Alibaba Group Holding Limited (BABA)
Alibaba's CEO says he doesn't see 'much of an issue' with an AI bubble and plans to invest 'aggressively'
Alibaba CEO Eddie Wu says he doesn't see "much of an issue" with an AI bubble. Wu said AI demand is outpacing global chip supply, and the company plans to invest "aggressively.
Alibaba Is Building Momentum
Alibaba Group Holding Limited delivered strong Q2 FY2026 revenue growth, driven by its core e-commerce and cloud businesses, but faced significant operating margin pressures. Now, despite burning a considerable amount of cash in H1 FY2026, BABA's aggressive investments in quick commerce and AI + Cloud are fueling user growth and market leadership. With a robust net cash position and long-term growth pillars in consumption and AI + Cloud, BABA remains fundamentally strong.
Alibaba: Most Mispriced AI Cloud Play In The Market
Alibaba Group Holding Limited's Q2 '25 results reaffirm that cloud, not e-commerce, is driving the company's next phase, with AI-related products posting another quarter of triple-digit growth. Alibaba Cloud maintains the No. 1 position in China at 35.8% share. With the AI cloud market expected to more than double by 2025, Alibaba is positioned to capture more. Despite short-term volatility and recent rallies, BABA stock's valuation remains attractive compared to global cloud peers, offering significant upside potential.
Alibaba Earnings: High And Accelerating AI Growth Continues (Rating Upgrade)
Alibaba Group Holding Limited just released its September quarter earnings. The BABA release was mixed on the surface, with a wide beat on revenue but a miss on EPS. What really mattered was delivered though: the cloud segment shone, with revenue growth accelerating to 34% and EBITA to 35%.
Alibaba Revenue Tops Estimates on Cloud, AI Growth
Alibaba reported better-than-expected quarterly revenue growth, as sales grew 5% to 247.8 billion yuan ($35 billion) in the September quarter. Tom Mackenzie reports on Bloomberg Television.
Alibaba shares rise on strong Cloud and AI revenue despite profit drop
Alibaba Group (NYSE:BABA) shares moved higher after the Chinese eCommerce giant reported fiscal second quarter results that exceeded revenue expectations, driven by strong growth in its cloud and AI businesses despite a sharp drop in profitability. Revenue for the quarter ended September 30, 2025, reached RMB 247.8 billion (US$34.8 billion), up 5% year-over-year, slightly above estimates of 245.2 billion (US$34.22 billion.
5 Things to Know Before the Stock Market Opens
Stock futures are little changed this morning after major indexes soared to start the holiday-shortened trading week; a flurry of economic data that could affect the outlook for interest rates is due today; Nvidia shares are sinking following a report that Meta might use Google's AI chips; tech manufacturer Sandisk is set to join the S&P 500 at the end of the week and its stock is rising; and shares of Alibaba are gaining after the Chinese e-commerce giant released its earnings report. Here's what you need to know today.
Alibaba's Profit Slumps but AI Business Shines
Net profit fell 53% amid fierce competition in the food-delivery sector, but revenue growth was steady as the group targets consumer AI.
Alibaba Stock Surges After Earnings Beat. How It's Becoming a Big AI Player.
Alibaba stock jumped early Tuesday as the Chinese e-commerce giant beat revenue expectations and signaled robust AI demand and cloud growth.
Alibaba shares rise as AI drives 34% cloud sales jump
Alibaba reported a 34% rise in cloud computing revenue to 39.8 billion yuan versus expectations of 37.9 billion yuan. That growth rate was faster than the 26% notched in the June quarter.
Alger International Opportunities Fund Q3 2025 Portfolio Update
Class A shares of the Alger International Opportunities Fund underperformed the MSCI ACWI ex USA Index during the third quarter of 2025. Returns from individual stock selection detracted from relative performance, while factor exposures had a positive impact. Among countries, the Netherlands, Belgium, and Spain provided the largest contributions to relative performance, while Japan, the United Kingdom, and China were the most notable detractors from relative performance.
Alibaba stock pops after it unveils ChatGPT rival Qwen
Alibaba Group (NYSE:BABA) shares moved higher after it launched Qwen, a new AI chatbot aimed at competing with rivals such as OpenAI's ChatGPT and Google's Gemini. The app, which unifies the Hangzhou, China-based company's previous iOS and Android AI offerings under a single brand, saw more than 10 million downloads within a week of its relaunch.
