
Wu laid out an ambitious roadmap for chips, models and infrastructure that stretches years into the future.
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Wu laid out an ambitious roadmap for chips, models and infrastructure that stretches years into the future.

Alibaba Group Holding (NYSE:BABA) is under investigation by the Portnoy Law Firm for potential securities fraud on behalf of investors. The probe focuses on whether Alibaba made misleading statements or omitted material information in violation of federal securities laws. Portnoy Law Firm is evaluating a possible class action, inviting shareholders who purchased Alibaba securities to contact the firm. The Portnoy securities fraud inquiry into Alibaba adds to a broader context that recent...
A massive infrastructure push is reshaping Alibaba's growth story
Alibaba's AI Ambitions Trigger Massive Spending Forecast From Citi
A larger model and faster domestic chip deepen vertical integration before proving commercial returns.

Alibaba is scaling Qwen, AI chips and global cloud capacity as triple-digit AI product growth meets heavy capex and execution risk.
Key Stats for Alibaba StockPrice change for Alibaba stock in last 1 year: -29%$BABA Stock Price as of Sep. 22: $11552-Week High: $193$BABA Stock Price Target: $186What Happened?Alibaba (BABA) stock rose about 3% in Hong Kong on Tuesday after the company unveiled a new AI chip and big plans to expand its data centers.

Polaris Capital Management, an investment management company, released its second-quarter 2026 investor letter for “Global Equity Strategy”. The letter can be downloaded here. Global markets delivered strong gains during the quarter, supported by an AI-driven earnings rally despite elevated interest rates, inflation concerns, and geopolitical uncertainty. Polaris Global Equity Composite (net of fees) returned 13.26% […]

The Chinese tech company plans its first cloud regions in Turkey, Finland, and the Netherlands within 12 months

BABA's Quick Commerce revenues surge 45% as Taobao Instant Commerce improves unit economics, but profitability is targeted for fiscal 2029.

A regulatory probe into rival AI startups sent Alibaba sliding even though Beijing named no Alibaba products, and traders are now wrestling with how far the scrutiny could spread across China's model layer.

Shares of Chinese AI model developers fell after a report that the country’s regulators have opened a probe into startups DeepSeek and Moonshot AI over data security concerns.

Alibaba Group Holding Ltd. is accelerating its data center expansion in Europe and the Middle East, propelling its 20-gigawatt global infrastructure buildout during China’s escalating competition in AI chips and models with the US.

Alibaba recently unveiled its Zhenwu V900 AI accelerator, described as China’s most powerful AI chip, and committed more than US$53.00 billion over three years to expand data center capacity for Alibaba Cloud by 2032. This push into homegrown AI infrastructure positions Alibaba as a key domestic alternative to foreign chip suppliers and could materially influence how it competes in China’s rapidly evolving cloud and AI market. We’ll now examine how Alibaba’s Zhenwu V900 chip launch and...

Alibaba used its September 22 developer conference to show how quickly China’s AI stack is filling the holes left by restricted access to U.S. chips. The company unveiled the Zhenwu V900 accelerator, which it says delivers roughly three times the performance of its predecessor and is scheduled for mass production in early 2027. Alibaba Group […]
Tech stocks advanced late Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF
Alibaba Stock Jumps After Unveiling Powerful New AI Chip and Massive Model
The Nasdaq Composite was up, the Dow Jones Industrial Average was down, and the S&P 500 Index was ro
The 2032 capacity target stretches AI self-sufficiency into a capital-allocation test.

BABA's cloud and AI growth, resilient commerce engine and disciplined AI spending offer three reasons to hold despite its premium valuation.

On this episode of Stock Movers: - Alibaba (BABA) shares are higher this morning after the company rolled out what it calls China's most powerful AI chip and announced plans to expand data center capacity in the coming years. - ON Holdings (ONON) is getting a boost as it expects sales growth in the high teens over the next few years as it moves into sports including golf and football. - Viking Therapeutics (VKTX) shares surged after the biotech released data from its VK2735-102 maintenance study showing VK2735, its experimental obesity drug, maintained up to 97% of weight loss versus 61% for placebo when subjects switched to every-other-week dosing. Leerink analysts said the "stellar" data strengthens the drug's competitive profile.

Alibaba (BABA) unveiled its newest artificial intelligence chip on Tuesday along with other updates

Alibaba Group Holding is rolling out what it calls China's most powerful AI chip, an accelerator to compete with Nvidia. Ed Ludlow reports on "Bloomberg Open Interest."

Alibaba just unveiled a chip it claims reshapes the AI compute landscape inside China, and the stock is reacting sharply, but one key rival is barely moving, and that gap reveals exactly who the market thinks wins here.

Alibaba Group (NYSE:BABA), the Chinese technology giant, unveiled a new AI chip and plans to expand its data center capacity at its annual Apsara Conference in Hangzhou on Tuesday. The company introduced the Zhenwu V900, which it called China’s most powerful AI chip and said it delivers three...

Alibaba's (BABA) stock price is climbing premarket after it rolled out a new AI chip, the Zhenwu V900, pitting it against Nvidia chips as a powerful competitor. The 8:30 hosts, Julie Hyman, Pras Subramanian, and Jake Conley, discuss why it may not be a major threat to Nvidia and why China is focusing more on international markets than on domestic ones.
Alibaba is scaling its AI models, chips and data centers as Chinese tech companies race to build alternatives to Nvidia.
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