BABA Alibaba Group Holding Limited

The roadmap combines larger models, proprietary accelerators and more than 20 gigawatts of cloud capacity by 2032.

BABA's AI spending is pressuring cash flow and earnings, but surging cloud revenues and EBITA offer early signs the investment may be gaining traction.

Key Stats for Alibaba StockCurrent Price: $107. 74Target Price (Mid): ~$216Street Target: ~$185Potential Total Return: ~101%Annualized IRR: ~17% / yearWhat Happened?Alibaba (BABA) has missed consensus adjusted EPS in each of its last five reports, and analysts have trimmed the current fiscal year’s revenue forecast.

Alibaba Group's (BABA) AliExpress is testing an invitation-only VIP program for high-spending custom

Sen. Chris Murphy (D-Conn.) criticized a Republican-backed data center bill as "fakery" as GOP lawmakers consider holding a Senate vote on the measure next week. Murphy Slams GOP Data Center Bill On Monday, Murphy wrote on X that the Ratepayer...

BABA's cloud and AI growth is accelerating, but rising spending, weak international sales and cash outflows cloud the outlook.

By Eduardo Baptista and Laurie Chen BEIJING, Sept 29 (Reuters) - Chinese-powered AI agents have learnt to deceive, circumvent restrictions and conceal failure, showing the kind of traits in autonomous

Amazon's net margin edges Alibaba's despite vastly different scale, while Alibaba's valuation trades at half Amazon's price-to-sales multiple, a rare divergence worth examining.

Alibaba Group Holding (NYSE:BABA) is expected to secure Chinese approval to purchase Nvidia RTX PRO 5500 chips under current export rules. Regulators in Beijing are reviewing the RTX PRO 5500 orders as a category of AI hardware seen as compliant with US curbs. The prospective approval would expand Alibaba's pool of Nvidia processors for use in its cloud services and in-house AI projects. The likely green light for Alibaba's RTX PRO 5500 imports sits alongside broader shifts in China AI...

Amazon.com, Inc. (NASDAQ:AMZN) and Alibaba Group Holding Limited (NYSE:BABA) have more in common than their e-commerce roots suggest. Both are now making enormous bets on artificial intelligence, and cloud computing is emerging as an increasingly important part of their investment theses. But the market is valuing the two companies differently, and their earnings trajectories are […]

NVIDIA Corporation (NASDAQ:NVDA) may be allowed to sell part of its chip range in China again. Officials there have asked ByteDance and Alibaba Group Holding Limited (NYSE:BABA) to report their plans for buying its RTX PRO 5500 processors, according to The Information. Governments ask for purchase plans for one reason. They are deciding whether to […]

Oliver Weisberg, the CEO of Blue Pool Capital and an investor in the Brooklyn Nets, explains the appeal of investing in sports teams.

Nvidia stock was reacting after OpenAI said it would halt training of its latest AI models. New safety software and China might offer some relief.

Alibaba is scaling chips, models and data centers together before customers validate the economics.

On this episode of Stock Movers: - Nvidia (NVDA) shares are up after the board of the leader in AI chips authorized an additional $150 billion under the company's existing share-repurchase program. The move increases the total remaining amount authorized to $235 billion. - Australia's Northern Star Resources Ltd. rejected a takeover approach from South African rival Gold Fields Ltd. that could have created the second-largest gold miner, saying the A$38.7 billion ($27.1 billion) cash-and-shares offer undervalued its business. - Roblox (RBLX) was cut to underperform from hold at Jefferies, which said the stock's 30% rally since the gaming company's second-quarter results in July reflects an overly optimistic view of bookings for the next 12 months.

Sir Martin Sorrell — the founder and executive chairman of S4Capital — sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss how Meta's (META) new Muse chatbot and other AI products will impact the advertising space.

According to the average brokerage recommendation (ABR), one should invest in Alibaba (BABA). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Zacks.com users have recently been watching Alibaba (BABA) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

(Updates with Nvidia's comment in the fourth paragraph.) Nvidia's (NVDA) new AI chip could gain a

Nvidia stock is slipping after OpenAI said it would halt training of its latest AI models. China might offer some relief.

Nvidia's (NVDA) new AI chip could gain access to Chinese market as Beijing considers allowing some d

China has reportedly considered allowing companies, including ByteDance and Alibaba Group Holdings (NYSE:BABA), to purchase Nvidia Corp’s (NASDAQ:NVDA) high-end RTX PRO 5500 chips. China Weighs Nvidia Chip Purchases China’s Ministry of Industry and Information Technology has asked major domestic companies to disclose their plans to purchase Nvidia’s RTX PRO 5500 processors, Reuters reported on Sunday (via The Information). The ministry reportedly informed some companies that Beijing intends to a

Investing.com-- Chinese chipmaking stocks fell sharply on Monday after a report said Beijing was considering allowing some local firms to buy NVIDIA Corp’s (NASDAQ:NVDA) advanced chips.

