Alibaba on Course to Join Nvid-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Alibaba on Course to Join Nvidia, Tesla in Most Active Options as Shares Jump 14%

$Alibaba(BABA)$ options volume soared Friday, setting it on course to join $NVIDIA(NVDA)$ and $Tesla Motors(TSLA)$ in the most active options after the Chinese e-commerce giant saw the revenue from its cloud intelligence business grow faster than expected.

The company's Cloud Intelligence Group reported revenue rising 26% to 33.39 billion yuan ($4.66 billion) in the three months ended June 30. That exceeded analysts' expectations that averaged 31.85 billion yuan. That outweighed the earnings and total revenue miss for all of Alibaba's businesses.

The company's American depositary shares jumped almost 14% to the highest level since March. That bolstered the appeal of call options that give their holders the right to purchase the ADRs at a specified price. “Driven by robust AI demand, Cloud Intelligence Group experienced accelerated revenue growth, and AI-related product revenue is now a significant portion of revenue from external customers,” Chief Executive Officer Eddie Wu, said in its earnings release.

About 748,000 Alibaba call options changed hands as of 1:33 p.m. in New York. That's a big jump from 200,656 options traded a day earlier and the 20-day average of 135,395 contracts, according to data compiled by Bloomberg.

Including put options, volume reached 1.01 million Alibaba contracts so far. That puts the e-commerce behind $Tesla (TSLA.US)$'s 2.46 million options and $NVIDIA (NVDA.US)$'s 3.6 million.

The revenue in the cloud intelligence business outweighed the second straight quarterly miss in Alibaba's top line. Total revenue rose 2% 247,65 billion yuan, weaker than the 253.17 billion yuan that analysts were expecting. Adjusted earnings declined 10% to 14.75 yuan per ADS, missing the 15.92 yuan that Wall Street was anticipating.

The improving Cloud growth validates the company's focus on AI infrastructure, and positions the company favorably in the expanding GenAI market, Bloomberg quoted a CFRA analyst as saying.

@TigerStars @CaptainTiger @TigerWire @Daily_Discussion @Tiger_chat @Tiger_comments @MillionaireTiger

Alibaba: A Hold Till $150 or Take Profit After Super Boost?

Although food delivery is expected to weigh on profits, Alibaba delivered a positive surprise: the company has developed a new AI chip to fill the gap left by Nvidia in the Chinese market. The stock jumps 10%! FCF recorded a net outflow of RMB 18.815 billion, mainly reflecting increased spending on cloud infrastructure and investment in “Taobao Flash Sales.” ----------- Can AI become Alibaba’s next growth driver? Do you have confidence in Alibaba’s performance following this earnings report?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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bingoo
09-01
bingoo
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