La cadena de opciones muestra datos clave de las opciones de acciones de Alibaba Gr Hldgs a varios precios de ejercicio y fechas de vencimiento. Los operadores utilizan esta información para analizar posibles operaciones y evaluar el sentimiento del mercado para Alibaba Gr Hldgs..

Alibaba Gr Hldgs (NYSE:BABA) Bolsa, Cadena de Opciones

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

Alibaba Group Holding Ltd

ALIBABA GROUP HOLDING LTD by Alibaba Group Holding Limited

<a target="_blank" href="https://www.benzinga.com/topic/alibaba" rel="noreferrer noopener">Chinese e-commerce juggernaut</a> Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) is intensifying its efforts in China&#8217;s fiercely competitive instant delivery market by launching a new 100-day Super Saturdays campaign under its Taobao Shangou brand.
This initiative, <a target="_blank" href="https://www.scmp.com/tech/big-tech/article/3318125/alibaba-delivers-80-million-orders-1-day-amid-fierce-price-war-meituan-jdcom?module=perpetual_scroll_1_RM&amp;pgtype=article" rel="noreferrer noopener">reported</a> by SCMP on Tuesday, aims to significantly boost daily order volumes and draw users away from formidable rivals like Meituan (OTC:<a class="ticker" href="https://www.benzinga.com/stock/MPNGF#OTC">MPNGF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/MPNGY#OTC">MPNGY</a>) and JD.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>).
Through &#8220;Super Saturdays,&#8221; consumers can receive substantial subsidies, up to 188 Chinese yuan (approximately $26), on inexpensive items such as milk tea and breakfast.
Also Read: <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/07/46387027/alibaba-bleeds-billions-as-delivery-price-war-erases-100-billion-in-market-value" rel="noreferrer noopener">Alibaba Bleeds Billions As Delivery Price War Erases $100 Billion In Market Value</a>
This strategic move comes amidst an escalating price war that has seen competitors employ equally aggressive tactics. Meituan, for instance, has been distributing complimentary milk tea through coupons, while JD.com has been offering nightly crayfish meals at a fixed, remarkably low price.
Adding to the intensity, Taobao itself rolled out a 50 billion yuan subsidy plan on July 2, which quickly prompted counter-announcements from its rivals.
Analysts say Alibaba&#8217;s deep pockets give it a firm footing to challenge rivals, though Meituan remains the market leader in scale and efficiency.
On July 11, Meituan&#8217;s daily instant retail order volume reached an impressive 150 million, nearly double Taobao Shangou&#8217;s 80 million.
According to Bank of China International, Meituan will likely hold its lead through 2025 and could sustain flat operating profits even if aggressive price-cutting continues through year-end.
Despite the heavy discounting and the &#8220;burn money&#8221; strategies employed by these companies, analysts remain optimistic about the long-term potential of the instant commerce sector in China.
The Chinese Academy of International Trade and Economic Cooperation, as cited by SCMP, projects that China&#8217;s instant commerce market is poised to exceed 2 trillion yuan ($279 billion) by 2030.
However, a recent report from JPMorgan Chase issued a cautionary note, suggesting that the share prices of Alibaba, Meituan, and JD.com could remain under pressure for the next three to six months.
This outlook is attributed to uncertainties surrounding profit margins and the sustainability of these extensive promotional campaigns.
Bridgewater Associates grew more optimistic about Chinese stocks after Beijing&#8217;s stimulus measures lifted its onshore China fund by 14% in the first half of the year, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-07-15/bridgewater-grows-more-bullish-on-china-stocks-after-14-return?sref=TBDibEcD" rel="noreferrer noopener">reported</a> on Tuesday.
In a second-quarter investor letter, the firm&#8217;s China unit said it had &#8220;moderately increased&#8221; its equity exposure as of June 30, citing strong policy support and attractive valuations.
Bridgewater credited China&#8217;s swift April response to market declines, triggered by U.S. tariffs, with helping stabilize equities and bonds.
The firm added that low valuations still offer solid risk-reward potential and plans to raise exposure to risk assets amid ongoing government support.
Price Action:&nbsp;BABA shares are trading lower by&nbsp;1.09% to&nbsp;$115.70 premarket at&nbsp;last check Wednesday.
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Image via Shutterstock

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Alibaba Intensifies Instant Delivery Fight With New Campaign

Chinese technology stocks surged on the Hong Kong Stock Exchange on Wednesday following the U.S. government&#8217;s decision to lift certain semiconductor export restrictions to China.
What Happened: The rally followed Nvidia Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) <a href="https://www.benzinga.com/markets/tech/25/07/46407517/nvidia-resumes-h20-shipments-to-china-as-jensen-huang-meets-trump-beijing-officials-fully-compliant-rtx-pro-aims-to-bridge-ai-cold-war">announcement on Monday</a> that it would resume H20 GPU sales in China and launch a new RTX PRO graphics chip specifically designed for Chinese customers. 
CEO Jensen Huang stated the company is submitting applications to restart H20 shipments, with U.S. government assurances that license approvals will be granted.
<figure class="wp-block-table"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Stock on the Hong Kong stock exchange</th>
<th>Price (HKD)</th>
<th>US$ Price</th>
<th>Daily Change</th>
</tr>
</thead>
<tbody>
<tr>
<td>Alibaba Group Holding Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>)</td>
<td>115.40</td>
<td>$15.00</td>
<td>+1.67%</td>
</tr>
<tr>
<td>Tencent Holdings Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>)</td>
<td>519.00</td>
<td>$67.47</td>
<td>+0.29%</td>
</tr>
<tr>
<td>Baidu Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>)</td>
<td>89.15</td>
<td>$11.59</td>
<td>+1.65%</td>
</tr>
<tr>
<td>JD.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>)</td>
<td>125.90</td>
<td>$16.37</td>
<td>+0.72%</td>
</tr>
<tr>
<td>Xiaomi Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACY#OTC">XIACY</a>)</td>
<td>57.70</td>
<td>$7.50</td>
<td>+0.087%</td>
</tr>
</tbody>
</table>
</figure>
The U.S. had previously imposed broad <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46413630/chinese-stocks-see-broad-rally-as-us-eases-chip-curbs">semiconductor restrictions on China</a>, limiting access to advanced chips from key companies including Nvidia, Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), ASML Holding NV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>), and Micron Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>). 
These measures, enacted citing national security concerns, aimed to curb China&#8217;s technological advancement in critical areas.
Alibaba co-founder Joe Tsai previously stated that China lagged behind the U.S. by <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46413630/chinese-stocks-see-broad-rally-as-us-eases-chip-curbs">approximately two years in AI development</a>, attributing this gap largely to technology restrictions.
The export curbs had limited Chinese firms&#8217; access to advanced chips, hampering Alibaba&#8217;s cloud business and computing services capabilities.
See Also: <a href="https://www.benzinga.com/trading-ideas/previews/25/07/46430101/bank-of-america-q2-earnings-preview-can-top-warren-buffett-holding-keep-beating-analyst-estimates">Bank Of America Q2 Earnings Preview: Can Top Warren Buffett Holding Keep Beating Analyst Estimates?</a>
Why It Matters: The semiconductor restrictions had a significant financial impact on U.S. companies. N<a href="https://www.benzinga.com/trading-ideas/movers/25/07/46413630/chinese-stocks-see-broad-rally-as-us-eases-chip-curbs">vidia booked a $4.5 billion charge</a> in its first quarter as a direct result of the H20 export ban to China, which took effect April 9.
China&#8217;s economy <a href="https://www.benzinga.com/etfs/emerging-market-etfs/25/07/46430471/chinas-gdp-growth-beats-expectations-but-which-etfs-will-actually-benefit">expanded 5.2% in the second quarter of 2025</a>, slightly exceeding the 5.1% economists&#8217; forecast but representing a deceleration from the first quarter&#8217;s 5.4% rate. The performance keeps Beijing on track to achieve its 5% full-year growth target.
Huang is scheduled to attend China&#8217;s International Supply Chain Expo opening <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46413630/chinese-stocks-see-broad-rally-as-us-eases-chip-curbs">ceremony in Beijing on Wednesday</a>, where he may meet with top Chinese officials, including Premier Li Qiang and Vice Premier He Lifeng. 
According to the Financial Times, Nvidia plans to debut a China-specific AI chip as early as September, a modified version of the Blackwell RTX Pro 6000 designed to <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46413630/chinese-stocks-see-broad-rally-as-us-eases-chip-curbs">comply with U.S. export regulations</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.
Photo courtesy: Robert Way / Shutterstock.com

