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Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is currently experiencing high volatility driven by geopolitical tensions in the Middle East and market speculation regarding a high-stakes presidential address. Community discourse remains deeply polarized, with traders debating whether the asset will break through resistance levels or succumb to a broader market sell-off.

SPDR S&P 500 ETF TRUST - Units of undivided interest in SPDR Trust Series 1

The market is experiencing significant volatility as investors digest a contentious presidential address regarding ongoing geopolitical tensions in the Middle East, leading to conflicting reactions from bulls hoping for stability and bears anticipating further downside. Community discourse is currently dominated by intense frustration over market manipulation, with active debate centered on whether the recent price swings are driven by genuine geopolitical threats or tactical, news-driven trading patterns.

AleAnna, Inc. operates as a technology-driven energy company, which engages in supplying low-carbon natural gas and renewable natural gas to Italy. The company was founded in 2007 and is headquartered in Dallas, TX.

AleAnna Inc. - Ordinary Shares - Class A

AleAnna Inc. is surging due to significant short-squeeze dynamics, an extremely high cost-to-borrow, and a robust quarterly revenue growth announcement. Investors are actively debating the stock's role as a natural gas provider amidst broader energy sector volatility and ongoing geopolitical tensions in the Middle East.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is trending as investors aggressively position for the upcoming Artemis II mission and broader anticipation of a potential SpaceX IPO. While the stock has faced recent volatility from institutional selling registrations, the community remains intensely focused on the company's role in lunar infrastructure and its status as a key play in the evolving space economy.

Globalstar, Inc. engages in the provision of mobile satellite services. It offers voice and data communications services to the following markets: recreation and personal, government, public safety and disaster relief, oil and gas, maritime and fishing, natural resources, mining, and forestry, construction, utilities, and transportation. The company was founded in November 2003 and is headquartered in Covington, LA.

Globalstar Inc.

Globalstar is trending following reports that Amazon is in advanced talks to acquire the company, fueling speculation of a potential bidding war with SpaceX to secure critical L-band and S-band spectrum for satellite-to-device connectivity. The community is actively debating the valuation, the strategic role of Apple's existing partnership, and the broader implications for the satellite internet race.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently surging on high momentum as market speculation around a major SpaceX IPO acts as a powerful catalyst for the entire aerospace sector. Investors are actively debating whether this sector-wide rally will lead to a sustained breakout for Rocket Lab or if the hype cycle will ultimately result in a liquidity shift toward newer public offerings.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is currently trending as a centerpiece of the AI infrastructure boom, with the community actively debating whether recent record-breaking backlog growth and strategic investments confirm a durable competitive moat or unsustainable valuation peaks. Investors are closely monitoring how the company navigates global export policy shifts and geopolitical volatility, with many traders looking for price confirmation near key technical levels while weighing long-term structural demand against macro-economic risks.

Applied Digital Corporation

Applied Digital is currently navigating extreme volatility, with investors reacting to broader geopolitical concerns, including the ongoing conflict in Iran, while closely monitoring key upcoming deadlines for hyperscaler lease announcements. Despite significant price fluctuations and community debate over the impact of macro factors, sentiment remains split between long-term confidence in the company's AI infrastructure trajectory and short-term anxiety regarding potential debt and tenant reliability.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is facing intense community volatility and selling pressure as investors grapple with concerns over potential share dilution and the stock's failure to keep pace with Bitcoin's price movements. Sentiment remains sharply divided between bearish traders betting on further downside and long-term believers who are viewing the recent price compression as a strategic opportunity to build positions.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is gaining momentum as investors weigh a major deal to repurchase its Ireland-based manufacturing stake, signaling a strategic focus on regaining full control of its production capacity. Community discussion is polarized between bullish sentiment regarding long-term foundry turnaround potential and concerns over macro-volatility, sector-wide sell-offs, and exposure to geopolitical risks.

