Alibaba Group Holding Ltd. Sponsored ADR Stock News

The Pentagon has concluded that Alibaba Group Holding , Baidu Inc and BYD Co should be added to a list of companies that aid the Chinese military, Bloomberg News reported on Wednesday.

The top contributor to the Fund's performance was Chinese e-commerce giant Alibaba Group Holding Ltd. Samsung Electronics Co. Ltd.'s stock rose on optimism that Samsung is poised to benefit from demand for the ultrafast high bandwidth memory chip architecture used in more advanced AI applications. Shares of Deutsche Telekom AG (DTEGY) declined in the quarter on mixed results that raised concern...

Alibaba's headline EPS collapse and free‑cash‑flow swing mostly reflect disposals and front‑loaded AI, not weakness; like‑for‑like revenue grew 15% and cloud AI investments deepen Alibaba's moat. AI is driving explosive cloud growth and better e‑commerce unit economics; gross margins and logistics efficiency are improving, setting up operating leverage as investment normalizes. I think the mark...

Alibaba Group Holding Limited is upgraded to a Strong Buy due to robust growth in cloud intelligence and AI, despite recent stock volatility. BABA's cloud intelligence segment grew 34% Y/Y, with AI products driving triple-digit growth for nine consecutive quarters, reinforcing future value potential. Investments in in-house AI chips and open-source LLM Qwen position BABA as a key player in Chin...

My "Cloud is free" thesis has delivered a 26% gain since August, but the market is now overlooking an RMB 50 billion capital deployment that is artificially depressing Alibaba's valuation. BABA's margins are deteriorating substantially as a result of instant commerce investments. While some investors fret over the costs of building 50,000 flash warehouses and a 2-million-rider fleet, this infra...

Alibaba CEO Eddie Wu says he doesn't see "much of an issue" with an AI bubble. Wu said AI demand is outpacing global chip supply, and the company plans to invest "aggressively.

Overseas Equity ETF posted a return of 7.27% in the third quarter of 2025. Leading contributors in the First Eagle Overseas Equity ETF this quarter included Samsung Electronics Co Ltd Pfd Non-Voting, Alibaba Group, Barrick Mining, Newmont and Prosus N.V. Class N. The leading detractors in the quarter were Shimano, FUCHS SE Pref Registered Shs, SMC Corporation, Haleon and Philip Morris.

Alibaba Group Holding Limited stock has surged 34% since my last analysis, driven by AI-powered growth and strong cloud performance. BABA's FQ2 2026 results showed $34.8 billion revenue and a large EPS decline due to disposed businesses; excluding these, revenue growth would have been 15% on a year-over-year basis. Cloud remains a major tailwind, growing 34% YoY and holding 35.8% market share i...