NYSE:BABA 13 January 2026

Alibaba Stock Jumps as Bigger AI Cloud Bet Overshadows Profit Squeeze

Alibaba said it will exceed its 380 billion yuan AI investment plan after cloud revenue rose 38% to 41.63 billion yuan in the March quarter. Operating profit swung to a loss of 848 million yuan from a 28.47 billion yuan profit a year earlier. U.S.-listed shares rose as investors focused on AI growth despite the profit squeeze. AI-related products made up 30% of external cloud revenue.

14 May 2026

Artificial Intelligence·Cloud Computing·HKG:9988·NYSE:BABA·Stock Market

Nvidia’s China H200 Chip Door Just Opened. The Money Still Isn’t Moving

The U.S. has approved Nvidia to sell H200 AI chips to about 10 Chinese firms, including Alibaba and Tencent, but no shipments have occurred as Chinese buyers hold back under Beijing’s guidance. Nvidia CEO Jensen Huang is in Beijing with President Trump’s delegation ahead of the company’s May 20 earnings report. Lenovo confirmed it is cleared to distribute the chips in China.

14 May 2026

HKG:0700·HKG:0992·NASDAQ:JD·NASDAQ:NVDA·NVIDIA·NYSE:BABA·TSX:2317

Alibaba’s Earnings Test Is Whether AI Can Pay for the Delivery Fight

Alibaba’s U.S. ADRs rose 1.02% to $136.15 in early premarket trading Wednesday, after closing down 1.84% at $134.78 ahead of fiscal fourth-quarter results due before the U.S. open. Revenue is expected to rise to 282.44 billion yuan, but net profit is projected to fall to 11.71 billion yuan. Investors remain cautious as AI and cloud spending weigh on margins.

13 May 2026

Artificial Intelligence·E-Commerce·NYSE:BABA·Technology

Alibaba Stock Jumps as AI Bets Face a May 13 Earnings Test

Alibaba’s U.S.-listed shares jumped 6.6% to $141.04 on Wednesday, driven by renewed investor interest in artificial intelligence infrastructure. The rally comes ahead of Alibaba’s March-quarter and fiscal-year earnings report due May 13. Investors are watching for signs that cloud and AI gains can offset weak e-commerce demand. Competitors like DeepSeek are also drawing attention in the AI sector.

6 May 2026

Artificial Intelligence·Earnings Reports·NYSE:BABA·Stock Market

Nvidia Stock Price Falls 4%: Why Huawei, China Risk and a Nasdaq Correction Matter Now

Nvidia shares fell 4.16% to $171.24 on Thursday, cutting its market value to $4.53 trillion. Huawei’s new 950PR chip, set for mass production next month, has drawn orders from ByteDance and Alibaba. U.S. senators urged a pause on Nvidia exports to China after universities linked to the PLA bought restricted chips. The Nasdaq closed 10.7% below its October peak, confirming a correction.

27 March 2026

China Economy·NASDAQ:AMD·NASDAQ:ARM·NASDAQ:NVDA·NVIDIA·NYSE:BABA·Stock Market·Technology

Alibaba Stock Falls After Earnings Miss as AI Cloud Growth Fails to Offset China Price War

Alibaba shares fell Thursday after the company missed quarterly revenue and net income estimates, with net income dropping 66% to 15.63 billion yuan for the December quarter. Cloud revenue rose 36%, but core commerce margins remained under pressure amid weak Chinese demand and heavy spending on delivery and discounts. U.S.-listed ADRs dropped about 1.6% in premarket trading.

19 March 2026

Artificial Intelligence·China Economy·Earnings Reports·NYSE:BABA·Stock Market

US stock market today: Wall Street is closed, but Big Tech’s AI spending doubts still hang over Tuesday

Microsoft shares have dropped 17% and Amazon 14% this year, erasing about $956 billion in combined value amid doubts over AI spending. January U.S. CPI showed inflation eased to 2.4% year-on-year. The S&P 500 rose 0.05% Friday, Dow gained 0.10%, and Nasdaq fell 0.22%. Markets expect the Fed to hold rates in March, with a 70% chance of cuts starting in June.

