UBALIBA@EC2701A

Kimi Raises $2B, Valuation Surpasses $20B

Dr. Glasses collaborates with Alibaba and other companies in the field of smart glasses

Alibaba.com Reimagines Global Trade with $1M+ AI-Powered Pitch Competition, CoCreate 2026

Report shows Alibaba Cloud leads China's AI4S cloud market for universities and research institutions

Alibaba in Talks to Invest in AI Startup DeepSeek

88VIP user base approaches 60 million

CLSA Sees Alibaba's Q4 Revenue Growth but Adjusted EBITA to Plunge

Alibaba's Push for AI Ecosystem Integration Gains Favor with International Investment Banks

Alibaba confirms compliance with Hong Kong's public float requirements

Alibaba.com to host the White & Private Label Expo 2026 in New York

Alibaba's T-Head division releases its first smart network card, strengthening AI infrastructure

BABA-W to Release FY2026 Q4 Earnings on May 13 Pre-Market (BJT), Forecast Revenue HKD 283.54 B, EPS HKD 0.4252

Wilson Asset Management Increases Stake in Alibaba

Alibaba Obtains Patent for Bus Stop Data Processing Method

Fliggy and Xiaohongshu jointly release the "May Day" Travel Trend Report

Alibaba Cloud Launches KaryaWAN AI Challenge in Malaysia to Develop Local Talent

Alibaba Cloud and Alkhidmat Foundation Pakistan sign MoU to advance AI and Cloud skills development

Alibaba.com Launches AI Tools to Help Taiwanese SMEs Expand Foreign Trade

Alibaba's New AI System, Metis, Drastically Reduces Redundant Tool Calls

Alibaba-backed robotics startup Linkerbot seeks new funding round at a $6 billion valuation

UBOT HOLDING

GOLDENPOWER

DEEPEXI TECH

COSMOS MACH

ASIA PIONEER

POLYFAIR HLDGS

ENTERPRISE DEV

INVESTECH HLDGS

HAO WEN HLDGS

RICH GOLDMAN

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Benjamin Edwards Inc. increased its stake in Alibaba Group Holding Limited (NYSE:BABA) by 95.8% in Q4, owning 10,981 shares valued at $1.61 million. Other institutional investors also adjusted their holdings, with notable increases from Bruce G. Allen Investments LLC and Richardson Financial Services Inc. Despite market challenges, positive sentiment surrounds Alibaba due to anticipated growth in cloud services and AI, although competitive pressures in the sector remain a concern. Recent analyst ratings have varied, with some downgrades and target price reductions noted.

- Benjamin Edwards Inc. increased its stake in Alibaba Group Holding Limited by 95.8%, owning 10,981 shares valued at $1,609,000.  
- Other institutional investors also modified their positions, with Bruce G. Allen Investments LLC raising its holdings by 26.4% and Ameriflex Group Inc. by 101.4% during the recent quarters.  
- Analysts rated Alibaba with a "Moderate Buy" and an average price target of $188.75, while its stock opened at $141.48 and reported a net margin of 9.12%.

Market Beat

BABA-W

Alibaba

BABA 2x Long Daily ETF - GraniteShares

KraneShares 2x Long BABA Daily ETF

Global X Cloud Computing ETF

Krne Csi China Internet

Morgan Stanley

Mizuho Financial

Mizuho Financial Group, Inc.

BABA-WR

Alibaba HK SDR 5to1

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Benjamin Edwards Inc. Has $1.61 Million Stock Holdings in Alibaba Group Holding Limited $BABA

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Alibaba Group Holding Ltd. ADR (BABA) saw a significant increase of 6.94%, closing at $141.44 on a strong trading day, outperforming the market. The NASDAQ Composite Index rose by 2.02%, while the Dow Jones Industrial Average increased by 1.24%. Despite this rise, Alibaba's stock remains 26.59% below its 52-week high of $192.67. The trading volume reached 16.9 million, surpassing its 50-day average of 10.6 million.

- Alibaba Group Holding Ltd. ADR (BABA) increased by 6.94% to $141.44 during a strong trading session for the stock market.  
- The NASDAQ Composite Index rose by 2.02%, while the Dow Jones Industrial Average increased by 1.24%.  
- Despite the gain, Alibaba remains 26.59% below its 52-week high of $192.67, and trading volume reached 16.9 million, exceeding its 50-day average of 10.6 million.

MarketWatch Automated

Global X E-commerce ETF

Direxion FTSE China Bull 3X

NASDAQ Composite Index

Dow Jones Industrial Average

Bed Bath & Beyond, Inc.

Lotte Group

Rakuten Group, Inc.

eBay

BED BATH BEYOND INC C/WTS (TO PUR COM) 07/10/2026

Bed Bath & Beyond - CW26

Alibaba Group Holding Ltd. ADR Outperforms Market On Strong Trading Day

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DeepSeek is negotiating its first venture capital round, with its valuation potentially rising from $20 billion to $45 billion. The Chinese AI lab gained attention in early 2025 for its cost-effective large language model. Founded by billionaire Liang Wenfeng, DeepSeek aims to retain talent amid competition. The funding round may be led by the China Integrated Circuit Industry Investment Fund, as China seeks to bolster its AI capabilities independently. Major players like Tencent and Alibaba are also considering participation.

