A remarkable strategic pivot is driving Alibaba's current market performance, shifting attention away from regulatory concerns and e-commerce metrics toward its emerging identity as an artificial intelligence leader. This transformation has triggered substantial institutional investment, a wave of analyst upgrades, and a stock performance that has more than doubled in 2025. The Chinese technology giant's fundamental repositioning from online retail dominance to AI innovation represents one of the most significant corporate turnarounds in recent memory.

Market experts are unanimously endorsing Alibaba's strategic shift. First Group elevated its rating from "Hold" to "Buy," while JP Morgan catapulted its price target to $245. According to the investment bank's assessment, Alibaba has transformed from a "e-commerce market share loser" to a... Read more...