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Alibaba Group Q1 Earnings Call Highlights
MarketBeat30d agoneutral
Alibaba Group Q1 Earnings Call Highlights

Alibaba Group (NYSE:BABA) reported June-quarter revenue growth of 9% as accelerating demand for artificial intelligence products and cloud services helped offset the effects of heavier technology investment on profitability. Chief Executive Officer Eddie Wu said Alibaba Cloud’s external revenue ros

📉 Earnings Snippet: Alibaba
The Wall Street Journal30d agoneutral
📉 Earnings Snippet: Alibaba

75 % That's the increase in quarterly capital expenditure that the Chinese tech and e-commerce company reported just now. It invested almost $10 billion in the three months through June, much of it on AI infrastructure.

Alibaba or NetEase: Which Stock Could Soar After Earnings?
24/7 Wall St.31d agobullish
Alibaba or NetEase: Which Stock Could Soar After Earnings?

Alibaba and NetEase both report earnings the same morning, forcing a direct choice between two very different China tech bets. Analyst sentiment, price targets, and crowd prediction markets all point in conflicting directions, and only one stock survives the growth test.

Baidu Q2 Earnings Call Highlights
MarketBeat32d agoneutral
Baidu Q2 Earnings Call Highlights

Baidu (NASDAQ:BIDU) said its AI-powered businesses accounted for half of its general business revenue in the second quarter of 2026, as the company reported rapid growth in AI cloud infrastructure and outlined continued investment in chips, models, applications and autonomous driving. Total revenue

Bloomberg38d agoneutral
China Earnings to Test Rotation From AI to Internet Stocks

(Bloomberg) -- A rotation into China’s biggest tech firms from AI infrastructure stocks will be tested this week as earnings are due.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPakistan Says Deal Is Close Even as Iran, US Harden StancesChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027Results from Tencent Holdings