Alibaba Q1: Significant Cloud Acceleration And Early Signs Of E-Commerce Recovery
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 ea...
Alibaba: The New Nvidia In China
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 ...

Why The Next 10 Years Belong To Alibaba
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-relat...
Alibaba Stock Soars 19%. What's Behind the Jump.
Alibaba has been participating in a fierce race with local peers DeepSeek, Baidu and Tencent to release more powerful AI models.

Alibaba Shares Soar 18.5% On Strong AI And E-Commerce Outlook
Shares of Alibaba surged 18.5% in Hong Kong on Monday as investors were encouraged by Chinese web giant's progress in AI and its core e-commerce business despite a sizzling price war in the food-de...
Alibaba shares jump 19% on cloud unit acceleration, report of new AI chip
Alibaba reported accelerating sales at its cloud computing division in the June quarter. Alibaba's Hong Kong-listed shares jumped 19% on its strong results and investments into new areas.

Alibaba rallies on strong earnings and cloud momentum as analysts raise price targets
Alibaba Group shares surged in Hong Kong trading on Monday, boosted by optimism over its cloud business and improving e-commerce operations. The stock jumped as much as 19% to HK$137.50 (US$17.64),...

Forget the food delivery war — Alibaba makes clear the real play in China is AI
Alibaba stock surged despite an earnings miss. AI and cloud growth stole the spotlight.
Alibaba: An AI-Driven Cloud Play
Alibaba delivered decent Q2 results, with 10% like-for-like Y/Y revenue growth and notable momentum in both e-commerce and cloud segments. The cloud business saw a 26% year-over-year revenue surge,...
Here's why the Alibaba stock price has gone parabolic
Alibaba stock price surged to its highest level in March as Chinese equities surged after it published strong financial results on Friday. BABA also jumped after reports showed that it had develope...

Tariff impact on retailers, controlling Labor Day travel costs, & Alibaba earnings reaction
Market Catalysts for August 29 covered some of the biggest stories Wall Street is watching, including how tariffs and the end of the de minimis shipping exemption will impact retailers, analysis of...

Alibaba Shares Soar on AI and E-Commerce
Alibaba's core e-commerce business is showing strong signs of growth after restructuring, says Jacob Cooke, co-founder and CEO of e-commerce consultancy WPIC Marketing + Technologies. Cooke joins C...

Alibaba's Mixed Earnings Highlight Opportunities in AI
On Friday, Alibaba posted its financial results for the June 2025 quarter. Given the tense trade relations between the U.S. and China, many analysts were eager to see how the e-commerce expert is h...

Alibaba Is Firing Back as the US-China AI War Heats Up
China intends to keep up with the Jensen Huangs of the world.

Alibaba Group Holding Limited (BABA) Q1 2026 Earnings Call Transcript
Alibaba Group Holding Limited (NYSE:BABA ) Q1 2026 Earnings Conference Call August 29, 2025 7:30 AM ET Company Participants Hong Xu - Chief Financial Officer Lydia Lu - Head of Investor Relations Y...
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