Alibaba Gr Hldgs에 대한 매도 수량은 투자자에게 Alibaba Gr Hldgs의 주식 하락에 베팅하는 정도를 알려줍니다. 매도 수량 데이터는 2주마다 업데이트됩니다.

Alibaba Gr Hldgs (NYSE:BABA) 주식, 공매도 수량 보고

ALIBABA GROUP HOLDING-SP ADR

Alibaba Gr Hldgs

Alibaba Group Holding

Alibaba is the world's largest online and mobile commerce company as measured by gross merchandise volume. It operates China's online marketplaces, including Taobao (consumer-to-consumer) and Tmall (business-to-consumer). The China commerce retail division is the most valuable cash flow-generating business at Alibaba. Additional revenue sources include China commerce wholesale, international commerce retail/wholesale, local consumer services, cloud computing, digital media and entertainment platforms, Cainiao logistics services, and innovation initiatives/other.

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도널드 트럼프 행정부의 AI 반도체 거래와 중동 국가들과의 협정에 대한 비판이 고조되는 가운데, 데이비드 색스와 샘 올트먼은 이러한 중동 파트너십을 중국에 대한 전략적 승리라고 주장했다.

데이비드 색스 &#34;트럼프의 중동 AI 전략은 중국에 대한 강력한 대응책&#34; 칭찬···샘 올트먼도 지지

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애플(NASDAQ:AAPL)이 알리바바 그룹(NYSE:BABA)과 잠재적 제휴를 통해 중국에서 판매되는 아이폰에 AI 기능을 통합하려는 노력에 대해 미국 당국의 조사가 강화되고 있는 것으로 알려졌다.

애플의 중국 베팅에 트럼프가 경계하는 이유···아이폰, AI 그리고 알리바바

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Citigourp Global Markets 2% Protected Notes Linked To The Djia

마이클 버리는 2008년 미국 주택 시장에 대한 높은 수익을 올린 베팅으로 유명하며, 최근 중국 기술주에 대해 약세로 전환했다. 버리의 전환은 이전에 중국 기술 기업들에 대해 강세를 보였고, 최근 2024년 말까지 알리바바 그룹 홀딩(NYSE:BABA)와 JD닷컴(NASDAQ:JD)과 같은 기업들에 상당한 롱 포지션을 보유하고 있었기 때문에 주목할 만하다.

&#39;빅 쇼트&#39; 투자자 마이클 버리, 중국에 대해 약세 전환: 그가 지금 공개한 매도 목록은?

Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share

Alibaba Group Holding Ltd

ALIBABA GROUP HOLDING LTD by Alibaba Group Holding Limited

As criticism mounts over the Donald Trump administration's <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45390422/trump-unveils-historic-and-transformative-600-billion-saudi-deal-predicts-markets-will-go-a-lot-higher">AI chip deals with Gulf states</a>, David Sacks and Sam Altman are pushing back, calling the partnerships a strategic win over China.
What Happened: Trump announced multibillion-dollar AI partnerships between U.S. companies and Gulf nations, including Saudi Arabia and the UAE.
The deals involve major players like Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>).
Despite <a href="https://www.benzinga.com/25/05/45459318/chuck-schumer-blasts-trump-for-backing-ai-chip-sales-to-saudi-arabia-uae-warns-deal-risks-us-tech-secrets-falling-into-chinas-hands">concerns from lawmakers</a> about potential Chinese access to U.S. AI chips via Gulf allies, Sacks, a tech investor and White House AI advisor, defended the initiative in a post on X, formerly Twitter.
"I'm genuinely perplexed how any self-proclaimed ‘China Hawk' can claim that President Trump's AI deals with UAE and Saudi Arabia aren't hugely beneficial for the United States," Sacks wrote.
See Also:&nbsp;<a href="https://benzinga.com/news/25/04/45090231/elon-musk-says-will-come-as-a-surprise-to-most-as-chinas-economy-surpasses-us-and-eu-amid-rising-tariffs-and" target="_blank" rel="noreferrer noopener">Elon Musk Says Will Come As A ‘Surprise To Most&#8217; As China&#8217;s Economy Surpasses US And EU Amid Rising Tariffs And Growing Recession Fears</a>
He cited semiconductor analyst Dylan Patel that the partnerships "will noticeably shift the balance of power" in the U.S.'s favor and asked critics: "Does China wish it had made these deals? Yes of course it does. But President Trump got there first and beat them to the punch."
Altman shared Sacks&#8217; post on X and echoed his view, stating, "This was an extremely smart thing for you all to do and I'm sorry naive people are giving you grief."
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">this was an extremely smart thing for you all to do and i'm sorry naive people are giving you grief. <a href="https://t.co/iTkQj9c9QW">https://t.co/iTkQj9c9QW</a>
&mdash; Sam Altman (@sama) <a href="https://twitter.com/sama/status/1923428713095479437?ref_src=twsrc%5Etfw">May 16, 2025</a></blockquote>
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Why It's Important: The Joe Biden administration had previously implemented <a href="https://www.benzinga.com/news/24/10/41323155/nvidia-amd-face-chip-export-curbs-as-biden-administration-considers-restrictions-on-middle-east-coun">rules to restrict AI chip exports</a> to countries like Saudi Arabia and the UAE, citing national security risks.
However, those limits have now been rolled back, with new policies still in development, <a href="https://www.axios.com/2025/05/16/trump-ai-deals-gulf-chips-china-trade-policy">reported</a> Axios.
On Thursday, Senate Minority Leader Chuck Schumer (D-N.Y.) cautioned that Trump's backing of efforts to export sensitive U.S. AI chip technology to allies in the Persian Gulf might ultimately give an advantage to China.
Earlier, Nvidia CEO Jensen Huang warned that limiting access to China's AI market could <a href="https://www.benzinga.com/markets/25/05/45243129/nvidia-ceo-jensen-huang-says-losing-access-to-chinas-potential-50-billion-ai-market-would-be-a-tremendous-loss">harm the company, U.S. jobs</a>, and overall technological progress.
His remarks followed a report revealing that Nvidia has notified key Chinese clients — including Alibaba Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), ByteDance and Tencent Holdings (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>) — that it is developing a <a href="https://www.benzinga.com/25/05/45182565/nvidia-designing-new-ai-chips-for-alibaba-bytedance-tencent-after-warning-us-export-ban-on-h20-could-cost-the-company-55-billion-report">modified version of its AI chip designed</a> to meet U.S. export restrictions.
Nvidia has earned a growth score of 95.02% from Benzinga Edge Stock Rankings. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it stacks up against other top tech firms</a> like AMD, Qualcomm, Alibaba and Tencent.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/18231701/Screenshot-2025-05-19-at-8.46.56%E2%80%AFAM.png" alt="" class="wp-image-919127" /></a></figure>
Photo Courtesy: twenty1studio On Shutterstock.com
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

David Sacks Hails Trump's AI Strategy In Middle East As Power Move Over China — OpenAI CEO Sam Altman Backs Him: 'Sorry Naive People Are Giving You Grief'

