Alibaba Group Holding Limited (BABA)
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Alibaba to offer Nvidia's physical AI development tools in its AI platform
Published: September 24, 2025 by: TechCrunch
Sentiment: Positive
Nvidia is on a dealmaking spree: Days after committing to taking a $5 billion stake in Intel and a whopping $100 billion investment in OpenAI, the GPU maker has now struck a partnership with China's Alibaba.
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Alibaba Shares Jump as AI Budget Soars Past $50 Billion
Published: September 24, 2025 by: Bloomberg Markets and Finance
Sentiment: Positive
Shares of Alibaba Group Holding Ltd. surged to their highest in nearly four years as the company revealed plans to ramp up AI spending past an original $50 billion-plus target.
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Baidu or Alibaba? Why This Is the Stock to Play China's AI Boom.
Published: September 23, 2025 by: Barrons
Sentiment: Positive
The Chinese tech titans are benefiting from Beijing's artificial-intelligence push. Nomura analysts see this as the better pick.
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Alibaba's Stock Price Does Not Reflect The Reality
Published: September 23, 2025 by: Seeking Alpha
Sentiment: Positive
Alibaba's recent earnings received a big applause from Wall Street with the help of it 26% YoY growth in Alibaba Cloud. Despite chip restrictions, Alibaba's cloud business seems to be showing strong growth signs as new AI tools and services are launched. Alibaba's Qwen AI model is often listed among the top 10 AI models and the development of new AI chip could further improve the growth potential of Alibaba Cloud.
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2 Top Chinese AI Picks to Buy
Published: September 23, 2025 by: 24/7 Wall Street
Sentiment: Positive
With the broad basket of Chinese internet stocks marching higher again, investors may wish to give the forgotten names a second look for their newfound momentum and intriguing new AI developments.
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Alibaba Cloud's AI Boom: Can This Momentum Drive Even Higher Growth?
Published: September 22, 2025 by: Zacks Investment Research
Sentiment: Positive
Alibaba Cloud surges 265 on AI demand, but can it sustain momentum against Microsoft Azure's 39% growth and Amazon's $24B AI investments? Analysis inside.
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Make Alibaba Great Again
Published: September 22, 2025 by: Seeking Alpha
Sentiment: Positive
Alibaba Group Holding Limited offers a compelling turnaround story, trading at a significant discount despite strong growth in AI, cloud, and proprietary chips. BABA's cloud and AI divisions are expanding rapidly, with government support and partnerships positioning it as a domestic tech leader amid U.S.-China tensions. Valuation remains attractive, with BABA trading at a low P/E and PEG ratio; a re-rating could drive shares 40% higher to a $220 target.
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Alibaba Stock Is Up 87%. Time to Sell?
Published: September 19, 2025 by: The Motley Fool
Sentiment: Neutral
Alibaba Group (BABA 1.49%) has tested investors' patience over the past few years. Regulators cracked down, China's consumer spending slowed, and rivals like Pinduoduo and Meituan intensified competition.
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Alibaba's AIDC Growth Nears Breakeven: A Path to Stronger Profits?
Published: September 18, 2025 by: Zacks Investment Research
Sentiment: Positive
BABA's AIDC revenues jump 19% YoY as AliExpress and Trendyol expand globally, narrowing losses and edging closer to breakeven.
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2 China-Based Tech Stocks Rising on AI Updates
Published: September 17, 2025 by: Schaeffers Research
Sentiment: Positive
China-based tech stocks are surging today, with help from a boom in artificial intelligence (AI) spending after the Financial Times reported the country banned Nvidia (NVDA) chips.
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NVDA China Woes Continue as BABA, BIDU Hit 52-Week Highs
Published: September 17, 2025 by: Schwab Network
Sentiment: Negative
Nvidia's (NVDA) China headwinds grow. Reports say Chinese internet regulators ordered companies not to buy the company's chips.
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Still Undervalued: Why Alibaba's 90% Rally Isn't The End Of The Story
Published: September 17, 2025 by: Seeking Alpha
Sentiment: Positive
Alibaba's cloud computing and AI segments are driving growth, with cloud revenue up 26% and AI-related products seeing triple-digit growth for eight quarters. E-commerce remains challenged, missing revenue expectations and facing intense competition, but quick commerce investments aim to expand Alibaba's consumer base. Profitability is pressured by heavy investments in instant commerce and AI infrastructure, though management sees these as key to long-term growth.
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Alibaba's shares jump after it lands a major customer for its AI chips
Published: September 17, 2025 by: CNBC
Sentiment: Positive
China Unicom will deploy Alibaba's AI chips through the e-commerce giant's cloud computing unit, according to state media CCTV. The chips are developed by Alibaba's semiconductor unit called Pingtouge or T-Head.
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Here is What to Know Beyond Why Alibaba Group Holding Limited (BABA) is a Trending Stock
Published: September 15, 2025 by: Zacks Investment Research
Sentiment: Positive
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.
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Is Alibaba's AI Revolution Worth the Risk for Growth Investors Now?
Published: September 12, 2025 by: Zacks Investment Research
Sentiment: Positive
BABA's AI reaches global parity with superior cost efficiency, positioning it well for Asia's adoption curve. However, geopolitical risks persist.