Nvidia's China Comeback Sparks Rally In Alibaba, Baidu, Tencent Shares

The Nasdaq 100 reached <a href="https://www.benzinga.com/markets/tech/25/07/46424889/tech-stocks-hit-new-highs-as-ai-momentum-builds-whats-moving-markets-tuesday">new record highs</a> on Tuesday, surpassing the 23,000 mark, driven by a rally in chipmakers such as Nvidia. Investors were optimistic about Nvidia and Advanced Micro Devices resuming certain chip sales to China. 
For the day, however, major indices were mixed with the Dow Jones Industrial Average falling nearly 1% to 44,023.29, while the S&amp;P 500 declined 0.4% to 6,243.76. The Nasdaq ended the day higher at 0.2% at 20,677.80.
These are the top stocks that gained the attention of retail traders and investors throughout the day.
MP Materials Corp.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MP#NYSE">MP</a>)
MP Materials shares soared 19.99% to close at $58.22, reaching an intraday high of $62.87 and a low of $52.89. The stock&#8217;s 52-week range is $10.02 to $62.87. In the after-hours trading the stock rose 3.5%. The surge followed the announcement of a <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46414833/mp-materials-stock-surges-on-500-million-partnership-with-apple">long-term partnership</a> with Apple to supply rare earth magnets made from 100% recycled materials, manufactured in the U.S.
Nvidia Corp.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)
Nvidia&#8217;s stock rose 4.04% to $170.70, with a high of $172.40 and a low of $169.20. The 52-week range is $86.63 to $172.40. The increase was driven by the U.S. government&#8217;s decision to <a href="https://www.benzinga.com/markets/tech/25/07/46421404/nvidias-h20-china-play-cramers-huge-call-ignites-a-15-billion-ai-bonanza">allow Nvidia&#8217;s H20 AI chips</a> to be shipped to China. This move is expected to significantly boost Nvidia&#8217;s sales in China.
Advanced Micro Devices Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)
AMD shares climbed 6.41% to $155.61, with an intraday high of $158.68 and a low of $153.56. The stock&#8217;s 52-week range is $76.48 to $179.75. The rally was part of a broader uptick in the AI chip sector, fueled by a&nbsp;<a href="https://www.benzinga.com/trading-ideas/movers/25/07/46419281/amd-stock-surges-as-dual-catalysts-boost-ai-chip-sector">$70 billion investment</a>&nbsp;in U.S. AI and energy infrastructure.
Alibaba Group Holding Ltd.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>)
Alibaba&#8217;s stock increased by 8.09% to $116.97, with a high of $117.22 and a low of $113.20. The 52-week range is $73.87 to $148.43. The stock&#8217;s rise was supported by the <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46413630/chinese-stocks-see-broad-rally-as-us-eases-chip-curbs">easing of U.S. chip curbs</a>, which is expected to benefit Chinese tech companies, including Alibaba.
Tesla Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)
Tesla shares fell 1.93% to $310.78, reaching a high of $321.20 and a low of $310.50. The 52-week range is $182 to $488.54. The decline followed news of the departure of Troy Jones, the vice president of sales for North America, amidst <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46432467/tesla-stock-slides-amid-executive-departure-intensifying-scrutiny-on-self-driving-tech">increased scrutiny</a> on Tesla&#8217;s autonomous driving technology.
Benzinga's Edge Stock Rankings indicate Tesla ranks poorly in the Short term in terms of Price Trend but checks out on Medium and Long term. Here is how the electric car maker <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">fares on other parameters</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="442" height="279" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15221445/Screenshot-2025-07-16-at-11.14.33.png" alt="" class="wp-image-986829" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15221445/Screenshot-2025-07-16-at-11.14.33.png 442w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15221445/Screenshot-2025-07-16-at-11.14.33-300x189.png 300w" sizes="(max-width: 442px) 100vw, 442px" /></a></figure>
Prepare for the day&#8217;s trading&nbsp;<a href="https://editorial.benzinga.com/wp-admin/Premarket%20Movers%20&amp;%20News">with top premarket movers and news</a>&nbsp;by Benzinga.
Photo Courtesy: thanmano on Shutterstock.com
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This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/shivdeep-dhaliwal" target="_blank" rel="noreferrer noopener">Shivdeep Dhaliwal</a>

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MP Materials, Nvidia, AMD, Alibaba And Tesla: Why These 5 Stocks Are On Investors' Radars Today

<a href="https://www.benzinga.com/topic/china">China&#8217;s economy expanded</a> by 5.2% in the second quarter of 2025, slightly better than expected and just enough to spark cautious optimism in global markets. Although the number exceeds the 5.1% economists forecast, according to a Reuters poll, it also represents a slight deceleration from Q1&#8217;s 5.4% rate, as cited by CNBC. In short, China&#8217;s okay: not booming, not crashing.
But, for ETF investors, the devil is in the policy details.
While the economy overall is well on its way to achieving Beijing&#8217;s 5% full-year growth target, Chinese policymakers are temporarily giving themselves a rest from yet another stimulus. That alters the math for investors owning, or considering, China-themed ETFs. Some will flourish in this &#8220;wait-and-watch&#8221; scenario; others will stagnate until Beijing deploys its next fiscal stimulatory dose.
Let&#8217;s dissect the terrain.
Also Read:<a href="https://www.benzinga.com/etfs/sector-etfs/25/07/46423852/nvidias-china-chip-deal-signals-new-tailwind-for-chip-and-ai-etfs"> Nvidia&#8217;s China Chip Deal Signals New Tailwind For Chip And AI ETFs</a>
<h2 class="wp-block-heading">Exports Are Up, And So Are Certain ETFs</h2>
Among the quiet heroes of Q2 is China&#8217;s export machine. In spite of the geopolitical tensions surrounding it, China was able to increase exports to Southeast Asia by 13%, and exports to the European Union by 6.6%. The numbers suggest strength in China&#8217;s position as a global supplier, even with weak domestic demand.
And that bodes well for broad China ETFs such as,
<ul class="wp-block-list">
<li>iShares MSCI China ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHI#NASDAQ">MCHI</a>): Provides diversified exposure to Chinese firms across industries, such as industrials, consumer discretionary, and technology. The fund is up 2% as of Tuesday&#8217;s publication.</li>
<li>iShares China Large-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FXI#NYSE">FXI</a>): Tracks the 50 largest Chinese securities listed on the Hong Kong Stock Exchange, which is a more export-sensitive vehicle. The fund was close behind MCHI, gaining almost 2% as of Tuesday&#8217;s writing.</li>
</ul>
Why they&#8217;re worth watching: These ETFs may continue to thrive if trade holds up and global supply chains remain fairly stable. If Beijing continues to prioritize helping industry and manufacturing over consumer segments, big caps and exporters may be among the early beneficiaries.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/07/46409079/nvidia-growth-estimates-get-10-boost-as-us-lifts-china-chip-export-curbs-gene-munster-predicts-30-35-growth-for-2026">Nvidia Growth Estimates Get 10% Boost As US Lifts China Chip Export Curbs: Gene Munster Predicts 30-35% Growth For 2026</a>
<h2 class="wp-block-heading">Domestic Demand Still In The Doldrums</h2>
Although exports were strong, Chinese consumer consumption is still not strong enough. That&#8217;s bad news for investors hoping for a recovery in e-commerce, technology services, or discretionary retail.
However, ETFs such as these still have long-term potential:
<ul class="wp-block-list">
<li>KraneShares CSI China Internet ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KWEB#NYSE">KWEB</a>): Follows Chinese internet stocks like Alibaba (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), JD.com (OTCPK: JDCMF), and Tencent (OTPK: TCEHY). The fund gained 4% Tuesday afternoon.</li>
<li>Invesco China Technology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CQQQ#NYSE">CQQQ</a>): Provides access to Chinese technology and communications companies, some of which rely more heavily on domestic consumers than on international trade. The fund was up 3.2% on Tuesday.</li>
</ul>
The Catch? These ETFs are also more sensitive to domestic demand and confidence. With real estate remaining weak and youth unemployment persisting, consumer spending is likely to remain subdued unless Beijing introduces targeted stimulus measures aimed at households. Analysts are speculating that such action, if it materializes, might be timed for September, CNBC reported.
<h2 class="wp-block-heading">Policy-Driven Plays</h2>
Another route to betting on Chinese stimulus (or not) is through A-shares: shares of mainland Chinese companies listed on exchanges such as the Shanghai and Shenzhen.
Xtrackers Harvest CSI 300 China A-Shares ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ASHR#NYSE">ASHR</a>): Follows the performance of the CSI 300 Index, an index of the 300 largest and most liquid stocks in mainland China. ASHR is particularly sensitive to policy shifts. Any future fiscal support directed at infrastructure, state-owned enterprises, or domestic industries could directly benefit these companies, and in turn, this ETF.
That said, there is a point to note. ASHR tends to respond more quickly to Chinese policy decisions than more internationally exposed ETFs, such as FXI or MCHI. If you're expecting stimulus, this could be your "policy play."
<h2 class="wp-block-heading">The Stimulus Watch</h2>
So far, Beijing has resisted the urge to unleash a major new round of economic support. Some of this caution stems from Q2's relatively stable growth, but it also reflects concerns about long-term debt levels and the effectiveness of past stimulus efforts.
Nevertheless, the pressure is mounting. In its latest <a href="https://research.nus.edu.sg/eai/wp-content/uploads/2025/07/EAIC-93-20250711-English_Chinese-2-1.pdf">report</a>, People&#8217;s Bank of China advisor Huang Yiping demanded as much as 1.5 trillion yuan of fiscal stimulus, mainly to lift consumers&#8217; spending.
September is now under the markets&#8217; radar, that is when the next batch of stimulus might arrive if the economic pace is seen to decelerate.
Until that point, ETFs with exposure to exports, industrials with large market capitalizations, or sectors boosted by the recent trade truce (such as rare earths and semiconductors) might be in the driver&#8217;s seat.
In April, U.S.-China tariffs jumped to an astronomical 145%, prompting a temporary market panic. By May, however, the two nations negotiated a temporary middle ground. If this detente solidifies into a full-fledged trade agreement by the August 12 deadline, tech-biased ETFs such as CQQQ and KWEB may gain from heightened cross-border flows and reduced regulatory risk.
<h2 class="wp-block-heading">Final Thoughts</h2>
The Q2 GDP surprise buys Beijing some time, and for the time being, that means selectivity is key. One can consider holding onto ETFs with exposure to what&#8217;s performing (exports, large caps), but watch domestic-hedged funds that may come roaring back to life if fiscal stimulus arrives later this year.
In China, as in the markets, the next big move is never about the numbers; it&#8217;s always about what policymakers do next.
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Photo: Shutterstock