Renowned hedge fund manager Michael Burry has made a substantial alteration to his portfolio, maintaining only one bullish position.
What Happened: The recent SEC filings indicate that Burry&#8217;s Scion Asset Management has adopted a predominantly bearish outlook. The firm has established a significant&nbsp;position in put options against&nbsp;Nvidia&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), suggesting a pessimistic view on the chipmaker&#8217;s stock.
The <a href="https://www.sec.gov/edgar/browse/?CIK=1649339">filings </a>also reveal that Scion has switched its previously bullish stance on Chinese equities, purchasing&nbsp;bearish put options on major&nbsp;Chinese firms, including Alibaba&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>)&nbsp;and Baidu&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>).
Also Read:&nbsp;<a href="https://benzinga.com/markets/25/05/45483312/peter-lynchs-market-advice-you-dont-need-a-lot-in-your-lifetime-you-only-need-a-few-good-socks-in-your-li" target="_blank" rel="noreferrer noopener">Peter Lynch&#8217;s Market Advice: &#8216;You Don&#8217;t Need A Lot In Your Lifetime, You Only Need A Few Good Stocks In Your Lifetime&#8217; (CORRECTED)</a>
Notably, Scion&#8217;s sole&nbsp;remaining long position is in&nbsp;Estee Lauder&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EL#NYSE">EL</a>), a cosmetics giant based in New York. This single bullish position underscores Burry&#8217;s prudent market strategy, as the cosmetics sector is frequently deemed recession-proof.
This is the second time&nbsp;in recent years that Burry&nbsp;has made significant changes to Scion&#8217;s portfolio. In 2023, he significantly cut the firm&#8217;s&nbsp;holdings, only to later admit&nbsp;his error and make new, focused investments.
Why It Matters: Michael Burry&#8217;s portfolio adjustments are closely watched by investors due to his reputation for predicting the 2007 housing market crash. His latest move to a largely bearish stance, particularly against Nvidia and major Chinese companies, could signal his anticipation of a downturn in these sectors. 
Furthermore, his sole bullish position in Estee Lauder suggests that he views the cosmetics industry as a safe haven amidst potential market volatility. 
This shift in strategy may influence other investors to reassess their own portfolios and market outlooks.
Read Next
<a href="https://www.benzinga.com/markets/emerging-markets/25/01/42933234/michael-burrys-hedge-fund-could-soar-if-china-cuts-interest-rates-in-2025">Michael Burry&#8217;s Hedge Fund Could Soar if China Cuts Interest Rates in 2025</a>
Image: Shutterstock/Sorbis

Michael Burry Makes Major Portfolio Shift, Holding Only One Asset He Deems 'Recession-Proof'

Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) reportedly faces mounting scrutiny from U.S. authorities over its efforts to incorporate artificial intelligence features in iPhones sold in China through <a target="_blank" href="https://www.benzinga.com/25/02/43631776/apple-teams-up-with-alibaba-for-ai-innovation-in-china-submits-ai-features-for-regulatory-approval" rel="noreferrer noopener">a potential partnership with </a><a target="_blank" href="https://www.benzinga.com/25/02/43631776/apple-teams-up-with-alibaba-for-ai-innovation-in-china-submits-ai-features-for-regulatory-approval" rel="noreferrer noopener">Alibaba Group Holding Ltd.</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>).
The deal, which would allow Alibaba&#8217;s AI technology to power iPhones in China, has drawn concern from both the White House and Congress due to national security risks and the potential amplification of Chinese tech capabilities, The New York Times <a href="https://www.nytimes.com/2025/05/17/technology/apple-alibaba-ai-tool-china.html" target="_blank" rel="noreferrer noopener">reports</a>, citing people familiar with the discussion.
Over recent months, U.S. officials have privately questioned Apple executives about the proposed tie-up.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45473543/alibabas-cloud-and-e-commerce-units-shine-as-analyst-sees-ai-take-rates-fueling-future-growth" rel="noreferrer noopener">Alibaba Misses Revenue, But AI Cloud Has Silver Lining</a>
Lawmakers are worried that working with a major Chinese firm could lead to data-sharing obligations under Beijing&#8217;s laws and assist China&#8217;s advancement in military-use AI.
Meetings between Apple and members of the House Select Committee on China revealed gaps in Apple&#8217;s preparedness, with company representatives reportedly unable to provide specifics about regulatory commitments or data protections.
The friction comes amid a broader tech rivalry between the U.S. and China.
Policymakers, viewing AI as pivotal in future warfare, have taken steps to restrict China&#8217;s access to cutting-edge AI chips. Now, they&#8217;re weighing whether to add Alibaba and similar firms to a blacklist that would bar dealings with American companies, The New York Times adds.
Adding fuel to the fire, former President Donald Trump recently criticized Apple CEO Tim Cook for shifting manufacturing to India<a target="_blank" href="https://www.benzinga.com/markets/25/05/45462006/no-change-in-apples-production-plans-says-india-despite-trumps-little-problem-with-ceo-tim-cook-report" rel="noreferrer noopener"> instead of focusing on domestic production.</a>
The remarks came during Trump&#8217;s Middle East visit, highlighting broader dissatisfaction with Apple&#8217;s global strategy.
China remains Apple&#8217;s second-largest market, making the stakes particularly high.
Without a local AI partner like Alibaba, Apple could struggle to keep pace with domestic rivals such as Huawei and Xiaomi.
Apple reportedly explored multiple local partners before settling on Alibaba and has already sought regulatory clearance for the AI features. However, congressional leaders remain alarmed by the possibility of Apple binding itself to Chinese laws in this emerging technological domain.
Rep. Raja Krishnamoorthi (D-IL) expressed frustration over Apple&#8217;s lack of transparency, calling Alibaba &#8220;a poster child&#8221; for China&#8217;s military-civil fusion strategy.
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Shutterstock/Mamun_Sheikh

iPhones, AI, And Alibaba: Why Apple's China Bet Alarms Donald Trump

Benzinga examined the prospects for <a href="http://www.benzinga.com/trading-ideas" target="_blank" rel="noreferrer noopener">many investors' favorite stocks</a> over the last week — here's a look at some of our top stories.
U.S. stocks extended their rally for a fifth consecutive day on Friday, buoyed by easing trade tensions and softer-than-expected April inflation data. The S&amp;P 500 returned to positive territory for the year, while the dollar rebounded amid rising Treasury yields. However, consumer sentiment slumped to 2020 levels, with one-year inflation expectations jumping to 7.3%, significantly above forecasts.
Despite the market's upward momentum, concerns about inflation persist. The University of Michigan's consumer sentiment index dropped to 50.8, reflecting heightened inflation fears. Gold prices fell 1.8% due to stronger yields and dollar strength, while Bitcoin recovered to over $104,500.
Looking ahead, investors are closely monitoring upcoming U.S.-China trade talks and potential adjustments to existing tariffs. The Federal Reserve's stance on interest rates remains a focal point, especially as real borrowing costs rise, tightening broader financial conditions. Additionally, corporate earnings reports and economic indicators will continue to influence market dynamics in the coming weeks.
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.

