Deborah Weinswig, Coresight Research CEO, discusses the impact of putting AI front and center for Alibaba's Singles Day. She joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.
At the beginning of the quarter, Virtus liquidated its position in Novo Nordisk (NVO) and used the proceeds to fund a new position in Japanese retail holding company, Fast Retailing (FRCOY). We also i
Alibaba was a contributor to the portfolio during the quarter, driven by strong execution in its core commerce and cloud businesses, and improved investor sentiment around management's strategic direc
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.
On CNBC's “Mad Money Lightning Round,” Jim Cramer said he is backing off on Bristol-Myers Squibb Company (NYSE:BMY).

Best Stock to Buy Right Now: Alibaba vs. Baidu

04:55am, Tuesday, 11'th Nov 2025
Alibaba and Baidu are both expanding their AI-oriented cloud businesses. Both companies' core profit engines face tough near-term headwinds.
Atlantic Union Bankshares Corp acquired a new position in Alibaba Group Holding Limited (NYSE: BABA) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchang
Alibaba Group's stock price rose significantly following earnings that reflected rapid Chinese AI growth. Alphabet's stock price appreciated following a favorable ruling in the Google Search antitrust
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 tra
Growth stocks have been outperforming for the last 15 years. These three stocks have strong positions in cloud computing and enterprise software.
We reviewed and maintained our UnitedHealth position through its underwriting crisis, recognizing that management's mispricing of annually renewable policies could be corrected through swift action. O
AI sector stocks like Palantir (PLTR), Nvidia (NVDA), and AMD face valuation concerns despite strong earnings, leading to recent pullbacks. The government shutdown and lack of economic data are increa
Alibaba Group is poised for further upside, driven by accelerating AI integration and cloud segment growth ahead of Q2 2026 earnings. AI initiatives now account for over 20% of BABA's external custome
David Tepper is known for contrarian, deep-value bets and investing in distressed debt and equity. Alibaba stock has doubled since his hedge fund started buying it.
JD offers superior value with a credible margin expansion roadmap and disciplined capital allocation versus BABA's risky AI bets.
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