Ultime notizie per Alibaba Gr Hldgs (NYSE:BABA) Azioni

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

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As CoreWeave Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) closed at its exact initial public offering price of $40 apiece on Friday, this analyst highlights the challenges for the &#8220;tough&#8221; IPO, stemming from several reasons, including the reduction in artificial intelligence spending by companies in 2025.
What Happened: Dan Niles, the founder and portfolio manager of Niles Investment Management, described the CoreWeave IPO as a &#8220;tough&#8221; one as it closed at the exact IPO price on its listing day. He said in an X posy that a solid deal is one where the stock is up 15-30% from its IPO price on the opening day of trade.
According to Niles, the AI cloud infrastructure company closed at the IPO price because it was backed by Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>). The chipmaker, led by Jensen Huang, is a 6% investor and contributes at least 15% to CoreWeave&#8217;s revenue. However, Niles wasn&#8217;t convinced that Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), which contributes to 62% of CRWV&#8217;s revenue, did not invest $12 billion for extra capacity.
&#8220;What is more troubling to me is the news story that $MSFT, a 62% customer of Coreweave, turned down a $12B option for more capacity. OpenAI reportedly took this capacity, but Microsoft generates a lot of free cash flow to fund their spending, while OpenAI loses a tremendous amount and will need to raise capital in the future to fund their capex desires,&#8221; he said.
He also recalled Alibaba Group Holding Ltd. ADR (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) chairman, Jack Ma&#8216;s March 25 statement on AI spending, where he said that pouring a lot of money ahead of significant demand wasn&#8217;t &#8220;entirely necessary&#8221;.
Niles said that these factors, along with reciprocal tariffs on April 2nd, do not bode well for how CoreWeave is likely to trade this upcoming week or related AI names.
&#8220;AI capex spending by mid-year will be going through a digestion phase due to a slowdown in training demand,&#8221; Niles said.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">As it relates to the <a href="https://twitter.com/search?q=%24CRWV&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$CRWV</a> IPO on Friday, a solid deal is one where the stock is up 15-30% from its IPO price on the opening day of trade. The issuing company is happy at not having underpriced the deal too much in raising capital. Investors receiving the IPO shares are happy for…
&mdash; Dan Niles (@DanielTNiles) <a href="https://twitter.com/DanielTNiles/status/1906500919794991223?ref_src=twsrc%5Etfw">March 31, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/25/03/44554923/goldman-sachs-warns-us-stocks-are-at-risk-of-further-declines-but-policy-pivot-from-trump-or-fed-could-stoke-reco">Goldman Sachs Warns US Stocks ‘Are At Risk Of Further Declines,' But Policy Pivot From Trump Or Fed Could Stoke Recovery </a>
Why It Matters: The shares of CRWV dropped 3.73% to $38.51 apiece in premarket on Monday.
Despite the short-term outlook, Niles said that &#8220;Longer-term, I still believe AI capex spending is likely to double by the end of the decade from current levels driven by inference demand.&#8221;
Addressing the 62% revenue from Microsoft, CRWV&#8217;s CEO, Michael Intrator, turned down the concerns over <a href="https://www.benzinga.com/tech/25/03/44549825/nvidia-backed-coreweaves-ceo-defends-microsoft-openai-revenue-concentration-due-to-mind-bendingly-large-deals">client concentration</a> on the listing day. 
&#8220;They say that we had 60% of revenue from Microsoft, and then we signed a contract with OpenAI for just under $12 billion, and now we&#8217;re less than 50%,&#8221; he said in an <a href="https://fortune.com/2025/03/28/coreweave-ceo-michael-intrator-ipo-going-public-ai-company/">interview</a> with Fortune on Friday. &#8220;All the big players that need this type of infrastructure … those are our customers.&#8221; 
Price Action: While CRWV&#8217;s shares were down in premarket, the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, dropped in premarket on Monday. The SPY was down 0.91% to $550.59, while the QQQ declined 1.33% to $462.69, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
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Shares of US-listed Chinese companies are trading lower following greater-than-expected inflation data measured through the PCE price index for February, while personal spending missed estimates. Additionally, recent tariff announcements may be weighing on equities.

Alibaba Gr Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) has been analyzed by 15 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.
The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.
<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">7</td>
<td align="right">7</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">0</td>
<td align="right">1</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">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>2M 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>
<tr>
<td>3M Ago</td>
<td align="right">3</td>
<td align="right">1</td>
<td align="right">0</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 $156.93, a high estimate of $190.00, and a low estimate of $117.00. This upward trend is apparent, with the current average reflecting a 21.21% increase from the previous average price target of $129.47.
<img src="https://www.benzinga.com/files/images/story/2025/1743184824_0.png" alt="price target chart" />
<h2>Exploring Analyst Ratings: An In-Depth Overview</h2>
The standing of Alibaba Gr Hldgs among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below 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>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>
<tr>
<td>Thomas Chong</td>
<td>Jefferies</td>
<td>Raises</td>
<td>Buy</td>
<td>$150.00</td>
<td>$144.00</td>
</tr>
<tr>
<td>Eddie Leung</td>
<td>B of A Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$117.00</td>
<td>$112.00</td>
</tr>
<tr>
<td>Alicia Yap</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Buy</td>
<td>$138.00</td>
<td>$133.00</td>
</tr>
<tr>
<td>Alex Yao</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$125.00</td>
<td>$120.00</td>
</tr>
<tr>
<td>Thomas Chong</td>
<td>Jefferies</td>
<td>Raises</td>
<td>Buy</td>
<td>$144.00</td>
<td>$143.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Alibaba Gr Hldgs. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Providing a comprehensive analysis, analysts offer qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Alibaba Gr Hldgs compared to the broader market.</li>
<li>Price Targets: Analysts set price targets as an estimate of a stock's future value. Comparing the current and prior price targets provides insight into how analysts' expectations have changed over time. This information can be valuable for investors seeking to understand consensus views on the stock's potential future performance.</li>
</ul>
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of Alibaba Gr Hldgs's market standing. Stay informed and make data-driven decisions with 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>Delving into Alibaba Gr Hldgs's Background</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>A Deep Dive into Alibaba Gr Hldgs's Financials</h3>
Market Capitalization Analysis: The company's market capitalization is above the industry average, indicating that it is relatively larger in size compared to peers. This may suggest a higher level of investor confidence and market recognition.
Positive Revenue Trend: Examining Alibaba Gr Hldgs's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 7.61% as of 31 December, 2024, showcasing a substantial increase in 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 excels beyond industry benchmarks, reaching 17.47%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 5.01%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): Alibaba Gr Hldgs's ROA stands out, surpassing industry averages. With an impressive ROA of 2.71%, the company demonstrates effective utilization of assets and strong financial performance.
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 Core of Analyst Ratings: What Every Investor Should Know</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Beyond their standard evaluations, some analysts contribute predictions for metrics like growth estimates, earnings, and revenue, furnishing investors with additional guidance. Users of analyst ratings should be mindful that this specialized advice is shaped by human perspectives and may be subject to variability.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Expectations For Alibaba Gr Hldgs's Future