The Bulls
<a href="https://www.benzinga.com/general/space/25/05/45455588/virgin-galactic-stock-rockets-higher-on-q1-earnings-beat">"Virgin Galactic Stock Rockets Higher On Q1 Earnings Beat"</a>, by Adam Eckert, reports that Virgin Galactic Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPCE#NYSE">SPCE</a>) shares surged after the company beat Q1 expectations with $461,000 in revenue and a $2.38 per-share loss, while reaffirming plans to launch Delta-class payload flights in summer 2026 and private astronaut missions that fall.
<a href="https://www.benzinga.com/news/earnings/25/05/45378734/duolingos-89-bull-run-since-march-earnings-ai-and-a-whole-lot-of-green-candles">"Duolingo's 89% bull run since March: Earnings, AI and a whole lot of green candles"</a>, by Surbhi Jain, reports that Duolingo Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DUOL#NASDAQ">DUOL</a>) shares have surged 89% since March, driven by a Q1 earnings beat, rapid AI-driven course expansion, and significant user growth, with the company now targeting a $220 billion total addressable market.
<a href="https://www.benzinga.com/25/05/45443360/archer-aviation-stock-has-strong-momentum-whats-driving-the-action">"Archer Aviation stock has strong momentum: What's driving the action?"</a>, by Adam Eckert, reports that Archer Aviation Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACHR#NYSE">ACHR</a>) shares surged over 35% in a week, nearing 52-week highs, after announcing an exclusive partnership as the official air taxi provider for the LA28 Olympic Games and Team USA.
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/general/sports/25/05/45424475/foot-locker-stock-soars-on-potential-dicks-sporting-goods-deal-report">Foot Locker Stock Soars On Potential Dick's Sporting Goods Deal: Report</a>
<a href="https://www.benzinga.com/news/large-cap/25/05/45414265/nvidia-climbs-on-saudi-ai-investments-analyst-estimates-15-billion-to-20-billion-in-revenue">Nvidia Climbs On Saudi AI Investments: Analyst Estimates $15 Billion To $20 Billion In Revenue</a>
<a href="https://www.benzinga.com/trading-ideas/movers/25/05/45406701/super-micro-computer-stock-is-surging-again-whats-going-on">Super Micro Computer Stock Is Surging Again: What's Going On?</a>

The Bears
<a href="https://www.benzinga.com/news/earnings/25/05/45437447/alibaba-stock-slides-5-after-revenue-miss-cloud-spend-hits-free-cash-flow">"Alibaba stock slides 5% after revenue miss, cloud spend hits free cash flow"</a>, by Anusuya Lahiri, reports that Alibaba Group Holding Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) shares fell after the company reported Q4 revenue of $32.58 billion—missing estimates—and a 76% drop in free cash flow due to increased cloud infrastructure investments, despite adjusted earnings per ADS of $1.73 beating expectations.
<a href="https://www.benzinga.com/general/health-care/25/05/45454257/doximity-stock-dives-on-q4-earnings-as-guidance-comes-in-below-estimates">"Doximity stock dives on Q4 earnings as guidance comes in below estimates"</a>, by Adam Eckert, reports that Doximity Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOCS#NYSE">DOCS</a>) shares fell over 24% after the company beat Q4 expectations with $138.3 million in revenue and $0.38 EPS but issued fiscal 2026 guidance below analyst estimates, citing macroeconomic and policy uncertainties impacting pharmaceutical advertising.
<a href="https://www.benzinga.com/news/earnings/25/05/45443786/workhorse-stock-slides-after-q1-miss-plans-to-cut-workforce-to-curb-cash-burn">"Workhorse stock slides after Q1 miss, plans to cut workforce to curb cash burn"</a>, by Nabaparna Bhattacharya, reports that Workhorse Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WKHS#NASDAQ">WKHS</a>) shares dropped after the company reported a wider-than-expected Q1 loss and announced plans to reduce its workforce and monthly cash burn to $2.8 million by year-end.

For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/news/earnings/25/05/45394173/american-eagle-shares-dive-after-retailer-warns-of-weak-q1-results-withdraws-fy25-guidance-we-are-clearly-disappointed-with-our-execution">American Eagle Shares Dive After Retailer Warns Of Weak Q1 Results, Withdraws FY25 Guidance: ‘We Are Clearly Disappointed With Our Execution'</a>
<a href="https://www.benzinga.com/news/earnings/25/05/45453681/applied-materials-q2-earnings-revenue-miss-eps-beat-solid-guidance-no-significant-changes-to-customer-demand">Applied Materials Q2 Earnings: Revenue Miss, EPS Beat, Solid Guidance — No ‘Significant Changes' To Customer Demand</a>
<a href="https://www.benzinga.com/news/earnings/25/05/45456686/kulr-technology-group-stock-tumbles-on-q1-earnings-company-plans-to-turbocharge-bitcoin-acquisition-strategy">KULR Technology Group Stock Tumbles On Q1 Earnings, Company Plans To ‘Turbocharge' Bitcoin Acquisition Strategy</a>

Keep up with all the latest breaking news and trading ideas by following <a href="https://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener">Benzinga</a><a href="http://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener"> on X</a>.
Image created using artificial intelligence via Midjourney.

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Benzinga Bulls And Bears: Virgin Galactic, Duolingo, Alibaba — And Stocks Close Up Five Days In A Row

Michael Burry, famed for his highly profitable bet against the U.S. housing market in 2008, has recently shifted to a bearish stance on Chinese <a href="https://www.benzinga.com/markets/equities/25/05/45461072/the-big-short-fame-michael-burry-doubled-estee-lauder-stake-despite-slump-bet-against-nvidia-and-dumps-china-stocks-amid-trade-war-jitters-in-q1">technology stocks.</a>
Burry's pivot is notable because he was previously bullish on China tech companies and held significant long positions in companies like Alibaba Group Holdings, Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) and JD.Com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>) as recently as late 2024. 
Read Next: <a href="https://www.benzinga.com/news/legal/25/05/45471661/coinbase-under-sec-investigation-for-overstatement-of-user-numbers?utm_source=articleShare">Coinbase Under SEC Investigation For Overstatement Of User Numbers&nbsp;</a>
However, the latest SEC filings show a marked reversal: Burry's hedge fund, Scion Asset Management,&nbsp; acquired put options against several major Chinese tech companies.&nbsp;
The Details: In the first quarter of 2025, Burry completely liquidated his previous positions in Alibaba, JD.Com, Baidu Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) and PDD Holdings Inc &#8211; ADR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>) and purchased put options on each of the Chinese tech names.&nbsp;
Burry's bearish pivot on China came in the quarter before the announcement of new tariffs on Chinese goods by President Donald Trump, which heightened trade tensions and roiled global markets. The timing suggests the experienced investor anticipated increased volatility or downside risk in Chinese equities amid geopolitical and economic uncertainty.&nbsp;
Scion also purchased a sizable amount of put options on NVIDIA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) in the first quarter, which now makes up nearly half of its portfolio.&nbsp;
The hedge fund's only long position in the most recent quarter's filing was Estee Lauder Companies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EL#NYSE">EL</a>).&nbsp;
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'Big Short' Investor Michael Burry Turns Bearish On China: What's On His Short List Now

Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) reported downbeat sales for its fiscal fourth <a href="https://www.benzinga.com/quote/BABA/earnings">quarter on Thursday</a>.
The Jack Ma co-founded e-commerce giant reported quarterly revenue growth of 7% year-on-year to $32.58 billion, missing the analyst consensus estimate of $33.08 billion. It clocked an adjusted earnings per ADS of $1.73, which beat the analyst consensus estimate of $1.48. Adjusted net income rose 22% Y/Y to $4.11 billion.
International commerce retail business revenue grew by 24% to $3.80 billion, primarily driven by the increase in revenue contributed by AliExpress' Choiceand Trendyol. International commerce wholesale business revenue grew by 16% Y/Y to $823 million.
Alibaba shares gained 0.6% to trade at $124.58 on Friday.
These analysts made changes to their price targets on Alibaba following earnings announcement.
<ul class="wp-block-list">
<li>Benchmark analyst Fawne Jiang maintained Alibaba with a Buy and lowered the price target from $190 to $176.</li>
<li>Baird analyst Colin Sebastian maintained the stock with an Outperform rating and lowered the price target from $147 to $142.</li>
<li>Mizuho analyst James Lee maintained Alibaba with an Outperform rating and lowered the price target from $170 to $160.</li>
</ul>
Considering buying BABA stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="587" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16141518/image-211-1024x587.png" alt="" class="wp-image-918391" style="width:595px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16141518/image-211-1024x587.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16141518/image-211-300x172.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16141518/image-211-768x440.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16141518/image-211.png 1112w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Price Target

Analyst Ratings

Trading Ideas

These Analysts Cut Their Forecasts On Alibaba After Q4 Results

Mizuho analyst James Lee maintains Alibaba Gr Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) with a Outperform and lowers the price target from $170 to $160.

