BABA Stock Recent News
BABA LATEST HEADLINES
BABA remains inherently undervalued, given its well diversified strengths in e-commerce, logistics, and cloud, despite the macro and geopolitical headwinds. Recent earnings highlight robust domestic e-commerce growth, surging cloud AI revenues, and strong international expansion, supporting its long-term upside potential. BABA's rich balance sheet and ongoing share buybacks provide a much needed margin of safety and shareholder value, with the aggressive AI investments eventually being top-line accretive.
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.
Shares of Amazon.com Inc. (NASDAQ:AMZN) lost 2.29% over the past five trading sessions, halting a rally that has seen the stock gain 23.16% since its year-to-date low of $167.32 on April 21. On the year, the e-commerce giant has seen its stock lose 6.42% despite beating on EPS and revenue by 16.77% and 0.35%, respectively, in Q1. Tempered forward guidance due to President Trump’s tariffs continues to cloud Amazon’s outlook. However, with the U.S. and China agreeing to a 90-day reduction in tariffs on May 11, there is renewed hope for the consumer discretionary mainstay, who has seen its one-year gain diminished to 12.28%. In its recent earnings call, Amazon reported that Q1 revenue growth and an operating income increase. Amazon Ads generated $13.9 billion in revenue alone, representing a 19% year-over-year increase, while AWS grew by 17% year-over-year to an annualized revenue run rate of $117 billion. Still, the stock remains down nearly 15% in 2025, with its one-year gai
Joe Terranova and Sarat Sethi join CNBC's "Halftime Report" to detail their latest portfolio moves.
Alibaba's $250mn convertible bond investment in Meitu is a strategic move to enhance its e-commerce ecosystem with advanced AI-powered tools. The partnership includes Meitu's commitment to purchase RMB 560mn in AliCloud services, reinforcing Alibaba's cloud and AI leadership in China. Integrating Meitu's technology will improve merchant efficiency, user experience, and live-streaming competitiveness, differentiating Alibaba from rivals like PDD, JD, and Amazon.
Most new investors are familiar with one story, which was made famous by the book “The Big Short” and eventually became a blockbuster movie. One of the main characters in this story is investor Michael Burry, a contrarian investor who bet the whole ranch on one single view that the entire market was going to crash like never before.
Should you bet on BIDU's autonomous driving or BABA's AI-powered cloud? Find out which stock stands tall.
PDD Holdings Inc.'s significant Q1 earnings miss - marked by the steep plunge in Temu-driven transaction services revenue growth - serves as a clear warning of looming tariff implications. This follows a streak of earnings disappointments reported by its core domestic and international commerce rivals, including Alibaba, from earlier this month. The ongoing tariff uncertainties are likely to amplify the strategic and structural differences between BABA and PDD, revealing how each company responds to shifting global and domestic headwinds.
BABA's AI, cloud and global retail push drive upside, while JD.com faces profit pressure despite strong revenues and user growth.