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>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/28/25</td>
<td>$262.50</td>
<td>$119.1K</td>
<td>6.8K</td>
<td>102.6K</td>
</tr>
<tr>
<td>AMZN</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/04/25</td>
<td>$200.00</td>
<td>$294.9K</td>
<td>6.4K</td>
<td>7.3K</td>
</tr>
<tr>
<td>GME</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$20.00</td>
<td>$36.5K</td>
<td>10.0K</td>
<td>1.4K</td>
</tr>
<tr>
<td>PHM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$111.00</td>
<td>$66.0K</td>
<td>0</td>
<td>1.0K</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$150.00</td>
<td>$25.7K</td>
<td>20.2K</td>
<td>773</td>
</tr>
<tr>
<td>JD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$45.00</td>
<td>$69.0K</td>
<td>494</td>
<td>322</td>
</tr>
<tr>
<td>DASH</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$185.00</td>
<td>$26.5K</td>
<td>318</td>
<td>229</td>
</tr>
<tr>
<td>GAP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>09/19/25</td>
<td>$21.00</td>
<td>$46.8K</td>
<td>83</td>
<td>218</td>
</tr>
<tr>
<td>RCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$210.00</td>
<td>$108.6K</td>
<td>76</td>
<td>64</td>
</tr>
<tr>
<td>DECK</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$100.00</td>
<td>$36.8K</td>
<td>46</td>
<td>10</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we notice a put option sweep that happens to be bearish, is expiring today. Parties traded 643 contract(s) at a $262.50 strike. This particular put needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $119.1K, with a price of $188.0 per contract. There were 6887 open contracts at this strike prior to today, and today 102622 contract(s) were bought and sold. 
• Regarding AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we observe a put option sweep with bullish sentiment. It expires in 7 day(s) on April 4, 2025. Parties traded 331 contract(s) at a $200.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $294.9K, with a price of $891.0 per contract. There were 6408 open contracts at this strike prior to today, and today 7388 contract(s) were bought and sold. 
• Regarding GME (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GME#NYSE">GME</a>), we observe a put option trade with bearish sentiment. It expires in 20 day(s) on April 17, 2025. Parties traded 500 contract(s) at a $20.00 strike. The total cost received by the writing party (or parties) was $36.5K, with a price of $73.0 per contract. There were 10096 open contracts at this strike prior to today, and today 1471 contract(s) were bought and sold. 
• Regarding PHM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PHM#NYSE">PHM</a>), we observe a call option trade with bearish sentiment. It expires in 20 day(s) on April 17, 2025. Parties traded 1000 contract(s) at a $111.00 strike. The total cost received by the writing party (or parties) was $66.0K, with a price of $66.0 per contract. There were 0 open contracts at this strike prior to today, and today 1022 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 call option sweep that happens to be bearish, expiring in 84 day(s) on June 20, 2025. This event was a transfer of 50 contract(s) at a $150.00 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 $25.7K, with a price of $515.0 per contract. There were 20295 open contracts at this strike prior to today, and today 773 contract(s) were bought and sold. 
• For JD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>), we notice a call option sweep that happens to be bullish, expiring in 140 day(s) on August 15, 2025. This event was a transfer of 200 contract(s) at a $45.00 strike. This particular call needed to be split into 31 different trades to become filled. The total cost received by the writing party (or parties) was $69.0K, with a price of $345.0 per contract. There were 494 open contracts at this strike prior to today, and today 322 contract(s) were bought and sold. 
• For DASH (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DASH#NASDAQ">DASH</a>), we notice a put option trade that happens to be bearish, expiring in 84 day(s) on June 20, 2025. This event was a transfer of 16 contract(s) at a $185.00 strike. The total cost received by the writing party (or parties) was $26.5K, with a price of $1660.0 per contract. There were 318 open contracts at this strike prior to today, and today 229 contract(s) were bought and sold. 
• For GAP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>), we notice a call option sweep that happens to be neutral, expiring in 175 day(s) on September 19, 2025. This event was a transfer of 192 contract(s) at a $21.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $46.8K, with a price of $243.0 per contract. There were 83 open contracts at this strike prior to today, and today 218 contract(s) were bought and sold. 
• For RCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>), we notice a call option sweep that happens to be bullish, expiring in 175 day(s) on September 19, 2025. This event was a transfer of 45 contract(s) at a $210.00 strike. This particular call needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $108.6K, with a price of $2415.0 per contract. There were 76 open contracts at this strike prior to today, and today 64 contract(s) were bought and sold. 
• Regarding DECK (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>), we observe a call option sweep with bullish sentiment. It expires in 658 day(s) on January 15, 2027. Parties traded 10 contract(s) at a $100.00 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 $36.8K, with a price of $3680.0 per contract. There were 46 open contracts at this strike prior to today, and today 10 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 about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AMZN

DASH

DECK

TSLA

10 Consumer Discretionary Stocks With Whale Alerts In Today's Session

March 27, 2025 records indicate that Representative Robert Bresnahan filed a sale of Alibaba Gr Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), valued between $138,054 and $1,020,000. According to the March filing, the transaction occurred on March 27, 2025.
Currently, Alibaba Gr Hldgs shares are trading down 2.37% at $132.42.
<h3>What Representative Has Been Trading Recently</h3>
In the past three years, Robert Bresnahan made 264 stock trades totaling more than $628 thousand. The largest trades involved stocks like Alphabet and Berkshire Hathaway Inc. New Common Stock. Their most notable trades made recently include key transactions: 
<ul>
<li>Alibaba Gr Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>): $15,001 - $50,000 Sale</li>
<li>Intuit (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>): $1,001 - $15,000 Purchase</li>
<li>Credo Technology Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRDO#NASDAQ">CRDO</a>): $1,001 - $15,000 Sale</li>
</ul>
Here's a summary of Robert Bresnahan's recent trades:
<table>
<thead>
<tr>
<th>Company</th>
<th>Ticker</th>
<th>Stock Type</th>
<th>Amount</th>
<th>Transaction Type</th>
<th>Transaction Date</th>
</tr>
</thead>
<tbody>
<tr>
<td>Intuit</td>
<td>INTU</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>P</td>
<td>2025-03-07</td>
</tr>
<tr>
<td>Credo Technology Group</td>
<td>CRDO</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>S</td>
<td>2025-03-06</td>
</tr>
<tr>
<td>Tesla</td>
<td>TSLA</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>S</td>
<td>2025-03-06</td>
</tr>
<tr>
<td>Sea</td>
<td>SE</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>P</td>
<td>2025-03-05</td>
</tr>
<tr>
<td>Alibaba Gr Hldgs</td>
<td>BABA</td>
<td>STOCK</td>
<td>$15,001 - $50,000</td>
<td>S</td>
<td>2025-03-04</td>
</tr>
</tbody>
</table>
To stay updated on Robert Bresnahan's trades and other congressional trades, try our <a href="https://www.benzinga.com/gov-trades/members/robert-bresnahan">government trades tool</a> for live updates!
<h3>The Importance of Congressional Transactions</h3>
A congressional transaction is when any representative or senator either buys or sells an individual stock.
Anyone working in Congress must file a Periodic Transaction Report to inform the public of their recent transaction within 30 days of being notified of the transaction and within 45 days of the transaction date.
In April 2012, Former President Barack Obama signed the STOCK Act into law. The act prohibits members of Congress from using private information given to them by their position for personal gain such as buying or selling a stock. The act also expanded disclosure requirements for members of Congress by requiring them to file a monthly disclosure.
<h3>The Importance of Congressional Transactions</h3>
Congressional transactions shouldn't be the primary reason for an investing decision, but they can be an important factor for an investor to consider.
When a senator or representative makes a new purchase, it could be an indication they expect the stock to rise.
A sale, on the other hand, can be made for a variety of reasons, and may not necessarily mean the seller thinks the stock will go down.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Politics

Trading Ideas

CRDO

INTU

Congressional Trading Report: Rep. Robert Bresnahan Sold Over $138K In Alibaba Gr Hldgs Stock

Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) stock <a href="https://www.benzinga.com/topic/alibaba" target="_blank" rel="noreferrer noopener">noted a turnaround</a> after grappling with regulatory crackdowns, leadership reshuffles, and collapsing market confidence. A rallying call from co-founder Jack Ma in late 2023 helped ignite a turnaround that has pushed the company&#8217;s U.S.-listed shares up nearly 60% year-to-date, adding more than $100 billion to its valuation, CNBC <a href="https://www.cnbc.com/2025/03/28/alibaba-100-billion-stock-rally-fueled-by-ai-jack-ma-return.html" target="_blank" rel="noreferrer noopener">reported </a>Friday
Ma&#8217;s internal message urging Alibaba to &#8220;correct its course&#8221; signaled a renewed focus on core businesses and reinvigorated investor sentiment.
Also Read: <a target="_blank" href="https://www.benzinga.com/24/11/42245036/alibaba-co-founder-makes-rare-appearance-at-company-campus" rel="noreferrer noopener">Alibaba Co-Founder Jack Ma Makes Rare Appearance At Company Campus</a>
Under the leadership of Eddie Wu and Joe Tsai, the company has since leaned into artificial intelligence and streamlined its operations.
Alibaba&#8217;s earlier struggles began with the sudden halt of affiliate Ant Group&#8217;s record-setting IPO in 2020, following remarks by Ma that appeared to challenge China&#8217;s regulators. That event set off years of intensified scrutiny, fines and forced restructuring across China&#8217;s tech sector. As regulatory pressure mounted, Alibaba&#8217;s valuation and market presence suffered significantly.
In 2023, Alibaba underwent a sweeping reorganization, breaking into six semi-independent units and installing new leadership. Wu and Tsai opted to realign the company around its e-commerce and cloud computing operations, rolling back the fragmented business structure.
Its deep push into AI has been a key catalyst for Alibaba&#8217;s revival. The release of its Qwen family of open-source models positioned the company as a serious player in generative AI, rivaling global leaders like OpenAI. Alibaba&#8217;s popularity on Hugging Face underscores the international reach of its technology. These models support advanced tasks across video, text and image generation.
Executives expect this to be a significant growth engine, with the company planning to invest over $50 billion into AI infrastructure through 2027.
The return of Ma to public view, particularly during a high-profile meeting with President Xi Jinping in February, signaled improved relations between Alibaba and China&#8217;s leadership.
Analysts have noted Alibaba&#8217;s sharp turnaround. Dan Ives of Wedbush Securities called Alibaba the &#8220;best way to play China tech,&#8221; citing its strong positioning in AI and cloud. Chelsey Tam of Morningstar emphasized that Beijing&#8217;s renewed support for private enterprises like Alibaba signals a favorable policy environment.
Price Action: BABA stock is down 1.28% at $133.90 premarket at last check Friday.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Also Read:
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<li><a href="https://www.benzinga.com/news/25/03/44524590/in-geopolitical-chess-chinas-latest-energy-norms-block-nvidias-chip-strategy-amid-us-sanctions" target="_blank" rel="noreferrer noopener">In Geopolitical Chess, China&#8217;s Latest Energy Norms Block Nvidia&#8217;s Chip Strategy Amid US Sanctions</a></li>
</ul>
Photo: Shutterstock

Alibaba's AI-Driven Rally Signals China Tech's Revival, Reports CNBC

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 raises the price target from $140 to $170.

