Alibaba delivered decent Q2 results, with 10% like-for-like Y/Y revenue growth and notable momentum in both e-commerce and cloud segments.
The cloud business saw a 26% year-over-year revenue surge, fueled by AI adoption and aggressive CapEx plans, positioning Alibaba as China's cloud leader.
With CapEx spending set to accelerate in the years ahead, Alibaba's Cloud Intelligence Group could be a major winner for the company.
Alibaba's shares have soared in 2025 amid a rebound in e-commerce and strong cloud-driven growth, yet shares retain upside potential.
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