVIDIA.
Alibaba's Mixed Earnings Highlight Opportunities in AI
On Friday, Alibaba posted its financial results for the June 2025 quarter. Given the tense trade relations between the U.S. and China, many analysts were eager to see how the e-commerce expert is handling macroeconomic conditions.
Alibaba Is Firing Back as the US-China AI War Heats Up
China intends to keep up with the Jensen Huangs of the world.
Alibaba Group Holding Limited (BABA) Q1 2026 Earnings Call Transcript
Alibaba Group Holding Limited (NYSE:BABA ) Q1 2026 Earnings Conference Call August 29, 2025 7:30 AM ET Company Participants Hong Xu - Chief Financial Officer Lydia Lu - Head of Investor Relations Yongming Wu - CEO, Head of Core E-Commerce Business & Director Conference Call Participants Alex C. Yao - JPMorgan Chase & Co, Research Division Alicia Yap - Citigroup Inc., Research Division Gary Yu - Morgan Stanley, Research Division Kenneth Fong - UBS Investment Bank, Research Division Thomas Chong - Jefferies LLC, Research Division Yuan Liao - Citic Securities Co., Ltd.
Alibaba's 9% Earnings Rally: The AI Bet Is Paying Off
Alibaba Group Holding Limited just released its March quarter 2025 earnings. The Alibaba release missed on revenue and earnings, but triggered a 9% rally due to some stellar segment results. A particular bright spot in the release was the cloud segment's earnings. At $412 million, they increased 26% year over year.
Alibaba Creates AI Chip to Help China Fill Nvidia Void
Chinese chip companies and artificial-intelligence developers are building up their arsenal of homegrown technology, backed by a government determined to win the AI race.
AI Boom at Alibaba: Will Product Momentum Meet Strategic Visibility?
BABA posts its seventh straight quarter of triple-digit AI revenue growth, but faces pricing pressure and fierce cloud competition.
Alibaba Debuts Avatar Updates to Its Video AI Model
Chinese tech giant Alibaba has updated its open-source video-generating artificial intelligence (AI) model. That's according to a report Tuesday (Aug. 26) by Bloomberg News, which describes this move as part of the company's rapid pace of AI upgrades to keep up with its American and Chinese competition.