Mizuho Maintains Outperform on Alibaba Gr Hldgs, Lowers Price Target to $160

Benchmark analyst Fawne Jiang maintained Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) with a Buy and lowered the <a target="_blank" href="https://www.benzinga.com/quote/BABA/analyst-ratings" rel="noreferrer noopener">price target from&nbsp;$190&nbsp;to&nbsp;$176</a> on Friday.
Alibaba reported its <a href="https://www.benzinga.com/news/earnings/25/05/45437447/alibaba-stock-slides-5-after-revenue-miss-cloud-spend-hits-free-cash-flow" target="_blank" rel="noreferrer noopener">fiscal fourth-quarter</a> revenue growth of 7% to $32.58 billion, missing the analyst consensus estimate of $33.08 billion. It clocked an adjusted earnings per ADS of $1.73, which beat the analyst consensus estimate of $1.48. 
Also Read: <a href="https://www.benzinga.com/government/regulations/25/05/45348699/us-listed-chinese-stocks-rally-as-countries-agree-to-ease-import-tariffs" target="_blank" rel="noreferrer noopener">US Listed Chinese Stocks Rally As Countries Agree To Ease Import Tariffs</a>
Revenue from Taobao and Tmall Group grew by 9% to $13.97 billion. Revenue from Alibaba International Digital Commerce Group increased by 22% to $4.63 billion, driven by the growth of cross-border businesses. In addition:
<ul class="wp-block-list">
<li>Local Services Group revenue grew by 10% to $2.22 billion</li>
<li>Orders for Amap and Ele.me grew </li>
<li>Cainiao Smart Logistics Network Limited's revenue decreased 12% to $2.97 billion.</li>
<li>Cloud Intelligence Group revenue grew by&nbsp;18%&nbsp;to&nbsp;$4.15 billion.</li>
<li>Digital Media and Entertainment Group rose&nbsp;12%&nbsp;to&nbsp;$765 million.</li>
<li>Customer management revenue (CMR) grew 12%</li>
<li>Cloud revenue accelerated to high teens, fueled by strong demand for AI services.</li>
</ul>
Jiang blamed Alibaba International Digital Commerce Group&#8217;s soft performance and outdated consensus estimates.
Looking ahead, Jiang expects CMR to continue outpacing GMV growth through fiscal 2026, supported by sustained take rate gains, and Cloud to maintain momentum with new customer onboarding and cross-selling. AIDC growth may moderate amid evolving global trade dynamics. At the same time, Ele.me ramps up investment in food delivery and instant commerce in partnership with Taobao and Tmall Group to defend against JD.com, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>) and offensively drive engagement via Taobao app integration.
Jiang raised his revenue projections for CMR and TTG but lowered the group-level growth forecast to 6% (from 11% previously, excluding asset divestitures), reflecting AIDC resets and potential headwinds from Ele.me.
While the fiscal fourth quarter was not clean, and near-term margin pressure remains a concern, the analyst continues to view Alibaba as a leading beneficiary of accelerated AI adoption in China and a top structural player in the sector.
Jiang projected fiscal 2026 revenue of $134.44 billion and EPS of $8.50. He expects fiscal 2027 revenue of $146.03 billion and EPS of $11.01.
Price Action:&nbsp;BABA shares traded higher by&nbsp;0.64%&nbsp;at&nbsp;$124.69 at&nbsp;the last check on Friday.
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Reiteration

Alibaba Misses Revenue, But AI Cloud Has Silver Lining

Deep-pocketed investors have adopted a bullish approach towards Alibaba Gr Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in BABA usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 26 extraordinary options activities for Alibaba Gr Hldgs. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 50% leaning bullish and 23% bearish. Among these notable options, 7 are puts, totaling $314,534, and 19 are calls, amounting to $1,090,823.
<h3>Predicted Price Range</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $100.0 to $170.0 for Alibaba Gr Hldgs over the recent three months. 
<h3>Volume &amp; Open Interest Trends</h3>
Examining the volume and open interest provides crucial insights into stock research. This information is key in gauging liquidity and interest levels for Alibaba Gr Hldgs's options at certain strike prices. Below, we present a snapshot of the trends in volume and open interest for calls and puts across Alibaba Gr Hldgs's significant trades, within a strike price range of $100.0 to $170.0, over the past month.
<h3>Alibaba Gr Hldgs Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747412123_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>09/19/25</td>
<td>$10.65</td>
<td>$10.3</td>
<td>$10.5</td>
<td>$130.00</td>
<td>$210.0K</td>
<td>5.7K</td>
<td>0</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$4.3</td>
<td>$4.25</td>
<td>$4.3</td>
<td>$130.00</td>
<td>$178.1K</td>
<td>39.2K</td>
<td>1.0K</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$4.4</td>
<td>$4.35</td>
<td>$4.4</td>
<td>$130.00</td>
<td>$123.6K</td>
<td>39.2K</td>
<td>505</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$4.3</td>
<td>$4.25</td>
<td>$4.3</td>
<td>$130.00</td>
<td>$102.7K</td>
<td>39.2K</td>
<td>1.2K</td>
</tr>
<tr>
<td>BABA</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>10/17/25</td>
<td>$4.3</td>
<td>$4.1</td>
<td>$4.1</td>
<td>$105.00</td>
<td>$61.5K</td>
<td>1.8K</td>
<td>550</td>
</tr>
</tbody>
</table>

<h3>About Alibaba Gr Hldgs</h3>
Alibaba is the world's largest online and mobile commerce company as measured by gross merchandise volume. It operates China's online marketplaces, including Taobao (consumer-to-consumer) and Tmall (business-to-consumer). The China commerce retail division is the most valuable cash flow-generating business at Alibaba. Additional revenue sources include China commerce wholesale, international commerce retail/wholesale, local consumer services, cloud computing, digital media and entertainment platforms, Cainiao logistics services, and innovation initiatives/other.
In light of the recent options history for Alibaba Gr Hldgs, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Current Position of Alibaba Gr Hldgs</h3>
<ul>
<li>Trading volume stands at 8,654,671, with BABA's price up by 0.28%, positioned at $124.25.</li>
<li>RSI indicators show the stock to be may be approaching overbought.</li>
<li>Earnings announcement expected in 90 days.</li>
</ul>
<h3>What Analysts Are Saying About Alibaba Gr Hldgs</h3>
A total of 2 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $159.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Benchmark has decided to maintain their Buy rating on Alibaba Gr Hldgs, which currently sits at a price target of $176. 
&#x2A; An analyst from Baird persists with their Outperform rating on Alibaba Gr Hldgs, maintaining a target price of $142. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Alibaba Gr Hldgs options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

This Is What Whales Are Betting On Alibaba Gr Hldgs

Baird analyst Colin Sebastian maintains Alibaba Gr Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) with a Outperform and lowers the price target from $147 to $142.

