BABA Stock Recent News

Alibaba Group Chairman Joe Tsai said on Tuesday there were clear signs China's business entrepreneurs were more confident following a tech summit led by President Xi Jinping.

Investors interested in Internet - Commerce stocks are likely familiar with Alibaba (BABA) and Maplebear (CART). But which of these two companies is the best option for those looking for undervalued stocks?

Ant Group's 20% AI cost reduction showcases Alibaba's technological prowess. BABA emerges as a smart investment for 2025's AI-driven market.

Alibaba has surged over 72% while the S&P 500 declined, benefiting from improving sentiment and China's economic recovery. The company's strong Q3 performance was driven by international e-commerce, cloud growth, and AI advancements. China's macroeconomic outlook is stabilizing, with retail sales and industrial output exceeding expectations.

Michael Burry, the famed ‘ Big Short ' investor, earned the admiration of investors all over the world by predicting and profiting off the 2008 subprime mortgage crisis.

The open-source shift has been spearheaded by AI startup DeepSeek, whose R1 model released earlier this year challenged American tech dominance. Chinese AI companies from big players such as Baidu to smaller ones such as ManusAI have been increasingly endorsing open-source licensing models.

Alibaba-affiliate Ant Group is using both Chinese and U.S.-made semiconductors to make its artificial intelligence development more efficient, according to a source familiar with the matter. The combination of chips not only reduces the time and cost of training AI models, but also limits reliance on a single supplier such as Nvidia, the source said.

While American stocks have struggled, their Chinese counterparts are gaining momentum, driven by the country's resilient economy amid ongoing trade tensions.

My investment journey with Alibaba began post-Ant Group IPO suspension amidst a selloff when I started acquiring shares with high conviction. Three core principles developed during this four-year-long period, which became an integral part of my common-sense-based investing style. It helped me recognize that Alibaba was heavily undervalued, while Wall Street was calling China "uninvestable".

While the U.S. stock market has been under pressure, the ADRs (American depositary receipts) of Chinese stocks have suddenly become red hot. And there could be a lot more upside ahead.