Emerging Market ETFs

ETFs

ASHR

CQQQ

JDCMF

KWEB

MCHI

iShares Trust Barclays 20+ Year Treasury Bond Fund

China's GDP Growth Beats Expectations, But Which ETFs Will Actually Benefit?

Jim Cramer's shouting "HUGE" for a reason &#8211; Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) just scored a major geopolitical win. After a months-long U.S. export ban, the <a href="https://www.benzinga.com/topic/donald-trump">Donald Trump administration</a> has greenlit shipments of Nvidia's H20 AI chips to China, setting off a Wall Street celebration. Nvidia stock surged 4.47% pre-market to $171.40, and analysts are already eyeing $180 as the next stop.
Back in April, the H20 ban cost Nvidia $4.5 billion in stranded inventory and up to $15 billion in lost China sales. But CEO Jensen Huang's diplomatic maneuvering &#8211; including talks with U.S. and Chinese officials &#8211; flipped the script. Now, Chinese giants like TikTok parent ByteDance, Tencent Holdings ADR (OTCPK:TCEHY) and Alibaba Group Holding Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABAF#NYSE">BABAF</a>) are scrambling to lock in orders.
Read Also: <a href="https://www.benzinga.com/markets/equities/25/07/46408209/jim-cramer-says-nvidia-getting-trump-approval-for-h20-sales-to-china-is-so-huge-could-turn-the-nasdaq-futures-around">Jim Cramer Says Nvidia Getting Trump Approval For H20 Sales To China Is &#8216;So Huge, Could Turn The Nasdaq Futures Around&#8217;</a>
<h2 class="wp-block-heading">$15 Billion Back In Play</h2>
The H20 chip was custom-built for China's AI market under tighter U.S. export controls. With this green light, Nvidia stands to regain its 13% share of China revenue, and possibly more. The chip powers large language models and enterprise AI applications—exactly the kind of tech Beijing is racing to scale.
At the same time, Nvidia is doubling down with its new RTX Pro GPU, built on its Blackwell architecture and aimed at China's industrial AI boom, from factories to logistics. With both consumer and enterprise demand rebounding, the H20 approval may be the catalyst to reaccelerate Nvidia's revenue machine in Asia.
<h2 class="wp-block-heading">Cramer: "Own It, Don't Trade It"</h2>
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Nvidia assured by our government that it can sell H-20s to China. Deliveries to be made soon! HUGE!!! Nvidia&#8211;own it don&#39;t trade it!
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1944935337572061202?ref_src=twsrc%5Etfw">July 15, 2025</a></blockquote>
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Cramer is putting his stamp on the rally, urging investors to hold Nvidia long-term: "Own it, don't trade it," he posted, echoing his full-throated support for the stock's post-ban upside. His "HUGE!!!" endorsement underscores just how pivotal this policy reversal could be for Nvidia's near-term growth and long-term dominance.
But the risks haven't vanished. Tensions between Washington and Beijing remain fragile, and the new approval comes with per-shipment licensing conditions, meaning regulatory whiplash is still on the table.
For now, though, Nvidia's back in the China game—and Wall Street's buying the comeback.
Read Next: 
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<li><a href="https://www.benzinga.com/markets/tech/25/07/46409079/nvidia-growth-estimates-get-10-boost-as-us-lifts-china-chip-export-curbs-gene-munster-predicts-30-35-growth-for-2026">Nvidia Growth Estimates Get 10% Boost As US Lifts China Chip Export Curbs: Gene Munster Predicts 30-35% Growth For 2026</a></li>
</ul>
Photo: Shutterstock

Long Ideas

Trading Ideas

BABAF

Nvidia's H20 China Play: Cramer's 'HUGE' Call Ignites A $15 Billion AI Bonanza

WIIM

Alibaba shares are trading higher. Barclays maintained an Overweight rating on the stock.

<ul>
<li>NVDA</li>
<li>AMD</li>
<li>CORN</li>
<li>GLD</li>
<li>TSLA</li>
<li>$BTC</li>
<li>GOOGL</li>
<li>BULL</li>
<li>HOOD</li>
<li>BABA</li>
</ul>
Data From <a href="https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment">https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment</a>
&nbsp;

$BTC

BULL

CORN

GOOGL

HOOD

Top 10 Trending Stocks On WallStreetBets As Of July 15, 2025 (Via Swaggy Stocks)

