HS#ALIBARC2611N

Alibaba globally launches Qianwen AI glasses S1

DeepSeek's Funding Negotiations with Alibaba and Tencent Encounter Disagreements

Rumored Investment Talks Between Alibaba and AI Startup DeepSeek Have Broken Down

Alibaba reduces its stake in Ruyi Films

Tsinghua University Report: Tencent and Alibaba's brand values both exceed 2 trillion yuan, ranking as the top two listed companies in China.

US Authorities Suspect Super Micro Computer of Shipping NVIDIA Chips to Alibaba via Thailand

Alibaba Cloud to Adjust Prices for Certain Domain Name Products

US suspects Nvidia chips were smuggled to Alibaba via Thailand, according to reports

Goldman Sachs Report Predicts Impending Gross Margin Inflection Point for Cloud Vendors, Maintains 'Buy' Rating for Alibaba Cloud

UOB Kay Hian reiterates Alibaba as top pick for AI cloud business, maintains "Buy" rating

BNP Paribas Initiates Coverage on Alibaba with 'Outperform' Rating and $209 Price Target

Chinese Regulators Strengthen Scrutiny of Algorithms on Life-Service Platforms

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

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Alibaba Group has responded to allegations linking it to a U.S. investigation into the smuggling of Nvidia AI chips into China. The company emphasized its compliance-first approach and denied any business relationship with the firms involved in the probe. Alibaba has not been charged with wrongdoing. This statement comes ahead of its Q4 earnings report on May 13, where analysts expect earnings of $0.90 per share and revenue of $36.33 billion. Wall Street maintains a Strong Buy consensus rating for Alibaba stock, with a price target suggesting a 30.55% upside.

- Alibaba Group has officially addressed allegations linking it to a U.S. investigation regarding the smuggling of restricted Nvidia AI chips into China.  
- The investigation is based on a March 2026 indictment involving individuals accused of routing servers through Southeast Asia, with Alibaba stating it has no ties to any implicated parties or banned chips.  
- The clarification comes ahead of Alibaba's Q4 earnings report on May 13, where analysts anticipate a decrease in earnings per share amid increased scrutiny of the company's AI initiatives.

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Alibaba (BABA) Makes a Statement on Alleged $2.5B Nvidia (NVDA) Chip Smuggling Probe

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

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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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

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Tencent

iShares China Large Cap

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

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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

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

YINN

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.

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DeepSeek

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

Alibaba Group Holding Ltd. ADR (BABA) rose 1.35% to $133.27 on a day when the overall stock market declined, with the NASDAQ down 0.19% and the Dow Jones down 1.13%. The ADR remains 30.83% below its 52-week high of $192.67. Compared to competitors, Bed Bath & Beyond fell 4.41%, while Rakuten and eBay saw gains of 1.23% and 5.05%, respectively. Trading volume was 8.3 million, below the 50-day average of 10.6 million.

- Alibaba Group Holding Ltd. ADR (BABA) rose 1.35% to $133.27 despite a negative trading session for the stock market, where NASDAQ fell 0.19% and Dow Jones declined 1.13%.  
- The stock remains 30.83% below its 52-week high of $192.67 reached on October 2nd.  
- In comparison, competitors showed mixed results, with Bed Bath & Beyond dropping 4.41%, while eBay increased by 5.05%.

MarketWatch Automated

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News

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Bed Bath & Beyond - CW26

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

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

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

The US market is crazily bullish for tech stocks. The danger for those who have yet to enter is if they will be entering at a high point.

Prasath

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Jardine Matheson

Up, up and away says the market. But I am happy staying defensive coz I prefer buying at a discount. Not certain if there will be a sale but its always good safety first!

It has been an awesome rally for tech supported by strong results and outlook. I still remain defensive despite the rally which I expected somewhat and hence decision to add on some AI names despite my defensive posture. But I am scaling out into strength and staying defensive. Stay safe!

I expect the US market to open and close relatively flat tonight ahead of tomorrow Non Farm Payroll (NFP) results. Investors likely to take a cautious pause.As for OCBC’s quarterly earnings tomorrow, I anticipate weaker loan interest income, partially offset by contributions from its insurance business and other non-interest income streams. Let’s see how it turns out.😉

Let’s go Alibaba. The great green dragon 🐉.

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Options-implied move of $Alibaba(BABA.US) for the May 13 report is 5.8%. Q4 FY2026 and full-year results ended March 31 remain scheduled for release before the U.S. market open on May 13, with a conference call at 7:30 a.m. ET.Investors are focused on cloud/AI revenue acceleration versus ongoing heavy capex pressures.@Bridge Buzz SG

Patty

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Stay strong on BABA, stick to your conviction and tune out the market noise. Know what you own, cheers 🥂

Khar Khuen

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$BABA-W(09988.HK)As Alibaba prepares to report earnings next week. Investors will be watching whether its AI momentum can drive growth despite wider challenges. Analysts are expected to focus on its cloud division, with public cloud demand likely to increase in the years ahead.I am ready to ride the Green dragon 😉. Will you follow me 🤭😉?

Based on today’s Business Times, the insurance arm of OCBC reported a slight 0.2% increase in net profit to S$346.3 million for the first quarter ended March 31, 2026, up from S$345.5 million a year ago.With above news. the market should already have a fairly good idea of OCBC’s overall results for the quarter. Either flat or moderate results 🤭.

Alphabet

Aiden

HS#ALIBARC2611N(55684.HK)

Alibaba (BABA) Makes a Statement on Alleged $2.5B Nvidia (NVDA) Chip Smuggling Probe

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

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

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

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