Price Target

Mizuho Maintains Outperform on Alibaba Gr Hldgs, Raises Price Target to $170

<a target="_blank" href="https://www.benzinga.com/topic/semiconductors" rel="noreferrer noopener">Chinese semiconductor companies</a> continue to face the Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) chip crisis amid Washington&#8217;s semiconductor sanctions on China.
Chinese server maker H3C highlighted a possible Nvidia H20 chip crisis to Reuters, adding that current inventory was nearly depleted.
H3C told Reuters that supply plans beyond April 20 also face uncertainties from raw material policy changes, shipping disruptions, and production challenges.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/03/44511372/alibaba-strikes-back-new-ai-model-takes-on-deepseek-amid-1-trillion-tech-shakeup" rel="noreferrer noopener">Alibaba Strikes Back With New AI Model To Rival DeepSeek In China</a>
The Chinese server maker told Reuters it would distribute incoming H20 chips, prioritizing long-term customers with higher profit margins on their orders.
H3C attributed the crisis to geopolitical tension and said new shipments were expected by mid-April 2025.
Chinese AI startup DeepSeek&#8217;s cost-effective AI models have triggered demand for H20 chips. Tencent Holding (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>), Alibaba&nbsp;Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), and ByteDance ramped up orders&nbsp;of the H20 since DeepSeek emerged.
H3C is a major OEM partner for Nvidia&#8217;s AI chips in China. Reportedly, <a target="_blank" href="https://www.benzinga.com/25/03/44493961/nvidia-faces-17-billion-threat-in-china-as-chip-rules-tighten-and-huawei-gains-ground" rel="noreferrer noopener">China urged firms</a> like Alibaba and Tencent to avoid Nvidia chips, while Huawei&nbsp;Technologies Co doubled the yield rate of AI chips.
China has also introduced <a target="_blank" href="https://www.benzinga.com/25/03/44493961/nvidia-faces-17-billion-threat-in-china-as-chip-rules-tighten-and-huawei-gains-ground" rel="noreferrer noopener">energy efficiency rules</a> for using advanced chips that would prevent Chinese companies from buying Nvidia&#8217;s tailor-made processors. Reportedly, Nvidia&#8217;s tailor-made chip for China, H20, failed to comply with China&#8217;s National Development and Reform Commission&#8217;s new rules.
Price Action: NVDA stock is down 0.98% at $112.68 at the last check on Thursday.
Also Read:
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<li><a href="https://www.benzinga.com//node/44493961" target="_blank" rel="noreferrer noopener">In Geopolitical Chess, China&#8217;s Latest Energy Norms Block Nvidia&#8217;s Chip Strategy Amid US Sanctions</a></li>
</ul>
Photo courtesy of Nvidia

Nvidia Faces Fresh China Setback As Chip Shortages And Sanctions Disrupt Supply

On Thursday, Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>)&nbsp;cloud unit launched a new artificial intelligence model in <a target="_blank" href="https://www.benzinga.com/topic/alibaba" rel="noreferrer noopener">its &#8220;Qwen series.</a>&#8220;
The new &#8220;Qwen2.5-Omni-7B&#8221; is a multimodal model that can process inputs, including text, images, audio, and videos, while generating real-time text and natural speech responses, CNBC <a target="_blank" href="https://www.cnbc.com/2025/03/27/alibaba-launches-open-source-ai-model-for-cost-effective-ai-agents.html" rel="noreferrer noopener">cites</a> from Alibaba Cloud&#8217;s website.&nbsp;
The company can deploy the model on&nbsp;edge devices&nbsp;like mobile phones.&nbsp;Now, visually impaired people can navigate their environment through real-time audio descriptions.&nbsp;
Also Read: <a target="_blank" href="https://www.benzinga.com/25/03/44493961/nvidia-faces-17-billion-threat-in-china-as-chip-rules-tighten-and-huawei-gains-ground" rel="noreferrer noopener">In Geopolitical Chess, China&#8217;s Latest Energy Norms Block Nvidia&#8217;s Chip Strategy Amid US Sanctions</a>
Alibaba open-sourced the new model on the platforms Hugging Face and Github.&nbsp;
The emergence of <a target="_blank" href="https://www.benzinga.com/25/03/44254562/deepseek-stays-free-founder-rejects-monetization-plans-new-reasoning-model-amid-alibaba-talks" rel="noreferrer noopener">Chinese AI startup</a> DeepSeek and claims of affordable AI models led to&nbsp;Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)&nbsp;losing $600 billion in market cap in&nbsp;a single day. DeepSeek&#8217;s AI model fueled a $1 trillion market wipeout in the U.S. and also fueled a domestic price war, prompting Chinese Big Tech companies to roll out affordable AI models.
<a target="_blank" href="https://www.benzinga.com/markets/emerging-markets/25/01/43260751/not-just-deepseek-alibaba-unveils-ai-model-to-rival-openais-operator" rel="noreferrer noopener">Reports in January</a> indicated that Alibaba&#8217;s Qwen2.5-VL AI model surpasses GPT-4o and Claude 3.5 in video analysis, math and document parsing capabilities. Qwen2.5-VL can control devices, analyze charts, and book flights, showcasing advanced AI applications for practical use.
Last week, Baidu&nbsp;Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) launched a new multimodal foundational model and its debut reasoning-focused model.&nbsp;
Alibaba has committed $53 billion in its cloud computing and AI infrastructure over the next three years.&nbsp;
Kai Wang of Morningstar told CNBC that large Chinese tech players like Alibaba are well-positioned to benefit from China&#8217;s post-DeepSeek AI boom.&nbsp;
On Wednesday, Alibaba and Bayerische Motoren Werke AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BMWYY#OTC">BMWYY</a>) announced they <a target="_blank" href="https://www.benzinga.com/25/03/44492590/alibaba-and-bmw-team-up-to-bring-ai-powered-smart-assistant-to-next-gen-cars-in-china" rel="noreferrer noopener">expanded their collaboration</a> to co-develop an AI assistant using Qwen LLM for Neue Klasse models, which will launch in China in 2026.
In March, Alibaba Chair Joe Tsai&nbsp;told CNBC that <a target="_blank" href="https://www.benzinga.com/media/25/03/44274410/alibaba-chair-says-ai-total-addressable-market-is-10-trillion-expects-benefits-via-its-cloud-business" rel="noreferrer noopener">AI&#8217;s total addressable market</a> is at least $10 trillion, topping industries like transportation and healthcare insurance. Tsai expects Alibaba to benefit from this upsurge of AI courtesy of its cloud computing business.
Alibaba stock surged 85% in the last 12 months.
Price Action: BABA stock is up 1.29% at $133.95 premarket at last check Thursday.
Also Read:
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<li><a href="https://www.benzinga.com/25/03/44500801/amazon-takes-creative-control-of-james-bond-taps-top-producers-to-reboot-iconic-franchise" target="_blank" rel="noreferrer noopener">Amazon Takes Creative Control Of James Bond, Taps Top Producers to Reboot Iconic Franchise</a></li>
</ul>
Photo by Poetra.RH via Shutterstock