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>Morgan Stanley raised Robinhood Markets, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) price target from $43 to $110. Morgan Stanley analyst Michael Cyprys maintained an Equal-Weight rating. Robinhood shares closed at $99.96 on Monday. <a href="https://www.benzinga.com/quote/HOOD/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Barclays cut the price target for Alibaba Group Holding Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) from $180 to $145. Barclays analyst Jiong Shao maintained an Overweight rating. Alibaba shares closed at $108.22 on Monday. See how other analysts <a href="https://www.benzinga.com/quote/BABA/analyst-ratings">view this stock</a>.</li>
<li>Wells Fargo cut Waters Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WAT#NYSE">WAT</a>) price target from $420 to $330. Wells Fargo analyst Brandon Couillard downgraded the stock from Overweight to Equal-Weight. Waters shares closed at $304.18 on Monday. <a href="https://www.benzinga.com/quote/WAT/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Keybanc boosted the price target for Lam Research Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) from $105 to $115. Keybanc analyst Steve Barger maintained an Overweight rating. Lam Research shares closed at $99.62 on Monday. <a href="https://www.benzinga.com/quote/lrcx/analyst-ratings">See how other analysts view this stock.</a></li>
<li>UBS cut the price target for Oscar Health, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OSCR#NYSE">OSCR</a>) from $15 to $11. UBS analyst Jonathan Yong downgraded the stock from Neutral to Sell. Oscar Health shares closed at $15.08 on Monday. See how other analysts <a href="https://www.benzinga.com/quote/oscr/analyst-ratings">view this stock</a>.</li>
<li>JMP Securities raised DoorDash, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DASH#NASDAQ">DASH</a>) price target from $235 to $250. JMP Securities analyst Andrew Boone maintained a Market Outperform rating. DoorDash shares settled at $242.85 on Monday. <a href="https://www.benzinga.com/quote/dash/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>B of A Securities increased Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) price target from $765 to $775. B of A Securities analyst Justin Post maintained a Buy rating. Meta shares closed at $720.92 on Monday. <a href="https://www.benzinga.com/quote/meta/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Stephens &amp; Co. raised Fastenal Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FAST#NASDAQ">FAST</a>) price target from $40 to $45. Stephens &amp; Co. analyst Tommy Moll maintained an Equal-Weight rating. Fastenal shares closed at $45.07 on Monday.  <a href="https://www.benzinga.com/quote/fast/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>JP Morgan raised the price target for California Resources Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRC#NYSE">CRC</a>) from $60 to $63. JP Morgan analyst Zach Parham upgraded the stock from Neutral to Overweight. California Resources shares settled at $47.60 on Monday. <a href="https://www.benzinga.com/quote/crc/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Morgan Stanley increased Abbott Laboratories (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABT#NYSE">ABT</a>) price target from $127 to $137. Morgan Stanley analyst David Lewis maintained an Equal-Weight rating. Abbott shares closed at $132.03 on Monday. <a href="https://www.benzinga.com/quote/abt/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying META stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="589" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15090858/image-179-1024x589.png" alt="" class="wp-image-985970" style="width:613px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15090858/image-179-1024x589.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15090858/image-179-300x173.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15090858/image-179-768x442.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15090858/image-179.png 1105w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Price Target

Pre-Market Outlook

Analyst Ratings

DASH

FAST

LRCX

OSCR

Meta To Rally Around 8%? Here Are 10 Top Analyst Forecasts For Tuesday

Barclays analyst Jiong Shao maintains Alibaba Gr Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) with a Overweight and lowers the price target from $180 to $145.

Barclays Maintains Overweight on Alibaba Gr Hldgs, Lowers Price Target to $145

U.S.-listed Chinese stocks, including tech giants Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), PDD Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), JD.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>), and Baidu (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>), experienced significant gains on Tuesday. 
This surge followed the <a href="https://www.benzinga.com/markets/tech/25/07/46407517/nvidia-resumes-h20-shipments-to-china-as-jensen-huang-meets-trump-beijing-officials-fully-compliant-rtx-pro-aims-to-bridge-ai-cold-war">U.S. government&#8217;s recent decision</a> to lift certain chip export restrictions to China. The positive sentiment also extended to Chinese electric vehicle companies like NIO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>), Li Auto (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LI#NASDAQ">LI</a>), and XPeng (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>), which saw strong upward momentum.
For some time, Washington had slapped multiple semiconductor restrictions on China, severely limiting its access to advanced semiconductor technology. These measures were enacted citing national security concerns, aiming to curb China&#8217;s technological advancement in critical areas.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46362198/alibaba-huawei-dominate-chinas-growing-cloud-market" rel="noreferrer noopener">Alibaba, Huawei Dominate China&#8217;s Growing Cloud Market</a>
Amidst these developments, graphics processing unit (GPU) giant Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) made a pivotal announcement on Monday. The company confirmed it would restart sales of its H20 GPU in China and also launch a new RTX PRO graphics chip specifically designed for Chinese customers. 
Nvidia CEO Jensen Huang stated that the company is actively submitting applications to resume H20 shipments, and the U.S. government has provided assurances that these license approvals will be granted, with deliveries expected to commence soon. 
Furthermore, Huang introduced the RTX PRO GPU, which is fully compliant with U.S. export rules and is tailored for AI-powered digital twins in smart factories and logistics applications. This move underscores Nvidia&#8217;s strategic efforts to maintain its competitive edge in the crucial Chinese market despite stricter trade policies.
Previously, the U.S. had broadly prohibited China from accessing technology from key semiconductor companies such as Nvidia, Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), ASML Holding (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>), and Micron Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>). 
These semiconductor chips are fundamental components for virtually every modern electronic device, ranging from smartphones to advanced electric vehicles.
In 2024, Joe Tsai, co-founder and chairman of Alibaba, publicly stated that China lagged behind the U.S. by approximately <a href="https://www.benzinga.com/government/24/04/38140039/us-embargo-on-nvidia-stings-hard-chinas-ai-development-lags-peers-alibabas-joe-tsai-reveals">two years</a> in AI development. 
He attributed this significant gap largely to the U.S. technology restrictions. In a podcast interview, Tsai explained that Washington&#8217;s export curbs had limited Chinese firms&#8217; access to advanced chips like Nvidia&#8217;s GPUs, which in turn severely hampered Alibaba&#8217;s cloud business and its ability to provide top-tier computing services to its clients.
The U.S. chip companies, recognizing the substantial portion of their revenue generated from the Chinese market, had been actively lobbying the U.S. government to ease these restrictions. 
Their arguments highlighted the detrimental impact of the bans on their financial performance. As a direct consequence of the export ban on H20 products to China, which came into effect on April 9, Nvidia notably booked a <a href="https://www.benzinga.com/markets/tech/25/07/46295574/nvidia-outpaces-market-with-ai-powered-growth">$4.5 billion charge</a> in its first quarter, reflecting the significant financial hit.
Looking ahead, Nvidia CEO Jensen Huang is reportedly slated to attend the <a href="https://www.benzinga.com/markets/tech/25/07/46407075/nvidia-ceo-jensen-huang-to-attend-china-supply-chain-expo-in-beijing-on-wednesday-says-state-tv">opening ceremony</a> of China&#8217;s International Supply Chain Expo in Beijing on Wednesday. 
<a href="https://www.benzinga.com/markets/tech/25/07/46336670/nvidia-prepares-china-specific-ai-chip-amid-us-export-curbs-as-ceo-jensen-huang-plans-beijing-visit-next-week-to-reassure-market-report">Prior reports</a> had indicated that Huang was preparing for an important diplomatic trip to China, where the company intended to introduce a new, scaled-down AI chip that adheres to U.S. export regulations. 
According to the Financial Times, this new chip is a modified version of the Blackwell RTX Pro 6000, designed with certain advanced features, such as high-bandwidth memory and NVLink, excluded to comply with the restrictions. 
Nvidia reportedly plans to debut this China-specific AI chip as early as September. Sources familiar with the matter also noted that Huang aims to meet with top Chinese officials, including Premier Li Qiang and Vice Premier He Lifeng, during his visit to the International Supply Chain Expo next week in Beijing.
Price Action: BABA stock is trading up 5.66% to $114.35 premarket at last check Tuesday.
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Movers

