Alibaba (BABA) shows high conviction buy signal due to strong AI and cloud growth, potentially unlocking 37% upside before earnings.
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Alibaba: China's Google with 37% Upside Before Earnings! | BABA Stock Analysis
May 13, 2026
The Investing Talk Podcast discusses Alibaba's (BABA) strategic pivot towards an AI-driven ecosystem, comparing it to Google's foundational role. Despite significant investment in new infrastructure and a move away from traditional profitable models, the company's cloud intelligence group, particularly AI-related products, shows strong momentum with triple-digit growth for 10 consecutive quarters. This sustained growth in new segments, alongside quick commerce revenue, suggests the pivot may be bearing fruit ahead of their Q4 earnings report.
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