BMWYY

Alibaba Strikes Back With New AI Model To Rival DeepSeek In China

As China doubles down on <a href="https://in.benzinga.com/25/03/44492495/mark-cuban-suggests-taxing-robots-by-the-hour-as-new-source-of-federal-revenue-bats-for-ai-and-robotics-based-manufacturing-revival">robotics and artificial intelligence</a> with a $138 billion state-backed fund, U.S. robotics leaders have urged Washington to establish a national strategy or risk falling behind in the global technology race.
What Happened: Executives from Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), Boston Dynamics, <a href="https://www.benzinga.com/news/24/10/41426233/hyundais-boston-dynamics-partners-with-toyota-research-institute-to-challenge-teslas-optimus-humanoi">now owned by</a> Hyundai Motor Group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/HYMLF#OTC">HYMLF</a>), Agility Robotics, and other American robotics companies met with lawmakers on Capitol Hill on Wednesday, <a href="https://apnews.com/article/united-states-robotics-competition-china-tech-702796f1584fe1920e5fd86f15a99b4f">reported</a> the Associated Press.
"We're leading in AI, and I think we're building some of the best robots in the world. But we need a national strategy if we're going to continue to build and stay ahead," said Jeff Cardenas, CEO of humanoid robotics startup Apptronik.
The companies showcased their latest robotic technologies while advocating for a federal robotics office, tax incentives, academic funding, and federally-backed workforce training programs.
Jonathan Chen, Tesla's Optimus Engineering Manager, <a href="https://in.benzinga.com/tech/25/02/43518998/tesla-on-hiring-spree-as-it-gears-to-start-production-of-optimus-robots-for-its-own-factories-my-team-is-turning-tesla-bot-into-a-reality">stressed the importance</a> of scaling, saying, "You create the robots, the question is who's going to scale them?"
See Also:&nbsp;<a href="https://in.benzinga.com/markets/equities/25/01/43376506/intel-will-be-fighting-for-every-socket-in-the-data-center-business-says-co-ceo-michelle-holthaus-as-competition-from-amd-nvidia-heats-up" target="_blank" rel="noreferrer noopener">Intel ‘Will Be Fighting For Every Socket' In The Data Center Business, Says Co-CEO Michelle Holthaus As Competition From AMD, Nvidia Heats Up</a>
Rep. Raja Krishnamoorthi (D-Ill.) acknowledged the urgency, noting that China is "devoting a lot of resources very quickly."
The Association for Advanced Automation also supported the idea of a national robotics strategy and highlighted that China and several other nations have already established similar plans.
Without that leadership, America will &#8220;not only lose the robotics race but also the AI race,&#8221; the association stated.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It's Important: China leads the global market for industrial robots, with approximately 1.8 million machines in operation across factories and other sectors in 2023, according to the Germany-based International Federation of Robotics.
Earlier this week, it was reported that China&#8217;s Agibot plans to <a href="https://in.benzinga.com/25/03/44472161/chinas-agibot-plans-to-compete-with-elon-musks-optimus-set-to-produce-5000-robots-in-2025">produce 5,000 robots</a> in 2025, directly competing with Elon Musk&#8217;s Optimus.
Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang has also projected the widespread deployment of <a href="https://in.benzinga.com/25/03/44412574/nvidia-ceo-jensen-huang-sees-humanoid-robots-in-factories-in-less-than-5-years">humanoid robots in manufacturing</a> units in the next five years.
Previously, it was reported that Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) has committed up to $25 billion to improve its retail network, including developing robotics-driven warehouses to enhance efficiency.
This investment was aimed at <a href="https://in.benzinga.com/media/25/02/43972083/amazons-25-billion-robotics-push-targets-cost-savings-ai-growth-and-temu-competition-report">staying ahead of competitors</a>, particularly Temu, which is owned by China's PDD Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>).&nbsp;
However, Alibaba Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) chairman Joe Tsai appears to have a skeptical outlook. On Wednesday, during an event, he <a href="https://www.benzinga.com/media/25/03/44507360/alibaba-chairman-questions-future-of-humanoid-robots-after-nvidia-ceo-jensen-huang-predicts-factory-adoption-within-5-years-dont-need-machines-to-replace-humans">questioned the practicality</a> of humanoid robots.
Price Action: Tesla&#8217;s stock fell 5.58% during Wednesday&#8217;s regular trading session, closing at $272.06. In after-hours trading, it declined further by 1.34% to $268.41. Year-to-date, Tesla shares have dropped 28.27%, according to <a href="http://pro.benzinga.com/">Benzinga Pro data</a>.
Benzinga&#8217;s Edge Rankings assign Tesla (TSLA) a 67.88% growth rating. Curious how it stacks up against other companies? <a href="https://www.benzinga.com/quote/TSLA">Click here for the full breakdown</a>.
Image via Shutterstock
Check out more of Benzinga's Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
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<li><a href="https://www.benzinga.com/markets/25/01/43373775/tim-cook-praises-chinas-deepseek-for-driving-efficiency-stresses-apples-prudent-and-deliberate-approach-toward-capital-expenditure" target="_blank" rel="noreferrer noopener">Tim Cook Praises China&#8217;s DeepSeek For Driving Efficiency, Stresses Apple&#8217;s ‘Prudent And Deliberate&#8217; Approach Toward Capital Expenditure</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

HYMLF

Tesla And Other US Robotics Giants Demand Federal Strategy To Compete With China's $138 Billion Push — Warn America Will Lose The Race Without It

As Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang touts the arrival of <a href="https://in.benzinga.com/25/03/44412574/nvidia-ceo-jensen-huang-sees-humanoid-robots-in-factories-in-less-than-5-years">humanoid robots in factories</a> within five years, Alibaba Group Holdings, Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) chairman Joe Tsai is taking a more skeptical stance—questioning both the practicality and philosophical implications of human-like machines.
What Happened: Speaking at Alibaba's Jumpstarter event in Hong Kong on Wednesday, Tsai expressed doubt about the push to develop humanoid robots, asking, "What is the application of a humanoid?"
"I want machines to do things I don't want to do, but I don't need machines to replace humans in doing things that I want to do," he said, <a href="https://www.scmp.com/tech/big-tech/article/3304005/alibaba-chairman-joe-tsai-questions-ais-limits-casts-doubt-humanoid-robots">reported</a> the South China Morning Post, which is also owned by Alibaba.
See Also: <a href="https://www.benzinga.com/tech/25/03/44486611/amd-ceo-lisa-su-says-silicon-scaling-is-getting-more-difficult-but-progress-isnt-praises-chinas-deepseek-for-inspiring-faster-pace-of-innovation-that-before">AMD CEO Lisa Su Says Silicon Scaling Getting &#8216;More Difficult&#8217; But Progress Isn&#8217;t — Praises China&#8217;s DeepSeek For Inspiring &#8216;Faster Pace Of Innovation That Before&#8217;</a>
While acknowledging AI's growing utility, Tsai said much of what humans value—such as emotional intelligence and compassion—is not captured in machine learning data.&nbsp;
"All the positive encounters that you have with people that you love… how does the machine capture that data to replicate the positive energy?" he asked.
Why It's Important: During his keynote speech at Nvidia's annual developer conference in San Jose, California, Huang said it may be "when, literally, humanoid robots are wandering around, which is not five years away. This is not five-years-away problem; this is a few-years-away problem."
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Huang believes that humanoid robots will see their earliest widespread adoption in the manufacturing sector. He explained that factory work involves well-defined tasks carried out in a controlled setting, making it easier to automate.
Previously, Elon Musk also said that Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) plans to produce several thousand Optimus robots this year, assigning them to <a href="https://in.benzinga.com/tech/25/02/43518998/tesla-on-hiring-spree-as-it-gears-to-start-production-of-optimus-robots-for-its-own-factories-my-team-is-turning-tesla-bot-into-a-reality">handle unpopular</a> tasks at the company&#8217;s factory by year-end.
Meanwhile, Jim Cramer has warned against reducing AI computational capabilities, following Tsai&#8217;s earlier comments on a <a href="https://in.benzinga.com/markets/equities/25/03/44486548/jim-cramer-warns-against-ai-compute-cutbacks-after-alibabas-joe-tsai-calls-data-center-boom-a-bubble-it-would-be-horrendous">potential data center bubble</a>.
Speaking at the HSBC Global Investment Summit in Hong Kong, Tsai cautioned that tech companies and investment funds are pouring billions into infrastructure without a well-defined customer base.
Alibaba is also actively <a href="https://in.benzinga.com/25/03/44492590/alibaba-and-bmw-team-up-to-bring-ai-powered-smart-assistant-to-next-gen-cars-in-china">integrating AI into various sectors</a>, including a partnership with Bayerische Motoren Werke AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BMWKY#OTC">BMWKY</a>) to develop AI-powered smart assistants for next-generation vehicles.
Price Action: Alibaba&#8217;s stock edged up 0.033% in after-hours trading to $132.28 after closing at $132.24 on Wednesday, reflecting a 0.38% drop during regular trading. Despite this, the stock has gained 55.67% year-to-date, according to <a href="http://pro.benzinga.com/">Benzinga Pro data</a>.
Meanwhile, Nvidia shares fell 5.74% on Wednesday, closing at $113.76. The decline continued after hours, with the stock slipping another 1.36% to $112.21.
According to Benzinga&#8217;s Edge Rankings, Alibaba (BABA) holds a growth rating of 73.69%. Want to see how Nvidia measures up? <a href="https://www.benzinga.com/quote/NVDA">Click here for the full analysis</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/quote/BABA"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/27010309/Screenshot-2025-03-27-at-10.33.02%E2%80%AFAM.png" alt="" class="wp-image-843911" /></a></figure>
Check out more of Benzinga&#8217;s Consumer Tech coverage by <a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Image via Shutterstock
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<li><a href="https://www.benzinga.com/25/02/43484737/chatgpt-maker-openais-future-hangs-in-the-balance-as-judge-says-musks-lawsuit-will-partially-proceed-to-trial" target="_blank" rel="noreferrer noopener">ChatGPT-Maker OpenAI&#8217;s Future Hangs In The Balance As Judge Says Elon Musk&#8217;s Lawsuit Will Partially Go To Trial</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.