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<ul class="summary-bullets"><li>BABA shares dropped by over 7% on Thursday, following the earnings release.</li><li>Alibaba missed sales and profit expectations, citing increased spending in investments in quick commerce, user experiences and technology.</li><li>Stocktwits sentiment for BABA turned ‘bearish’ from ‘neutral.’</li></ul>Already under pressure, shares of Alibaba Group Holding fell 7.1% on Thursday – marking their steepest single-day decline in more than five months – after the Chinese tech giant reported quarterly results that missed analysts’ expectations.Shares recovered modestly, up 0.9%, in overnight trading.<h2 class="st-heading-2">BABA Results Recap</h2>Third quarter revenue rose 1.7% to 284.8 billion Chinese yuan ($40.7 billion), missing estimates of 289.72 billion Chinese yuan. More importantly, net income dropped 66.3% to 15.6 billion Chinese yuan, with earnings per ADS (EPS) of 7.09 Chinese yuan, well below the Street estimate of 10.94 Chinese yuan.Alibaba said the net income decrease was primarily due to a 74% drop in operational income, which was impacted by investments in quick commerce, user experiences and technology.Alibaba’s core e-commerce business remained under pressure, with growth of 6%, with overall performance boosted by the company’s cloud unit, where revenue beat expectations with a 36% increase.&nbsp;The results underscore continued sluggish consumer activity in China even as Alibaba engages in an expensive discount war with Meituan and JD.com to expand its quick commerce business,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://ele.me">Ele.me</a>.<h2 class="st-heading-2">Analysts’ Reaction</h2>Jefferies lowered its price target on BABA stock to $212 from $225, but kept a ‘Buy’ rating, noting Alibaba’s&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://seekingalpha.com/news/4566807-alibaba-targets-100b-in-ai-and-cloud-revenue-within-five-years-amid-accelerated-ai">lofty forecast</a> of $100 billion in AI and cloud revenue in five years. Jefferies stock target implies a 58% upside.&nbsp;US Tiger Securities raised the stock to ‘Buy’ from ‘Neutral,’ but trimmed its target to $175 from $180, implying a 30% upside. The research firm said it believes the stock's valuation is becoming more attractive amid Alibaba's strengthening AI momentum.More analysts have become bullish of late, citing its strong AI positioning even as the stock has declined.&nbsp;<a href="https://stocktwits.com/symbol/BABA">BABA shares</a> are down about 15% year to date, and about 30% from their peak last October.Currently, 38 of 42 analysts recommend ‘Buy’ or higher on the stock, three recommend ‘Hold,’ and one recommends ‘Strong Sell,’ per Koyfin data.Still, retail traders are on the fence. On Stocktwits, the retail sentiment dropped to ‘bearish’ from ‘neutral’ after the earnings. “$BABA they delayed their release while keeping positive news flow only to miss earnings. Holding a giant bag. Terrible action,” a user&nbsp;<a href="https://stocktwits.com/Trader412pgh/message/648043110">remarked</a>.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trade-desk-publicis-dispute-analyst-says-ttd-selloff-overdone-revenue-impact-seen-less-than-feared/cZ3XfNBRIhw">Trade Desk-Publicis Dispute: Analyst Says TTD Selloff Overdone, Revenue Impact Seen Less Than Feared</a>&nbsp;

The "Alibaba" logo on a blue background at the 3rd China International Supply Chain Expo. 

BABA Stock Suffered Worst Drop In 5 Months On Q3 Miss - What Are Analysts Saying?

Analysts are upbeat about Alibaba’s AI and cloud momentum, but wary of the sluggish consumer trends in China.

Equity

Analysts are upbeat about Alibaba’s AI and cloud momentum, but wary of the sluggish consumer trends in China.


