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Alibaba’s Cloud-Computing Business Is Thriving And It Has A New AI Chip In The Works. The Stock Is Rising

Alibaba Group Holding Ltd.’s quarterly earnings report showed that the Chinese technology conglomera

Alibaba’s Cloud-Computing Business Is Thriving And It Has A New AI Chip In The Works. The Stock Is Rising

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":472887728214096,"tweetId":"472887728214096","gmtCreate":1756487139757,"gmtModify":1756487143593,"author":{"id":4107322119915140,"idStr":"4107322119915140","authorId":4107322119915140,"authorIdStr":"4107322119915140","name":"Edcruz","avatar":"https://community-static.tradeup.com/news/70b5f0adcc0db979fe81c9fc1bedccb4","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":13,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>Chip in the works is great news. But if it's 3-5 years later...</p></body></html>","htmlText":"<html><head></head><body><p>Chip in the works is great news. But if it's 3-5 years later...</p></body></html>","text":"Chip in the works is great news. But if it's 3-5 years later...","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/472887728214096","repostId":2563043951,"repostType":2,"repost":{"id":"2563043951","kind":"live","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1756509967,"share":"https://ttm.financial/m/news/2563043951?lang=en_US&edition=fundamental","pubTime":"2025-08-30 07:26","market":"us","language":"en","title":"Alibaba’s Cloud-Computing Business Is Thriving And It Has A New AI Chip In The Works. The Stock Is Rising","url":"https://stock-news.laohu8.com/highlight/detail?id=2563043951","media":"Dow Jones","summary":"Alibaba Group Holding Ltd.’s quarterly earnings report showed that the Chinese technology conglomera","content":"<html><head></head><body><p>Alibaba Group Holding Ltd.’s quarterly earnings report showed that the Chinese technology conglomerate’s artificial-intelligence developments are gaining steam.</p><p>Alibaba’s American depositary receipts surged 13% on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b1d354d7fc22106dc0878666a0b5b10\" tg-width=\"872\" tg-height=\"829\"/></p><p style=\"text-align: start;\">Alibaba missed consensus revenue estimates for its first quarter of fiscal 2026, reporting $34.6 billion of sales, compared with the $35.2 billion FactSet estimate, for a 2% year-over-year increase. But the company’s net income for the quarter blew past expectations. Alibaba posted net income of $5.9 billion, a 76% year-over-year increase and above the $3.7 billion consensus view. Adjusted earnings came out to $2.06 per share, above consensus of $1.97 but representing a 10% decline from the previous year.</p><p>The drastic year-over-year rise in net income was driven by gains from equity investments and the sale of Turkish e-commerce company Trendyol, according to the company.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c5d935587edabd406a791a38af37484c\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>The company’s cloud-intelligence business was the fastest-growing segment, contributing $4.7 billion to total revenue for a 26% year-over-year increase. E-commerce, Alibaba’s largest business segment, posted revenue of $12.5 billion, a 10% increase from the previous year.</p><p>Similar to the Magnificent Seven group of megacap tech names, Alibaba is ramping up its capital expenditures for AI development. The company reported investments into its cloud infrastructure of 38.6 billion yuan(equivalent to $5.4 billion) for the quarter. On the earnings call, Alibaba Chief Executive Eddie Wu reaffirmed the company’s three-year commitment to invest $380 billion yuan ($53 billion) to build out its cloud and AI infrastructure.</p><p>Alibaba’s heavy focus on its cloud business shows that the Chinese company is keen to innovate and stay competitive in the global race to develop AI.</p><p>Trade-war tensions and geopolitical and national-security concerns have made the use of Nvidia Corp.’s chips in China contested, and China is working on creating its own AI tech stack independent of the U.S. The Wall Street Journal reported that Alibaba has developed a new chip that it’s now testing and that could be a domestic replacement for Nvidia’s H20.</p><p>Alibaba’s U.S.-listed stock is up 40% year to date but has experienced volatility since trade-war tensions spiked in April.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba’s Cloud-Computing Business Is Thriving And It Has A New AI Chip In The Works. The Stock Is Rising</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba’s Cloud-Computing Business Is Thriving And It Has A New AI Chip In The Works. The Stock Is Rising\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-30 07:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba Group Holding Ltd.’s quarterly earnings report showed that the Chinese technology conglomerate’s artificial-intelligence developments are gaining steam.</p><p>Alibaba’s American depositary receipts surged 13% on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b1d354d7fc22106dc0878666a0b5b10\" tg-width=\"872\" tg-height=\"829\"/></p><p style=\"text-align: start;\">Alibaba missed consensus revenue estimates for its first quarter of fiscal 2026, reporting $34.6 billion of sales, compared with the $35.2 billion FactSet estimate, for a 2% year-over-year increase. But the company’s net income for the quarter blew past expectations. Alibaba posted net income of $5.9 billion, a 76% year-over-year increase and above the $3.7 billion consensus view. Adjusted earnings came out to $2.06 per share, above consensus of $1.97 but representing a 10% decline from the previous year.