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Here's Why Alibaba (BABA) Fell More Than Broader Market

Alibaba (BABA) closed the most recent trading day at $126.81, moving -1.34% from the previous trading session. The stock trailed the S&P 500, which registered a daily loss of 0.18%. At the same time, the Dow lost 0.85%, and the tech-heavy Nasdaq lost 0.06%. …

Qwen3.8-Max: The Capability War Begins — Alibaba Matches US Closed-Model Pricing on Eve of Open-Weights Drop

Alibaba's August 3, 2026, release of Qwen3.8-Max is not a standard product launch; it is a calculated disruption of the global artificial intelligence hierarchy. By setting its API pricing at $2 per million input tokens and $6 per million output tokens on the OpenRouter …

DeepSeek Matched Gemini 3.6 Flash at 3 Cents Per Benchmark Test. Alibaba (BABA) Is Turning Alphabet’s (GOOGL) China Problem Into a Price War

DeepSeek gave Alibaba Group Holding Limited (NYSE:BABA) and Alphabet Inc. (NASDAQ:GOOGL) a revealing price comparison on August 3. Artificial Analysis estimated that DeepSeek's V4-Flash averaged just $0.03 to complete each test in its benchmark suite while scoring 50 on its Intelligence Index, matching Google's …

China Is Getting More Anxious About Mythos Before Trump Meets Xi

(Bloomberg) -- China is growing anxious that Anthropic PBC's Mythos could be wielded against the world's second-biggest economy, adding a volatile new issue to already heightened tensions before a planned summit between Xi Jinping and Donald Trump. Most Read from Bloomberg Beer Dynasty Families …

Alibaba Stock Jumps 4.5% After Unveiling Massive New AI Model

This article first appeared on GuruFocus. Alibaba Group (NYSE:BABA), a Chinese e-commerce and cloud-computing company, jumped approximately 4.5% in Monday's U.S. regular-session trading after unveiling its largest and most capable artificial-intelligence model. Its Hong Kong-listed shares rose approximately 7%. The new Qwen3.8-Max system contains …

Alibaba's Qwen3.8-Max Intensifies AI Battle With U.S. Rivals

Alibaba BABA has unveiled Qwen3.8-Max, its latest flagship Large Language Model, intensifying the AI race between Chinese and U.S. peers including OpenAI, Alphabet GOOGL, Meta Platforms META and Anthropic. Per Bloomberg, which cited Jing Daily, Alibaba claims that the 2.4-trillion-parameter mixture-of-experts (MoE) model outperforms …

Alibaba Group Holding (BABA) Is Up 9.0% After Launching Open-Weight Qwen3.8-Max AI Model - What's Changed

Alibaba recently unveiled Qwen3.8-Max, a 2.4 trillion-parameter AI model that it claims matches leading global systems and plans to release as open weights for developers worldwide. This move ties Alibaba's core cloud and AI efforts more tightly to the global open-source ecosystem, potentially increasing …

Alibaba's Latest AI Move Is Getting Investors' Attention

This article first appeared on GuruFocus. Shares of Alibaba Group Holding Ltd. (BABA, Financials) soared almost 7% in Hong Kong after the Chinese e-commerce and cloud computing corporation announced Qwen3.8-Max, its new flagship artificial intelligence model.The model is on par with leading worldwide artificial …

Alibaba Stock Pops on New AI Model but Here’s the Bad News

Alibaba shares were gaining on Monday after the Chinese company unveiled its largest artificial-intelligence model yet. It’s another sign that China’s “open” AI push will keep piling pressure on American model providers. Alibaba’s American depositary receipts were rising 4.6% after the company launched its …

Alibaba Stock Soars After Unveiling New Qwen AI Model

This article first appeared on GuruFocus. Alibaba Group Holding (NYSE:BABA) shares jumped about 6% in Hong Kong trading Monday after the company introduced Qwen3.8-Max, its latest flagship artificial intelligence model, as competition among Chinese AI developers intensifies. Alibaba said the new model contains 2.4 …

