Alibaba is reaffirmed as a buy due to strong growth in its AI and cloud businesses, with Cloud Intelligence Group showing 40% year-over-year growth and AI revenue increasing triple digits for 11 consecutive quarters. This growth offsets weakness in its e-commerce segment. Current profitability challenges are attributed to strategic long-term investments rather than operational issues, indicating short-term pain for future gains. With a forward price-to-earnings ratio below 20 and strong AI momentum, Alibaba offers a favorable risk/reward profile amid market undervaluation.
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...
