AMD vs Alibaba
AMD (Advanced Micro Devices, Inc.) vs Alibaba (Alibaba Group): This page compares business models, financial performance, and market context of the two companies. It presents neutral, accessible information on how each operates and competes in their markets. Educational content, not financial advice.
AMD (Advanced Micro Devices, Inc.) vs Alibaba (Alibaba Group): This page compares business models, financial performance, and market context of the two companies. It presents neutral, accessible infor...
Why It's Moving
AMD Powers Up with Seven-Day Winning Streak as Wall Street Bets Big on AI Momentum Ahead of Earnings.
- Wells Fargo reiterated Overweight rating with $345 target, eyeing 55% upside from $223.60 levels due to projected EPS over $20 by 2029 on AI growth.
- Stock rallied from $231.92 to $249.80 in recent session with surging volume, signaling robust investor optimism and pivot buy signals since January 9.
- Upcoming February 3 earnings loom large, with CEO Lisa Su's vision of 35%+ annual revenue growth underscoring AMD's traction in AI chips for clients like OpenAI and IBM.
Alibaba's Q1 Earnings Crush Expectations with Cloud Surge and Profit Jump, Igniting Investor Optimism.
- Net income soared 78% YoY to $6 billion, highlighting improved margins and operational efficiency in a competitive landscape.
- Cloud Intelligence Group revenue exploded 26% to $4.6 billion, underscoring booming AI and enterprise service adoption.
- China E-commerce and International Digital Commerce segments grew 10% and 19% respectively, reinforcing Alibaba's diversified revenue engine.
AMD Powers Up with Seven-Day Winning Streak as Wall Street Bets Big on AI Momentum Ahead of Earnings.
- Wells Fargo reiterated Overweight rating with $345 target, eyeing 55% upside from $223.60 levels due to projected EPS over $20 by 2029 on AI growth.
- Stock rallied from $231.92 to $249.80 in recent session with surging volume, signaling robust investor optimism and pivot buy signals since January 9.
- Upcoming February 3 earnings loom large, with CEO Lisa Su's vision of 35%+ annual revenue growth underscoring AMD's traction in AI chips for clients like OpenAI and IBM.
Alibaba's Q1 Earnings Crush Expectations with Cloud Surge and Profit Jump, Igniting Investor Optimism.
- Net income soared 78% YoY to $6 billion, highlighting improved margins and operational efficiency in a competitive landscape.
- Cloud Intelligence Group revenue exploded 26% to $4.6 billion, underscoring booming AI and enterprise service adoption.
- China E-commerce and International Digital Commerce segments grew 10% and 19% respectively, reinforcing Alibaba's diversified revenue engine.
Investment Analysis
AMD
AMD
Pros
- AMD has demonstrated robust recent revenue growth, with Q3 2025 sales up 36% year-over-year, reflecting strong demand for its semiconductor products.
- The company maintains technological leadership in high-performance computing and graphics, benefiting from continued investment in AI and data centre applications.
- AMD’s balance sheet is healthy, supporting investment in R&D and capacity expansion even as industry competition intensifies.
Considerations
- AMD faces intense competition in semiconductors from larger rivals, which could pressure margins and market share over time.
- Recent stock performance has shown high volatility and more down days than up, indicating investor caution despite growth metrics.
- The company’s valuation reflects significant future growth expectations, leaving limited room for error if execution falters or demand softens.
Alibaba
BABA
Pros
- Alibaba’s valuation appears relatively low compared to global tech peers, with a modest P/E ratio suggesting potential upside if sentiment improves.
- The company continues to invest in AI and cloud infrastructure, aiming to unlock growth beyond its core e-commerce operations.
- Alibaba maintains strong cash flow generation from its established Chinese commerce and logistics businesses, providing financial flexibility.
Considerations
- Alibaba’s growth outlook is clouded by regulatory uncertainty in China and ongoing scrutiny of domestic tech firms by authorities.
- International expansion faces geopolitical risks and competitive pressures, limiting near-term revenue diversification beyond China.
- Recent share price weakness reflects broader concerns over China’s economic slowdown and consumer spending trends impacting core businesses.
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AMD (AMD) Next Earnings Date
Advanced Micro Devices (AMD) is scheduled to report its next earnings on February 3, 2026. This release will cover the fiscal fourth quarter of 2025, ending December 2025. The earnings call is expected after market close, consistent with AMD's historical reporting patterns.
Alibaba (BABA) Next Earnings Date
Alibaba Group (BABA) is estimated to report earnings on February 19, 2026, before market open. This earnings announcement will cover the company's Q3 fiscal year 2026 results. While the date remains unconfirmed by the company, it aligns with Alibaba's historical reporting schedule based on past quarter releases. Investors should monitor for an official confirmation from the company as the date approaches.
AMD (AMD) Next Earnings Date
Advanced Micro Devices (AMD) is scheduled to report its next earnings on February 3, 2026. This release will cover the fiscal fourth quarter of 2025, ending December 2025. The earnings call is expected after market close, consistent with AMD's historical reporting patterns.
Alibaba (BABA) Next Earnings Date
Alibaba Group (BABA) is estimated to report earnings on February 19, 2026, before market open. This earnings announcement will cover the company's Q3 fiscal year 2026 results. While the date remains unconfirmed by the company, it aligns with Alibaba's historical reporting schedule based on past quarter releases. Investors should monitor for an official confirmation from the company as the date approaches.
Which Baskets Do They Appear In?
Gaming
This carefully curated collection of gaming stocks spans the entire industry, from hardware manufacturers to game developers. Handpicked by professional analysts, these companies represent the technological innovation and creative potential driving this rapidly expanding market.
Published: May 26, 2025
Explore BasketWhich Baskets Do They Appear In?
Gaming
This carefully curated collection of gaming stocks spans the entire industry, from hardware manufacturers to game developers. Handpicked by professional analysts, these companies represent the technological innovation and creative potential driving this rapidly expanding market.
Published: May 26, 2025
Explore BasketBuy AMD or BABA in Nemo
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