BABA's Q2 fiscal 2026 earnings miss estimates as heavy quick commerce and AI investments crush margins despite strong 15% revenue growth ex-disposals.
Alibaba Group Holding (NYSE: BABA) posted better-than-expected second-quarter results on Tuesday.
The top contributor to the Fund's performance was Chinese e-commerce giant Alibaba Group Holding Ltd. Samsung Electronics Co. Ltd.'s stock rose on optimism that Samsung is poised to benefit from deman

Alibaba: The Market Got Its Earnings Wrong

09:00am, Wednesday, 26'th Nov 2025
Alibaba's headline EPS collapse and free‑cash‑flow swing mostly reflect disposals and front‑loaded AI, not weakness; like‑for‑like revenue grew 15% and cloud AI investments deepen Alibaba's
Alibaba Group Holding Limited is upgraded to a Strong Buy due to robust growth in cloud intelligence and AI, despite recent stock volatility. BABA's cloud intelligence segment grew 34% Y/Y, with AI pr
My "Cloud is free" thesis has delivered a 26% gain since August, but the market is now overlooking an RMB 50 billion capital deployment that is artificially depressing Alibaba's valuation. BABA's marg
Stock News Campbell puts exec on leave: Campbell's Co. (CPB) sidelined a senior IT executive after a lawsuit and leaked audio alleged he disparaged customers an
Chinese e-commerce giant Alibaba reported a significant downturn in its cash flow during its fiscal second quarter results.
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.
AlphaCore Capital LLC bought a new stake in Alibaba Group Holding Limited (NYSE: BABA) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The f
Representative Lisa C. McClain (R-Michigan) recently sold shares of Rollins, Inc. (NYSE: ROL). In a filing disclosed on November 21st, the Representative disclosed that they had sold between $1,001 an
Overseas Equity ETF posted a return of 7.27% in the third quarter of 2025. Leading contributors in the First Eagle Overseas Equity ETF this quarter included Samsung Electronics Co Ltd Pfd Non-Voting,
Alibaba Group Holding Limited stock has surged 34% since my last analysis, driven by AI-powered growth and strong cloud performance. BABA's FQ2 2026 results showed $34.8 billion revenue and a large EP

Alibaba Is Building Momentum

01:15pm, Tuesday, 25'th Nov 2025
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 co
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. Alibab
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