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Alibaba, Baidu use own AI chips in move away from US: report
Published: September 12, 2025 by: Proactive Investors
Sentiment: Positive
China's Alibaba Group (NYSE:BABA) and Baidu.com (NASDAQ:BIDU) have begun using internally designed semiconductors to train their AI models, partly replacing those made by Nvidia, The Information reported on Thursday, citing people with direct knowledge of the matter. The media outlet noted that Alibaba has been deploying its Zhenwu processors for smaller AI models since early 2025, while Baidu has started testing its Kunlun P800 chip to train updated versions of its Ernie AI model.
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Here's how much Michael Burry is up on his $3.8 billion Alibaba option position
Published: September 12, 2025 by: Finbold
Sentiment: Neutral
‘The Big Short' Michael Burry's Scion Asset Management reversed his course on Chinese equities, rebuilding exposure to Alibaba (NYSE: BABA) through call option contracts in Q2 2025, even after fully liquidating its prior direct stake earlier this year.
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Alibaba, Baidu begin using their own chips for training AI models, The Information reports
Published: September 11, 2025 by: Reuters
Sentiment: Positive
Chinese tech giants Alibaba and Baidu have started using internally designed chips to train their AI models, partially replacing AI chips made by Nvidia , according to a report by The Information on Thursday, citing four people with direct knowledge of the matter.
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Is Alibaba's China E-Commerce Growth Durable Amid Margin Pressure?
Published: September 09, 2025 by: Zacks Investment Research
Sentiment: Neutral
BABA's China E-commerce arm posts 10% growth with Taobao driving user gains, but margin pressure looms amid fierce competition.
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Alibaba Stock Is Jumping. The Chinese Tech Giant Is Flexing Its AI Muscles.
Published: September 08, 2025 by: Barrons
Sentiment: Positive
The ecommerce giant unveiled its biggest artificial intelligence model to date. Investors like what they see.
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Alibaba's AI-Driven Cloud Surge: How AI Revenue Became the Growth Engine
Published: September 08, 2025 by: The Motley Fool
Sentiment: Neutral
Alibaba Group (BABA 3.56%) has been through a rocky few years. The company faced regulatory crackdowns, intensifying competition in Chinese e-commerce, and slowing macroeconomic growth at home.
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Wall Street Roundup: Jobs Data, Gold Highs, AI + Tariff Impact
Published: September 05, 2025 by: Seeking Alpha
Sentiment: Neutral
Jobs data is softening, making a September Fed rate cut highly likely, but inflation remains stubbornly high, creating tension for markets. Gold and silver are surging as investors seek inflation hedges, while most equities struggle and stock picking becomes more important.
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3 High-Growth Tech Stocks Set to Double By 2027
Published: September 04, 2025 by: 24/7 Wall Street
Sentiment: Neutral
Two years is not a long time on Wall Street, and most investors seek to double their money in 5 to 10 years if they are lucky.
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Cloud Intelligence Drives Alibaba's Growth: Can It Keep the Lead?
Published: September 03, 2025 by: Zacks Investment Research
Sentiment: Positive
BABA's Cloud Intelligence rises 26% with triple-digit AI revenue growth, but rivals and rising costs test its momentum.
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Alibaba Won't Disrupt Nvidia With 7nm Chips.
Published: September 03, 2025 by: Seeking Alpha
Sentiment: Negative
Despite positive momentum and a cheap FWD P/E ~18, I maintain a long-term Sell rating on Alibaba Group Holding Limited stock due to lack of a compelling growth story and persistent secular bearishness. Recent earnings show stagnant growth at 2% YoY (10% adjusted for divestitures), with declining operating income, EBITDA, EPS, and FCF, signaling underlying weakness despite a bullish stock reaction. Alibaba's Cloud grew 26% YoY but lags behind Google's 31%, Microsoft's 27%, and Oracle's accelerating 25-40% growth, holding just 4% global market share and unlikely to drive overall company growth. Alibaba's alleged 7nm AI chips, unconfirmed by management, cannot …
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Alibaba: A New AI Superpower Is Emerging - Rally Still Has Legs
Published: September 03, 2025 by: Seeking Alpha
Sentiment: Positive
BABA's AI prowess has finally been noticed by the wider market, as it seeks to consolidate its hyperscaler capability across custom AI chip and in-house LLM capabilities. The same has been observed in the "AI-related product revenue maintaining triple-digit growth for the eighth consecutive quarter" and the +25.8% YoY cloud revenue growth. This is on top of BABA's intensified efforts in instant commerce, with it already triggering the growing user base and domestic revenues by the double digits.
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BABA Q1 Earnings Miss Estimates, Revenues Increase Y/Y, Shares Rise
Published: September 01, 2025 by: Zacks Investment Research
Sentiment: Negative
Alibaba leans into AI and cloud, but Q1 earnings miss and falling margins reveal growing costs behind future bets.
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Alibaba vs. Amazon: Which E-Commerce Titan Has More Upside Potential?
Published: September 01, 2025 by: Zacks Investment Research
Sentiment: Neutral
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.
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Alibaba Stock Soars 19%. What's Behind the Jump.
Published: September 01, 2025 by: Barrons
Sentiment: Positive
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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Alibaba Shares Soar on AI and E-Commerce
Published: August 29, 2025 by: Bloomberg Technology
Sentiment: Positive
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 Caroline Hyde on “Bloomberg Tech.
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About Alibaba Group Holding Limited (BABA)
- IPO Date 2014-09-19
- Website https://www.alibabagroup.com
- Industry Specialty Retail
- CEO Yongming Wu
- Employees 124320