BABA News

Alibaba Misses Revenue, But AI Cloud Has Silver Lining

BABA

Analyst maintained Buy rating, lowered price target for Alibaba. Q4 revenue missed estimates due to divestitures, but strong growth in core commerce and Cloud.

May 16, 2025
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Baird Maintains Outperform on Alibaba Gr Hldgs, Lowers Price Target to $142

BABA

May 16, 2025
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What 12 Analyst Ratings Have To Say About Alibaba Gr Hldgs

BABA

May 16, 2025
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Benchmark Maintains Buy on Alibaba Gr Hldgs, Lowers Price Target to $176

BABA

May 16, 2025
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'The Big Short' Fame Michael Burry Doubled Estée Lauder Stake Despite Slump, Bet Against Nvidia And Dumps China Stocks Amid Trade War Jitters In Q1

BABA

'The Big Short' famed investor Michael Burry, who accurately predicted the 2008 housing market crash, has turned bearish on most equities while doubling his stake in cosmetics giant Estée Lauder Companies Inc. during the first quarter, according to 13F regulatory filings with the Securities and Exchange Commission on Thursday.

May 16, 2025
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Jensen Huang-Led Nvidia Plans New Shanghai Research Hub To Stay Competitive In China As US Export Curbs Threaten AI Chip Sales: Report

BABA

Nvidia plans to open a new R&D center in Shanghai to stay competitive in China's AI market while navigating strict U.S. export controls that threaten its chip sales.

May 16, 2025
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Lazard Transforms Mutual Fund Into IEQ ETF Amid Rising Demand For International Stocks

BABA

IEQ inherits the portfolio DNA of its mutual fund ancestor, now in the tax-efficient wrapper increasingly favored by investors.

May 15, 2025
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Alibaba Stock Slides 5% After Revenue Miss, Cloud Spend Hits Free Cash Flow

BABA

Alibaba reported Q4 results with revenue of $32.58B, up 7% YoY but missing estimates. Adjusted earnings per ADS were $1.73, beating consensus of $1.48.

May 15, 2025
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Red Cat Holdings, Alibaba, DXC Technology And Other Big Stocks Moving Lower In Thursday's Pre-Market Session

BABA

May 15, 2025
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UPDATE: Alibaba Reported A 76% Drop in Free Cash Flow to $516M in Q1 2025 Due to Higher Cloud Infrastructure Spending

BABA

May 15, 2025
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Alibaba Declares $2.00 Per ADS Dividend, Including $0.95 One-Time Payout From Asset Sales

BABA

May 15, 2025
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CORRECTION: Alibaba Group Q4 Adj. EPS $1.73 Beats $1.48 Estimate, Sales $32.58B Miss $33.08B Estimate

BABA

May 15, 2025
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Alibaba Group Holding Q4 Adj. EPS $1.73 Misses $12.94 Estimate, Sales $32.58B Miss $237.24B Estimate

BABA

May 15, 2025
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Walmart, Cisco And 3 Stocks To Watch Heading Into Thursday

BABA

May 15, 2025
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After Trump Administration's Ban On Huawei AI Chips Goes Global, Tencent Says It Has Enough High-End AI Chips To Train Models For 'Generations'

BABA

Despite a global U.S. ban on Huawei AI chips, Tencent says it has enough high-end inventory—like Nvidia's H20—to continue training its AI models for "generations," while optimizing usage to stay competitive amid rising geopolitical pressure.

May 15, 2025
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Reddit, Rocket Lab, Tesla, Alibaba, And Unitedhealth: Why These 5 Stocks Are On Investors' Radars Today

BABA

U.S. stock markets saw a positive shift on Wednesday, with the S&P 500 and Nasdaq 100 indices turning green for the year.

May 15, 2025
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Ethereum Pushes Towards $3000 Breakout Amid Institutional Surge

BABA

Ethereum (CRYPTO: ETH) is on an upswing, now trading at approximately $2665.70, following a gain of over 44% in the past seven days, according to CoinMarketCap.

May 14, 2025
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Alibaba's 55% Rally Gets Goldman's $1 Billion Boost - Will Q4 Earnings Justify The Bet?

BABA

Alibaba (BABA) will report Q4 earnings on Thursday. Wall Street expects $1.37 EPS and $33.21B revenue. Stock is up 54.9% YTD with bullish momentum.