Baird Maintains Outperform on Alibaba Gr Hldgs, Lowers Price Target to $142

In the preceding three months, 12 analysts have released ratings for Alibaba Gr Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), presenting a wide array of perspectives from bullish to bearish.
The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">5</td>
<td align="right">6</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">3</td>
<td align="right">5</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $168.75, a high estimate of $190.00, and a low estimate of $125.00. Witnessing a positive shift, the current average has risen by 22.73% from the previous average price target of $137.50.
<img src="https://www.benzinga.com/files/images/story/2025/1747404078_0.png" alt="price target chart" />
<h2>Diving into Analyst Ratings: An In-Depth Exploration</h2>
In examining recent analyst actions, we gain insights into how financial experts perceive Alibaba Gr Hldgs. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Fawne Jiang</td>
<td>Benchmark</td>
<td>Lowers</td>
<td>Buy</td>
<td>$176.00</td>
<td>$190.00</td>
</tr>
<tr>
<td>Alicia Yap</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Buy</td>
<td>$169.00</td>
<td>$170.00</td>
</tr>
<tr>
<td>James Lee</td>
<td>Mizuho</td>
<td>Raises</td>
<td>Outperform</td>
<td>$170.00</td>
<td>$140.00</td>
</tr>
<tr>
<td>Fawne Jiang</td>
<td>Benchmark</td>
<td>Maintains</td>
<td>Buy</td>
<td>$190.00</td>
<td>$190.00</td>
</tr>
<tr>
<td>Robin Zhu</td>
<td>Bernstein</td>
<td>Raises</td>
<td>Outperform</td>
<td>$165.00</td>
<td>$104.00</td>
</tr>
<tr>
<td>Gary Yu</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Overweight</td>
<td>$180.00</td>
<td>$100.00</td>
</tr>
<tr>
<td>Fawne Jiang</td>
<td>Benchmark</td>
<td>Raises</td>
<td>Buy</td>
<td>$190.00</td>
<td>$118.00</td>
</tr>
<tr>
<td>Alex Yao</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$170.00</td>
<td>$125.00</td>
</tr>
<tr>
<td>Eddie Leung</td>
<td>B of A Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$150.00</td>
<td>$117.00</td>
</tr>
<tr>
<td>Jiong Shao</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$180.00</td>
<td>$130.00</td>
</tr>
<tr>
<td>Thomas Chong</td>
<td>Jefferies</td>
<td>Raises</td>
<td>Hold</td>
<td>$160.00</td>
<td>$156.00</td>
</tr>
<tr>
<td>Colin Sebastian</td>
<td>Baird</td>
<td>Raises</td>
<td>Outperform</td>
<td>$125.00</td>
<td>$110.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Alibaba Gr Hldgs. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of Alibaba Gr Hldgs compared to the broader market.</li>
<li>Price Targets: Understanding forecasts, analysts offer estimates for Alibaba Gr Hldgs's future value. Examining the current and prior targets provides insight into analysts' changing expectations.</li>
</ul>
Assessing these analyst evaluations alongside crucial financial indicators can provide a comprehensive overview of Alibaba Gr Hldgs's market position. Stay informed and make well-judged decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/BABA/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Alibaba Gr Hldgs analyst ratings.</a>
<h2>Discovering Alibaba Gr Hldgs: A Closer Look</h2>
Alibaba is the world's largest online and mobile commerce company as measured by gross merchandise volume. It operates China's online marketplaces, including Taobao (consumer-to-consumer) and Tmall (business-to-consumer). The China commerce retail division is the most valuable cash flow-generating business at Alibaba. Additional revenue sources include China commerce wholesale, international commerce retail/wholesale, local consumer services, cloud computing, digital media and entertainment platforms, Cainiao logistics services, and innovation initiatives/other.
<h3>Unraveling the Financial Story of Alibaba Gr Hldgs</h3>
Market Capitalization Analysis: With a profound presence, the company's market capitalization is above industry averages. This reflects substantial size and strong market recognition.
Revenue Growth: Over the 3M period, Alibaba Gr Hldgs showcased positive performance, achieving a revenue growth rate of 7.61% as of 31 December, 2024. This reflects a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Consumer Discretionary sector.
Net Margin: Alibaba Gr Hldgs's net margin is impressive, surpassing industry averages. With a net margin of 17.47%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): Alibaba Gr Hldgs's ROE falls below industry averages, indicating challenges in efficiently using equity capital. With an ROE of 5.01%, the company may face hurdles in generating optimal returns for shareholders.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 2.71%, the company showcases effective utilization of assets.
Debt Management: Alibaba Gr Hldgs's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.23.
<h2>The Basics of Analyst Ratings</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

What 12 Analyst Ratings Have To Say About Alibaba Gr Hldgs

Benchmark analyst Fawne Jiang maintains Alibaba Gr Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) with a Buy and lowers the price target from $190 to $176.

Benchmark Maintains Buy on Alibaba Gr Hldgs, Lowers Price Target to $176

&#8216;The Big Short&#8217; famed investor Michael Burry, who accurately predicted the 2008 housing market crash, has turned bearish on most equities while doubling his stake in cosmetics giant Estée Lauder Companies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EL#NYSE">EL</a>) during the first quarter, according to 13F regulatory filings with the Securities and Exchange Commission on Thursday.
What Happened: Burry&#8217;s Scion Asset Management increased its position in Estée Lauder to 200,000 shares from 100,000 shares at the end of the fourth quarter, despite EL stock being down 13.94% this year. The move comes as the beauty company pursues its &#8220;Beauty Reimagined&#8221; <a href="https://www.benzinga.com/25/05/45179419/estee-lauders-beauty-gains-cant-offset-global-headwinds-says-analyst">recovery strategy amid global headwinds</a>.
EL stock closed at $63.67 on Thursday, down 0.69% for the day. In after-hours trading, the stock rose 3.85% to $66.12, according to <a href="https://pro.benzinga.com/dashboard">data from Benzinga Pro</a>.
The 13F report revealed significant portfolio adjustments, including Scion taking a substantial bearish position on artificial intelligence leader NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) through 900,000 put options. NVIDIA shares have retreated from their January all-time high of $153.13 amid macroeconomic concerns and worries about tariff impacts.
See Also: <a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45460177/bitcoin-rises-while-ethereum-dogecoin-slip-market-isnt-going-to-peak-in-the-next-6-months-says-popular-analyst">Bitcoin Rises While Ethereum, Dogecoin Slip — &#8216;Market Isn&#8217;t Going To Peak In The Next 6 Months,&#8217; Says Popular Analyst</a>
Why It Matters: Burry also completely liquidated his positions in Chinese tech companies, including Alibaba Group Holding Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), Baidu Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>), JD.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>), and PDD Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>). 
This exit coincides with President Donald Trump&#8216;s April announcement of hefty import tariffs targeting China, though both nations recently agreed to <a href="https://www.benzinga.com/25/04/44946516/goldman-sachs-ceo-says-trumps-90-day-tariff-pause-increased-the-level-of-uncertainty-triggered-market-repricing">suspend reciprocal levies for 90 days</a>.
The hedge fund manager also exited healthcare positions in HCA Healthcare Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HCA#NYSE">HCA</a>), Oscar Health Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OSCR#NYSE">OSCR</a>), and Molina Healthcare Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOH#NYSE">MOH</a>).
Analysts note that while Estée Lauder delivered <a href="https://www.benzinga.com/25/05/45179419/estee-lauders-beauty-gains-cant-offset-global-headwinds-says-analyst">stronger-than-expected third quarter earnings</a> with improved margins and cost control, the company still faces challenges, particularly in Asia travel retail and a softening North American market.
Photo Courtesy: Sorbis On Shutterstock.com
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</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

