BABA Stock Recent News

Alibaba's CMR and Cloud growth acceleration confirms my bullish thesis that growth inflection has triggered and signals upside potential. The AI Cloud segment could see further growth rebound, driven by elevated AI infrastructure capex, amid rising AI demand and supportive PBOC policies. Despite the chip export ban, the recent de-escalation between the U.S. and China could lift sentiment and help relieve the chip supply shortage.

Shares in Chinese e-commerce giant Alibaba fell as much as 4.8% on Monday in Hong Kong as a deal to provide AI technology to iPhones sold in China faced a possible backlash in the U.S.

Alibaba stock price crashed by over 3% on Monday morning in Hong Kong as concerns about its artificial intelligence remained. BABA share price dropped to H$118.8, a few points below last week's high of H$131.9.

The Trump administration and congressional officials are scrutinizing a deal between Apple and Alibaba that would bring Alibaba-powered AI features to iPhones sold in China, according to The New York Times.

Alibaba's AI-driven cloud strategy is fueling rapid growth, with AI product revenue posting triple-digit YoY gains for seven consecutive quarters. Open-source Qwen AI models position Alibaba as a central player in the global AI ecosystem, driving developer adoption and future cloud demand. Core e-commerce (TTG) and international segments show strong user growth and monetization, but profitability improvements will require careful execution and time.

Alibaba (BABA -0.43%) stock has had a good start to 2025, but it was giving back some of its gains after its fiscal fourth-quarter earnings report disappointed investors. The stock is still up about 45% on the year, as of this writing.

Upgrade Alibaba to BUY, seeing 20% upside as core ecommerce stabilizes and AI/cloud growth outpaces peers despite recent earnings miss. China commerce fundamentals are improving, with CMR growth accelerating and monetization gains driven by new tools and higher-commissioned product mix. AI is a long-term growth driver, but e-commerce remains the core; Alibaba leads in AI adoption and merchant productivity enhancements.

The White House and congressional officials have been scrutinizing Apple's plan to strike a deal with Alibaba to make the Chinese company's AI available on iPhones in China, The New York Times reported on Saturday.

The Trump administration and congressional officials have raised concerns about a deal to put a Chinese company's artificial intelligence on iPhones.

BABA's fiscal fourth-quarter results show strength in Taobao, Cloud and AI. Logistics slowdown and Sun Art sales offset gains, keeping overall revenue growth modest.