May 14, 2025
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Alibaba And JD.com Are Literally Paying The Price As China Delivery Wars Heat Up

BABA

Alibaba and JD.com are pouring billions into ultra-fast delivery and steep discounts—like nearly free coffee—to win over cost-conscious Chinese consumers as traditional e-commerce growth slows.

May 13, 2025
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US Listed Chinese Stocks Rally As Countries Agree To Ease Import Tariffs

BABA

US-listed Chinese stocks gain as Beijing and Washington agree to temporarily lower tariffs. Alibaba, PDD, and Baidu led the way with strong momentum.

May 12, 2025
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US Stock Futures Rise As US, China Agree To 90-Day Tariff Pause: 'Wider Earnings Growth Should Drive More Balanced Market Performance,' Says Expert

BABA

U.S. stock futures jumped on Monday after a muted day of trade on Friday. Futures of benchmark indices were trading over 2% in premarket.

May 12, 2025
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Alibaba Asserts Chinese Tech Dominance, Vows Major AI Focus In Next 3-5 Years: 'We Have The Upper Hand In The Trade War'

BABA

Alibaba Group Holding's (NYSE: BABA) Chairman, Joe Tsai, has announced the tech giant plans to integrate artificial intelligence (AI) into its operations within the next three to five years.

May 12, 2025
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Nvidia Modifies H20 Chip For China After US Restrictions Block Sales, Aims To Deliver New Version By July: Report

BABA

Nvidia is redesigning its H20 AI chip to meet U.S. export restrictions and aims to release the downgraded version in China by July, protecting billions in orders from major Chinese tech clients.

May 9, 2025
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Alibaba Stock Drops After US Lawmakers Push For Delisting

BABA

Alibaba shares are trading lower Wednesday after two senior U.S. lawmakers called on the Securities and Exchange Commission (SEC) to delist it along with other Chinese companies.

May 7, 2025
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Nvidia CEO Jensen Huang Says Losing Access To China's Potential $50 Billion AI Market Would Be A 'Tremendous Loss'

BABA

Nvidia CEO Jensen Huang warns that losing access to China's fast-growing $50 billion AI market due to U.S. chip restrictions would be a major blow to American innovation, jobs, and revenues, but says the company will stay agile and adapt.

May 7, 2025
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Alibaba's Fintech Arm Ant Group Eyes Hong Kong IPO For Ant International

BABA

Ant Group explores listing its overseas arm in Hong Kong. China regulators called off Ma's IPO and initiated antitrust crackdown on giants.

May 5, 2025
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US Lawmakers Urge SEC To Delist Chinese Companies Alibaba, XPeng, Baidu & More

BABA

Two senior U.S. lawmakers on Friday called on the Securities and Exchange Commission to delist 25 Chinese companies from U.S. stock exchanges, citing national security concerns over alleged military ties.

May 5, 2025
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Nvidia's New Challenge: US Lawmaker Wants Company To Track Its Chips To Avoid Smuggling In China

BABA

Trump admin intensifies semiconductor sanctions, plans to verify Nvidia's location to prevent smuggling into China. Nvidia stock falls premarket.

May 5, 2025
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Jeff Bezos‑Backed Anthropic Co‑Founder Says DeepSeek Hype Is 'Overblown,' Says R1 Trails US Labs By 'Six To Eight Months'

BABA

China's DeepSeek AI hype may be overblown, says Anthropic co-founder Jack Clark. Clark believes US still leads in AI research, but others believe China's push to build infrastructure could pose a threat.

May 5, 2025
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China Pushes For Special Envoys As Direct Deal With Trump Deemed 'Risky', Plans Fentanyl Concessions As Negotiating Leverage: Report

BABA

The ongoing U.S.-China trade dispute may find resolution through the appointment of special envoys by Presidents Donald Trump and Xi Jinping.

May 5, 2025
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Nvidia Reportedly Designs New AI Chips For Chinese Tech Giants, Meta Targets $1.4 Trillion Revenue From Generative AI By 2035 And More: Top AI Updates This Week

BABA

The week was abuzz with news from the tech world, with artificial intelligence (AI) taking center stage. From potential policy changes affecting AI chip exports to the impact of AI on workloads and coding, the stories were as diverse as they were intriguing. Here's a quick recap of the top stories.