16 February 2026

NASDAQ:AMZN·NASDAQ:MSFT·NYSE:BABA·NYSE:WMT·Stock Market

Alibaba stock price today: BABA slips in premarket after Qwen coupon snag, Amap faces scrutiny

Alibaba’s U.S.-listed shares fell 0.6% in premarket trading Monday after its Qwen AI chatbot halted a promotional coupon giveaway due to technical issues. The Hong Kong-listed stock closed up 2.3%. China’s transport ministry summoned Alibaba’s Amap ride-hailing unit over pricing and driver pay, prompting Amap to pledge compliance. Alibaba said Qwen processed 10 million orders in nine hours before the disruption.

9 February 2026

HKG:9988·NYSE:BABA·Stock Market

Alibaba stock price (BABA) back in focus after Qwen giveaway strains app — what to watch next week

Alibaba’s U.S.-listed shares closed up 3% at $162.51 Friday after a Qwen app giveaway in China triggered a surge in downloads and service disruptions. Qwen’s free bubble tea offer drove over 10 million orders in nine hours, pushing the app to the top of China’s App Store. Traders await Alibaba’s Feb. 19 earnings and China’s Spring Festival holiday.

7 February 2026

NYSE:BABA·Stock Market

Alibaba stock slips premarket after $431 million Qwen AI Lunar New Year blitz

Alibaba shares fell 0.8% to $168.17 in premarket trading after the company announced a 3 billion yuan ($431 million) investment to boost its Qwen AI app ahead of Lunar New Year. The campaign launches Feb. 6, with incentives distributed via digital red envelopes. Rival DeepSeek is expected to update its AI model mid-month. Alibaba’s next earnings report is scheduled for Feb. 19.

2 February 2026

Artificial Intelligence·NYSE:BABA·Stock Market·Technology

Nvidia stock price rises on China H200 nod as AI chip shares keep Wall Street near 7,000

Nvidia shares rose 1.7% after China approved ByteDance, Alibaba, and Tencent to buy over 400,000 H200 AI chips, though no orders have been placed due to strict conditions. Intel and Micron led a rally in chip stocks as investors awaited Fed and Big Tech earnings. Micron announced a $24 billion memory chip plant in Singapore. SK Hynix and ASML both reported record results on AI demand.

28 January 2026

Artificial Intelligence·HKG:0700.HK·KRX:000660.KS·NASDAQ:INTC·NASDAQ:MCHP·NASDAQ:MU·NASDAQ:NVDA·NYSE:BABA·Stock Market·Technology

Alibaba stock price slips after AI-chip headlines; BABA traders turn to Fed week

Alibaba’s U.S.-listed shares fell 2.2% to $173.23 Friday, while its Hong Kong stock closed up 2.25%. Traders reacted to reports that Chinese tech firms can order Nvidia’s H200 AI chips and to Alibaba Cloud’s new partner incentives. Bloomberg reported Alibaba plans to take its AI chip unit public. Investors await the U.S. Fed’s rate decision on Jan. 28.

25 January 2026

Federal Reserve·NYSE:BABA·Stock Market

Alibaba stock slips despite Nvidia H200 headline as traders size up China approval risk

Alibaba’s U.S.-listed shares fell 2.2% to $173.23 Friday after reports that Chinese regulators gave “in-principle” approval for tech firms to prepare Nvidia H200 AI chip orders. Uncertainty remains over official policy, with no formal quota set and the H200 still barred at customs. Trading volume reached 13.1 million shares. Investors await guidance from regulators or the company.