Alibaba (BABA) Stock Forecast: Qwen AI, Profitability Recovery, and August 17 Earnings at $128

US-China AI Rivalry Grows With Alibaba's Anthropic Rival

New Chinese AI models including Alibaba's flagship system that claims performance similar to Anthropic's Fable is intensifying the rivalry between China and the US over AI. Bloomberg's Minmin Low has the latest. View Comments

Alibaba Drops Another China AI Model With Breakthrough Performance

(Bloomberg) -- Alibaba Group Holding Ltd. released its latest flagship AI model, with performance claims putting it alongside global leaders like Anthropic's Fable. Most Read from Bloomberg Trump Says US to Hold Off Iran Attack If Deal Agreed Saudi Prince Concerned Over Trump's Iran …

Alibaba (NYSE:BABA) Is Supplying Moonshot With A Major Nvidia AI Cluster

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Alibaba Group Holding (NYSE:BABA) is supplying cloud infrastructure to support a major Nvidia chip cluster for Chinese AI firm Moonshot. The deal is designed …

Alibaba's Biggest AI Customer Is Also Its Rival

This article first appeared on GuruFocus. Alibaba (NYSE:BABA) has reportedly given Chinese artificial-intelligence startup Moonshot AI access to computing capacity equivalent to roughly 20,000 Nvidia (NASDAQ:NVDA) chips, strengthening Alibaba Cloud's position as critical infrastructure for China's AI boom. The agreement could generate valuable cloud …

Alibaba's AI Bet Is Powering a Rival

This article first appeared on GuruFocus. Alibaba (BABA, Financials), the Chinese e-commerce and cloud computing company, has supplied Moonshot AI computing capacity equivalent to roughly 20,000 Nvidia chips to aid the startup in building its Kimi artificial intelligence models, per reports.The deal includes Nvidia …

Moonshot has Nvidia chip cluster from Alibaba computing deal, Bloomberg News reports

July 31 (Reuters) - Chinese AI firm Moonshot has a computing agreement with Alibaba Group for the use of about 20,000 Nvidia chips, ‌Bloomberg News reported on Friday, citing people familiar with the matter. Alibaba, ‌one of Moonshot's largest investors, expects portfolio companies to …

Bloomberg: Moonshot used 20K Nvidia chips via Alibaba to rival US

The plot surrounding China's latest artificial intelligence sensation is thickening. New details have emerged shedding light on how Moonshot AI, a Beijing-based startup, managed to build its Kimi K3—a 2.8-trillion-parameter model that recently sent shockwaves through global tech markets by rivaling the best systems …

Alibaba (BABA) Ascends But Remains Behind Market: Some Facts to Note

Alibaba (BABA) closed at $116.32 in the latest trading session, marking a +1.12% move from the prior day. The stock fell short of the S&P 500, which registered a gain of 1.66% for the day. Elsewhere, the Dow gained 1.19%, while the tech-heavy Nasdaq …

Is Alibaba (BABA) a Buy as Wall Street Analysts Look Optimistic?

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Before …

Will Alibaba's Cash Flow Weakness Hurt Its Long-Term Growth Potential?

Alibaba's BABA weakening cash flow could become a headwind to its long-term growth potential if heavy investments continue to outpace cash generation. The company generated solid revenue growth in fiscal 2026, but its cash generation deteriorated sharply as it accelerated spending on AI infrastructure, …

Alibaba (BABA) Stock May Be 41% Undervalued On EU Fine Risk

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Alibaba Group Holding has fallen about 38.0% over the past five years, yet its current checks suggest the stock may now be pricing …

Oracle vs. Alibaba: Which Cloud & AI Giant Should You Buy Right Now?

