Nvidia, Intel and Alibaba ride the AI boom as bubble fears grow [Yahoo! Finance]
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)
Last alibaba group holding limited american depositary shares each representing eight ordinary share earnings: 2/13 06:45 am
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alibabagroup.com/en/ir/home
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Source: Yahoo! Finance
You can catch Trader Talk on Apple Podcasts Spotify YouTube , or wherever you get your podcasts. Are you riding the AI wave or worried you're the last one in? On this episode of Trader Talk, Kenny Polcari breaks down why he sees AI as a Fourth Industrial Revolution, not a replay of the dot-com bubble, and explains how real cash flows and productivity gains set today's leaders apart from the 2000s hype. He's joined by hedge fund manager Tom Hayes of Great Hill Capital, who unpacks how crowded the AI trade has become, why retail options buying may be a red flag, and where he sees second-derivative winners in names like Alibaba ( BABA ), Intel ( INTC ), and Boeing ( BA ). Together, they delve into FOMO, volatility, and how disciplined investors can utilize fundamentals and time arbitrage to navigate the shakeout and still capitalize on AI's long-term upside. Watch more episodes of Trader Talk here Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actiona
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News
- Alibaba Group Holding Limited (BABA): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- Wall Street Bulls Look Optimistic About Alibaba (BABA): Should You Buy? [Yahoo! Finance]Yahoo! Finance
- Why Alibaba May Be Winning The Global Model Race [Seeking Alpha]Seeking Alpha
- BABA Investors Have Opportunity to Join Alibaba Group Holding Limited Fraud Investigation with the Schall Law FirmGlobeNewswire
- Alibaba: Take Advantage Of The Current Setback [Seeking Alpha]Seeking Alpha
BABA
Earnings
- 11/25/25 - Beat
BABA
Sec Filings
- 12/4/25 - Form 6-K
- 12/4/25 - Form 6-K
- 12/1/25 - Form 6-K
- BABA's page on the SEC website