Citigourp Global Markets 2% Protected Notes Linked To The Djia

XPEV

Chinese Stocks See Broad Rally As US Eases Chip Curbs

Venture capital Fund 20VC founder Harry Stebbings made a LinkedIn post in June that sparked a debate among European tech leaders about the culture of overworking.
"What European founders need to realize: The valley has turned up the intensity once again. Seven days a week is the velocity required to win right now," the <a href="https://www.linkedin.com/posts/harrystebbings_founder-funding-business-activity-7334473729579606016-56Od/?utm_source=share&amp;amp;utm_medium=member_desktop&amp;amp;rcm=ACoAACdGTRUBsbnEwmIC4xyi31AUL8KI7DRHNoY">post</a> read. There is no room for slip up. You aren't competing against a random company in Germany, etc., but the best in the world,"&nbsp;
Like many LinkedIn posts, Stebbings intended his message to be motivational. However, it wound up being wildly controversial.
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In places like China, the 996 work culture, where employees are expected to be at their desks from 9 a.m. to 9 p.m., six days a week, has been the expected mode of operation for years. CNBC has reported that at China-based companies like <a href="https://www.cnbc.com/2019/04/15/alibabas-jack-ma-working-overtime-is-a-huge-blessing.html">Alibaba</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) and <a href="https://www.cnbc.com/2021/05/06/tiktoks-toxic-culture-reviews-on-glassdoor-impact-hiring.html">TikTok</a> all but require 996 working hours from their employees.
However, many European founders and venture capitalist partners are now telling <a href="https://www.cnbc.com/2025/06/08/europe-startups-resists-pressure-to-adopt-chinas-996-work-culture.html">CNBC</a> that they think the 996 work culture is unnecessary.
"It's about a fetishization of overwork rather than smart work…it's a myth," Balderton Capital General Partner Suranga Chandratillake told CNBC. "California is very good at telling stories and there's a lot of mythmaking around the concept of what startups look like…. there is hard work involved but if you really spend time in that ecosystem, you will discover that lots of people work really hard, but there are also periods where they don't work."
Trending: $100k+ in investable assets? <a href="https://www.benzinga.com/money/wiseradvisor-retirement-planning">Match with a fiduciary advisor for free to learn how you can maximize your retirement and save on taxes</a> – no cost, no obligation.
Bloom Money founder Nina Mohanty agrees, pointing out the "lasting effects and unintended consequences" of such an over-the-top work culture.&nbsp;
Husmus co-founder Sarah Wernér and Bethnal Green Ventures Partner Dama Sathianathan pointed to the negative effects 996 work culture has on talent.&nbsp;
"Overwork today is a productivity crisis tomorrow," Wernér told CNBC. "Personally, I hope my competitors are doing 996. It makes poaching great people a lot easier when they decide they've had enough."
"Optimizing labor doesn't always lead to better productivity, or help with differentiating from other companies long-term, if you've made work devoid of meaning," Sathianathan explained.
Meanwhile, Luna founder Jas Schembri-Stothart said that 996 culture was going to alienate millennial and Gen Z employees, in particular, as they have "much less tolerance for toxic hustle culture."&nbsp;
See Also: This AI-Powered Trading Platform Has 5,000+ Users, 27 Pending Patents, and a $43.97M Valuation — <a href="https://www.benzinga.com/money/finally-a-fully-automated-trading-platform-for-individual-investors?">You Can Become an Investor for Just $500.25</a>
Instead of requiring more working hours, these European tech experts say that startups need more funding and resources to be competitive on the world stage. 
"What Europe really needs isn't more hustle-porn it's more aggressive funding," Wernér told CNBC. "With the right level of capital, our startups can hire enough talent to work intensely without breaking themselves."
Still, these experts acknowledge that for many startups, there will be a season of hustle that is necessary to achieve a certain level of success.&nbsp;
"I think there are seasons but I also think that if you are a first-time founder or if your primary goal is basically wealth creation, I'll be very candid, if this is your season, and you're stepping back, then you're not serious about it," Fanbytes co-founder Timothy Armoo told CNBC.
Read Next: Many are using retirement income calculators to check if they&#8217;re on pace —<a href="https://www.benzinga.com/money/how-do-i-calculate-my-retirement-income-adv"> here&#8217;s a breakdown on what&#8217;s behind this formula.</a>
Image: Imagn Images

'It's About A Fetishization Of Overwork Rather Than Smart Work,' Why These Tech Leaders Are Pushing Back Against '996 Work Culture'

Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) <a href="https://www.benzinga.com/topic/alibaba" target="_blank" rel="noreferrer noopener">matched its record</a> of 80 million on-demand deliveries on Saturday, intensifying its competition with Meituan (OTC:<a class="ticker" href="https://www.benzinga.com/stock/MPNGF#OTC">MPNGF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/MPNGY#OTC">MPNGY</a>) and JD.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>) in China&#8217;s high-stakes quick-delivery market. 
The e-commerce firm has leaned heavily on giveaways and aggressive discounts to attract users, SCMP <a href="https://www.scmp.com/tech/big-tech/article/3318125/alibaba-delivers-80-million-orders-1-day-amid-fierce-price-war-meituan-jdcom" target="_blank" rel="noreferrer noopener">reported</a> on Monday. 
Taobao Shangou, Alibaba&#8217;s newly launched instant commerce brand, stated that its daily active users rose 15% week-over-week, bringing the estimated total to around 230 million. The brand also confirmed achieving 80 million deliveries on July 5. 
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46362198/alibaba-huawei-dominate-chinas-growing-cloud-market" rel="noreferrer noopener">Alibaba, Huawei Dominate China&#8217;s Growing Cloud Market</a>
On Saturday, platforms including Meituan, Taobao, Ele.me, and JD.com launched a wave of cash subsidies and promotions in a sweeping nationwide campaign to reshape shopping behavior. 
By offering free items like milk tea, many physical stores had to halt walk-in services due to the flood of online orders, signaling a shift in retail dynamics.
Meituan distributed coupons allowing users to get milk tea for 0 Chinese yuan, while Taobao provided 188 yuan ($26) coupons redeemable for discounted goods like milk tea and breakfast. It also released flash coupons, including one for 18.80 yuan off purchases above 18.80 yuan.
JD.com announced on Friday that it would sell 100,000 servings of crayfish nightly at a fixed price of 16.18 yuan from 6 p.m. to 2 a.m. As a result, its instant retail platform hit a new peak with 150 million orders on Saturday.
Alibaba is ramping up its <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/07/46292413/alibabas-delivery-ambition-sets-stage-for-chinas-epic-clash-of-giants" rel="noreferrer noopener">on-demand delivery</a> efforts with a 50 billion yuan ($7 billion) subsidy program aimed at consumers and merchants over the next year. In June, the company merged Ele.me and Fliggy into its core e-commerce unit to boost efficiency and better compete with Meituan and JD.com.
According to Jefferies, Alibaba now focuses on unifying food delivery, instant commerce, and retail to unlock cross-platform synergies. The company credited Taobao Instant Commerce for helping double China&#8217;s daily instant delivery orders from 100 million in May to 200 million.
<h2 class="wp-block-heading">Price War Takes Toll</h2>
Meanwhile, China&#8217;s intensifying food delivery price war has wiped $100 billion from Alibaba&#8217;s market value, dragging its Hong Kong-listed shares down 27% since March, almost double the decline seen in its tech peers, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-07-11/alibaba-risks-deepening-100-billion-rout-as-turf-war-heats-up?sref=TBDibEcD" target="_blank" rel="noreferrer noopener">reported</a> on Friday.
Goldman Sachs told Bloomberg Alibaba could post a 41 billion yuan ($5.7 billion) loss in its food delivery operations for the 12 months ending June 2026, roughly one-third of its net income for the previous fiscal year. 
Analysts from HSBC, including Charlene Liu, cut their price target for Alibaba by 15% this week, citing aggressive spending in food delivery and instant commerce as a significant drag on earnings.
Julia Pan of UOB Kay Hian Holdings told Bloomberg that regulatory intervention to curb price wars could improve margin outlook, while current valuation levels may trigger dip buying.
Still, caution remains. Nicholas Chui, portfolio manager at Franklin Templeton, warned Bloomberg that price wars sacrificing profitability for market share could make certain stocks unattractive.
The competition escalated after JD.com entered the food delivery market in February, targeting Meituan&#8217;s dominance with aggressive subsidies, as per the Monday SCMP report. According to Bocom International, Meituan held 65% of the market in 2024, while Ele.me controlled 33%, leaving just 2% for all other platforms combined.
Price Action:&nbsp;BABA shares are trading higher by&nbsp;1.47% to&nbsp;$108.29 premarket at&nbsp;last check on Monday.
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Alibaba Bleeds Billions As Delivery Price War Erases $100 Billion In Market Value

