Michael Burry bought Alibaba in April and walked away four months later, accusing management of breaking a core commitment to shareholders. What happened in that window reveals a deeper tension building inside…
Trey Thoelcke Alibaba's AI spending spree just sent profits crashing 75% and free cash flow deep into negative territory, and now the company is selling billions in new shares to keep the machine running.…
Rich Duprey Alibaba is sitting on billions in buyback authorization yet chose to stop using it, redirecting cash into a bet that makes the next few quarters look very different from the last few…
Alibaba's cloud business just posted a 22-quarter high in growth, yet the stock is sinking while rival Baidu climbs. The reason comes down to a single line in the earnings report that…
Alibaba reports earnings before market open on August 20th, and three converging signals suggest most investors are pricing it wrong. Here is what the setup actually looks like for anyone paying attention.
Alibaba and NetEase both report earnings the same morning, forcing a direct choice between two very different China tech bets. Analyst sentiment, price targets, and crowd prediction markets all point in conflicting…
Baidu's stock just cratered on a quarterly miss, but the real question investors face is whether a crumbling search empire can survive long enough for its AI bets to pay off. Here…
Steve Eisman, the man who called the housing collapse, sees a hidden vulnerability in the AI boom that could ripple far beyond Nvidia and force the biggest names in tech to rethink…
Appaloosa Management just walked away from 12 stocks, and the pattern hiding beneath the list suggests David Tepper is betting everything on a very short list of survivors.
Steve Eisman has now delivered two warnings in two weeks: cheap Chinese open-weight AI models signal a price war, and OpenAI and Anthropic together underpin roughly 70% of hyperscaler AI revenue, making…
Beijing just handed Tim Cook an approval that could rewrite the entire narrative around Apple's AI strategy, and it raises an uncomfortable question for every rival that spent billions building what Apple…
Jim Cramer took a bullish stance on Alibaba despite its brutal year-to-date slide, pairing the call with two steady compounders he thinks belong in every long-term portfolio. Here is what he told…
Wall Street analysts handed out surprise upgrades and painful downgrades on Monday, shifting outlooks for companies ranging from a pizza chain to a crypto-adjacent fintech as second-quarter earnings season prepares to kick…
Shares of Alibaba (NYSE:BABA | BABA Price Prediction) are up 9% to $106 and change in early Wednesday trading, leading a broad rally in Chinese internet and e-commerce names. Alibaba stock closed…
The hit landed before the bell. Andrew Ross Sorkin on CNBC walked viewers through a letter Anthropic sent to U.S. lawmakers accusing Alibaba (NYSE:BABA | BABA Price Prediction) of running what the…
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