Alibaba FY2026Q2 Earnings Preview: The Great Pivot from E-Commerce Giant to AI Powerhouse
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Alibaba's stock has surged over 88% since early 2025, driven by its strategic pivot towards AI. As the FY2026Q2 earnings approach, expectations include low single-digit revenue growth and a significant drop in earnings compared to 2025Q2, due to increased consumer incentives and AI investments. However, cloud revenue is expected to grow nearly 20% YoY. Alibaba's business segments include China E-commerce, International Digital Commerce, Cloud Intelligence, and others, with AI tools and Quick Commerce as key growth drivers.
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