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. 
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>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$312.50</td>
<td>$31.5K</td>
<td>1.6K</td>
<td>11.0K</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$225.00</td>
<td>$74.4K</td>
<td>8.9K</td>
<td>8.6K</td>
</tr>
<tr>
<td>SBET</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$20.00</td>
<td>$47.0K</td>
<td>12.0K</td>
<td>4.4K</td>
</tr>
<tr>
<td>NKE</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$74.00</td>
<td>$59.2K</td>
<td>0</td>
<td>4.1K</td>
</tr>
<tr>
<td>CVNA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$400.00</td>
<td>$1.6 million</td>
<td>8.3K</td>
<td>1.5K</td>
</tr>
<tr>
<td>AAP</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>09/19/25</td>
<td>$55.00</td>
<td>$446.6K</td>
<td>970</td>
<td>1.3K</td>
</tr>
<tr>
<td>LCID</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/19/25</td>
<td>$2.00</td>
<td>$30.0K</td>
<td>3.2K</td>
<td>1.0K</td>
</tr>
<tr>
<td>WYNN</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$110.00</td>
<td>$28.7K</td>
<td>589</td>
<td>231</td>
</tr>
<tr>
<td>ULTA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$475.00</td>
<td>$146.8K</td>
<td>162</td>
<td>219</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$110.00</td>
<td>$196.4K</td>
<td>252</td>
<td>154</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we notice a call option sweep that happens to be bearish, expiring in 7 day(s) on July 18, 2025. This event was a transfer of 45 contract(s) at a $312.50 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 $31.5K, with a price of $700.0 per contract. There were 1628 open contracts at this strike prior to today, and today 11024 contract(s) were bought and sold. 
• For AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we notice a call option sweep that happens to be bearish, expiring in 14 day(s) on July 25, 2025. This event was a transfer of 146 contract(s) at a $225.00 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 $74.4K, with a price of $510.0 per contract. There were 8924 open contracts at this strike prior to today, and today 8686 contract(s) were bought and sold. 
• Regarding SBET (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBET#NASDAQ">SBET</a>), we observe a call option trade with bearish sentiment. It expires in 35 day(s) on August 15, 2025. Parties traded 100 contract(s) at a $20.00 strike. The total cost received by the writing party (or parties) was $47.0K, with a price of $470.0 per contract. There were 12052 open contracts at this strike prior to today, and today 4418 contract(s) were bought and sold. 
• Regarding NKE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>), we observe a call option sweep with bullish sentiment. It expires in 7 day(s) on July 18, 2025. Parties traded 1232 contract(s) at a $74.00 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 $59.2K, with a price of $48.0 per contract. There were 0 open contracts at this strike prior to today, and today 4102 contract(s) were bought and sold. 
• Regarding CVNA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NYSE">CVNA</a>), we observe a call option trade with bearish sentiment. It expires in 35 day(s) on August 15, 2025. Parties traded 1500 contract(s) at a $400.00 strike. The total cost received by the writing party (or parties) was $1.6 million, with a price of $1100.0 per contract. There were 8325 open contracts at this strike prior to today, and today 1552 contract(s) were bought and sold. 
• Regarding AAP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AAP#NYSE">AAP</a>), we observe a put option trade with neutral sentiment. It expires in 70 day(s) on September 19, 2025. Parties traded 1370 contract(s) at a $55.00 strike. The total cost received by the writing party (or parties) was $446.6K, with a price of $326.0 per contract. There were 970 open contracts at this strike prior to today, and today 1375 contract(s) were bought and sold. 
• For LCID (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>), we notice a call option trade that happens to be bullish, expiring in 161 day(s) on December 19, 2025. This event was a transfer of 500 contract(s) at a $2.00 strike. The total cost received by the writing party (or parties) was $30.0K, with a price of $60.0 per contract. There were 3224 open contracts at this strike prior to today, and today 1010 contract(s) were bought and sold. 
• For WYNN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WYNN#NASDAQ">WYNN</a>), we notice a put option sweep that happens to be bearish, expiring in 70 day(s) on September 19, 2025. This event was a transfer of 50 contract(s) at a $110.00 strike. This particular put needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $28.7K, with a price of $573.0 per contract. There were 589 open contracts at this strike prior to today, and today 231 contract(s) were bought and sold. 
• For ULTA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>), we notice a call option trade that happens to be bullish, expiring in 7 day(s) on July 18, 2025. This event was a transfer of 204 contract(s) at a $475.00 strike. The total cost received by the writing party (or parties) was $146.8K, with a price of $720.0 per contract. There were 162 open contracts at this strike prior to today, and today 219 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 252 day(s) on March 20, 2026. Parties traded 150 contract(s) at a $110.00 strike. This particular call needed to be split into 11 different trades to become filled. The total cost received by the writing party (or parties) was $196.4K, with a price of $1306.0 per contract. There were 252 open contracts at this strike prior to today, and today 154 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

CVNA

LCID

SBET

ULTA

WYNN

10 Consumer Discretionary Stocks Whale Activity In Today's Session

<a href="https://x.com/Alibaba_Qwen/status/1943692825566355819" title="https://x.com/Alibaba_Qwen/status/1943692825566355819">https://x.com/Alibaba_Qwen/status/1943692825566355819</a>

'Alibaba launches Qwen Chat for desktop. The new Qwen. ai platform offers three tools in one: Qwen Chat for brainstorming and creating, a Research section to keep up with Qwen's latest work, and the Qwen API to build your own AI-powered apps. The desktop version now supports MCP for smarter, faster agents and better productivity.'

Alibaba Gr Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) underwent analysis by 4 analysts in the last quarter, revealing a spectrum of viewpoints from bullish to bearish.
The table below summarizes their recent ratings, showcasing the evolving sentiments within the past 30 days and comparing them to the preceding months.
<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">2</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</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>1M Ago</td>
<td align="right">0</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">1</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Providing deeper insights, analysts have established 12-month price targets, indicating an average target of $153.25, along with a high estimate of $176.00 and a low estimate of $135.00. Experiencing a 5.98% decline, the current average is now lower than the previous average price target of $163.00. 
<img src="https://www.benzinga.com/files/images/story/2025/1752238844_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</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>Eddie Leung</td>
<td>B of A Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$135.00</td>
<td>$145.00</td>
</tr>
<tr>
<td>James Lee</td>
<td>Mizuho</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$160.00</td>
<td>$170.00</td>
</tr>
<tr>
<td>Colin Sebastian</td>
<td>Baird</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$142.00</td>
<td>$147.00</td>
</tr>
<tr>
<td>Fawne Jiang</td>
<td>Benchmark</td>
<td>Lowers</td>
<td>Buy</td>
<td>$176.00</td>
<td>$190.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Alibaba Gr Hldgs. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Unveiling insights, analysts deliver qualitative insights into stock performance, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Alibaba Gr Hldgs compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of Alibaba Gr Hldgs's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into Alibaba Gr Hldgs's market standing. Stay informed and make well-considered 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>Discovering Alibaba Gr Hldgs: A Closer Look</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>Alibaba Gr Hldgs: Financial Performance Dissected</h3>
Market Capitalization: Positioned above industry average, the company's market capitalization underscores its superiority in size, indicative of a strong market presence.
Revenue Growth: Alibaba Gr Hldgs's remarkable performance in 3M is evident. As of 31 March, 2025, the company achieved an impressive revenue growth rate of 6.57%. This signifies a substantial increase in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Consumer Discretionary sector.
Net Margin: Alibaba Gr Hldgs's net margin excels beyond industry benchmarks, reaching 5.24%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): The company's ROE is below industry benchmarks, signaling potential difficulties in efficiently using equity capital. With an ROE of 1.23%, the company may need to address challenges in generating satisfactory returns for shareholders.
Return on Assets (ROA): Alibaba Gr Hldgs's ROA lags behind industry averages, suggesting challenges in maximizing returns from its assets. With an ROA of 0.68%, the company may face hurdles in achieving optimal financial performance.
Debt Management: Alibaba Gr Hldgs's debt-to-equity ratio is below the industry average. With a ratio of 0.25, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<h2>Analyst Ratings: What Are They?</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
If you want to keep track of which analysts are outperforming others, you can view updated analyst ratings along withanalyst success scores in <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Demystifying Alibaba Gr Hldgs: Insights From 4 Analyst Reviews