Oracle Corporation ORCL and Alibaba Group BABA sit at opposite ends of the globe but occupy strikingly similar ground in today's technology race. Both transformed from legacy roots, enterprise software for Oracle and e-commerce for Alibaba, into full-stack cloud and AI powerhouses, pouring billions …

Investors Heavily Search Alibaba Group Holding Limited (BABA): Here is What You Need to Know

Alibaba (BABA) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this online retailer have …

Alibaba Shares Give Up Qwen Gains as Market Focus Turns to Cloud Margins

China’s Online Sales Used to Be a Big Deal. Alibaba and Others Try to Lure Shoppers Back.

China’s online shopping events used to symbolize unstoppable Chinese consumption. Now they show weak demand, platform fatigue, and regulatory pressure on price wars. Continue Reading

BABA's International Commerce Narrows Losses: Can It Sustain Momentum?

Alibaba's BABA international commerce business is narrowing losses, positioning the segment as a stronger long-term growth driver. Alibaba International Digital Commerce Group (AIDC) — which includes AliExpress, Alibaba.com, Lazada and Trendyol — significantly reduced its adjusted EBITA loss in fiscal 2026 as management improved …

Alibaba (BABA) Falls More Steeply Than Broader Market: What Investors Need to Know

Alibaba (BABA) closed the most recent trading day at $114.06, moving -2.14% from the previous trading session. This change lagged the S&P 500's 1.21% loss on the day. Elsewhere, the Dow lost 0.97%, while the tech-heavy Nasdaq lost 2.15%. Shares of the online retailer …

Alibaba Group Holding (BABA) Joins Apple Intelligence In China, Is The Stock Still Undervalued?

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Alibaba Group Holding (BABA) is back in the spotlight after confirming its Qwen large language model will power Apple Intelligence features on Apple devices in …

As Washington panics about Chinese AI, Jensen Huang says open-source models like Kimi are ‘excellent’ and should be embraced, not banned

Jensen Huang is urging Washington to stop worrying about China's open-source AI just as an all-out panic has broken out over the highly capable, low-cost models that can increasingly compete with the most advanced products by OpenAI and Anthropic. The Nvidia CEO said in …

Why You Should Use the EV Playbook to Find AI Winners

Hello, Reader. Remember the DeepSeek shock back in January 2025? When the Chinese AI lab DeepSeek released its DeepSeek-R1 reasoning model, it shook global markets. The model showed that a Chinese company could compete with Silicon Valley's best AI systems at a much lower …

Alibaba's Fintech Exposure Gets New Boost

This article first appeared on GuruFocus. Alibaba (NYSE:BABA)-backed Ant International has raised $1.2 billion in its first publicly announced funding round, providing fresh capital to accelerate the fintech company's global expansion. Ant Group and Alibaba both participated in the private equity raise, although neither …

Is Alibaba the Best Chinese AI Play After Apple’s Endorsement?

Alibaba (NYSE:BABA) has strengthened its position as one of China's most compelling artificial intelligence investment opportunities. In 2025, the company announced it would invest about $53 billion over three years to strengthen its AI and cloud infrastructure. More recently, it has indicated it plans …

Ant International Raises $1.2 Billion to Accelerate Global Payments Expansion

This article first appeared on GuruFocus. Ant International, the global arm of Jack Ma-backed financial technology company Ant Group, has raised $1.2 billion in Series A funding to expand its cross-border payment and AI-enabled commerce operations. The company said the new capital will support …

Alibaba's Apple tie-up adds fuel to China's hottest ETF: Chart of the Day

Alibaba (BABA) is helping power a broad China internet rebound. KWEB is still buried nearly 75% below its record. The KraneShares CSI China Internet ETF (KWEB) has jumped nearly 13% in July, putting it atop the thematic ETF leaderboard even as the Nasdaq Composite …

Ant International Raises approx. US$1.2 billion in Series A Equity Financing to Boost Cross-border Payments, Agentic Commerce Solutions for Global Businesses

SINGAPORE & SHANGHAI, July 21, 2026--(BUSINESS WIRE)--Ant International, a leading global digital payment, digitisation and financial technology provider, today announced the successful closing of its Series A equity financing of approximately US$1.2 billion. Existing investors including Ant Group and Alibaba Group participated in this …