24 January 2026

China Economy·NYSE:BABA·Stock Market

AMD stock price climbs after Intel flags AI server chip strain — what investors watch next

AMD shares rose 2.3% to $259.65 in after-hours trading Friday following Intel’s warning of server chip shortages for AI data centers. Intel projected quarterly revenue below forecasts, citing unexpected demand. The Nasdaq stock saw heavy volume, with traders watching for AMD’s earnings on Feb. 3 and the Fed decision next week. Nvidia gained after reports of new Chinese orders for its AI chips.

23 January 2026

HKG:0700·NASDAQ:AMD·NASDAQ:INTC·NASDAQ:NVDA·NYSE:BABA·Stock Market·Technology

AI stocks climb: Alibaba jumps on chip-IPO report, Arm rallies as Intel earnings loom

Alibaba shares rose 5.9% after reports it will spin off its T-Head AI chip unit for a separate listing. Arm gained 5.4% following an analyst upgrade, while Nvidia edged up 0.9%. Intel slipped 0.2% ahead of its earnings report, with investors watching data-center demand and company guidance. A U.S. House panel advanced a bill that could restrict AI chip exports to China.

22 January 2026

NASDAQ:AMD·NASDAQ:ARM·NASDAQ:AVGO·NASDAQ:GOOGL·NASDAQ:INTC·NASDAQ:MSFT·NASDAQ:NVDA·NASDAQ:SMCI·NYSE:BABA·Semiconductors·Stock Market

Alibaba stock price: BABA faces a holiday pause as China margin curbs and Nvidia H200 snag raise new questions

Alibaba’s U.S.-listed shares fell 3.24% to $165.40 Friday as Beijing moved to tighten margin rules and fresh doubts emerged over AI chip imports. Trading volume reached about 18.3 million shares. U.S. markets will remain closed Monday for Martin Luther King, Jr. Day, with trading resuming Jan. 20. Hong Kong-listed Alibaba shares closed up 0.97% at HK$166.20.

18 January 2026

China Economy·HKG:9988·NYSE:BABA·Stock Market

Alibaba stock falls after 111% surge as BABA valuation calls clash

Alibaba’s U.S.-listed shares fell 3.24% Friday to $165.40, with 18.6 million shares traded. The stock sits about 14.5% below its 52-week high and has a market cap near $397.2 billion. Analyst price targets vary widely, with estimates ranging from $83.38 to $281.17 per share. Heavy spending on subsidies for quick commerce has pressured earnings despite accelerating cloud revenue growth.

18 January 2026

NYSE:BABA·Stock Market

Alibaba stock price slips 3% into weekend as Qwen AI rollout meets China data week

Alibaba shares fell 3.2% to $165.40 Friday, ending a short rally before the U.S. market holiday. The company upgraded its Qwen AI app this week, adding food delivery and travel booking features now in public testing across China. China’s GDP and activity data will be released Monday, with markets watching for signs of slowing growth.

17 January 2026

Artificial Intelligence·China Economy·NYSE:BABA·Stock Market

Trip.com’s antitrust shock hits Hong Kong stocks as Hang Seng slips; Alibaba’s Qwen upgrade draws focus

Hong Kong’s Hang Seng Index closed down 0.5% at 26,866.29 Thursday, led by a sharp drop in Trip.com shares after news of a China antitrust probe. Trip.com fell as much as 21.7% before paring losses. Alibaba launched new Qwen app features for food delivery and travel booking. China raised minimum margin requirements for margin trading on major exchanges.

15 January 2026

NASDAQ:TCOM·NYSE:BABA·Stock Market·Technology

Alibaba stock price today: BABA in focus after 10% jump on China “AI+ Manufacturing” push

Alibaba’s U.S.-listed shares jumped 10.2% to $166.31 Monday after Beijing signaled support for AI and curbs on price wars. Trading volume topped 35 million shares, well above average. Investors await Tuesday’s U.S. inflation data, which could affect rates and Chinese ADRs. Alibaba remains about 14% below its 52-week high.

13 January 2026