Alibaba Group Holding Limited's Q1 FY26 surge is driven by AI and cloud growth, but may overstate true advances amid ongoing business consolidation. China e-commerce remains Alibaba's dominant profit
Alibaba Group Holding Limited's stock jumped post-earnings despite a double miss, as adjusted revenue growth reached 10% YoY after excluding one-off business disposals. Domestic e-commerce shows early
As global tech giants increasingly pivot to digital ecosystems, industry leaders like Alibaba Group Holding Ltd BABA are capitalizing on the shift by enhancing their cloud services and expanding e-com
Alibaba Group Holding BABA posted better-than-expected revenue for the first quarter on Friday.
Nvidia stock fell below its 50-day moving average on Tuesday.
Wall Street analysts raised their price targets for the shares in light of the company's strong artificial-intelligence growth.

Alibaba: The Bottom Is In

08:30am, Tuesday, 02'nd Sep 2025
Despite a double miss in Q1 FY2026, Alibaba's underlying business fundamentals are improving, especially in core e-commerce and cloud segments. Aggressive investments in quick commerce and AI + Cloud
A cursory inspection might make some investors wonder why Warren Buffett and his company, Berkshire Hathaway (BRK.A 0.66%) (BRK.B 0.63%), have never taken a position in Chinese tech conglomerate Aliba

Alibaba: The New Nvidia In China

11:25pm, Monday, 01'st Sep 2025
I am now turning ultra bullish on Alibaba, with the growth in its cloud business as the main pillar of my thesis. The (likely) in-house AI chip, built in China, could fill the gap left by Nvidia's H20

Why The Next 10 Years Belong To Alibaba

09:46pm, Monday, 01'st Sep 2025
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
BofA raised the firm's price target on Alibaba to $152 from $135 and keeps a Buy rating on the shares. The company reported an inline quarter and was positive on its cloud growth while quick commerce
Citi raised the firm's price target on Alibaba to $187 from $148 and keeps a Buy rating on the shares. The firm updated the company's model post the fiscal Q1 report. Alibaba's cloud revenue jumped 26
Alibaba leans into AI and cloud, but Q1 earnings miss and falling margins reveal growing costs behind future bets.
Amazon's commanding 30% cloud market share versus Alibaba's 4%, plus massive $100B AI investments, creates competitive advantages. Choose AMZN, avoid BABA's risks.
Alibaba has been participating in a fierce race with local peers DeepSeek, Baidu and Tencent to release more powerful AI models.
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