OSCR

'The Big Short' Fame Michael Burry Doubled Estée Lauder Stake Despite Slump, Bet Against Nvidia And Dumps China Stocks Amid Trade War Jitters In Q1

Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) is reportedly expanding its research footprint in China with a new Shanghai-based R&amp;D center, signaling a strategic push to retain AI dominance in the region amid tightening U.S. export restrictions.
What Happened: Nvidia CEO Jensen Huang met with Shanghai Mayor Gong Zheng last month to discuss plans for the new facility, <a href="https://www.ft.com/content/c886a4c0-da75-4ea7-8230-6ffd18815fa4">reported</a> the Financial Times, citing two people with knowledge of the matter.
Nvidia is already leasing new office space in Shanghai to house current staff and accommodate the expansion.
While the company said that no GPU designs will be sent to China, the R&amp;D center will focus on optimizing existing products, verifying chip designs and exploring use cases like autonomous driving, the report noted.
See Also:&nbsp;<a href="https://www.benzinga.com/tech/25/05/45309175/nvidia-modifies-h20-chip-for-china-after-us-restrictions-block-sales-aims-to-deliver-new-version-by-july-report" target="_blank" rel="noreferrer noopener">Nvidia Modifies H20 Chip For China After US Restrictions Block Sales, Aims To Deliver New Version By July: Report</a>
"We are not sending any GPU designs to China to be modified to comply with export controls," Nvidia told the publication.
Why It's Important: The move underscores <a href="https://www.benzinga.com/25/04/44963176/chinese-tech-firms-led-by-alibaba-hoard-nvidia-ai-chips-amid-us-sanctions">Nvidia's delicate balancing act</a>—maintaining a presence in one of its largest overseas markets while adhering to U.S. export controls.
China accounted for roughly 14% of Nvidia's revenue in 2023, or about $17 billion. Huang has said the market could be worth as much as $50 billion.
Huang previously warned that limiting access to <a href="https://www.benzinga.com/markets/25/05/45243129/nvidia-ceo-jensen-huang-says-losing-access-to-chinas-potential-50-billion-ai-market-would-be-a-tremendous-loss">China's AI market could harm</a> not only Nvidia's business but also U.S. jobs and technological progress.
His remarks followed reports that Nvidia had notified major Chinese customers — including Alibaba Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), ByteDance and Tencent Holdings (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>) — that it is developing a <a href="https://www.benzinga.com/25/05/45182565/nvidia-designing-new-ai-chips-for-alibaba-bytedance-tencent-after-warning-us-export-ban-on-h20-could-cost-the-company-55-billion-report">modified version of AI chips</a> to meet U.S. export restrictions.
Price Action: Nvidia shares slipped 0.096% to $134.70 in after-hours trading, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
According to Benzinga Edge Stock Rankings, Nvidia currently holds a growth score of 95.06%. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it stacks up against top tech firms like</a> AMD, Qualcomm, Alibaba and Tencent.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/quote/NVDA"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16012658/Screenshot-2025-05-16-at-10.56.52%E2%80%AFAM.png" alt="" class="wp-image-917430" /></a></figure>
Photo Courtesy: Hepha1st0s On Shutterstock.com
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Media

Jensen Huang-Led Nvidia Plans New Shanghai Research Hub To Stay Competitive In China As US Export Curbs Threaten AI Chip Sales: Report

On Thursday, Senate Minority Leader Chuck Schumer (D-N.Y.) warned that President Donald Trump's support for exporting sensitive U.S. artificial intelligence chip <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45390422/trump-unveils-historic-and-transformative-600-billion-saudi-deal-predicts-markets-will-go-a-lot-higher">technology to Persian Gulf allies</a> could benefit China.
What Happened: On the Senate floor, Schumer criticized Trump for greenlighting high-stakes deals allowing advanced U.S. chips to be sold to Saudi Arabia and the UAE, <a href="https://thehill.com/homenews/senate/5302029-schumer-trump-saudi-ai-chip-deals/">reported</a> The Hill.
"This deal could very well be dangerous because we have no clarity on how the Saudis and Emiratis will prevent the Chinese Communist Party, the Chinese government, the Chinese manufacturing establishment from getting their hands on these chips," Schumer said.
He warned that "inevitably, when foreign countries end up with American-made chips, the CCP, the Chinese Communist Party, sooner or later gets hold of these American chips and their secrets in them."
See Also:&nbsp;<a href="https://benzinga.com/news/25/04/45090231/elon-musk-says-will-come-as-a-surprise-to-most-as-chinas-economy-surpasses-us-and-eu-amid-rising-tariffs-and" target="_blank" rel="noreferrer noopener">Elon Musk Says Will Come As A ‘Surprise To Most' As China's Economy Surpasses US And EU Amid Rising Tariffs And Growing Recession Fears</a>
Several U.S. tech firms — including Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) — have <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45424189/nvidia-amazon-tesla-palantir-among-top-beneficiaries-of-1-trillion-saudi-arabia-ai-push-analyst-says">announced major AI chip agreements</a> with Gulf-backed entities during Trump's Middle East trip.
Nvidia alone plans to deliver 18,000 Blackwell chips to a Saudi sovereign wealth fund-backed company.
Why It's Important: Over the years, the U.S. government has imposed tight export restrictions on advanced chips over fears they could be used for military or surveillance purposes by adversaries like China.
Schumer said these new deals undermine those efforts and could shift cutting-edge manufacturing abroad.
"What's this about bringing jobs and high-end technology back to the country?" Schumer asked. "All of a sudden it's OK to give it to other countries? Especially other countries whose security might not be as tight as ours?"
Previously, Nvidia CEO Jensen Huang cautioned that restricting access to China&#8217;s AI market <a href="https://www.benzinga.com/markets/25/05/45243129/nvidia-ceo-jensen-huang-says-losing-access-to-chinas-potential-50-billion-ai-market-would-be-a-tremendous-loss">could negatively impact</a> not only the company but also American jobs and technological innovation.
His statement came after a report indicated that Nvidia has informed major Chinese clients — including Alibaba Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), ByteDance and Tencent Holdings (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>) — that it is working on a new variant of H20 AI chip models <a href="https://www.benzinga.com/25/05/45182565/nvidia-designing-new-ai-chips-for-alibaba-bytedance-tencent-after-warning-us-export-ban-on-h20-could-cost-the-company-55-billion-report">tailored to comply</a> with U.S. export regulations.
Nvidia holds a growth score of 95.06% according to Benzinga Edge Stock Rankings. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it compares to other leading tech companies</a> such as AMD, Qualcomm, Alibaba and Tencent.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/quote/NVDA"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/15214927/Screenshot-2025-05-16-at-7.19.20%E2%80%AFAM.png" alt="" class="wp-image-917343" /></a></figure>
Photo Courtesy: Ron Adar on Shutterstock.com
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Chuck Schumer Blasts Trump For Backing AI Chip Sales To Saudi Arabia, UAE: 'This Deal Could Very Well Be Dangerous'