</p><p>The drastic year-over-year rise in net income was driven by gains from equity investments and the sale of Turkish e-commerce company Trendyol, according to the company.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c5d935587edabd406a791a38af37484c\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>The company’s cloud-intelligence business was the fastest-growing segment, contributing $4.7 billion to total revenue for a 26% year-over-year increase. E-commerce, Alibaba’s largest business segment, posted revenue of $12.5 billion, a 10% increase from the previous year.</p><p>Similar to the Magnificent Seven group of megacap tech names, Alibaba is ramping up its capital expenditures for AI development. The company reported investments into its cloud infrastructure of 38.6 billion yuan(equivalent to $5.4 billion) for the quarter. On the earnings call, Alibaba Chief Executive Eddie Wu reaffirmed the company’s three-year commitment to invest $380 billion yuan ($53 billion) to build out its cloud and AI infrastructure.</p><p>Alibaba’s heavy focus on its cloud business shows that the Chinese company is keen to innovate and stay competitive in the global race to develop AI.</p><p>Trade-war tensions and geopolitical and national-security concerns have made the use of Nvidia Corp.’s chips in China contested, and China is working on creating its own AI tech stack independent of the U.S. The Wall Street Journal reported that Alibaba has developed a new chip that it’s now testing and that could be a domestic replacement for Nvidia’s H20.</p><p>Alibaba’s U.S.-listed stock is up 40% year to date but has experienced volatility since trade-war tensions spiked in April.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0370786039.SGD":"Fidelity Greater China A-SGD","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","BABA":"阿里巴巴","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0048597586.USD":"富达亚洲焦点A","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","SG9999006597.SGD":"United China-India Dynamic Growth SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","BK1517":"云办公","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU1810669033.SGD":"FTIF - Templeton Emerging Markets Dynamic Income A (Mdis) SGD-H1","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0132412106.USD":"abrdn SICAV I - EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1044875133.USD":"天利亚洲反向股票 AU Acc","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","LU0396098781.USD":"ALLIANZ CHINA MULTI INCOME PLUS \"AT\" (USD) ACC","LU0608807433.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (USD) ACC","09988":"阿里巴巴-W","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU1196710864.SGD":"Schroder ISF Emerging Markets Multi-Asset A Dis SGD-H","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC"},"source_url":"https://www.bloomberg.com/news/articles/2025-08-29/alibaba-s-profit-slides-after-china-food-war-slashes-margins?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2563043951","content_text":"Alibaba Group Holding Ltd.’s quarterly earnings report showed that the Chinese technology conglomerate’s artificial-intelligence developments are gaining steam.Alibaba’s American depositary receipts surged 13% on Friday.Alibaba missed consensus revenue estimates for its first quarter of fiscal 2026, reporting $34.6 billion of sales, compared with the $35.2 billion FactSet estimate, for a 2% year-over-year increase. But the company’s net income for the quarter blew past expectations. Alibaba posted net income of $5.9 billion, a 76% year-over-year increase and above the $3.7 billion consensus view. Adjusted earnings came out to $2.06 per share, above consensus of $1.97 but representing a 10% decline from the previous year.The drastic year-over-year rise in net income was driven by gains from equity investments and the sale of Turkish e-commerce company Trendyol, according to the company.The company’s cloud-intelligence business was the fastest-growing segment, contributing $4.7 billion to total revenue for a 26% year-over-year increase. E-commerce, Alibaba’s largest business segment, posted revenue of $12.5 billion, a 10% increase from the previous year.Similar to the Magnificent Seven group of megacap tech names, Alibaba is ramping up its capital expenditures for AI development. The company reported investments into its cloud infrastructure of 38.6 billion yuan(equivalent to $5.4 billion) for the quarter. On the earnings call, Alibaba Chief Executive Eddie Wu reaffirmed the company’s three-year commitment to invest $380 billion yuan ($53 billion) to build out its cloud and AI infrastructure.Alibaba’s heavy focus on its cloud business shows that the Chinese company is keen to innovate and stay competitive in the global race to develop AI.Trade-war tensions and geopolitical and national-security concerns have made the use of Nvidia Corp.’s chips in China contested, and China is working on creating its own AI tech stack independent of the U.S. The Wall Street Journal reported that Alibaba has developed a new chip that it’s now testing and that could be a domestic replacement for Nvidia’s H20.Alibaba’s U.S.-listed stock is up 40% year to date but has experienced volatility since trade-war tensions spiked in April.","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":899,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":51,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}