BMWKY

Alibaba Chairman Questions Future Of Humanoid Robots After Nvidia CEO Jensen Huang Predicts Factory Adoption Within 5 Years: 'Don't Need Machines To Replace Humans'

Jim Cramer has criticized potential restrictions on Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) in China, dismissing reports of regulatory challenges as &#8220;pathetic.&#8221; 
What Happened: In a recent post on X, Cramer challenged the logic of limiting access to Nvidia&#8217;s advanced chips, asking, &#8220;Like China would ban the best of the best? Really?&#8221;
The criticism comes amid emerging tensions between the United States and China in the semiconductor technology sector. China&#8217;s National Development and Reform Commission has introduced new energy efficiency rules that could potentially block Chinese companies from purchasing Nvidia&#8217;s <a href="https://www.benzinga.com/25/03/44493961/nvidia-faces-17-billion-threat-in-china-as-chip-rules-tighten-and-huawei-gains-ground">specialized H20 processors</a>.
Cramer acknowledged the mounting challenges Nvidia faces but expressed confidence in CEO Jensen Huang's ability to steer the company through them successfully.
The Financial Times reported that these regulations may prevent major Chinese tech firms like Alibaba Group Holding Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NASDAQ">BABA</a>) and Tencent Holdings Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#NASDAQ">TCEHY</a>) from using Nvidia&#8217;s chips. This move threatens Nvidia&#8217;s $17 billion annual business in China, <a href="https://www.benzinga.com/25/03/44493961/nvidia-faces-17-billion-threat-in-china-as-chip-rules-tighten-and-huawei-gains-ground">currently its fourth-largest market</a>.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Like every day, the Long Knives are out again for Nvdia. Today&#39;s bear: <a href="https://t.co/5SGVUbebYJ">https://t.co/5SGVUbebYJ</a> says that Nvidia&#39;s chips violate Chinese environmental rules. Pathetic&#8230;
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1904829001786364146?ref_src=twsrc%5Etfw">March 26, 2025</a></blockquote>
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The forces against Nvidia are legion. But Jensen can handle it. The world, including china, needs more compute. You can&#39;t do it without Nvidia. Like China would ban the best of the best? Really?
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1904852538974777357?ref_src=twsrc%5Etfw">March 26, 2025</a></blockquote>
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Yeah, and the Chinese have WHAT to replace Nvidia chips? And the new chips are the least hot. Makes me laugh how these stories come out. Sure the country that builds endless amounts of coal plants is going to cut its nose off to spite its face? Just plain dumb
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1904852224846540956?ref_src=twsrc%5Etfw">March 26, 2025</a></blockquote>
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See Also: <a href="https://www.benzinga.com/markets/equities/25/03/44506717/trumps-25-auto-tariff-raises-will-cast-shadow-on-interest-rates-says-economist-tesla-investor-gary-black-says-president-found-further-ways-to-push-the-economy-into-recession-today">Trump&#8217;s 25% Auto Tariff Raises Will Put Pressure On Interest Rates, Says Economist — Tesla Investor Gary Black Says President Found &#8216;Further Ways To Push The Economy Into Recession Today&#8217;</a>
Why It Matters: Cramer emphasized the critical nature of Nvidia&#8217;s technology, stating, &#8220;The world, including China, needs more compute. You can&#8217;t do it without Nvidia.&#8221; He further questioned China&#8217;s ability to replace Nvidia&#8217;s advanced chips, suggesting the restrictions would be counterproductive. 
Nvidia remains resilient, with plans to meet with commission chair Zheng Shanjie and develop solutions to align with the new regulations. The company&#8217;s recent financial performance underscores its strong market position, with fourth-quarter revenue reaching $39.3 billion, a 78% increase, and projecting <a href="https://www.benzinga.com/25/03/44493961/nvidia-faces-17-billion-threat-in-china-as-chip-rules-tighten-and-huawei-gains-ground">first-quarter revenue of $43.0 billion</a>.
As domestic competitors like Huawei Technologies Co. advance their AI chip capabilities, the semiconductor landscape continues to evolve in this high-stakes technological chess match between global powers.
Price Action: Nvidia traded at $113.76 on Wednesday, down 5.74%, and slipped further to $112.21 in after-hours trading, down 1.36%. 
While Nvidia outperforms Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and Advanced Micro Devices Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) in growth and momentum, it lags in valuation metrics, according to <a href="https://www.benzinga.com/quote/NVDA">Benzinga Edge</a> rankings. For deeper insights, <a href="https://www.benzinga.com/screener/top-momentum-stocks">sign up for Benzinga Edge</a>.
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Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

INTC

Jim Cramer Calls China's Nvidia Restrictions 'Pathetic,' Says Jensen Huang Can Handle The Pressure

Geopolitical tensions between Washington and Beijing continue to intensify regarding access to <a target="_blank" href="https://www.benzinga.com/topic/artificial-intelligence" rel="noreferrer noopener">artificial intelligence and</a> other advanced semiconductor technology.
The U.S. had imposed multiple semiconductor embargoes on China, restricting the latter&#8217;s exposure to cutting-edge technology from Nvidia Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>). The move is followed by China&#8217;s retaliation.
China has introduced energy efficiency rules for using advanced chips that would prevent Chinese companies from buying Nvidia&#8217;s tweaked processors, the Financial Times <a target="_blank" href="https://www.ft.com/content/6a2c54fe-e2b7-4c58-907d-68076456d907" rel="noreferrer noopener">reported</a>, citing documents they reviewed.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/regulations/25/02/44006332/nvidia-faces-new-ai-chip-challenge-as-huawei-gains-ground-in-china-despite-us-sanctions" rel="noreferrer noopener">Nvidia Faces New AI Chip Challenge As Huawei Gains Ground In China Despite US Sanctions</a>
China&#8217;s National Development and Reform Commission urged Chinese groups to use tailor-made chips in new data centers and expansion of existing facilities.
According to the report, Nvidia&#8217;s tailor-made chip for China, H20, failed to comply with the commission&#8217;s new rules.
Reportedly, the Chinese regulator has passively urged Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), ByteDance, and Tencent Holding (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>) against procuring H20 chips, signifying a threat to Nvidia&#8217;s $17 billion annual business in the country. China is Nvidia&#8217;s fourth-largest market.
Reportedly, Nvidia is eying a meeting between its senior executives and commission chair Zheng Shanjie. Also, Nvidia is ready with a solution to adjust H20 chips to meet the NDRC norms.
Tech powerhouses from Alibaba to Tencent aggressively ramped up their orders for H20 chips this year after DeepSeek launched its efficient reasoning model.
Reportedly, Huawei Technologies Co <a target="_blank" href="https://www.benzinga.com/media/25/03/44488569/chinas-huawei-reportedly-doubles-ai-chip-yields-to-40-now-nvidia-ceo-jensen-huang-warns-that-the-chinese-tech-giant-is-the-most-formidable-competitor-despite-us-sanctions" rel="noreferrer noopener">doubled the yield rate</a> on its latest AI chips from around 20% a year ago to&nbsp;~40% now. Huawei&#8217;s revenue grew by 22% in 2024, reaching 860 billion yuan ($118.27 billion).
In February, Nvidia reported <a target="_blank" href="https://www.benzinga.com/news/earnings/25/02/43991607/nvidia-q4-earnings-highlights-revenue-beat-eps-beat-demand-for-blackwell-is-amazing" rel="noreferrer noopener">fourth-quarter revenue</a> of $39.3 billion, up 78%, beating a Street consensus estimate of $38.05 billion.
Nvidia expects first-quarter revenue of $43.0 billion, +/—2%, ahead of a street consensus estimate of $41.75 billion.
Price Action: NVDA stock is down 1.83% at $118.47 premarket at last check Wednesday.
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</ul>
Photo by fukomuffin on Shutterstock

Movers

In Geopolitical Chess, China's Latest Energy Norms Block Nvidia's Chip Strategy Amid US Sanctions

Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>)&nbsp;and&nbsp;Bayerische Motoren Werke AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BMWKY#OTC">BMWKY</a>)&nbsp;announced an expanded strategic <a target="_blank" href="https://www.benzinga.com/topic/alibaba" rel="noreferrer noopener">partnership in China</a> on Wednesday. The companies proposed accelerating the integration of Alibaba&#8217;s Qwen large language model (LLM) into BMW&#8217;s next-generation intelligent vehicles, the Neue Klasse models.
The new BMW Intelligent Personal Assistant (IPA) will integrate a bespoke AI engine co-developed by the companies, Alizila <a target="_blank" href="https://www.alizila.com/bmw-and-alibaba-deepen-strategic-partnership-in-china-harnessing-qwens-ai-power-to-redefine-intelligent-in-car-experiences/" rel="noreferrer noopener">reports</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/emerging-markets/25/03/44308308/alibaba-unveils-new-ai-powered-app-with-chatbot-image-generation-and-task-automation" rel="noreferrer noopener">Alibaba Unveils New AI-Powered App With Chatbot, Image Generation, And Task Automation</a>
The AI engine will be based on the Yan AI, a Qwen-empowered smart cockpit AI solution developed by Banma, Alibaba&#8217;s intelligent cockpit solution provider. Starting in 2026, the AI-enhanced IPA will debut in BMW Neue Klasse models produced in China.
BMW is building a new intelligent personal assistant with enhanced voice recognition and trip planning features, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-03-26/alibaba-teams-up-with-bmw-to-develop-ai-for-cars-in-china?sref=TBDibEcD" rel="noreferrer noopener">reports</a>. The in-car AI agent can offer parking, nearby restaurant recommendations, and real-time traffic light information.
Alibaba told Bloomberg that the cars produced by Chinese automakers&nbsp;Xpeng Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>) and&nbsp;Zeekr Intelligent Technology Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZK#NYSE">ZK</a>) leveraged its Qwen model.
Over the next three years, Alibaba committed over 380 billion yuan ($52 billion) to AI infrastructure, such as data centers. It bagged a key deal to provide AI technology to&nbsp;Apple Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) iPhones in China.
China is a key market for BMW, which is led by electric vehicle makers like&nbsp;BYD Co (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BYDDY#OTC">BYDDY</a>).
On Tuesday, BMW also launched its 360-degree full-chain AI strategy in China, focusing on digital production operations, comprehensive user experiences, and R&amp;D innovation, YICAI <a target="_blank" href="https://www.yicaiglobal.com/news/bmw-alibaba-to-co-develop-ai-for-german-carmakers-next-gen-autos-in-china" rel="noreferrer noopener">reports</a>.
Recently, Jim Cramer&nbsp;warned <a target="_blank" href="https://www.benzinga.com/markets/equities/25/03/44486548/jim-cramer-warns-against-ai-compute-cutbacks-after-alibabas-joe-tsai-calls-data-center-boom-a-bubble-it-would-be-horrendous" rel="noreferrer noopener">against potentially reducing</a> U.S. computational capabilities for artificial intelligence in response to Alibaba Chair&nbsp;Joe Tsai&#8217;s&nbsp;comments about a potential data center bubble.
Price Action: BABA stock is up 0.20% at $133.01 premarket at last check Wednesday.
Also Read:
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<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/03/44334607/dell-analyst-says-expanding-ai-server-pipeline-could-drive-double-digit-earnings-growth" target="_blank" rel="noreferrer noopener">Dell Analyst Says Expanding AI Server Pipeline Could Drive Double-Digit Earnings Growth</a></li>
</ul>
Photo by jackpress via Shutterstock

AAPL

BYDDY

Alibaba, BMW Team Up To Bring AI-Powered Smart Assistant In Next-Gen China Cars

Perhaps predictably, President Donald Trump's <a href="https://www.benzinga.com/economics/macro-economic-events/25/03/44456554/trade-wars-fed-moves-and-a-40-recession-risk-is-your-portfolio-ready">tariffs and subsequent trade wars</a> against key economic partners contributed to a dour environment for consumers. However, it wouldn't be accurate to pin the blame on any one administration. With the fear trade running at full steam – as evidenced by the <a href="https://www.benzinga.com/partner/etfs/25/03/44434209/gold-is-hitting-new-highs-but-miners-have-catch-up-potential-sprotts-new-actively-managed-etf-seeks">blistering rise of gold</a> – it's apparent that the underlying challenges go beyond mere politics.
As things stand, investors seeking growth find themselves at a difficult juncture. Nevertheless, some adventurous market participants are turning to China for potential opportunities for capital appreciation. To be fair, the world's second-largest economy has incurred its own troubles to kickstart sentiment. Last year, Beijing attempted to<a href="https://www.benzinga.com/markets/asia/25/01/43168134/is-chinas-economic-stimulus-strategy-helping-its-ailing-markets-to-recover"> kickstart its growth engine with stimulus packages</a> to mixed results.
Nevertheless, Chinese leader Xi Jinping has expressed optimism about the Asian juggernaut's recovery prospects. Last December, Xi announced in a keynote speech that the Chinese economy was<a href="https://www.atlanticcouncil.org/blogs/new-atlanticist/how-long-xi-trying-boost-chinas-economy-stimulus-not-reforms/"> both stable and making progress</a>. Furthermore, he stressed that economic, social and development goals and tasks were on course for successful implementation.
Xi's comments at the time were met with some reservations. While Morgan Stanley analysts noted the administration's commitment to stimulus – a tone that has been the most aggressive on the matter in a decade – they also acknowledged that execution may be a challenge.
Still, recent developments suggest that the China trade may hold a spark of credibility. Specifically, the<a href="https://www.benzinga.com/government/regulations/25/03/44476803/copper-breaks-records-on-china-stimulus-tariff-hype-these-stocks-are-riding-the-wave"> price of copper just blew past record highs</a>, thanks largely to stimulus optimism in China, and Beijing's efforts to drive growth are beginning to show in the actual data. This dynamic has positive implications for multiple industries, which in turn bodes well for the nation's consumers.
The Direxion ETF: Adding to the enthusiasm, China's economic growth – while acknowledging the turbulence – is being underpinned by household consumption. With retail sales continuing to expand on a year-over-year basis, this backdrop shines a spotlight on the Direxion Daily CSI China Internet Index Bull 2X Shares (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CWEB#NYSE">CWEB</a>).
A leveraged exchange-traded fund, CWEB offers diversified exposure to China's most important internet businesses, including Tencent Holdings ADR (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>), Alibaba Group Holding 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>). With this ETF, speculators can wager on a basket of securities rather than an individual name.
An additional motivation to consider the China internet bull fund is the convenience factor. For speculators seeking leveraged bets, the options market tends to be the sole solution. With leveraged ETFs, however, investors can pick up shares (called units) much like buying equity in a public enterprise.
Despite the ease of buying leveraged ETFs, they do come with significant risks. Primarily, these financial instruments are much more volatile than traditional assets. Also, 2X ETFs are designed for exposure lasting no longer than one day. A hold longer than this recommended period may result in unpredictable performance relative to the underlying benchmark due to the daily compounding effect.
The CWEB ETF: While a choppy fund, the Direxion Daily CSI China ETF has been a strong performer overall in the past 52 weeks, gaining over 49%.
<ul>
<li>Presently, the leveraged bull fund is trading above its 50-day and 200-day moving averages, demonstrating robust momentum.</li>
<li>Between December and late February, CWEB charted a pattern reminiscent of a cup and handle, culminating in significant upside.</li>
<li>It's possible that the choppy behavior since mid-February could be a consolidation cycle, building momentum prior to another big move.</li>
</ul>
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXejkzAyYcln0C3vYhuEAOPRRGHbzi4MP_xCUKg8Amnn1XMxUL9bnsR8UINwVUnWAXJQwTtThLxyF0mqez2zXk9UsrgN4dan29CTFRhSWmrFa228LCtLvuwOMfQtkE0jtSUzWnEqaQ?key=PYpO6SSukKlb3tzVdwnpEWyq" alt="" /></figure>
Featured photo by <a href="https://pixabay.com/users/756crystal-5743046/">756crystal</a> on <a href="https://pixabay.com/photos/river-waterfront-shanghai-china-7187070/">Pixabay</a>.

