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.
Shares of Alibaba surged 8% despite disappointing earnings, leading a 2.5% rally in Chinese stocks after President Trump met with Chinese leader Xi Jinping. The meeting boosted optimism for improved U.S.-China relations, sparking heavy call option bu...
Alibaba's shares jumped nearly 7% after reporting Q4 fiscal 2026 results showing strong growth in its cloud and AI business, despite overall revenue slightly missing estimates and adjusted earnings per share falling due to heavy investments. The Clou...
Alibaba reported a significant decline in its core profitability for the March quarter, with adjusted earnings before interest, taxes, and amortization falling to 5.1 billion yuan ($750.9 million). The drop reflects heavy investments in technology an...
Retail traders are showing strong bullish sentiment by buying call options on major tech stocks, including the 'Mag 10' group like AMD, Palantir, and Broadcom, at the highest rate since 2021. This surge in call-buying reflects growing optimism about ...
Alibaba is set to integrate its Qwen AI platform with its Taobao online marketplace, enabling consumers to browse and shop through conversational AI instead of traditional keyword searches. This integration will give Qwen access to over 4 billion pro...