In a move that indicates faith in the resurgence of global equities, Lazard Asset Management has transformed its International Equity Advantage mutual fund into<a href="https://www.benzinga.com/etfs"> actively managed ETF</a>, the Lazard International Dynamic Equity Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IEQ#NYSE">IEQ</a>). With this, IEQ joins Lazard&#8217;s theme- and region-based ETF suite that includes the Equity Megatrends ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/THMZ#NASDAQ">THMZ</a>), Japanese Equity ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JPY#NASDAQ">JPY</a>), and Next Gen Technologies ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEKY#NASDAQ">TEKY</a>).
Also Read:<a href="https://www.benzinga.com/etfs/specialty-etfs/25/05/45297474/imtm-etf-tanks-then-soars-why-global-momentum-is-making-a-comeback"> IMTM ETF Tanks, Then Soars: Why Global Momentum Is Making A Comeback</a>
Launched on Monday, IEQ is not starting from zero. It inherits both the history and portfolio DNA of its mutual fund ancestor, now in the slick, low-cost, and tax-efficient wrapper increasingly favored by investors. The ETF launched with $31.1 million in assets and an expense ratio of 0.40%.
IEQ follows the MSCI All Country World ex-US Index (ACWI ex-US) as its benchmark but seeks to outperform it, not merely replicate it. The fund uses a quantitatively oriented process that combines machine intelligence with fundamental research to create a concentrated, high-conviction portfolio of non-U.S. stocks.
The fund&#8217;s strategy resists temptation to lean too heavily in any one direction of investment. Rather, Lazard&#8217;s team regularly assesses companies on the basis of valuation, growth, quality, and the way markets are thinking about them.
Rob Forsyth, Lazard's Global Head of ETFs, sees the &#8220;pendulum swing back toward international equities,&#8221; and investors are taking notice.
Additionally, Lazard Chief Market Strategist Ronald Temple sees a &#8220;world of opportunity&#8221; outside of the U.S., according to Bloomberg.
IEQ's portfolio includes global powerhouses such as TSMC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Iberdrola (OTCPK: IBDRY), Novartis (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>), Alibaba (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), and Tencent (OTCPK: TCEHY), offering exposure across key regions and sectors.
As the ETF market starts to sizzle and international shares return to favour with investors, Lazard is betting that an experienced international strategy with a technology-driven twist is precisely what the market needed. IEQ might be a new ticker tape name, but the strategy playbook that underlies it has been rigorously stress-tested through market cycles — and now it&#8217;s taking it global.
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Image: Shutterstock

New ETFs

ETFs

IBDRY

TEKY

THMZ

Lazard Transforms Mutual Fund Into IEQ ETF Amid Rising Demand For International Stocks

<a href="https://www.benzinga.com/personal-finance/25/05/45192749/ray-dalio-says-chasing-wealth-without-purpose-is-a-tragedy-dont-make-money-itself-the-goal">Ray Dalio</a>'s Bridgewater Associates just made a massive portfolio move that's bound to raise eyebrows <a href="https://www.benzinga.com/quote/SPY/news" target="_blank" rel="noreferrer noopener">on Wall Street</a>. 
<h2 class="wp-block-heading">Is Berkshire&#8217;s Portfolio Sending A Message</h2>
According to its first quarter <a href="https://www.sec.gov/Archives/edgar/data/1350694/000117266125001828/xslForm13F_X02/primary_doc.xml">13F filin</a>g, the world's largest hedge fund slashed its top holding — the SPDR S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) — by nearly 60%, dumping 4.9 million shares. The fund still holds over 3.3 million SPY shares, but the dramatic trim slashed its portfolio weighting from 22.1% to just 8.7%.
It didn't stop there. Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) all got haircuts, with share reductions of 18.7%, 31.5%, and 16% respectively. These aren't minor trims — they're deliberate signals. 
Dalio may no longer be Bridgewater's CEO, but his macro fingerprints still linger in the firm's playbook.
Read Also: <a href="https://www.benzinga.com/25/05/45442127/palantir-soars-500-in-a-year-while-unitedhealth-tanks-40-tech-leaves-healthcare-in-the-dust">Palantir Soars 500% In A Year While UnitedHealth Tanks 40% — Tech Leaves Healthcare In The Dust</a>
<h2 class="wp-block-heading">Gold In, Tech Out?</h2>
If there's a pivot in the air, it's sparkling — Bridgewater added a fresh position in SPDR Gold Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLD#NYSE">GLD</a>), which now ranks in its top ten holdings. Combined with fresh buying in Alibaba Group Holding Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABAF#NYSE">BABAF</a>) and a double-down in emerging markets via the iShares Core MSCI Emerging Markets ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IEMG#NYSE">IEMG</a>), the shift feels tactical — away from frothy U.S. equities, toward value, hedges, and international exposure.
Interestingly, while SPY took a hit, its ETF cousins iShares Core S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVV#NYSE">IVV</a>) and IEMG saw inflows. It's not a total U.S. equity exodus — it's a reallocation. And that's a warning worth watching.
For holders of SPY, IVV, and VOO, the message is mixed. While SPY got snipped, IVV was topped up. Bridgewater's moves suggest caution, not panic — but if Dalio's reading tea leaves, he's seeing clouds.
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Hedge Funds

BABAF

GOOG

GOOGL

IEMG

Ray Dalio's Bridgewater Dumps SPY, Trims Nvidia, Meta, Alphabet — Bearish Vibes?