<ul class="summary-bullets"><li>The KraneShares CSI China Internet ETF (KWEB), which tracks Chinese tech stocks, rose 2.8% on Monday, its best single-day performance in over a month.</li><li>Stocktwits sentiment for BABA turns ‘extremely bullish,’ amid a 620% spike in message volume over the past 24 hours.&nbsp;</li><li>Alibaba will release its December earnings on March 19.&nbsp;</li></ul>Shares of Alibaba Group, JD.com and Baidu, Inc., among the most closely watched Chinese stocks listed in the U.S., are showing early signs of a rebound, as Washington signals that its war with Iran may be nearing an end.Alibaba and Baidu stocks have gained for two straight days; JD shares have gained for three sessions, advancing by over 8% despite the Chinese e-commerce major posting&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://finance.yahoo.com/news/chinas-jd-com-misses-quarterly-100645038.html">weak quarterly results</a>. The KraneShares CSI China Internet ETF (KWEB), which tracks Chinese tech stocks, rose 2.8% on Monday, its best single-day performance in over a month.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260310_104034832_png_bca5cd8fc2.webp" alt="koyfin_20260310_104034832.png" width="1200" height="999"><figcaption>&nbsp;</figcaption></figure>Investors are particularly interested in Alibaba stock, which many retail traders believe is oversold. The stock delivered a stellar performance last year, surging 73% on the back of a wave of AI-related launches that cemented Alibaba’s pole position in China’s AI market.<h2 class="st-heading-2">Retail’s View On BABA, JD, BIDU</h2>On Stocktwits, retail sentiment has been ‘extremely bullish’ for BABA since last Thursday and for KWEB since Friday. The sentiment for JD and BIDU was ‘bullish’ as of the last reading.&nbsp;Messages on the BABA stream rose 620% in the last 24 hours, according to Stocktwits data.“I have stated this multiple times. With BABA being this oversold, the last time it touched 19 RSI, the company released news and stock jumped 20%+ in one single day... I expect nothing different this time. Something big will be announced soon,” a user&nbsp;<a href="https://stocktwits.com/Andres_trader/message/647021945">speculated</a>.<stembedurl>https://stocktwits.com/Andres_trader/message/647021945</stembedurl><h2 class="st-heading-2">Alibaba Earnings Next Week</h2>Alibaba just announced that it would release its December-quarter results on March 19. Analysts expect sales to increase by 4.8% to $34.9 billion and adjusted profit to decline by about 50% to $1.59 per share, per Koyfin estimates.<h2 class="st-heading-2">Asian Stocks Rebound On Iran War Update</h2>The boost is being driven by signals from the U.S. that the war in Iran may be nearing an end, triggering a rebound across Asian markets.&nbsp;Trump&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/03/09/trump-iran-war-end.html">said</a> in a press conference on Monday that the war in Iran would end “very soon.” “We’re achieving major strides toward completing our military objective,” he said nine days after launching joint military strikes that took out Iran’s Supreme Leader, Ayatollah Ali Khamenei.The Hang Seng Tech Index, majorly composed of Chinese tech companies, rose 1.4% by Tuesday afternoon local time. South Korea’s KOSPI is leading gains, rising 4.5% after its worst selloff on record last week. The Hang Seng Index rose 1.6%, Singapore’s FTSE Straits Times Index added 1.5%, and Japan’s Nikkei Stock Average rose 2.4%.<a href="https://stocktwits.com/symbol/BABA">Alibaba shares</a> are still down 9.5% year to date, while&nbsp;<a href="https://stocktwits.com/symbol/JD">Baidu shares</a> are down 6.3% and&nbsp;<a href="https://stocktwits.com/symbol/JD">JD shares</a> are down 4.3%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hpe-stock-ticks-up-ceo-says-networking-segment-more-insulated-from-memory-supply-squeeze/cZdoW6yRIe1">HPE Stock Ticks Up: CEO Says Networking Segment ‘More Insulated’ From Memory Supply Squeeze</a>&nbsp;

Alibaba Group office building in Chongqing Municipality, China, pictured on March 23, 2025. (LI HONGBO/Feature China/Future Publishing via Getty Images)

BABA, BIDU, JD Stocks Rebound: Why Key China Tech ETF Notched Best Day In A Month

After sharp declines, the key Chinese tech stocks have rebounded modestly over recent days amid indications that the U.S. military offensive in Iran might be drawing to a close.

China ETFs in Spotlight as Beijing Softens GDP Growth Target for 2026

China trims its 2026 GDP goal to 4.5%-5%, putting ETFs like MCHI in focus as investors weigh tech-driven growth, stimulus effects and earnings outlook.