May 4, 2025
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Nvidia Reportedly Designing New AI Chips For Alibaba, ByteDance, Tencent After Jensen Huang-Led Company Warned US Export Ban On H20 Could Cost $5.5 Billion

BABA

Nvidia is developing new AI chips for Alibaba, ByteDance, and Tencent in response to U.S. export restrictions on its H20 chip, which could cost the company $5.5 billion.

May 3, 2025
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'US lawmakers urge SEC to delist Alibaba and Chinese companies'- Financial Times

BABA

May 2, 2025
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Alibaba Gr Hldgs Options Trading: A Deep Dive into Market Sentiment

BABA

May 2, 2025
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US Listed Chinese Stocks Soar On Hopes for US-China Trade Truce

BABA

U.S.-listed Chinese stocks, including Alibaba, PDD, and Baidu, gained traction on Friday. China may hold talks with US if tariffs are lifted.

May 2, 2025
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Alibaba Accelerates Taobao Instant Commerce Launch, Heats Up Rivalry With JD.com, Meituan

BABA

In a strategic move, Alibaba Group Holding (NYSE: BABA) has advanced the rollout of its rapid-delivery service, Taobao Instant Commerce. This accelerates the rivalry with JD.com (NASDAQ: JD)and Meituan.

May 2, 2025
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Alibaba Launches 'Instant Commerce' Rapid-Delivery To Compete With Chinese E-Commerce Rivals

BABA

Alibaba launched a new rapid-delivery feature on its Taobao shopping platform on Wednesday to compete in China's fast-growing on-demand delivery market against rivals like JD.com and Meituan.

April 30, 2025
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Alibaba Shares Spike In Hong Kong As Tech Giant Takes Aim At DeepSeek's Disruption And Baidu's Ernie Turbo Models With Qwen 3 Launch

BABA

Alibaba launched its most advanced AI model, Qwen 3, aiming to compete with DeepSeek's disruptive technology and Baidu's Ernie Turbo models amid rising competition in China's AI sector.

April 29, 2025
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'Alibaba Rolls Out Latest Flagship AI Model in Post-DeepSeek Race'- Bloomberg

BABA

April 28, 2025
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16 Million Jobs At Risk In China As US Tariffs Hammer Manufacturing And Retail Sectors, Goldman Sachs Warns

BABA

Analysts from Goldman Sachs Group Inc. have warned that the U.S. tariffs on Chinese imports could put up to 16 million jobs in China at risk, particularly in the manufacturing sector.

April 28, 2025
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Baidu Goes Aggressive China's In AI Price War With Alibaba, DeepSeek

BABA

Chinese tech giants fiercely compete in AI race with Baidu launching new models and cutting prices to rival Alibaba and DeepSeek.

April 25, 2025
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China Denies Trump's Trade Talk Assertion, Calls For Abolition Of 'Unilateral Tariffs': 'No Factual Basis'

BABA

China Refutes Trump's Claims Of Ongoing US Trade Talks, Calls For Abolition Of 'Unilateral Tariffs': 'No Factual Basis'

April 24, 2025
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US-Listed China Stocks Surge As Trump Hints At Tariff Cuts and Softening Trade Tensions

BABA

Chinese stocks rose on trade optimism after Trump's comments. Alibaba, PDD, Baidu, NIO, Li Auto, and XPeng show strong momentum. China eyes Europe as a key trading partner.

April 23, 2025
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China's Big Tech Firms Hoard Nvidia AI Chips Before Latest US Sanctions

BABA

Chinese internet companies hoard billions of dollars worth of US-made AI chips as sanctions kicked in, posing risks to Nvidia's revenue and stock.

April 23, 2025
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Alibaba, Nio, PDD Shares Rise Amid Potential 'De-Escalation' Of China Trade Tensions: What's Going On?

BABA

Shares of U.S.-listed Chinese companies, including Alibaba Group inc. (NYSE: BABA), NIO Inc. (NYSE: NIO) and PDD Holdings Inc.(NASDAQ: PDD) are trading higher Tuesday following comments from U.S. Treasury Secretary Scott Bessent indicating a possible de-escalation in the ongoing tariff conflict with China.

April 22, 2025
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Why Are US-Listed Chinese Stocks Trading Higher On Tuesday?

BABA

Chinese trade remains strong despite Trump's tariffs. Alibaba, NIO, Li Auto, and XPeng stocks rise. Exclusions from reciprocal tariffs help exporters.

April 22, 2025
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