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Consumer Discretionary sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$340.00</td>
<td>$83.2K</td>
<td>13.7K</td>
<td>96.5K</td>
</tr>
<tr>
<td>ETSY</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$50.00</td>
<td>$50.8K</td>
<td>10.3K</td>
<td>11.8K</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$200.00</td>
<td>$32.3K</td>
<td>10.2K</td>
<td>345</td>
</tr>
<tr>
<td>RCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$247.50</td>
<td>$43.6K</td>
<td>91</td>
<td>273</td>
</tr>
<tr>
<td>YETI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$27.50</td>
<td>$64.6K</td>
<td>953</td>
<td>235</td>
</tr>
<tr>
<td>BABA</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/20/26</td>
<td>$95.00</td>
<td>$25.4K</td>
<td>461</td>
<td>50</td>
</tr>
<tr>
<td>MELI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$2600.00</td>
<td>$30.0K</td>
<td>129</td>
<td>21</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we notice a call option sweep that happens to be bullish, expiring in 1 day(s) on May 16, 2025. This event was a transfer of 95 contract(s) at a $340.00 strike. This particular call needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $83.2K, with a price of $880.0 per contract. There were 13708 open contracts at this strike prior to today, and today 96559 contract(s) were bought and sold. 
• Regarding ETSY (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ETSY#NASDAQ">ETSY</a>), we observe a call option sweep with bullish sentiment. It expires in 64 day(s) on July 18, 2025. Parties traded 254 contract(s) at a $50.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $50.8K, with a price of $200.0 per contract. There were 10346 open contracts at this strike prior to today, and today 11803 contract(s) were bought and sold. 
• For AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we notice a call option trade that happens to be bullish, expiring in 64 day(s) on July 18, 2025. This event was a transfer of 23 contract(s) at a $200.00 strike. The total cost received by the writing party (or parties) was $32.3K, with a price of $1405.0 per contract. There were 10298 open contracts at this strike prior to today, and today 345 contract(s) were bought and sold. 
• Regarding RCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>), we observe a call option sweep with bullish sentiment. It expires in 1 day(s) on May 16, 2025. Parties traded 96 contract(s) at a $247.50 strike. This particular call needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $43.6K, with a price of $455.0 per contract. There were 91 open contracts at this strike prior to today, and today 273 contract(s) were bought and sold. 
• Regarding YETI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/YETI#NYSE">YETI</a>), we observe a call option sweep with bearish sentiment. It expires in 1 day(s) on May 16, 2025. Parties traded 132 contract(s) at a $27.50 strike. This particular call needed to be split into 25 different trades to become filled. The total cost received by the writing party (or parties) was $64.6K, with a price of $490.0 per contract. There were 953 open contracts at this strike prior to today, and today 235 contract(s) were bought and sold. 
• For BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we notice a put option trade that happens to be bearish, expiring in 309 day(s) on March 20, 2026. This event was a transfer of 50 contract(s) at a $95.00 strike. The total cost received by the writing party (or parties) was $25.4K, with a price of $510.0 per contract. There were 461 open contracts at this strike prior to today, and today 50 contract(s) were bought and sold. 
• Regarding MELI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MELI#NASDAQ">MELI</a>), we observe a call option trade with bullish sentiment. It expires in 36 day(s) on June 20, 2025. Parties traded 3 contract(s) at a $2600.00 strike. The total cost received by the writing party (or parties) was $30.0K, with a price of $10000.0 per contract. There were 129 open contracts at this strike prior to today, and today 21 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

ETSY

MELI

TSLA

YETI

7 Consumer Discretionary Stocks Whale Activity In Today's Session

Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) reported its&nbsp;<a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/b45430814/alibaba-group-announces-march-quarter-2025-and-fiscal-year-2025-results" rel="noreferrer noopener">fiscal&nbsp;fourth-quarter</a> results on Thursday. The Jack Ma co-founded e-commerce giant reported quarterly revenue growth of&nbsp;7%&nbsp;year-on-year to&nbsp;$32.58 billion, missing the analyst consensus estimate of&nbsp;$33.08 billion.
It clocked an adjusted earnings per ADS of&nbsp;$1.73, which&nbsp;beat the&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">analyst consensus estimate</a> of&nbsp;$1.48.&nbsp;Adjusted net income rose&nbsp;22%&nbsp;Y/Y to&nbsp;$4.11 billion.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/regulations/25/05/45348699/us-listed-chinese-stocks-rally-as-countries-agree-to-ease-import-tariffs" rel="noreferrer noopener">US Listed Chinese Stocks Rally As Countries Agree To Ease Import Tariffs</a>
<h2 class="wp-block-heading">Segments</h2>
Revenue from Taobao and Tmall Group grew by&nbsp;9%&nbsp;year over year to&nbsp;$13.97 billion. Revenue from Alibaba International Digital Commerce Group increased by&nbsp;22%&nbsp;year over year to&nbsp;$4.63 billion, driven by the growth of cross-border businesses.
Local Services Group revenue grew by&nbsp;10%&nbsp;year over year to&nbsp;$2.22 billion, driven by the order growth of Amap and Ele.me and revenue growth from marketing services.&nbsp;
Cainiao Smart Logistics Network Limited&#8217;s revenue decreased&nbsp;12%&nbsp;year over year to&nbsp;$2.97 billion&nbsp;due to ongoing restructurings with its e-commerce businesses taking on specific logistics platform roles.&nbsp;
Cloud Intelligence Group revenue grew by&nbsp;18%&nbsp;Y/Y to&nbsp;$4.15 billion.
Digital Media and Entertainment Group rose&nbsp;12%&nbsp;Y/Y to&nbsp;$765 million.
All other revenue grew by&nbsp;5%&nbsp;year over year to $7.44 billion, primarily due to the strong performance of the movie and entertainment businesses and the increase in Youku&#8217;s advertising revenue.
In the Taobao and Tmall Group, customer management revenue grew&nbsp;12%&nbsp;due to an improvement in the take rate.
Revenue from China&#8217;s commerce retail business grew&nbsp;8%&nbsp;to&nbsp;$13.17 billion, while direct sales and other revenue declined by&nbsp;1%&nbsp;to&nbsp;$3.38 billion, primarily attributable to its planned reduction of certain direct sales businesses.
Revenue from China&#8217;s commerce wholesale business grew by&nbsp;17%&nbsp;to&nbsp;$798 million&nbsp;due to the increased revenue from value-added services provided to paying members.
Alibaba International Digital Commerce Group:&nbsp;International commerce retail business revenue grew by&nbsp;24% to&nbsp;$3.80 billion, primarily driven by the increase in revenue contributed by AliExpress&#8217;&nbsp;Choice&nbsp;and Trendyol.&nbsp;International commerce wholesale business revenue grew by&nbsp;16%&nbsp;Y/Y to&nbsp;$823 million.
Cloud Intelligence Group:&nbsp;Overall revenue, excluding Alibaba-consolidated subsidiaries, increased by&nbsp;17%, primarily driven by an even faster public cloud revenue growth, including the increasing adoption of AI-related products.
<h2 class="wp-block-heading">Cash</h2>
As of March 31, 2025, Alibaba held&nbsp;$82.29 billion&nbsp;in cash and equivalents and generated an operating cash flow of&nbsp;$3.79 billion, up&nbsp;18%.
During the quarter, it generated a free cash flow of&nbsp;$516 million, down&nbsp;76%, mainly due to the increase in expenditure related to its investments in cloud infrastructure.
Dividend: Alibaba declared a $2.00 per ADS dividend, including a $0.95 one-time payout from asset sales.
Price Action:&nbsp;BABA shares traded lower by&nbsp;6.06%&nbsp;at&nbsp;$125.92 at&nbsp;the last check on Thursday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/earnings/25/05/45385027/jd-com-clocks-strong-q1-retail-and-logistics-growth-fueled-by-cash-burn" target="_blank" rel="noreferrer noopener">JD.com Clocks Strong Q1 Retail And Logistics Growth Fueled By Cash Burn</a></li>
</ul>
Image via shutterstock

Asia

Earnings

Dividends

Alibaba Stock Slides 5% After Revenue Miss, Cloud Spend Hits Free Cash Flow

<ul>
<li>UNH</li>
<li>WMT</li>
<li>TSLA</li>
<li>NVDA</li>
<li>GLD</li>
<li>BABA</li>
<li>GOOGL</li>
<li>BULL</li>
<li>AAPL</li>
<li>PLTR</li>
</ul>
Data from <a href="https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment">https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment</a>
&nbsp;

BULL

PLTR

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Glancy Prongay & Murray LLP Secures Record-Setting $433.5 Million Recovery in Alibaba Investor Lawsuit

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Alibaba Group Will Announce March Quarter 2025 and Full Fiscal Year 2025 Results on May 15, 2025

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