<ul class="summary-bullets"><li>Retail traders debated whether the selloff is a buying opportunity or a sign that Chinese tech stocks have lost their appeal, and questioned why Alibaba has yet to announce its earnings date.</li><li>Goldman Sachs upgraded its BABA rating earlier this week, citing the company’s pole position in AI and cloud.</li><li>Stocktwits sentiment climbed to ‘extremely bullish’ to the highest point since Jan. 30.</li></ul>Even as markets around the world have rebounded from the initial shock of the U.S.-Israel-Iran war that broke out over the weekend, Alibaba shares have continued to slide at a fast clip.&nbsp;The stock has declined for six straight sessions, losing over 13%,&nbsp;and if the overnight momentum sustains, it is poised to mark its worst streak since April 2023. Shares dropped 3% in overnight trading, and the company’s Hong Kong-listed shares closed 2.5% lower&nbsp;on Thursday.&nbsp;Despite pockets of frustration, retail trader sentiment for BABA has, in fact, climbed higher, shifting to ‘extremely bullish’ (88/100) as of early Thursday, from ‘bullish’ the previous day, according to Stocktwits data. That’s the highest point since Jan. 30.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_05_at_2_26_11_PM_png_fc8a6e4643.webp" alt="Screenshot 2026-03-05 at 2.26.11 PM.png" width="569" height="88"><figcaption>BABA sentiment and message volume as of March 5 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">BABA Draws Retail Buzz</h2>As of the time of publication, Alibaba had not&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www1.hkexnews.hk/search/titlesearch.xhtml?lang=en">filed</a> any notice with the Hong Kong Stock Exchange regulator regarding the scheduled date for its fiscal third-quarter earnings, which many retail traders noticed.The ticker was trending among the top five on Stocktwits, with message volume rising 38% over the past 24 hours.&nbsp;While traders expressed extreme frustration over its performance and geopolitical pressures — and also over a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/dblitz1969/message/646641616">delay in setting</a> its earnings date — a strong counter-narrative highlights the stock as deeply oversold and poised for a rebound, citing strong positioning in the AI industry.“If it sinks down to $115. I say sell your house and BUY, BUY, BUY!&nbsp; If it sinks down to $100 - sell you children and BUY! BUY! BUY!” a user&nbsp;<a href="https://stocktwits.com/DeeBreeze/message/646641153">said</a> in a lighter vein, covering the bullish view. “The chart history tells all.”<a href="https://stocktwits.com/symbol/BABA">Alibaba shares</a> hit a record high of $192.67 on Oct. 2 and have cumulatively gained 73% in 2025. Wednesday’s selloff average trading volume nearly double to 14.3 million.&nbsp;Another user&nbsp;<a href="https://stocktwits.com/JensenNVDA/message/646647012">said</a> that the long-term risk in the stock appeared manageable. On the other side of the debate, traders voiced frustration over the selloff, warning that a weak earnings report, if it materializes, could push the stock significantly lower.“Why so weak?“&nbsp;<a href="https://stocktwits.com/tinsam81/message/646638038">asked</a> a trader, while another&nbsp;<a href="https://stocktwits.com/Kylea1/message/646645851">called</a> BABA a “cancer to my portfolio.”<h2 class="st-heading-2">BABA Analysts Remain Upbeat</h2>Earlier this week, Goldman Sachs upgraded its rating on Alibaba to ‘Conviction Buy’ from ‘Buy,’ and set a price target of $186. The target implies an upside of about 40%.Alibaba’s continued pole position in AI and cloud services in China, and improving profits in the core e-commerce business, is driving conviction, the investment research firm said in its note.&nbsp;&nbsp;Meanwhile, noted tech investor Cathie Wood’s Ark Invest&nbsp;The majority of analysts remain upbeat. At least 37 of the 42 covering the stock have a ‘Buy’ or higher rating on BABA, two recommend hold, and one recommends a ‘Strong Sell,’ according to Koyfin data. Their average price target of $198.95 implies a nearly 50% upside from the stock’s last close.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, a person holds a smartphone displaying the logo of Alibaba Group Holding Limited (NYSE: BABA; HKEX: 9988), on August 26, 2025, in Chongqing, China.

When Is Alibaba Q3 Earnings? Retail Hunts For Clues But Stays Bullish Even As Stock Nears Worst Streak in Years

Alibaba stock has lost over 13% in the past week, and is now down 31% from its peak in early October 2025.

BABA, BIDU, JD To Dip In New York Today? Hang Seng Sinks As US–Iran Conflict Rattles Chinese Tech

Monday’s moves, triggered by a significant military escalation between the U.S. and Iran, added to the sharp selloff in Chinese tech stocks in recent months.

What Lies Ahead for China ETFs in the New Year of the Horse?

China ETFs enter the Year of the Horse with cheap valuations, AI momentum and policy support, but property woes, weak consumption and geopolitics may keep volatility elevated.

Alibaba Stock Climbs Premarket After 6-Day Losing Streak

BABA shares have declined sharply of late, amid a broad selloff in the U.S. markets.

