Latest news with #AIcloud
Yahoo
12 hours ago
- Business
- Yahoo
Terawulf (WULF) Rockets After Google $1.8-Billion Backing
We recently published . Terawulf Inc. (NASDAQ:WULF) is one of the top performers on Thursday. Shares of Terawulf soared by as much as 60 percent on Thursday as investors cheered an $8.7-billion revenue opportunity backed by Google for the delivery of critical IT load to a premier AI cloud platform. In a statement on Thursday, Terawulf Inc. (NASDAQ:WULF) said it entered into an agreement with Fluidstack for the delivery of 200 MW of critical IT load at its Lake Mariner data center campus in Western New York. The agreements represent approximately $3.7 billion in contracted revenue over the initial 10-year term, with an option for two five-year extensions, which, if exercised, would bring the total contract revenue to $8.7 billion. According to Terawulf Inc. (NASDAQ:WULF), it received a $1.8-billion fund backing from Google to support project-related debt financing for the Fluidstack project, in exchange for warrants covering 41 million WULF common shares or 8 percent pro-forma equity. The first phase of deployment will involve 40 MW of critical IT load and is expected to come online in the first half of 2026, with the remaining 160 MW targeted for completion by year-end. In addition to Google's backstop, Terawulf Inc. (NASDAQ:WULF) announced its intention to access the capital market, but did not elaborate on whether in the form of debt or share sale. While we acknowledge the potential of WULF as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
6 days ago
- Business
- Globe and Mail
Thinking of Buying Alibaba Stock? Here's 1 Green Flag and 1 Red Flag.
Key Points AI cloud could be the answer to Alibaba's next phase of growth. But core e-commerce is still dragging. Investors should have the right expectations when investing in the stock. 10 stocks we like better than Alibaba Group › Alibaba (NYSE: BABA) was once the crown jewel of China's internet economy. Today, it's more complicated. The e-commerce giant has faced regulatory crackdowns, weakening Chinese consumer marketing, and fierce competition from fast-moving rivals like Pinduoduo and Douyin. Yet beneath the surface, Alibaba is quietly undergoing a significant transformation -- one that could define its next decade. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » For investors considering the stock today, here's one green flag that signals long-term potential, and one red flag that still casts a shadow. Green flag: AI and cloud could rewrite Alibaba's growth story Alibaba is no longer content with being just an e-commerce platform. Its most ambitious bet today is on becoming an artificial intelligence (AI)-native enterprise -- and the heart of that shift lies in Alibaba Cloud. Once seen as a lower-margin, China-centric hosting business, Alibaba Cloud has repositioned itself around artificial intelligence. At the core of this transition is its integration with Qwen -- Alibaba's open-source large language model (LLM), which significantly expands the platform's reach beyond just cloud infrastructure. Qwen itself is no lightweight. The latest version, Qwen3, rivals the performance of OpenAI's GPT-4 and Google's Gemini in several benchmark tasks. But that's just one part of the story. The most significant strategic move that Alibaba Cloud has undertaken for Qwen is to make it open-source, inviting anyone to leverage its model to build their own AI applications. This open AI strategy positions Alibaba Cloud to expand beyond China into emerging markets and Southeast Asia, especially in markets where U.S. tech dominance is weaker. As developers build on Qwen, they will naturally utilize other services offered by Alibaba. In other words, Alibaba Cloud aims to become a full-stack AI ecosystem for developers and businesses. Besides investing in Qwen, Alibaba Cloud is also doubling down on its investment in core infrastructure, aiming to invest around $50 billion in the next three years. This planned investment will exceed Alibaba's total AI and cloud spending over the past decade, demonstrating the company's commitment to becoming a leading AI cloud provider. If successful, AI and cloud computing could become Alibaba's growth driver for the next decade, just as AWS is now a key growth driver for Amazon. Red flag: Core e-commerce is still struggling to regain its past glory While AI captures investor attention, Alibaba's core revenue continues to come from domestic commerce. In fiscal year 2025 (ended March 31), this segment accounted for 45% of revenue and 113% of adjusted earnings before interest, taxes, and amortization (EBITA) -- a sign that Alibaba's profits remain heavily dependent on its e-commerce operations. Note that EBITA was 113% since other segments recorded a combined loss in 2024. But growth is sluggish. In fiscal year 2025, ended March 31, 2025, Taobao and Tmall revenue grew just 3%, as consumer sentiment in China remained soft amid a weak economic backdrop and ongoing geopolitical tensions. At the same time, Alibaba is facing intense competition from Pinduoduo's low-price strategy and Douyin's short video commerce -- both of which are quickly capturing market share. Alibaba has attempted to respond by incorporating AI into its shopping experiences and intensifying efforts to reengage merchants and users. Encouragingly, domestic e-commerce revenue grew 9% year over year in the March 2025 quarter -- a notable improvement from the full-year trend. If Alibaba can sustain its execution, it can continue to ride the tailwinds of a growing GDP per capita and a growing retail industry. Still, Alibaba has to prove it can sustain this momentum. The structural pressures -- from competition to shifts in consumer behavior -- won't disappear overnight. What does it mean for investors? Alibaba is at a crossroads. On one hand, it's laying the foundation for long-term success through open-source AI, cloud infrastructure, and international expansion. On the other hand, its dominant Chinese e-commerce business is facing challenges that may persist for some time. For investors looking for short-term upside, there are cleaner growth stories elsewhere. However, those willing to wait for the AI flywheel to turn and who believe Alibaba can navigate China's evolving economic landscape may find this to be an underappreciated opportunity. Either way, Alibaba deserves a spot on your radar. Should you invest $1,000 in Alibaba Group right now? Before you buy stock in Alibaba Group, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Alibaba Group wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $653,427!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,119,863!* Now, it's worth noting Stock Advisor's total average return is 1,060% — a market-crushing outperformance compared to 182% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 4, 2025
Yahoo
6 days ago
- Business
- Yahoo
Thinking of Buying Alibaba Stock? Here's 1 Green Flag and 1 Red Flag.
