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The real divide may be revenue, not model quality

Asian equities traded in the US as American depositary receipts were tracking lower Friday morning,

China internet names are moving together on Friday while the broader market slips, and the pattern raises a question that matters for anyone holding Alibaba through a brutal year: rotation or head fake?

Key Stats for Alibaba StockCurrent Price: $109. 34Target Price (Mid): ~$221Street Target: ~$186Potential Total Return: ~102%Annualized IRR: ~17% / yearWhat Happened?Alibaba (BABA) gave analysts one event to react to, and they walked away pointing in opposite directions.

All of China's AI models combined generate only about 10% of OpenAI's revenue, yet several Chinese startups carry higher valuation multiples than their U.S. rivals

In September 2026, iQIYI launched the Global AI Creator Challenge on the international version of its NadouPro platform, integrating Alibaba’s Wan3.0 model to support end-to-end AI-driven film production and offering a prize pool of over US$10,000 across 156 awards. Beyond the contest, NadouPro’s new 3D directing tools, panoramic and multi-angle generation, and upcoming Canvas Agent deepen iQIYI’s push to make professional-grade AI filmmaking accessible to creators across more than 20...

Asian equities traded in the US as American depositary receipts were edging higher Wednesday morning

The MTIA 450, code-named Arke, is expected to outperform Nvidia chips on energy and cost when running AI models

Alibaba's conservative valuation and strong cash position clash with Uber's explosive growth and higher margins, but each carries distinct risks that matter for 2026.

An opinion piece in China’s state-backed Global Times on September 14 called Anthropic CEO Dario Amodei’s proposal to pace frontier AI a “Cold War playbook” aimed at China. On September 11, Chinese model developer Z.AI also launched roughly $5 billion of share and convertible-bond sales to fund models and computing infrastructure. The clash reaches Alibaba […]

The Alibaba-owned e-commerce platform made a case for toys and plushes that defy conventional beauty during a playful exhibition in Hangzhou.

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

Fed rate-hike bets and rising borrowing costs put consumer discretionary ETFs under pressure, but select funds may offer resilience.

Zacks.com users have recently been watching Alibaba (BABA) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

A William Li-founded Nio Capital fund acquired a 10.87% stake in robot-sensor maker Gongwang.

On Thursday, Futurum Group CEO Daniel Newman accused Chinese AI labs of relying on U.S. frontier models to advance their own systems, after Anthropic disclosed large-scale efforts to extract capabilities from Claude. Daniel Newman Slams China AI Narrative Newman took...

September’s debate over Chinese and American AI spending puts Alibaba Group Holding Limited (NYSE:BABA) and Amazon.com, Inc. (NASDAQ:AMZN) on opposite sides of the same investment question. Both report strong demand for computing services. Shareholders still need that demand to justify the infrastructure bill. September 7 coverage of Jefferies’ analysis highlighted differences in spending intensity. The […]

Alibaba Group Holding Limited (NYSE:BABA)’s race to amass vast sums of money to support its AI push led it to a recent $10.2 billion equity raise, drawing scrutiny from investors. The company issued 710 million shares at a discount price. On September 7, Bernstein SocGen lowered its price target on Alibaba to $165 from $180 […]

Three days before Anthropic published its September 2026 threat intelligence report, the CISA, FBI, and NSA issued a joint advisory (AA26-251A) accusing six Chinese AI companies of industrial-scale distillation against US AI firms. Anthropic’s report, published September 10, is the evidentiary backbone of that accusation. The numbers are the story: approximately 200 million exchanges across […]

Qwen's alleged shortcut collides with a cloud operation built on proprietary AI progress.

Alibaba's mature profitability and conservative balance sheet contrast sharply with MercadoLibre's explosive 39% revenue growth and surging free cash flow.

Morningstar strategist Tom Lauricella says the funds retirees bought specifically to escape tech concentration have quietly filled up with the same AI bets they were meant to offset, and the shift happened faster than almost anyone noticed.

A rapidly growing cloud business now faces allegations that could affect access, customers and future regulation.

Pump.fun launches Custom Pairs, letting creators launch tokens against stocks, crypto, metals, and more while earning fees in the paired asset.

A federal advisory places Qwen's development methods inside the widening technology conflict between Washington and Beijing.

The newest threat targets something more valuable than computer chips

Washington's latest AI warning raises the stakes for model access.

China isn't a threat to Micron's high-bandwidth memory dominance in the short term, but recent developments signal long-term competition in its most lucrative market.

At XPeng's factory in Guangzhou, China, machines assembled parts, installed electrical circuits and welded it all together. On Tuesday, Chinese electric vehicle company XPeng announced it completed assembly of its Iron humanoid robot. The production of the first Iron robot is a milestone for XPeng as it works toward its ultimate goal of mass production, scheduled to start by the end of the year, according to the company.

Alibaba Stock Hit by Price Target Cut as Bernstein Questions $10.2B Funding Move