<ul class="summary-bullets"><li>Baidu said its buyback will run through 2028.</li><li>The Chinese internet giant will pay its first-ever dividend this year, though details are pending.</li><li>Stocktwits sentiment for BIDU remained in the ‘bearish’ zone.</li></ul>U.S.-listed shares of Baidu, Inc. jumped nearly 5% in after-hours trading on Wednesday after the Chinese search and internet giant announced its maiden dividend and a fresh buyback plan.Baidu said it expects to pay its first-ever dividend this year, though it will announce the amount and timing later. The company’s board approved a new share repurchase program for up to $5 billion that will run through December 2026.“With our substantial cash reserves and sound financial management capabilities, we aim to create and continuously enhance long-term value for our shareholders through our proactive shareholder return initiatives,” the company said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.prnewswire.com/news-releases/baidu-announces-new-share-repurchase-program-and-dividend-policy-302679608.html#:~:text=The%20Board%20has%20authorized%20a,terms%20and%20size%20as%20appropriate.">statement</a>.Baidu’s peer Alibaba approved a $25 billion stock repurchase program in 2024, while Tencent rolled out a plan to buy back $10 billion worth of company shares last year.BIDU drew heavy buzz on Stocktwits late Wednesday, although retail sentiment for the stock continued to track ‘bearish,’ unchanged over the past week.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_at_8_18_03_AM_png_82c5f29ba3.webp" alt="Screenshot 2026-02-05 at 8.18.03 AM.png" width="586" height="82"><figcaption>BIDU sentiment and message volume as of February 4 | Source: Stocktwits</figcaption></figure>Several users cheered Baidu’s latest capital return policies. “A $5 billion buyback which is almost 10% of the company mind you and the first ever dividend. This is why you sit tight and be patient and make the big money!” said a user.<stembedurl>https://www.stocktwits.com/BigG75/message/644045704</stembedurl>Another praised Baidu’s new CFO Haijian He, who was&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/technology/baidu-appoints-haijian-he-cfo-2025-07-01/">appointed</a> last July.&nbsp;“Our new CFO has a lot of experience and knows exactly what he’s doing- he will guide BAIDU into the future growth and future market cap it deserves… Baidu's bull market has just begun!” this person said.<stembedurl>https://stocktwits.com/BigG75/message/644047682</stembedurl>The plans come amid a sharp slide in&nbsp;<a href="https://stocktwits.com/symbol/BIDU">Baidu’s shares</a>. The stock has declined for five sessions straight, cumulatively losing about 14%. It has lagged peer Alibaba, whose stock has risen 60% over the past 12 months versus 53% gains in BIDU.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Baidu logo is seen displayed on a smartphone screen. 

Why Did BIDU Stock Jump Nearly 5% After-Hours Today?

Baidu joins peers Alibaba and Tencent in enhancing shareholder returns.

A person holds a smartphone displaying the logo of Alibaba Group. CEO Eddie Wu said the company will increase investment in AI. (Photo by Cheng Xin/Getty Images)

Why Is Alibaba Stock Falling Premarket Today?

Alibaba was one of the favourites among Chinese stocks last year, before its price retreated at the fag end.

<ul class="summary-bullets"><li>Two major brokerages, Morgan Stanley and Jefferies, lowered their price targets on BABA, while keeping their ‘Buy’ ratings.</li><li>The stock gained sharply last year amid strength in Chinese tech stocks, but shares retreated slightly towards the end of the year.</li><li>Morgan Stanley analysts flagged weakness in Alibaba’s core e-commerce business due to poor consumer trends in China, while forecasting continued strength in the company’s cloud business.</li></ul>Morgan Stanley and Jefferies tempered their outlook on Alibaba’s stock amid recent share-price weakness, though both continue to recommend accumulating the shares.BABA fell 2.5% in early premarket trading on Friday. The stock had gained 5.3% the previous day.<h2 class="st-heading-2">Analysts’ Take</h2>Morgan Stanley lowered its price target on BABA to $180 from $200, according to an investor note on Thursday, Investing.com reported. Its analysts warned that “core e-comm businesses have started to worsen, due to weak consumption” trends in China, adding that the segment “may remain under pressure in 1HF27 due to a high base.”&nbsp;They said Alibaba’s overall profitability could weaken in the near to medium term, although strength in the cloud unit is expected to continue.&nbsp;Jefferies lowered its price target on the Chinese tech giant’s shares to $225 from $231, while affirming Alibaba as a top pick in 2026 given its opportunities in artificial intelligence and cloud.<h2 class="st-heading-2">Investors Still Largely Bullish&nbsp;</h2>Alibaba rallied widely in 2025, thanks to a rapid pace of AI rollout and commitment to higher investment in the domain, although&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alibaba-stock-cools-off-into-year-end/cL75re3REDw">shares retreated</a> slightly towards the end of the year.The stock is widely watched at the moment, as China is reportedly set to allow sales of Nvidia’s H200 processor in the country. Alibaba, a top cloud computing provider, is a substantial buyer of Nvidia equipment.On Stocktwits, the retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/BABA">BABA</a> climbed higher in the ‘bullish’ zone, and message volume jumped from ‘high’ to ‘extremely high.’ “Breakout is imminent,“ a user&nbsp;<a href="https://stocktwits.com/yani09/message/641213437">posted</a>.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/china-techs-moment-in-the-sun-minimax-zhipu-make-strong-debuts/cmU2IpgR45y">China Tech’s Moment In The Sun: Alibaba-Backed AI Play MiniMax, Zhipu Make Strong Hong Kong Debuts</a>

Why Is Alibaba Stock Falling In Premarket Today?

Two analysts lowered their price targets on BABA amid a recent pullback in shares. 

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