Alibaba plans to invest more than $50 billion in AI infrastructure by 2028. Recent recovery in stock value influenced by AI enthusiasm and improved Beijing relations. Alibaba e-commerce growth ...

Alibaba has built one of the most efficient profit engines in modern commerce by turning traffic, data and infrastructure into a dense web of fees, commissions and services. Instead of relying on a ...

Alibaba's e-commerce market share is rapidly declining due to intense competition. Intense competition also forced BABA to invest heavily in cloud infrastructure and offer attractive subsidies to ...

AI-related sales now account for more than 20% of Alibaba Cloud’s revenue. AI workloads bring higher margins and stickier customer relationships. Alibaba’s competitive positioning remain strong in its ...

Alibaba reported cloud computing revenue up 34% year-on-year in its fiscal second quarter, beating market expectations. Investors are focused on Alibaba's cloud division which books its revenue ...

Alibaba and JD.com remain dominant in China's e-commerce but face slowing growth and rising competition from social commerce platforms. We believe JD is significantly undervalued and offers a stable ...