Long Ideas

Short Ideas

Technicals

CWEB

Direxion's China-Focused CWEB ETF In Spotlight Amid Challenging Environment

Jim Cramer issued a warning on X about potentially reducing U.S. computational capabilities for artificial intelligence. Responding to comments by Alibaba Group Holding Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NASDAQ">BABA</a>) Chairman Joe Tsai about a potential data center bubble, Cramer emphasized the critical <a href="https://www.benzinga.com/markets/equities/25/03/44467996/alibaba-chair-says-business-entrepreneurs-more-confident-after-meeting-with-xi-jinping-in-january-signals-hiring-boost">importance of maintaining AI infrastructure</a>.
What Happened: &#8220;Now Joe Tsai says there&#8217;s a bubble in data center building. Does China just want us to lose this lead?&#8221; Cramer wrote. He directly challenged the notion of scaling back U.S. computational resources, stating, &#8220;If you want to hobble the U.S. when it comes to robots and self-driving, then you need much more compute. It would be horrendous if the U.S. cut back.&#8221;
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">I really like Tsai, totally good guy. BUT if you want to hobble the U.S. when it comes to robots and self-driving then you need much more compute. It would be horrendous if the U.S. cut back, go to a data center and you will know!!!!!
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1904467116893327441?ref_src=twsrc%5Etfw">March 25, 2025</a></blockquote>
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Cramer also noted the market implications, warning that Tsai&#8217;s comments were pushing down NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) stock and highlighting a &#8220;death cross&#8221; that emerged in pre-trading on Tuesday.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Tsai&#39;s comments knocking <a href="https://twitter.com/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$NVDA</a> down. Death cross back in play. They will try to push it down in pre-trading
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1904494530105147576?ref_src=twsrc%5Etfw">March 25, 2025</a></blockquote>
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The comments follow Tsai&#8217;s recent remarks at the HSBC Global Investment Summit in Hong Kong, where he cautioned about <a href="https://www.benzinga.com/25/03/44469333/alibabas-tsai-sounds-alarm-on-signs-of-ai-bubble-people-are-building-data-centers-on-speculation">reckless data center expansion</a>. Tsai warned that tech firms and investment funds are building infrastructure without a clear customer base, stating, &#8220;People are talking literally about $500 billion [in projects]. I don&#8217;t think that is entirely necessary.&#8221;
See Also: <a href="https://www.benzinga.com/markets/asia/25/03/44486235/chinas-milk-tea-chain-chagee-files-for-nasdaq-ipo-under-cha-taking-on-starbucks-in-growing-market">China&#8217;s Milk Tea Chain Chagee Files For Nasdaq IPO Under &#8216;CHA,&#8217; Taking On Starbucks In Growing Market</a>
Why It Matters: Supporting Cramer&#8217;s perspective, Gene Munster from Deepwater Asset Management suggested that &#8220;the race to AGI should continue to drive infrastructure spending for the next few years.&#8221; Goldman Sachs analysts further bolstered this view, predicting AI-related investments could generate $305 billion in <a href="https://www.benzinga.com/25/03/44469333/alibabas-tsai-sounds-alarm-on-signs-of-ai-bubble-people-are-building-data-centers-on-speculation">revenue by the end of 2025</a>.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The race to AGI should continue to drive infrastructure spending for the next few years. <a href="https://t.co/aHomhuLhSD">https://t.co/aHomhuLhSD</a>
&mdash; Gene Munster (@munster_gene) <a href="https://twitter.com/munster_gene/status/1904670656525980142?ref_src=twsrc%5Etfw">March 25, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Major tech companies like Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) continue to invest heavily in AI infrastructure, with Alibaba planning to invest over 380 billion yuan ($70 billion) in AI within the next three years.
Price Action: Alibaba&#8217;s ADR closed at $132.75, down 1.29% on Tuesday. In after-hours trading, it rose 0.16% to $132.96.
Alibaba holds a 96.04% momentum rating and a 73.41% growth rating per Benzinga's Edge Rankings. The Momentum metric ranks stocks by price movement and volatility. For more insights, <a href="https://www.benzinga.com/screener/top-momentum-stocks">sign up for Benzinga Edge</a>.
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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.

Jim Cramer Warns Against AI Compute Cutbacks After Alibaba's Joe Tsai Calls Data Center Boom A Bubble: 'It Would Be Horrendous'

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 often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<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>TRADE</td>
<td>BEARISH</td>
<td>03/28/25</td>
<td>$280.00</td>
<td>$31.0K</td>
<td>27.1K</td>
<td>89.7K</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>04/17/25</td>
<td>$205.00</td>
<td>$164.5K</td>
<td>12.0K</td>
<td>6.3K</td>
</tr>
<tr>
<td>DKNG</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$45.00</td>
<td>$60.8K</td>
<td>7.8K</td>
<td>5.9K</td>
</tr>
<tr>
<td>XPEV</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$21.00</td>
<td>$725.0K</td>
<td>655</td>
<td>5.0K</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$136.00</td>
<td>$48.8K</td>
<td>1.4K</td>
<td>4.3K</td>
</tr>
<tr>
<td>NIO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$4.50</td>
<td>$28.9K</td>
<td>14.2K</td>
<td>4.2K</td>
</tr>
<tr>
<td>HZO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$30.00</td>
<td>$26.0K</td>
<td>648</td>
<td>573</td>
</tr>
<tr>
<td>OXM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$60.00</td>
<td>$55.4K</td>
<td>2.0K</td>
<td>430</td>
</tr>
<tr>
<td>PDD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/25/25</td>
<td>$117.00</td>
<td>$28.1K</td>
<td>84</td>
<td>225</td>
</tr>
<tr>
<td>LULU</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$340.00</td>
<td>$159.5K</td>
<td>314</td>
<td>185</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we observe a call option trade with bearish sentiment. It expires in 3 day(s) on March 28, 2025. Parties traded 50 contract(s) at a $280.00 strike. The total cost received by the writing party (or parties) was $31.0K, with a price of $620.0 per contract. There were 27151 open contracts at this strike prior to today, and today 89721 contract(s) were bought and sold. 
• Regarding AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we observe a call option trade with neutral sentiment. It expires in 23 day(s) on April 17, 2025. Parties traded 272 contract(s) at a $205.00 strike. The total cost received by the writing party (or parties) was $164.5K, with a price of $605.0 per contract. There were 12078 open contracts at this strike prior to today, and today 6339 contract(s) were bought and sold. 
• For DKNG (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DKNG#NASDAQ">DKNG</a>), we notice a call option sweep that happens to be bearish, expiring in 87 day(s) on June 20, 2025. This event was a transfer of 444 contract(s) at a $45.00 strike. This particular call needed to be split into 18 different trades to become filled. The total cost received by the writing party (or parties) was $60.8K, with a price of $137.0 per contract. There were 7862 open contracts at this strike prior to today, and today 5960 contract(s) were bought and sold. 
• Regarding XPEV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>), we observe a put option trade with bearish sentiment. It expires in 23 day(s) on April 17, 2025. Parties traded 5000 contract(s) at a $21.00 strike. The total cost received by the writing party (or parties) was $725.0K, with a price of $145.0 per contract. There were 655 open contracts at this strike prior to today, and today 5032 contract(s) were bought and sold. 
• Regarding BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we observe a call option sweep with bullish sentiment. It expires in 3 day(s) on March 28, 2025. Parties traded 400 contract(s) at a $136.00 strike. This particular call needed to be split into 61 different trades to become filled. The total cost received by the writing party (or parties) was $48.8K, with a price of $122.0 per contract. There were 1499 open contracts at this strike prior to today, and today 4325 contract(s) were bought and sold. 
• For NIO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>), we notice a put option sweep that happens to be bullish, expiring in 3 day(s) on March 28, 2025. This event was a transfer of 1800 contract(s) at a $4.50 strike. This particular put needed to be split into 53 different trades to become filled. The total cost received by the writing party (or parties) was $28.9K, with a price of $16.0 per contract. There were 14286 open contracts at this strike prior to today, and today 4208 contract(s) were bought and sold. 
• Regarding HZO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HZO#NYSE">HZO</a>), we observe a put option sweep with bearish sentiment. It expires in 23 day(s) on April 17, 2025. Parties traded 40 contract(s) at a $30.00 strike. This particular put needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $26.0K, with a price of $650.0 per contract. There were 648 open contracts at this strike prior to today, and today 573 contract(s) were bought and sold. 
• Regarding OXM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OXM#NYSE">OXM</a>), we observe a call option trade with bullish sentiment. It expires in 23 day(s) on April 17, 2025. Parties traded 129 contract(s) at a $60.00 strike. The total cost received by the writing party (or parties) was $55.4K, with a price of $430.0 per contract. There were 2071 open contracts at this strike prior to today, and today 430 contract(s) were bought and sold. 
• Regarding PDD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), we observe a call option sweep with bearish sentiment. It expires in 31 day(s) on April 25, 2025. Parties traded 25 contract(s) at a $117.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $28.1K, with a price of $1125.0 per contract. There were 84 open contracts at this strike prior to today, and today 225 contract(s) were bought and sold. 
• For LULU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>), we notice a call option trade that happens to be bullish, expiring in 87 day(s) on June 20, 2025. This event was a transfer of 53 contract(s) at a $340.00 strike. The total cost received by the writing party (or parties) was $159.5K, with a price of $3010.0 per contract. There were 314 open contracts at this strike prior to today, and today 185 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 about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