Goldman Sachs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>) has begun testing Devin, <a href="https://www.benzinga.com/topic/artificial-intelligence" target="_blank" rel="noreferrer noopener">an autonomous AI</a> software engineer developed by Cognition Labs, as it seeks to integrate AI agents alongside its 12,000 human developers, tech chief Marco Argenti <a href="https://www.cnbc.com/2025/07/11/goldman-sachs-autonomous-coder-pilot-marks-major-ai-milestone.html">told</a> CNBC.
Argenti said the firm will start deploying hundreds—and eventually thousands—of Devins to handle routine engineering tasks, such as updating internal codebases. These AI agents will operate under human supervision, significantly boosting developer productivity.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/reiteration/25/06/45888329/goldman-sachs-isnt-just-a-trading-powerhouse-analyst-says-its-entering-new-era-of-growth" rel="noreferrer noopener">Goldman Sachs Isn&#8217;t Just A Trading Powerhouse, Analyst Says It&#8217;s Entering New Era Of Growth</a>
Goldman becomes the first major bank to pilot Devin, which gained attention in 2024 after Cognition Labs claimed it had built the world&#8217;s first fully autonomous software engineer. The startup, valued at nearly $4 billion, counts Peter Thiel&#8217;s Founders Fund among its backers.
Argenti described the initiative as a step toward a &#8220;hybrid workforce,&#8221; where humans and AI work side by side. The move underscores Wall Street&#8217;s accelerating adoption of agentic AI tools, which extend beyond assisting with tasks and executing complex, multi-step projects, such as building apps or modernizing infrastructure.
As AI adoption grows, concerns about job displacement continue. Bloomberg&#8217;s research unit estimates that banks may cut up to 200,000 jobs in the next 3–5 years due to AI automation.
Goldman&#8217;s approach, however, utilizes AI to offload repetitive tasks, allowing human developers to focus on higher-value projects.
Alibaba Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) and Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) <a href="https://www.benzinga.com/markets/tech/25/07/46314590/alibaba-predicts-ai-digital-colleagues-will-be-commonplace-within-five-years" target="_blank" rel="noreferrer noopener">each expect AI</a> to play a central role in reshaping the modern workplace by handling routine tasks and boosting human productivity.
Alibaba forecasts that AI-powered digital colleagues—virtual assistants capable of performing repetitive work—will become common within five years. According to Huang Fei, VP at Alibaba Cloud, these AI agents are already gaining traction across industries, allowing employees to focus more on strategic and creative work.
At Salesforce, CEO Marc Benioff said in June that AI now completes up to 50% of tasks in areas such as engineering and support. He even joked about AI replacing him, underscoring its expanding influence in leadership and operations.
Microsoft CEO Satya Nadella also weighed in, stating in March that AI won&#8217;t replace knowledge workers but will redefine cognitive tasks, much like email or spreadsheets have transformed office work. He sees AI agents freeing people to focus on high-value activities.
Price Action: GS stock is down 1.29% at $700.00 premarket as of last check on Friday.
Read Next:
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Photo: Shutterstock

Goldman Bets On AI Developer To Boost Productivity—Could This Be The Future Of Wall Street Jobs?

B of A Securities analyst Eddie Leung maintains Alibaba Gr Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) with a Buy and lowers the price target from $145 to $135.

B of A Securities Maintains Buy on Alibaba Gr Hldgs, Lowers Price Target to $135

<a target="_blank" href="https://www.benzinga.com/topic/cloud-computing" rel="noreferrer noopener">China&#8217;s cloud infrastructure spending</a> surged by 16% year-over-year to $11.6 billion in the first quarter of 2025, primarily fueled by the accelerating adoption of enterprise artificial intelligence (AI) nationwide.
This growth highlights cloud services&#8217; critical role in supporting China&#8217;s expanding AI capabilities, despite ongoing U.S. chip export restrictions.
The market is projected to continue its upward trajectory, with total cloud spending in China expected to climb from $40 billion in 2024 to $46 billion in 2025.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46314590/alibaba-predicts-ai-digital-colleagues-will-be-commonplace-within-five-years" rel="noreferrer noopener">Alibaba Predicts AI Digital Colleagues Will Be Commonplace Within Five Years</a>
Alibaba Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) Cloud led the market with a 33% share and 15% revenue growth. Huawei Cloud followed it at 18% share and 18% growth, and Tencent (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>) Cloud at 10% share, which was reportedly limited by GPU supply issues, according to SCMP, <a target="_blank" href="https://www.scmp.com/tech/big-tech/article/3317760/chinas-cloud-services-spending-hits-us116-billion-first-quarter-ai-related-demand" rel="noreferrer noopener">citing</a> Canalys.
Partner-driven cloud revenue made up 25% of the market in the first quarter, with that share expected to grow as ecosystem collaboration turns AI capabilities into business value, according to Canalys.&nbsp;
Alibaba Cloud is experiencing rapid growth, particularly in its <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46250853/alibabas-ai-and-cloud-moves-have-sparked-28-stock-rebound" rel="noreferrer noopener">AI-driven products</a>, as its Qwen AI model family gains momentum.
Notably, Alibaba&#8217;s Damo Academy and Zhejiang Cancer Hospital jointly developed &#8220;Grape&#8221; in June, an AI model that detects early-stage gastric cancer from 3D CT scans, outperforming radiologists, as reported in Nature Medicine. This builds on Alibaba&#8217;s 2023 pancreatic cancer breakthrough, further integrating AI into healthcare.
The company is also expanding its global cloud footprint, launching new data centers in Malaysia, South Korea, and the Philippines. By 2025, Alibaba plans to roll out its Qwen models, Model Studio, and a global AI hub in Singapore, aiming to scale its cloud network across China, Asia, the Middle East, Europe, and the Americas over the next three years. 
This expansion is part of Alibaba&#8217;s &#8220;AI+Cloud&#8221; strategy, backed by a significant $53 billion investment plan to enhance cloud and AI infrastructure over the same period.
To deepen its AI expansion, Alibaba recently partnered with smartphone maker HONOR, marking the first direct integration of its AI agents into mobile devices. Unveiled during the HONOR Magic V5 launch on July 2, this collaboration brings Alibaba&#8217;s Qwen3 large language model (LLM) and Qwen-VL vision model to power HONOR&#8217;s YOYO assistant.
This enables advanced features like document analysis, role-play simulations, and real-time visual recognition, as Alizila <a target="_blank" href="https://www.alizila.com/alibaba-and-honor-deepen-ai-partnership-with-launch-of-new-smartphone/" rel="noreferrer noopener">reported</a> on Friday. Furthermore, specialized AI agents from Alibaba&#8217;s Fliggy and Amap now offer voice-enabled trip planning, navigation, and lifestyle recommendations within HONOR&#8217;s ecosystem.
Earlier in June, Alibaba <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46250853/alibabas-ai-and-cloud-moves-have-sparked-28-stock-rebound" rel="noreferrer noopener">launched updated</a> Qwen3 AI models to assist Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) in integrating machine-learning features into iPhones, iPads, and MacBooks in China. This supports Apple&#8217;s efforts to expand its &#8220;Apple Intelligence&#8221; offerings in the country while adhering to China&#8217;s AI regulations.
Preliminary Counterpoint Research data indicates that <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46246152/iphone-sales-bounce-back-in-china-but-huawei-and-xiaomi-intensify-pressure" rel="noreferrer noopener">China&#8217;s smartphone market</a> is poised for a rebound in the second quarter of 2025, with Huawei and Apple leading in year-over-year sales growth.
Huawei is expected to post the strongest growth among major brands, potentially claiming the top spot as loyal users upgrade to new models. Apple saw a sales boost in May, driven by iPhone 16 series discounts, especially on the Pro and Pro Max models.
Analysts attribute this second-quarter growth partly to government smartphone subsidies but caution about potential risks if these subsidies are reduced later in the year.
Alibaba stock has surged 26% year-to-date, fueled by AI-driven cloud growth, e-commerce strength, and the phasing out of non-core assets.
Price Action: BABA shares are trading higher by 0.29% to $106.96 premarket at last check Friday.
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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>SWEEP</td>
<td>BEARISH</td>
<td>07/11/25</td>
<td>$300.00</td>
<td>$62.5K</td>
<td>16.3K</td>
<td>70.0K</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$230.00</td>
<td>$33.9K</td>
<td>32.5K</td>
<td>5.4K</td>
</tr>
<tr>
<td>CVNA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/11/25</td>
<td>$335.00</td>
<td>$2.3 million</td>
<td>2.6K</td>
<td>2.5K</td>
</tr>
<tr>
<td>BYD</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>07/18/25</td>
<td>$82.50</td>
<td>$28.5K</td>
<td>387</td>
<td>1.3K</td>
</tr>
<tr>
<td>CHWY</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/11/25</td>
<td>$39.00</td>
<td>$42.8K</td>
<td>1.5K</td>
<td>1.2K</td>
</tr>
<tr>
<td>PHIN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$50.00</td>
<td>$62.5K</td>
<td>106</td>
<td>500</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/19/25</td>
<td>$140.00</td>
<td>$66.2K</td>
<td>5.1K</td>
<td>417</td>
</tr>
<tr>
<td>DKS</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>07/18/25</td>
<td>$210.00</td>
<td>$74.8K</td>
<td>1.6K</td>
<td>381</td>
</tr>
<tr>
<td>CPRI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$20.00</td>
<td>$26.7K</td>
<td>3.6K</td>
<td>309</td>
</tr>
<tr>
<td>SBUX</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>06/18/26</td>
<td>$90.00</td>
<td>$46.4K</td>
<td>1.2K</td>
<td>257</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 call option sweep that happens to be bearish, expiring in 2 day(s) on July 11, 2025. This event was a transfer of 250 contract(s) at a $300.00 strike. This particular call needed to be split into 30 different trades to become filled. The total cost received by the writing party (or parties) was $62.5K, with a price of $250.0 per contract. There were 16300 open contracts at this strike prior to today, and today 70055 contract(s) were bought and sold. 
• For AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we notice a call option sweep that happens to be bullish, expiring in 37 day(s) on August 15, 2025. This event was a transfer of 50 contract(s) at a $230.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $33.9K, with a price of $679.0 per contract. There were 32506 open contracts at this strike prior to today, and today 5458 contract(s) were bought and sold. 
• Regarding CVNA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NYSE">CVNA</a>), we observe a call option sweep with bearish sentiment. It expires in 2 day(s) on July 11, 2025. Parties traded 1339 contract(s) at a $335.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $2.3 million, with a price of $1738.0 per contract. There were 2629 open contracts at this strike prior to today, and today 2505 contract(s) were bought and sold. 
• Regarding BYD (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BYD#NYSE">BYD</a>), we observe a call option trade with neutral sentiment. It expires in 9 day(s) on July 18, 2025. Parties traded 100 contract(s) at a $82.50 strike. The total cost received by the writing party (or parties) was $28.5K, with a price of $285.0 per contract. There were 387 open contracts at this strike prior to today, and today 1309 contract(s) were bought and sold. 
• Regarding CHWY (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHWY#NYSE">CHWY</a>), we observe a call option sweep with bullish sentiment. It expires in 2 day(s) on July 11, 2025. Parties traded 1068 contract(s) at a $39.00 strike. This particular call needed to be split into 21 different trades to become filled. The total cost received by the writing party (or parties) was $42.8K, with a price of $40.0 per contract. There were 1505 open contracts at this strike prior to today, and today 1201 contract(s) were bought and sold. 
• Regarding PHIN (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PHIN#NYSE">PHIN</a>), we observe a call option trade with bearish sentiment. It expires in 37 day(s) on August 15, 2025. Parties traded 500 contract(s) at a $50.00 strike. The total cost received by the writing party (or parties) was $62.5K, with a price of $125.0 per contract. There were 106 open contracts at this strike prior to today, and today 500 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 bullish, expiring in 163 day(s) on December 19, 2025. This event was a transfer of 250 contract(s) at a $140.00 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 $66.2K, with a price of $265.0 per contract. There were 5106 open contracts at this strike prior to today, and today 417 contract(s) were bought and sold. 
• Regarding DKS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DKS#NYSE">DKS</a>), we observe a call option trade with neutral sentiment. It expires in 9 day(s) on July 18, 2025. Parties traded 170 contract(s) at a $210.00 strike. The total cost received by the writing party (or parties) was $74.8K, with a price of $440.0 per contract. There were 1600 open contracts at this strike prior to today, and today 381 contract(s) were bought and sold. 
• For CPRI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPRI#NYSE">CPRI</a>), we notice a call option sweep that happens to be bullish, expiring in 37 day(s) on August 15, 2025. This event was a transfer of 214 contract(s) at a $20.00 strike. This particular call needed to be split into 35 different trades to become filled. The total cost received by the writing party (or parties) was $26.7K, with a price of $125.0 per contract. There were 3605 open contracts at this strike prior to today, and today 309 contract(s) were bought and sold. 
• Regarding SBUX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>), we observe a put option trade with neutral sentiment. It expires in 344 day(s) on June 18, 2026. Parties traded 56 contract(s) at a $90.00 strike. The total cost received by the writing party (or parties) was $46.4K, with a price of $830.0 per contract. There were 1212 open contracts at this strike prior to today, and today 257 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 news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