BABA, BIDU, KC, TCEHY and HSAI highlight China's expanding AI ecosystem, while PONY and WRD add autonomous-driving exposure.

Nvidia’s potential China opening adds another catalyst for investors as Beijing weighs purchases of the company’s lower-end GPUs.

Tech stocks drew strong attention last week as Meta advanced on AI agents, Nvidia looks to benefit from China chip demand, and BlackBerry posted strong QNX results.

Alibaba Group Holding has been busy pushing deeper into cloud computing and AI chips, yet the share price has fallen sharply over the past year, which raises a simple question for investors about how much cash the business can really produce over time. With Alibaba rolling out new data centers and high performance AI hardware, the key issue becomes whether the cash flows behind the story are strong enough to justify where the stock trades today. Over the past 12 months, Alibaba Group...

Alibaba Group Holding Limited (NYSE:BABA) is deepening its full-stack AI strategy with a planned next-generation model containing 5 trillion to 10 trillion parameters, as much as four times the size of its current flagship Qwen 3.8 Max. The company also unveiled the Zhenwu V900 AI chip, which delivers three times the performance of its predecessor […]

China weighs letting Alibaba and ByteDance buy Nvidia's RTX PRO 5500. Here is what it means for NVDA stock Monday.

Investing.com -- The Chinese government has indicated it may allow companies like Alibaba Group Holding Limited and ByteDance Limited to buy Nvidia’s new RTX Pro 5500 chips, according to a report by The Information.

Sept 27 (Reuters) - The Chinese government has signaled it could allow some domestic companies like ByteDance and Alibaba to buy a new Nvidia chip built for high-end professional computers, The

Models, chips and data centers deepen vertical integration--and concentrate execution risk.

Scott Wilson argues the frontier AI labs have taken on enormous spending commitments just as cheaper Chinese models close the performance gap

UnitedHealth Group recently announced that Jodee Kozlak joined as chief administrative officer, a new role overseeing People, Real Estate, Procurement and Corporate Security to support enterprise modernization and alignment across the business. Kozlak’s background leading global expansion at Alibaba, human resources at Target, and board roles at C.H. Robinson Worldwide and KB Home suggests UnitedHealth is placing greater emphasis on organizational efficiency and large-scale transformation...

Meta Platforms Inc., Apple Inc., OpenAI, Microsoft Corp. and Alibaba Group Holding Ltd. are taking different positions across the AI market as demand for computing power continues to outstrip supply and new AI formats broaden adoption. CLSA Sees Chip Shortage...

Wu laid out an ambitious roadmap for chips, models and infrastructure that stretches years into the future.

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 a possible class action, inviting shareholders who purchased Alibaba securities to contact the firm. The Portnoy securities fraud inquiry into Alibaba adds to a broader context that recent...

A massive infrastructure push is reshaping Alibaba's growth story

Alibaba's AI Ambitions Trigger Massive Spending Forecast From Citi

A larger model and faster domestic chip deepen vertical integration before proving commercial returns.

Alibaba is scaling Qwen, AI chips and global cloud capacity as triple-digit AI product growth meets heavy capex and execution risk.

Key Stats for Alibaba StockPrice change for Alibaba stock in last 1 year: -29%$BABA Stock Price as of Sep. 22: $11552-Week High: $193$BABA Stock Price Target: $186What Happened?Alibaba (BABA) stock rose about 3% in Hong Kong on Tuesday after the company unveiled a new AI chip and big plans to expand its data centers.

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 geopolitical uncertainty. Polaris Global Equity Composite (net of fees) returned 13.26% […]

Here's a check of the markets in the first few minutes of trading.

The Chinese tech company plans its first cloud regions in Turkey, Finland, and the Netherlands within 12 months

BABA's Quick Commerce revenues surge 45% as Taobao Instant Commerce improves unit economics, but profitability is targeted for fiscal 2029.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.1%, and the actively t

A regulatory probe into rival AI startups sent Alibaba sliding even though Beijing named no Alibaba products, and traders are now wrestling with how far the scrutiny could spread across China's model layer.

Shares of Chinese AI model developers fell after a report that the country’s regulators have opened a probe into startups DeepSeek and Moonshot AI over data security concerns.

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.