Chinese e-commerce giant Alibaba (BABA) just reported its Q1 FY26 earnings results for the quarter ended June 30, 2025, showing a mixed performance. While revenue fell short of Wall Street estimates, stronger-than-expected profit and momentum in cloud and AI helped lift the stock roughly 4% in pre-market trading. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock …
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Alibaba Is Firing Back as the US-China AI War Heats Up
Key Takeaways Alibaba Group’s cloud computing unit is said to have developed a new chip more advanced than its legacy products, according to a Wall Street Journal report. The news hit markets Friday, with the e-commerce giant’s stock rising as U.S. chip companies’ shares largely fell. Alibaba’s ambitions and emerging AI challengers in Shanghai and Beijing show that China won’t …
Read More »Stocks to Watch Recap: Dell, Alibaba, Caterpillar, Ulta – The Wall Street Journal
Stocks to Watch Recap: Dell, Alibaba, Caterpillar, Ulta The Wall Street Journal 10 things to watch in the stock market Friday including Dell and Marvell earnings CNBC Alibaba, Marvell, Affirm, Nvidia, Dell, Autodesk, Ambarella, IREN, and More Movers Barron’s 5 stocks to watch on Friday: BABA, PEP, ULTA, APLD, CAT Seeking Alpha Top Stock Movers Now: Caterpillar, Nvidia, Autodesk, and More Investopedia Source link
Read More »Alibaba is developing a new AI chip — here’s what we know so far
Key Points The chip is specifically for inferencing rather than training but Alibaba will still use semiconductors from other vendors like Nvidia. Alibaba said it would invest at least 380 billion Chinese yuan ($53.1 billion) in AI over the next three years. Chinese technology firms have focused on developing homegrown chips over the last few years amid rising geopolitical tensions …
Read More »Marvell, Dell, Nvidia, Alibaba, Affirm, Autodesk, Ambarella, IREN, and More Movers – Barron's
Marvell, Dell, Nvidia, Alibaba, Affirm, Autodesk, Ambarella, IREN, and More Movers Barron’s Stocks making the biggest moves premarket: Alibaba, Ulta, Dell Technologies, Caterpillar & more CNBC Biggest stock movers Friday: MRVL, ADSK, DELL, and more (NASDAQ:AMBA) Seeking Alpha Stock Movers: ADSK, Dell, CAT Bloomberg.com Dell, Caterpillar and Marvell fell premarket; Ulta Beauty, Affirm rise Investing.com Source link
Read More »Alibaba (BABA) June quarter 2025 earnings report
The Alibaba office building in Nanjing, Jiangsu province, China, on Aug. 28, 2024. CFOTO | Future Publishing | Getty Images Alibaba posted a better-than-expected bottom line in the June quarter fueled by accelerated sales at its cloud computing unit and a continued revival of its e-commerce business. Still, the Chinese giant’s revenues came in under analyst forecasts. Alibaba’s stock was …
Read More »Alibaba Stock Gains After Earnings Beat. How It Plans to Replace Nvidia Chips. – Barron's
Alibaba Stock Gains After Earnings Beat. How It Plans to Replace Nvidia Chips. Barron’s Alibaba’s key cloud unit sales shine even as quarterly revenues miss CNBC Alibaba’s Profit Slides After China Food War Slashes Margins Bloomberg.com Earnings Snapshot: Alibaba (NYSE:BABA) falls short in FQ1; Adjusted EBITA down 14% Y/Y Seeking Alpha Alibaba Group Announces June Quarter 2025 Results Yahoo Finance Source link
Read More »Alibaba Earnings Are Coming. AI, Price Wars, and Tariffs Could Leave Their Mark. – Barron's
Alibaba Earnings Are Coming. AI, Price Wars, and Tariffs Could Leave Their Mark. Barron’s Alibaba’s key cloud unit sales shine even as quarterly revenues miss CNBC Alibaba’s Profit Slides After China Food War Slashes Margins Bloomberg.com Alibaba Stock Gains After Earnings Beat. How It Plans to Replace Nvidia Chips. Barron’s Earnings Snapshot: Alibaba (NYSE:BABA) falls short in FQ1; Adjusted EBITA down 14% Y/Y Seeking Alpha …
Read More »Exclusive | Alibaba Creates AI Chip to Help China Fill Nvidia Void – The Wall Street Journal
Exclusive | Alibaba Creates AI Chip to Help China Fill Nvidia Void The Wall Street Journal China Warns Against ‘Disorderly Competition’ in Booming AI Race Bloomberg.com China seeks to triple output of AI chips in race with the US Financial Times Commentary: China gets closer to finding its own Nvidia CNA China aims to triple AI chip output, reducing Nvidia’s dependency, FT says Reuters Source …
Read More »China tells Alibaba, ByteDance to justify purchases of Nvidia AI chips
Beijing is demanding tech companies including Alibaba and ByteDance justify their orders of Nvidia’s H20 artificial intelligence chips, complicating the US chipmaker’s business in China after striking an export arrangement with the Trump administration. The tech companies have been asked by regulators such as the Ministry of Industry and Information Technology (MIIT) to explain why they need to order Nvidia’s …
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