Alibaba Group Holding Limited (BABA)
Alibaba's Amap hits record 360m users as holiday travel surges
Alibaba Group's (NYSE:BABA) mapping app Amap logged more than 360 million daily users on the first day of China's extended National Day holiday, setting a record high, the company said. Traditionally used for navigation, Amap has been expanding into lifestyle services, competing directly with Meituan by offering rankings of restaurants, hotels and tourist spots.
Why Alibaba (BABA) Outpaced the Stock Market Today
Alibaba (BABA) reached $182.78 at the closing of the latest trading day, reflecting a +2.27% change compared to its last close.
Alibaba Vs JD: Which Is The Better China E-Commerce Stock?
Alibaba and JD.com remain dominant in China's e-commerce, but face slowing growth and rising competition from social commerce platforms. We believe JD is significantly undervalued and offers a stable domestic focus and operational efficiency in the Chinese e-commerce market. Alibaba is favored for its diversified business segments, international reach, and superior financial profile.
Alibaba: The Nvidia Partnership Adds Fuel To The Fire
I was right with my previous Strong Buy rating. I believe the recent Alibaba Group Holding Limited bull run could be just the beginning of a turnaround, mainly driven by the cloud segment. BABA's partnership to integrate Nvidia's Physical AI stack into Alibaba Cloud could reignite double-digit growth by powering simulation and training for the early-stage humanoid market in China. China hosts a diversified humanoid ecosystem (37 of Morgan Stanley's top 100). With PIPL/CAC rules and local operations, Alibaba's picks-and-shovels model can benefit regardless of the winner.
Alibaba Is Heading Above $500 Billion Market Cap
Alibaba's Q1 2026 results confirmed the bullish inflection point I predicted, with the stock up 46% since my August call, far outpacing the S&P 500. Despite headline revenue and EPS misses, adjusted revenue grew 10% year-over-year, and cloud revenue surged 26%, driven by rapid AI adoption and product innovation. AI is transforming both cloud and core e-commerce, with Alibaba deploying in-house models across logistics, advertising, and customer management, unlocking major efficiency gains.
Alibaba analysts raise target price, sees AI cloud demand boosting revenue growth
Citi analysts expect accelerating artificial intelligence (AI) cloud demand to support faster cloud revenue growth for Alibaba Group (NYSE:BABA). In a note to clients on Monday, the analysts lifted their target price on the stock to US$217 per share from US$187, while reiterating their ‘Buy' rating, calling Alibaba a “solid AI-play".
China's AI Boom Could Outlast the U.S. Why Alibaba's Bet Is Just the Start.
China has set a goal of becoming an “intelligent economy” and “intelligent society” by 2035.
Alibaba shares soar to four-year high on AI spending boost news
CNBC's Kristina Partsinevelos reports on the latest news regarding Alibaba.
Cathie Wood Bought Alibaba Stock Days Before Its Surge. ARK Is Betting on China Tech Again.
Timing is everything when it comes to investing. Just look at ARK Invest's purchase of Alibaba stock earlier this week.
Alibaba to offer Nvidia's physical AI development tools in its AI platform
Nvidia is on a dealmaking spree: Days after committing to taking a $5 billion stake in Intel and a whopping $100 billion investment in OpenAI, the GPU maker has now struck a partnership with China's Alibaba.
Nvidia Stock Rises After Alibaba AI Deal. How Robots Offer a Fresh Path to Gains.
Nvidia is joining up with Alibaba to integrate its AI development tools for physical AI like robots and self-driving cars, Alibaba CEO Eddie Wu said Wednesday.
Wall Street Breakfast Podcast: Alibaba To Boost AI Investment
Alibaba (BABA) shares surge after CEO announces plans to boost AI infrastructure spending beyond the original $53B commitment. Ford (F) targets riskier borrowers with lower interest rates on F-150 pickups to drive sales volume before quarter-end, despite profit pressures.
