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The Latest Breaking News from Alibaba

In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazz

AMD CEO Lisa Su visited China, adopting a low-profile approach. This contrasts with Nvidia CEO Jensen Huang's more public engagement. Their differing strategies reflect the complex AI chip market in China. AMD offers a broader product range, while Nvidia faces significant export control challenges. Both companies are making investments in…

The Economic Times

Chinese AI Pet Translator Claims 95% Accuracy, but Scientists Say Your Dog Is Not Actually Talking to You

A Hangzhou startup says its $118 AI collar can translate pet sounds with 94.6% accuracy, but no independent testing or published research backs the claim.

International Business Times UK

As Alibaba Unveils Better AI Tools, BABA Stock Offers a Tantalizing 37% Upside Potential Here

Alibaba has unveiled its latest Zhenwu M890 AI chip and next-gen LLM model Qwen 3.7-Max.

Barchart

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Ahead of the SpaceX IPO, a look at the biggest stock market debuts ever

From Saudi Aramco to Facebook, these are the biggest IPOs in history and why SpaceX could dwarf them all.

Euronews

Russia's Sberbank wants Chinese chips for its GigaChat AI in the face of Western sanctions — faces a long wait behind ByteDance and Alibaba

CEO German Gref didn’t specify which Chinese chips Sberbank is interested in, but the most likely candidate is Huawei's Ascend 950 family.

Tom’s Hardware

Alibaba unveils new AI chip in push for domestic alternatives

Alibaba has launched its new Zhenwu M890 AI chip, offering triple the performance of its previous model. This development is part of China's push for domestic AI alternatives amid US export restrictions. The company also revealed a future roadmap with V900 and J900 chips planned for 2027 and 2028 respectively.…

The Economic Times

Alibaba Profit Fell Sharply, But Full-Stack AI Moved From Incubation to Commercialization. What This Means for BABA Stock.

Despite Alibaba Group's report of a sharp drop in profitability, its full-stack AI business could be seen as a pivot in the right direction.

Barchart

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Alibaba’s AI Growth Fails to Mask Plunging Profits: How to Play BABA Stock After Q4 Earnings

Alibaba stock is trading lower after yet another profit miss. The company's AI business, meanwhile, continues to grow at a stellar pace.

Barchart

US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough

Despite US approval for around 10 Chinese firms to buy Nvidia's H200 AI chips, no deliveries have occurred. CEO Jensen Huang's China trip, facilitated by President Trump, aims to resolve this deadlock, highlighting the complex US-China tech rivalry impacting even approved trade.

The Economic Times

AI Spending Hurts Alibaba's Q4 Profits. BABA Stock Is Still Rocking Higher.

Despite the earnings hit, BABA continued to climb as investors focused on long-term growth prospects and cloud/AI expansion momentum.

Barchart

Amazon vs. Alibaba: One Is Clearly The Better Value Play right Now

Alibaba might have the turnaround potential, but Amazon’s superior execution and AI positioning arguably makes it the better buy right now.

MarketBeat

These are tech titans in Beijing with Trump and what they want from China

A handful of US tech titans are joining President Donald Trump in Beijing for the summit with Xi Jinping. Here’s a look at the ties that each tech company has in China.

Euronews

Alibaba Group Q4 Earnings Call Highlights

Alibaba Group (NYSE:BABA) said its stepped-up investments in artificial intelligence, cloud computing and consumption businesses are beginning to translate into faster revenue growth, even as those investments weighed heavily on adjusted earnings and free cash flow in the March quarter. On the comp

MarketBeat

Alibaba to exceed planned AI spending and says margin is secondary

Alibaba plans to spend more than its projected 380 billion yuan on Artificial Intelligence over three years. The company reported quarterly results impacted by significant investments in AI and cloud infrastructure. Despite profit pressures, Alibaba aims for market leadership, prioritising growth over margins. Demand for AI is surging, benefiting Alibaba's…

The Economic Times

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The Economic Times

Alibaba quarterly revenue rises on cloud demand, ecommerce growth

Alibaba's revenue climbed 3% driven by strong cloud and AI growth, with its China e-commerce unit boosted by government subsidies. Despite economic headwinds, the tech giant's enterprise AI platform shows promise. While cloud revenue exceeded expectations, overall revenue slightly missed estimates due to international e-commerce.

Barchart

Dear Alibaba Stock Fans, Mark Your Calendars for May 13

Alibaba is set to publish its quarterly results on May 13.

Caixin Global

Tech Brief (May 11): Alibaba Integrates Qwen AI With Taobao to Improve Shopping Experience

Baidu upgrades its flagship AI model, robot-maker Xiaoyu Bot raises new funds

The Independent UK

The rapid embrace of AI in China, its biggest testing ground, may shape how AI is used globally

More than a year after the Chinese AI chatbot DeepSeek, a main rival to OpenAI’s ChatGPT, stunned the world with its own advanced AI model, China has become a testing ground for mass use of AI tools

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Fortune

Hong Kong is the hub for China's AI IPOs. It can be so much more than that

There’s more to Hong Kong than just finance and venture capital.

Barchart

As Alibaba Rolls Out the Happy Horse AI Model, Should You Buy, Sell, or Hold BABA Stock?

BABA's AI business is growing rapidly and has great potential, but its domestic e-commerce business appears unappealing.

The Guardian - UK

More private health records of UK Biobank volunteers appear on Chinese website

Patrick Vallance says government working with Chinese officials to remove postings from Alibaba after Biobank data breach last week

Fortune

DeepSeek unveils its newest model at rock-bottom prices and with ‘full support’ from Huawei chips

The narrow gap between DeepSeek and leading U.S. models, as well as its low prices, raises questions about OpenAI’s and Anthropic’s competitive moat.

TechRadar

Health data from UK Biobank spotted for sale in China – Government confirms medical info from 500,000 participants involved

Legitimate researchers seem to have abused their access to try and sell the files.

International Business Times UK

UK Biobank Data Leak: Health Records Found on Chinese Website Raises Security Concerns

The UK Biobank faces a data privacy scare as 500,000 health records were found on Alibaba. The government is investigating, and stronger data protection measures are expected.

The Guardian - UK

What is the UK Biobank project and what are the privacy concerns around it?

Volunteers’ data has enabled medical breakthroughs, but there are questions over how that data is protected

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