MSFT's Azure-led AI growth, strong margins and a $400 billion backlog outshine BABA's cloud gains, weighed down by surging ...
Alibaba BABA and Amazon AMZN stand as two dominant forces in global e-commerce, yet their trajectories in late 2025 reveal starkly different investment narratives. Both companies have expanded far ...
China's e-commerce titans Alibaba BABA and JD.com JD represent two distinct approaches to capturing the world's largest digital commerce market. Both companies have evolved beyond traditional retail ...
Alibaba Group Holding Ltd (NYSE:BABA) (NYSE:BABAF) and PDD Holdings Inc (NASDAQ:PDD) were once the shining stars of China's e-commerce universe, but recent performance metrics suggest they're caught ...
Alibaba and Amazon share striking similarities in their business models and ambitious AI aspirations. Alibaba's AI sales have experienced seven consecutive quarters of triple-digit year-over-year ...
Alibaba's strong revenue beat in e-commerce and cloud for Q4 2024 supports the bull case, but caution remains due to China's macro environment and trade risks. Despite the AI-driven rally, Alibaba's ...
Back in 2010 and 2011, Alibaba Group founder and executive chairman and then–chief executive Jack Ma and executive vice chairman Joseph Tsai were under pressure. Executives at Yahoo!, which owned a 40 ...
Alibaba and Amazon are heavily investing in AI infrastructure, leading to significant capital expenditures. Alibaba's capex spending resulted in negative free cash flow in fiscal Q1, but AI revenue is ...
China's e-commerce titans Alibaba BABA and JD.com JD dominate the world's largest retail market, yet their strategic roadmaps diverge significantly. Alibaba pursues an ambitious RMB 380 billion ...
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