Morgan Stanley reaffirmed its Overweight rating and $180 price target on Alibaba, highlighting the company's launch of the XuanTie C950 AI chip, which offers triple the performance of its predecessor. This chip supports large AI models and strengthens Alibaba's control over the entire AI technology stack, from chip design to cloud infrastructure and AI applications. The firm emphasized that owning proprietary chips reduces costs, geopolitical risks, and reliance on external suppliers. Alibaba's Token Hub and AI-native enterprise platform are expected to boost AI commercialization, with Morgan Stanley valuing Alibaba's chip division between $28 billion and $86 billion, contributing significantly to its overall valuation.
China's regulator has approved Apple Intelligence, Apple's generative AI service, for launch in China through a partnership integrating Alibaba's Qwen AI model into Apple’s operating systems. This collaboration enables AI features like text and image...
Alibaba confirmed that its Qwen AI model will be integrated into Apple's iOS, iPadOS, macOS, and visionOS services for users in China, leading to a 4% rise in its U.S.-listed shares in premarket trading. This integration allows users to access advanc...
Pomerantz LLP is investigating Alibaba Group for potential securities fraud and unlawful business practices following reports that Alibaba illicitly accessed AI technology and failed to prevent illegal pharmaceutical sales on its platform. These alle...
Last week, leveraged ETFs linked to Alibaba, Meta, Broadcom, and Nvidia delivered strong gains ranging from 17% to over 34%. Alibaba-focused ETFs led with over 34% returns, driven by positive earnings previews, AI revenue growth, and share buybacks. ...
In Q2 2026, Baird's Chautauqua International Growth Fund returned +10.39%, trailing the MSCI ACWI ex-U.S. Index's +14.49%. Key detractors included Alibaba and Lululemon, while Recruit and ASML contributed positively. The Global Growth Fund also lagge...