- DeepSeek is negotiating its first venture capital round, with its valuation rising from $20 billion to $45 billion within weeks.  
- Founded by hedge fund billionaire Liang Wenfeng, the Chinese AI lab aims to retain talent and compete globally, receiving backing from China's state investment fund and possibly Tencent and Alibaba.  
- DeepSeek's large language model operates efficiently on Huawei chips, as China aims to bolster domestic AI capabilities in response to restrictions on U.S. technology.

TechCrunch

Tencent Holdings Limited

TENCENT

Tencent

iShares China Large Cap

iShares MSCI China

DeepSeek could hit $45B valuation from its first investment round

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BABO

Alibaba rose 3.50% in the after-hours market; Amazon fell 0.49% in the after-hours market, with a transaction volume of USD 8.68 million; Pinduoduo rose 0.18% in the after-hours market, with a transaction volume of USD 1.33 million; Coupang fell 5.30% in the after-hours market, with a transaction volume of USD 740,300

- Alibaba's stock rose 3.50% in after-hours trading on May 4, driven by significant trading volume exceeding 1.26 billion HKD, indicating strong institutional interest.  
- Analysts positive on Alibaba's cloud business forecast a demand increase, with an expected earnings per share of $0.90, despite an anticipated 11% revenue growth year-over-year.  
- Meanwhile, Coupang's stock fell 5.30% after reporting an 8% revenue increase but a $242 million operating loss, although a $1 billion stock buyback plan was approved to bolster market confidence.

Price Alert

YieldMax BABA Option Income Strategy ETF

U.S. stock night trading volatility: Alibaba rises 3.50% in after-hours trading, institutional large trades and cloud business prospects boost stock price rebound

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Morgan Stanley highlights Alibaba (BABA) as a leading player in China's AI market, despite economic challenges. A survey shows 41% of CIOs prefer Alibaba's Qwen AI model, up from 32%. AI spending is expected to rise significantly, even as overall IT budgets slow. Investors are keenly awaiting Alibaba's Q4 earnings on May 13, with projected earnings of $0.90 per share and revenue of $36.19 billion. The stock holds a Strong Buy consensus rating, with a target price suggesting a 38% upside.

- Alibaba is emerging as a leader in China's AI market, according to a recent Morgan Stanley survey indicating its Qwen AI model has gained popularity among tech leaders.  
- Despite challenges in the IT sector, with overall budget growth slowing, the share of IT spending directed towards AI is expected to nearly double this year.  
- Investors are keenly awaiting Alibaba's Q4 FY26 earnings report on May 13, focusing on its cloud performance and potential revenue growth driven by AI, with earnings projected at $0.90 per share.

Tip Ranks

Amplify Online Retail ETF

Yinhua MSCI China A ETF

E Fund CSI HK Connect Internet ETF

Guotai MSCI China A ESG General ETF

ProShares Online Retail

Hwabao CSI HK Equities Internet ETF

DeepSeek

'Biggest Winner in China's AI Race,' Says Morgan Stanley About Alibaba (BABA) Ahead of Q4 Earnings

Alibaba rose 3.71% in the after-hours market; Amazon rose 0.11% in the after-hours market, with a transaction volume of USD 19.73 million; eBay rose 12.78% in the after-hours market, with a transaction volume of USD 7.44 million; Pinduoduo rose 1.91% in the after-hours market, with a transaction volume of USD 4.04 million

- Alibaba's stock rose by 3.71% in after-hours trading following key news, including a price increase for its cloud domain products and strong demand for travel reflected by a report from Feizhu.  
- Amazon experienced a 0.11% increase as its AWS revenue grew by 28% year-on-year, bolstered by partnerships with AI firms, amid a bullish tech market.  
- eBay surged by 12.78% due to a potential acquisition by GameStop and strong quarterly earnings, while Pinduoduo's stock rose 1.91% after announcing improvements to its compliance systems and reporting impressive user growth.

U.S. stock night trading volatility: Alibaba rose 3.71% in night trading, driven by dual benefits of cloud service price increases and tourism demand boosting stock prices

BOTZ

- Chinese robotics startup Linkerbot aims for a $6 billion valuation in its next funding round, up from $3 billion after its recent financing.  
- Linkerbot leads the global market in high-degree-of-freedom robotic hands, holding over 80% market share, and plans to ramp up production to 10,000 units monthly.  
- Investor interest in China's humanoid robotics has increased significantly, particularly after Unitree's recent public attention and plans for an IPO.

Reuters

Global X Robotics & Artificial

BANK OF CHINA

Bank Of China

FOSUN INTL

Tesla

BOC HONG KONG

Bank of China

EXCLUSIVE-China robot-hand-building unicorn Linkerbot targets $6 billion valuation

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Chinese electric vehicle (EV) manufacturers are intensifying their focus on in-car AI features amid a prolonged price war in the auto market. Over 50 brands are utilizing ByteDance's Doubao AI, which is now integrated into 145 car models. Despite rapid tech rollouts, the competition is leading to commoditization of features, making differentiation challenging. Experts suggest that companies may need to compete on lifestyle experiences rather than just technology. Alibaba's Qwen AI is also set to enhance vehicle functionalities, allowing voice-activated services like food ordering and hotel bookings.

- Electric carmakers in China are integrating AI features to navigate a sustained price war in the auto market.  
- More than 50 brands now utilize ByteDance's Doubao AI, which is featured in over 7 million vehicles, highlighting a shift towards advanced in-car technology.  
- Despite the rapid adoption of AI advancements, automakers face challenges in distinguishing themselves as many technologies quickly converge, leading to a race for competitive advantages beyond vehicle features.

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