CHWY

CPRI

PHIN

SBUX

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

Amazon&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Prime Day, a retail extravaganza generating billions in sales, can be traced back to a pivotal pitch made to Jeff Bezos, the company&#8217;s founder, by a single executive.
What Happened: The origins of Prime Day can be traced back to a proposal made by Diego Piacentini, who was leading Amazon&#8217;s international business in the early 2010s, <a href="https://fortune.com/2025/07/08/amazon-prime-day-origins-jeff-bezos-diego-piacentini-revenue-sales/">reported</a> Fortune. Piacentini, an ex-Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) executive, inspired by the success of Alibaba&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) Singles Day in China, pitched the idea of Amazon having its own event to Bezos. After receiving Bezos&#8217;s approval, Amazon decided to hold its sale during the summer months, avoiding a clash with Alibaba&#8217;s Singles Day in November.
After securing Bezos&#8217;s approval, the Amazon team decided to hold their event during the summer, a traditionally slower retail period. The first Prime Day, codenamed &#8220;Project Piñata,&#8221; was launched on July 15, 2015, to coincide with Amazon&#8217;s 20th anniversary.
Despite initial technical issues and mixed reviews, Prime Day was a hit, selling 34.4 million items and adding 1.2 million new Prime members in a single day. Amazon CFO Brian Olsavsky described it as &#8220;Christmas in July.&#8221;
Since its inception, Prime Day has grown from a single-day sale into a four-day shopping event. Last year, shoppers across 23 countries bought more than 300 million items, with 88% of all purchases made by Prime members. 
According to Capital One, Amazon Prime Day 2024 generated $14.2 billion in global sales over a 48-hour span.
SEE ALSO: <a href="https://benzinga.com/news/politics/25/07/46294492/trump-warned-us-system-is-not-designed-for-third-parties-now-experts-doubt-elon-musks-america-party" target="_blank" rel="noreferrer noopener">Trump Warned US System Is &#8216;Not Designed&#8217; For Third Parties — Now Experts Doubt Elon Musk&#8217;s America Party Will Even Be Ready By 2026 Midterms</a>
Why It Matters: Despite its impressive growth, Amazon&#8217;s Prime Day sales have reportedly <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46302633/amazon-stock-slips-as-early-prime-day-sales-data-disappoints">fallen short</a> of last year&#8217;s initial performance. In the first four hours of the 2025 event, sales were down nearly 14% compared to the same period in 2024, according to data from Momentum Commerce.
However, this year&#8217;s Prime Day is still expected to be a record-breaker, with Bank of America projecting a staggering&nbsp;<a href="https://www.benzinga.com/markets/large-cap/25/07/46247962/21-billion-in-4-days-amazon-prime-day-set-to-go-beast-mode-and-its-stock-might-join-the-party">$21 billion in sales</a>&nbsp;over just four days—a 60% leap from last year&#8217;s already historic haul.
Prime Day is just one of the major summer sales events, with Walmart (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) Deals Days and Target (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) Circle Week also offering <a href="https://www.benzinga.com/markets/large-cap/25/07/46299727/amazon-prime-day-vs-walmart-deals-days-vs-target-circle-week-summer-sales-showdown">significant discounts</a>. These events are expected to drive a surge in consumer spending, potentially impacting the stock performance of these retail giants.
Over the past year, shares of Amazon gained 10.4%, as per <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
<ul class="wp-block-list">
<li>READ MORE: <a href="https://www.benzinga.com/trading-ideas/insider-trades/25/07/46311520/jeff-bezos-offloads-nearly-666-million-in-amazon-stock-adds-to-post-wedding-sell-off-streak">Jeff Bezos Offloads Nearly $666 Million In Amazon Stock — Adds To Post-Wedding Sell-Off Streak </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.

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