DKNG

LULU

Alibaba Group Holding&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) Chairman Joe Tsai has expressed apprehension about a potential bubble in the AI data center construction sector. 
What Happened: At&nbsp;the HSBC Global Investment Summit&nbsp;in Hong Kong, Tsai cautioned that the rapid expansion of data centers could surpass the early demand for artificial intelligence (AI) services. He pointed out the reckless rush by tech firms, investment funds, and other entities to set up server bases from the U.S. to Asia, potentially leading to numerous projects being developed without a well-defined customer base, reported the <a href="https://www.scmp.com/business/banking-finance/article/3303769/some-ai-related-bets-are-speculative-and-creating-bubble-alibabas-tsai-says">South China Morning Post</a>.
&#8220;People are talking literally about $500 billion, several $100 billion [projects]. I don't think that is entirely necessary,&#8221; Tsai stated. The Alibaba Chair spoke specifically about the AI investments in the U.S.
"I start to get worried when people are building data centers on speculation,&#8221; Tsai added.
Major tech companies like&nbsp;Microsoft Corporation&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and&nbsp;SoftBank Group Corp.&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>) are investing billions in AI development. Alibaba itself has plans to invest over 380 billion yuan ($70 billion) in AI&nbsp;within the next three years.
Tsai voiced concerns about projects seeking funding without first securing uptake agreements. He specifically pointed out the heavy spending by US companies like&nbsp;Amazon.com, Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>),&nbsp;Alphabet Inc.&nbsp;(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>), and&nbsp;Meta Platforms Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) on AI infrastructure.
SEE ALSO: <a href="https://www.benzinga.com/25/03/44468827/palantir-market-cap-surges-over-50-billion-in-2025-wont-be-a-seller-says-analyst-as-he-foresees-pltr-as-a-play-on-global-economy-and-ai">Palantir Market Cap Surges Over $50 Billion In 2025: Won&#8217;t Be A &#8216;Seller,&#8217; Says Analyst As He Foresees PLTR As An AI Play</a>
Why It Matters: Tsai&#8217;s concerns resonate with &nbsp;Edward Yardeni, the President of Yardeni Research who stated that the "AI bubble" <a href="https://www.benzinga.com/markets/equities/25/03/44371661/ai-bubble-bursting-magnificent-7s-profit-margins-face-pressure-as-capital-spending-can-tumble-in-2025">could be "bursting.&#8221;</a> He stated, "The fear now is that open-source large language models (LLMs) like DeepSeek and Manus, developed in China, require much less powerful semiconductors to operate."
"If so, then AI capital spending will tumble along with the profit margins on AI systems," warned Yardeni.
In February, TD Cowen analysts noted that Microsoft is canceling some U.S. data center leases, raising concerns about potential overinvestment in AI computing capacity.
However, Goldman Sachs analysts predict that AI-related investments in chips and hardware could add $305 billion in revenue by the end of 2025. The analysts also noted that while <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/03/44465542/ai-investments-set-to-power-chip-revenue-boom-adoption-rises-among-large-companies-goldman-sachs">tech giants</a> are investing heavily in AI infrastructure, leading to a significant semiconductor revenue boom, most companies are still in the early stages of adoption.
Given these factors, Tsai&#8217;s warning about a potential bubble in data center construction is significant and warrants attention from investors and tech companies alike.
Alibaba holds a momentum rating of 96.04% and a growth rating of 73.41%, according to&nbsp;<a href="https://www.benzinga.com/report/BABA" target="_blank" rel="noreferrer noopener">Benzinga&#8217;s Proprietary Edge Rankings</a>. The Benzinga Momentum metric measures a stock's relative strength based on its price movement patterns and volatility over multiple timeframes, ranked as a percentile against other stocks. For an in-depth report on more stocks and insights into growth opportunities,&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">sign</a>&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">up for Benzinga Edge.</a>
<ul>
<li>READ MORE: <a href="https://www.benzinga.com/25/03/44469082/hyundai-announces-21-billion-us-investment-amid-tariff-pressure-trump-calls-it-vindication-of-his-administrations-use-of-levies">Hyundai Announces $21 Billion US Investment Amid Tariff Pressure: Trump Calls It Vindication Of His Administration&#8217;s Use Of Levies</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

GOOG

GOOGL

SFTBY

Alibaba's Tsai Sounds Alarm On Signs Of AI Bubble In US: 'People Are Building Data Centers On Speculation'

Alibaba Group Holding Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NASDAQ">BABA</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BABAF#OTC">BABAF</a>)&nbsp; Chairman Joe Tsai announced Tuesday the company will resume hiring, signaling growing confidence in China&#8217;s business landscape following recent economic policy shifts.
What Happened: Speaking at HSBC&#8217;s Global Investment Summit, Reuters reported that Tsai highlighted a pivotal meeting between Chinese President Xi Jinping and private business leaders as a turning point. 
&#8220;We&#8217;ve seen a very clear sign of business entrepreneurs becoming more confident since January,&#8221; Tsai told attendees, emphasizing the government&#8217;s encouraging message to reinvest and expand the workforce.
The tech giant&#8217;s hiring plans come amid a remarkable <a href="https://www.benzinga.com/etfs/emerging-market-etfs/25/03/44365756/chinas-ai-surge-fuels-etf-gains-baidu-alibaba-lead-the-way">resurgence in Chinese equities</a>. The iShares China Large-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FXI#NYSE">FXI</a>) has surged 20.27% year-to-date, outperforming the S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), which is down 2.05% in the same period.
See Also: <a href="https://www.benzinga.com/25/03/44467683/donald-trump-officials-accidentally-text-war-plans-to-journalist-on-signal-exposing-secret-yemen-strike-hours-before-bombs-fell-but-president-says-he-doesnt-know-anything-about-it-youre-saying-that-they-had-what">Trump Officials Reportedly Text War Plans To Journalist On Signal, Exposing Secret Yemen Strike Hours Before Bombs Fell — President Says He Doesn&#8217;t Know Anything About It: &#8216;You&#8217;re Saying That They Had What?&#8217;</a>
Why It Matters: Alibaba&#8217;s optimism stems from China&#8217;s broader economic strategies, including a recently announced &#8220;special action plan&#8221; aimed at boosting domestic consumption. The company is also investing heavily in artificial intelligence, committing $52 billion to cloud computing and AI infrastructure <a href="https://www.benzinga.com/etfs/emerging-market-etfs/25/03/44365756/chinas-ai-surge-fuels-etf-gains-baidu-alibaba-lead-the-way">over the next three years</a>.
The tech sector&#8217;s momentum is further bolstered by innovations from companies like Baidu Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>), which recently unveiled its Ernie X1 AI model, claiming performance comparable to <a href="https://www.benzinga.com/etfs/emerging-market-etfs/25/03/44365756/chinas-ai-surge-fuels-etf-gains-baidu-alibaba-lead-the-way">competitors at half the cost</a>.
Analysts remain cautiously optimistic. With Alibaba&#8217;s <a href="https://www.benzinga.com/quote/BABA/analyst-ratings">current consensus price target</a> of $138.26 and some analysts projecting up to $190, the company appears poised for significant growth in the rapidly evolving Chinese tech market.
<figure class="wp-block-image aligncenter size-full is-resized"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/24221912/Screenshot-2025-03-25-at-7.48.36%E2%80%AFAM.png" alt="" class="wp-image-839451" style="width:520px;height:auto" /></figure>
Price Action: Alibaba&#8217;s ADR closed at $134.48 on Monday, down 0.49%. After hours, it dipped to $134.45. Year to date, the stock is up 58.30%, gaining 88.19% over the past year, according to <a href="https://pro.benzinga.com/dashboard">data from Benzinga Pro</a>.
Alibaba has strong momentum based on Benzinga Edge Rankings. Click <a href="https://www.benzinga.com/quote/BABA">here for the full stock analysis</a>.
Read Next: 
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</ul>
Image Via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Alibaba Chair Says Business Entrepreneurs 'More Confident' After Meeting With Xi Jinping In January, Signals Hiring Boost

Press Releases

Alibaba Group Will Announce December Quarter 2024 Results on February 20, 2025

Alibaba Group Announces December Quarter 2024 Results

Small Cap

US SMEs prioritise trendy and high-quality products as direct sourcing takes centre stage, reveals new Alibaba.com research

Alibaba's AI Breakthrough Challenges U.S. Tech Giants

Alibaba's Accio Hits 1 Million Users, Unveiling New AI Features to Empower SMEs in Global Trade

AliExpress Celebrates 15 Years of Global E-Commerce Innovation with Deep Discounts and Personalized Shopping Journey Recaps for Consumers

AliExpress Announces New Offerings for U.S. Sellers, Affording Greater Flexibility and Seamless Platform Integration

Jack Ma's AI Comeback Signals Alibaba's Resurgence

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

Alibaba.com Records Double-Digit Order Growth in the USA During March Expo

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