What podcasts say about Alibaba Group Holding Limited
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Alibaba Group Holding Limited
31 statements · 13 positive · 16 negative · 2 neutral
Alibaba is currently too expensive for Sven Carlin.
“Alibaba, too high now for me, given the situation.”
Open the episode · Unloved Chinese Stocks - Value, Buy for 2XListen at 5:22
Alibaba and Tencent shares gained 2.3% and 1%, respectively.
“So you have Alibaba up 2.3%, Tencent up 1%.”
Open the episode · TDK Rises, Hyundai Rotem Sinks, Alibaba GainsListen at 4:17
Alibaba ADRs are down 3% in premarket trading.
“Alibaba, the ADRs trade under BABA, is down 3% in the premarket”
Open the episode · Alibaba and KBHomes Fall; Royal Caribbean and IonQ UpListen at 0:50
Alibaba ADRs are down 3% in premarket trading.
“Alibaba, the ADR's trade under BABA, is down 3% in the pre-market.”
Open the episode · Alibaba and KBHomes Fall; Royal Caribbean and IonQ UpListen at 1:01
Alibaba shares were up 2% in the reported session.
“Alibaba is trading up 2%.”
Open the episode · Unimicron Roars, Tencent Jump, CCB DownListen at 4:07
Alibaba has caught up with Xi'an through Taobao.
“Alibaba has caught up with its Taobao platform.”
Open the episode · Minimax Gains, MediaTek Jumps, Shein DropsListen at 4:22
Alibaba’s share placement will dilute earnings and hurt near-term stock performance
“the share placement is expected to dilute earnings and hurt stock performance in the near term”
Open the episode · Alibaba Drops; SoftBank Bond Sale; Bitcoin RallyListen at 0:55
Alibaba’s share sale equals roughly one-third of average Hong Kong market daily volume
“this is about one third of an average day's volume in the entire market”
Open the episode · Alibaba Drops, Samsung Slides, Nvidia SlumpsListen at 0:58
Alibaba shares trade below their 112.70 deal price
“It's broken the deal, which is at 112.70. It's trading at 112.20 as we speak.”
Open the episode · Alibaba Drops, Samsung Slides, Nvidia SlumpsListen at 1:07
Alibaba may need more funding than expected for AI investments
“showing that it might need more funds than expected for their AI investments”
Open the episode · Alibaba and Applied Optoelectronics Dive; Steel Dynamics ClimbListen at 1:10
Alibaba has not demonstrated sustainable long-term AI revenue
“It's kind of yet to show. how it will get sustainable longer-term revenue from AI.”
Open the episode · Alibaba and Applied Optoelectronics Dive; Steel Dynamics ClimbListen at 1:18
Alibaba’s share sale is dragging down Tencent and Meituan
“it's dragging down 10 cent, which is down 4%, Metuan, which is down 3%. and the HSTech index overall.”
Open the episode · Alibaba Drops, Samsung Slides, Nvidia SlumpsListen at 1:20
The Alibaba block trade is hurting smaller China AI stocks
“Some of the smaller, less liquid names in the China AI space are also quite badly hit.”
Open the episode · Alibaba Drops, Samsung Slides, Nvidia SlumpsListen at 1:26
Alibaba continues to struggle in e-commerce despite slower price wars.
“they continue to struggle in e-commerce”
Open the episode · Samsung Electronics Rises, Unimicron Down, Pop Mart FallsListen at 3:04
Alibaba continues struggling in e-commerce despite slower price wars.
“Despite a slowing down of China's E commerce price wars, they continue to struggle in E commerce.”
Open the episode · Samsung Electronics Rises, Unimicron Down, Pop Mart FallsListen at 3:16
Alibaba profits fell over 75% after roughly $10 billion of AI capital spending.
“Shares down about 2% now after profits plunged more than 75% after the company increased its capital spending to about 10 billion on AI.”
Open the episode · Walmart Drops, Alibaba ADRs, Coty Sinks After Fourth Quarter ResultsListen at 3:10
Alibaba has aggressively shifted investment toward AI infrastructure and its Qwen model.
“Alibaba has had a rough go of it this quarter and for a few quarters now. The e-commerce company has pivoted aggressively into AI. They've invested a lot in infrastructure and also in their AI model, Gwen, which has been quite popular.”
Open the episode · Alibaba's AI Spending Spree, Concerns of Circular AI FinancingListen at 3:38
Alibaba faces difficult domestic competition that pressures profitability.
“They have to compete with those guys within the domestic market, and that's been very difficult for them when it comes to profitability.”
Open the episode · Alibaba's AI Spending Spree, Concerns of Circular AI FinancingListen at 4:25
Alibaba is outperforming other AI-related stocks.
“Alibaba is off to the races here. It's pulling away from the other AI plays”
Open the episode · BHP Rises, Tokyo Electron Down, Alibaba UpListen at 2:43
Investors are more optimistic about Alibaba earnings than Tencent or Baidu earnings.
“there's a lot more optimism on the Alibaba earnings than there was on Tencent and definitely a lot more optimism than ahead of Baidu earnings.”
Open the episode · BHP Rises, Tokyo Electron Down, Alibaba UpListen at 2:58
Alibaba is currently performing strongly.
“Alibaba is off to the races here.”
Open the episode · BHP Rises, Tokyo Electron Down, Alibaba UpListen at 2:58
Alibaba is outperforming other AI companies through token sales and cloud computing revenue.
“it's pulling away from the other AI plays as it establishes kind of twin verticals between selling their tokens on open benchmark format and getting a lot of money through the door on the cloud computing side of things.”
Open the episode · BHP Rises, Tokyo Electron Down, Alibaba UpListen at 3:00
Investors are more optimistic about Alibaba’s earnings than Tencent’s.
“So there's a lot more optimism on the Alibaba earnings than there was on Tencent”
Open the episode · BHP Rises, Tokyo Electron Down, Alibaba UpListen at 3:12
AI agents are increasing Alibaba’s appeal amid competition for Chinese consumers.
“agents have been helping Alibaba boost its appeal as China fights for consumers”
Open the episode · Home Depot Gains on Earnings; Baidu Slips on Outflows; Alibaba JumpsListen at 4:32
Alibaba’s gaming-arm sale will help it pivot toward artificial intelligence.
“it's going to help Alibaba pivot to... artificial intelligence”
Open the episode · Alibaba Shares Rises; Macys Shares Up; Snap Shares TumbleListen at 0:49
Selling its gaming arm will help Alibaba pivot toward artificial intelligence.
“it's going to help Alibaba pivot to artificial intelligence”
Open the episode · Alibaba Shares Rises; Macys Shares Up; Snap Shares TumbleListen at 1:04
Alibaba is selling its gaming arm for at least $1.5 billion.
“The company is selling its gaming arm in a deal worth at least $1.5 billion.”
Open the episode · Nvidia Has $21 Billion SpaceX Stake; Alibaba to Sell Gaming Arm; Ferrari’s Luce is Priciest New CarListen at 2:43
Alibaba shares rose more than 10% after its earnings-preview call.
“Alibaba shares jumping more than 10% on the day”
Open the episode · SK Hynix Slides, MUFG Gains, Baidu SlumpsListen at 5:13
Alibaba’s stock rose 11%, one of its biggest moves since 2025.
“Alibaba is having one of its biggest moves since 2025. It's up 11%.”
Open the episode · Samsung Down, HSTECH Rises, Woodside GainsListen at 3:05
Alibaba shares are down nearly 5% following Anthropic’s accusations.
“Alibaba down 5% almost now”
Open the episode · Micron Gains, Qualcomm Up, Alibaba FallsListen at 3:24
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.