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Alibaba Group vs. Uber Technologies: Examining Quarterly Revenue Trends

Alibaba vs. Coupang: Which E-Commerce Stock Is a Better Buy in 2026?

Alibaba Stock Slips While 20-Gigawatt AI Plan Raises Stakes

This article first appeared on GuruFocus. Alibaba Group (NYSE:BABA), the Chinese commerce and cloud company, outlined plans for a much larger AI model, a new accelerator and a vast expansion of cloud capacity. Its U.S. shares slipped about 0.6% to $109.97 at 11.08am ET …

Alibaba CEO Eddie Wu drops a bold AI bombshell for investors

What Does Alibaba (BABA) Facing A Securities Fraud Probe Mean Now?

Alibaba Group Holding (NYSE:BABA) is under investigation by the Portnoy Law Firm for potential securities fraud on behalf of investors. The probe focuses on whether Alibaba made misleading statements or omitted material information in violation of federal securities laws. Portnoy Law Firm is evaluating …

Citi Doubles Down on Alibaba Stock as AI Ambitions Accelerate

This article first appeared on GuruFocus. Alibaba (NYSE:BABA) is accelerating its AI infrastructure push, prompting Citi to sharply raise its capital-spending forecasts as the Chinese technology giant targets 20 gigawatts of AI capacity by 2032. The expanded investment carries substantial execution and spending risk, …

Citi Revamps Alibaba Stock Forecast

This article first appeared on GuruFocus. Alibaba's (NYSE:BABA) AI infrastructure plans are prompting Citi to raise its spending assumptions, while the bank also sees room for substantial expansion in the company's cloud business. Citi's updated forecasts follow Alibaba's push to expand data-center capacity to …

Alibaba Drops 4.5% as Ten-Trillion Parameters Raise the Power Bill

Alibaba Stock Jumps After Unveiling New Zhenwu V900 AI Chip and Cloud Expansion

This article first appeared on GuruFocus. Alibaba Group (NYSE:BABA) shares climbed about 3% Tuesday after the Chinese technology company laid out plans for a much larger AI model and introduced a new in-house processor. The company said its next-generation model could reach 5 trillion …

Why Polaris Capital Continues Watching Alibaba (BABA) Amid AI Opportunity and China Market Challenges

Polaris Capital Management, an investment management company, released its second-quarter 2026 investor letter for "Global Equity Strategy". The letter can be downloaded here. Global markets delivered strong gains during the quarter, supported by an AI-driven earnings rally despite elevated interest rates, inflation concerns, and …

Alibaba's Quick Commerce Growth Accelerates: Can It Boost Revenues?

Alibaba BABA is accelerating its Quick Commerce business, creating a growing revenue stream that could strengthen the company's broader e-commerce network. In the June 2026 quarter, China Quick Commerce revenues rose 45% year over year to RMB53.3 billion, driven by Freshippo and Taobao Instant …

Alibaba Falls 4% as Reported Beijing AI Probe Undercuts Chip Rally; Baidu Eases, JD.com Dips

Quick Read Alibaba dropped 4% as Beijing's reported probe into DeepSeek and Moonshot AI attached regulatory risk to the AI model layer where Qwen competes. Baidu eased 2% and JD.com fell 1%, both shallower declines than Alibaba's drop, confirming the sell-off targeted AI model …

Alibaba to Add Data Centers in Europe, Middle East in AI Push

(Bloomberg) -- Alibaba Group Holding Ltd. is accelerating its data center expansion in Europe and the Middle East, propelling its 20-gigawatt global infrastructure buildout during China's escalating competition in AI chips and models with the US. Most Read from Bloomberg Nvidia's Stock Is Flashing …

Alibaba Group Holding (BABA) Is Up 6.4% After Major In-House AI Chip And Cloud Investment Push

Alibaba recently unveiled its Zhenwu V900 AI accelerator, described as China's most powerful AI chip, and committed more than US$53.00 billion over three years to expand data center capacity for Alibaba Cloud by 2032. This push into homegrown AI infrastructure positions Alibaba as a …

Alibaba Just Unveiled an AI Chip 3x Faster Than Its Predecessor. Nvidia Has a China Problem to Watch

Alibaba used its September 22 developer conference to show how quickly China's AI stack is filling the holes left by restricted access to U.S. chips. The company unveiled the Zhenwu V900 accelerator, which it says delivers roughly three times the performance of its predecessor …

Alibaba Gains 3.2% as 20 Gigawatts Unite Chips, Models and Cloud

This article first appeared on GuruFocus. Alibaba Group (NYSE:BABA), China's commerce and cloud-AI giant, set an aggressive target of more than 20 gigawatts of global data-center capacity by 2032. U.S.-listed shares climbed approximately 3.2% to $119.43, keeping investors focused on how quickly Alibaba is …

3 Reasons to Hold Alibaba Stock Despite Its High Premium P/S

Alibaba Group BABA continues to trade at a premium price-to-sales multiple relative to its sector, a valuation gap that has left investors debating whether the stock still deserves a place in growth portfolios or whether a better entry point lies ahead. BABA is currently …