Key Points AI cloud could be the answer to Alibaba's next phase of growth. But core e-commerce is still dragging. Investors should have the right expectations when investing in the stock. 10 stocks we like better than Alibaba Group › Alibaba (NYSE: BABA) was once the crown jewel of China's internet economy. Today, it's more complicated. The e-commerce giant has faced regulatory crackdowns, weakening Chinese consumer marketing, and fierce competition from fast-moving rivals like Pinduoduo and Douyin. Yet beneath the surface, Alibaba is quietly undergoing a significant transformation -- one that could define its next decade. For investors considering the stock today, here's one green flag that signals long-term potential, and one red flag that still casts a shadow. Green flag: AI and cloud could rewrite Alibaba's growth story Alibaba is no longer content with being just an e-commerce platform. Its most ambitious bet today is on becoming an artificial intelligence (AI)-native enterprise -- and the heart of that shift lies in Alibaba Cloud. Once seen as a lower-margin, China-centric hosting business, Alibaba Cloud has repositioned itself around artificial intelligence. At the core of this transition is its integration with Qwen -- Alibaba's open-source large language model (LLM), which significantly expands the platform's reach beyond just cloud infrastructure. Qwen itself is no lightweight. The latest version, Qwen3, rivals the performance of OpenAI's GPT-4 and Google's Gemini in several benchmark tasks. But that's just one part of the story. The most significant strategic move that Alibaba Cloud has undertaken for Qwen is to make it open-source, inviting anyone to leverage its model to build their own AI applications. This open AI strategy positions Alibaba Cloud to expand beyond China into emerging markets and Southeast Asia, especially in markets where U.S. tech dominance is weaker. As developers build on Qwen, they will naturally utilize other services offered by Alibaba. In other words, Alibaba Cloud aims to become a full-stack AI ecosystem for developers and businesses. Besides investing in Qwen, Alibaba Cloud is also doubling down on its investment in core infrastructure, aiming to invest around $50 billion in the next three years. This planned investment will exceed Alibaba's total AI and cloud spending over the past decade, demonstrating the company's commitment to becoming a leading AI cloud provider. If successful, AI and cloud computing could become Alibaba's growth driver for the next decade, just as AWS is now a key growth driver for Amazon. Red flag: Core e-commerce is still struggling to regain its past glory While AI captures investor attention, Alibaba's core revenue continues to come from domestic commerce. In fiscal year 2025 (ended March 31), this segment accounted for 45% of revenue and 113% of adjusted earnings before interest, taxes, and amortization (EBITA) -- a sign that Alibaba's profits remain heavily dependent on its e-commerce operations. Note that EBITA was 113% since other segments recorded a combined loss in 2024. But growth is sluggish. In fiscal year 2025, ended March 31, 2025, Taobao and Tmall revenue grew just 3%, as consumer sentiment in China remained soft amid a weak economic backdrop and ongoing geopolitical tensions. At the same time, Alibaba is facing intense competition from Pinduoduo's low-price strategy and Douyin's short video commerce -- both of which are quickly capturing market share. Alibaba has attempted to respond by incorporating AI into its shopping experiences and intensifying efforts to reengage merchants and users. Encouragingly, domestic e-commerce revenue grew 9% year over year in the March 2025 quarter -- a notable improvement from the full-year trend. If Alibaba can sustain its execution, it can continue to ride the tailwinds of a growing GDP per capita and a growing retail industry. Still, Alibaba has to prove it can sustain this momentum. The structural pressures -- from competition to shifts in consumer behavior -- won't disappear overnight. What does it mean for investors? Alibaba is at a crossroads. On one hand, it's laying the foundation for long-term success through open-source AI, cloud infrastructure, and international expansion. On the other hand, its dominant Chinese e-commerce business is facing challenges that may persist for some time. For investors looking for short-term upside, there are cleaner growth stories elsewhere. However, those willing to wait for the AI flywheel to turn and who believe Alibaba can navigate China's evolving economic landscape may find this to be an underappreciated opportunity. Either way, Alibaba deserves a spot on your radar. Should you invest $1,000 in Alibaba Group right now? Before you buy stock in Alibaba Group, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Alibaba Group wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $653,427!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,119,863!* Now, it's worth noting Stock Advisor's total average return is 1,060% — a market-crushing outperformance compared to 182% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 4, 2025 Lawrence Nga has positions in Alibaba Group and PDD Holdings. The Motley Fool has positions in and recommends Amazon. The Motley Fool recommends Alibaba Group. The Motley Fool has a disclosure policy. Thinking of Buying Alibaba Stock? Here's 1 Green Flag and 1 Red Flag. was originally published by The Motley Fool
Bloomberg
20-05-2025
- Business
- Bloomberg
CoreWeave's Platform ‘Decommoditized,' Says CSO Venturo
Brian Venturo, CoreWeave's chief strategy officer, says the biggest misconception about the AI cloud industry is that it's commoditized. CoreWeave's software and deployment differentiate it from competitors, Venturo tells Ed Ludlow on 'Bloomberg Technology.' (Source: Bloomberg)