Alibaba Unveils AI Chip to Compete With Nvidia

Alibaba Group Holding is rolling out what it calls China's most powerful AI chip, an accelerator to compete with Nvidia. Ed Ludlow reports on "Bloomberg Open Interest." Video Transcript 00:00 Speaker A Alibaba shares are jumping after the company rolled out what it says …

Alibaba Jumps 4% as Zhenwu V900 Chip Targets the Gap NVIDIA Left in China; Baidu Sits Tight

Quick Read Alibaba surged 4% after unveiling the Zhenwu V900, a chip claiming 3x performance gains and clusters of up to 500,000 units for frontier AI training. NVIDIA's export-control ban opened the door, but Baidu's flat 0.3% session move signals markets see this as …

Alibaba's AI Push Is Moving Up the Stack

This article first appeared on GuruFocus. Alibaba Group (BABA, Financials), is deepening its artificial intelligence push with a much larger AI model, a new chip and an ambitious expansion of data-center capacity. Warning! GuruFocus has detected 3 Warning Sign with BABA. Is BABA fairly …

Alibaba Stock Rises on AI Breakthrough—How Its Plans Compare with U.S. Rivals

Alibaba stock was rising on a flurry of AI announcements but that doesn’t mean it can close the U.S.-China gap. Continue Reading

Alibaba steps up AI push with V900 chip, 20 GW data center target

[Alibaba company building in China] Alibaba Group (BABA [https://seekingalpha.com/symbol/BABA]) unveiled its Zhenwu V900 AI chip on Tuesday and set a target of more than 20 GW of global data center capacity by 2032, as the Chinese technology giant outlined an expansion across AI models, …

Alibaba’s (BABA) Short-Term Capex Drag Creates a 30% Valuation Discount

Alluvium Asset Management, an asset management company, released its "Conventum – Alluvium Global Fund" second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led …

Alibaba Group Holding Limited (BABA) Is a Trending Stock: Facts to Know Before Betting on It

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 and Amazon Face the Same AI Spending Question: How Quickly Does Capacity Become Cash?

September's debate over Chinese and American AI spending puts Alibaba Group Holding Limited (NYSE:BABA) and Amazon.com, Inc. (NASDAQ:AMZN) on opposite sides of the same investment question. Both report strong demand for computing services. Shareholders still need that demand to justify the infrastructure bill. September …

Alibaba (BABA)’s AI Bet Faces a $10.2 Billion Test

Alibaba Group Holding Limited (NYSE:BABA)'s race to amass vast sums of money to support its AI push led it to a recent $10.2 billion equity raise, drawing scrutiny from investors. The company issued 710 million shares at a discount price. On September 7, Bernstein …

Alibaba Gains as Anthropic Alleges 151 Million Illicit Exchanges

This article first appeared on GuruFocus. Alibaba Group Holding (NYSE:BABA), China's e-commerce and cloud-computing giant, rose approximately 0.7% to $109.42 Friday despite allegations that operators associated with the company improperly extracted Claude's reasoning capabilities. Reuters said Alibaba did not immediately respond to its request …

Alibaba Drops as Washington Turns AI Distillation Into Geopolitical Risk

This article first appeared on GuruFocus. Alibaba Group (NYSE:BABA), China's e-commerce, cloud and artificial-intelligence powerhouse, was named among six Chinese companies accused by U.S. officials of improperly distilling American AI models. Its U.S.-listed shares fell approximately 0.4% to $108.93 Thursday morning. Warning! GuruFocus has …

Alibaba reportedly slated to lead $300M round in AI startup UniPat at $2.5B valuation

[Latest Consumer Technology Products On Display At CES 2017] David Becker/Getty Images News Alibaba Group Holding (BABA [https://seekingalpha.com/symbol/BABA]) is slated to lead a $300M investment round in AI training and benchmarking startup UniPat AI, valuing the company at $2.5B, Bloomberg News reported, citing people …

Alibaba Drops 2.6% as U.S. Turns AI Distillation Into a Security Threat

This article first appeared on GuruFocus. Alibaba Group (NYSE:BABA), China's e-commerce and cloud-computing giant, confronted fresh U.S. allegations over large-scale AI-model distillation. Its American depositary shares dropped approximately 2.6% to $109.79 during Wednesday trading as investors weighed the threat of another technology clash between …

Alibaba Just Got Pulled Into a Bigger U.S.-China AI Fight

This article first appeared on GuruFocus. Alibaba Group Holding Ltd. (BABA, Financials) has been developing Qwen as a significant AI platform for years. Now Washington wants to know how some of that progress was made.U.S. intelligence and cybersecurity officials have accused Chinese developers, including …

Bernstein Revamps Alibaba Stock Target After $10.2 Billion Raise

This article first appeared on GuruFocus. Bernstein SocGen lowered its Alibaba (NYSE:BABA) price target after the companys $10.2 billion equity raise raised doubts about AI spending. Analyst Robin Zhu cut his target from $180 to $165 but maintained a Buy rating. He questioned the …

Alibaba vs. Coupang: Which Asia Retail Powerhouse Stock Is a Better Buy in 2026?

Choosing between the established scale of China or the high-growth efficiency of South Korea presents a unique challenge for investors. You must decide whether Alibaba Group (NYSE:BABA) or Coupang Inc (NYSE:CPNG) offers the better risk-adjusted path. Alibaba provides the backbone for digital trade in …