Alibaba and Amazon are heavily investing in AI infrastructure, leading to significant capital expenditures. Alibaba's capex spending resulted in negative free cash flow in fiscal Q1, but AI revenue is ...

The 2025 holiday season exposed a clear split in consumer behavior across the world’s two largest e-commerce markets. In the United States, spending continued, but with tighter budgets and more ...

Amazon's most recent quarter showed double-digit growth in retail, ads, and cloud. Both Amazon and Alibaba have seen a reacceleration in their cloud businesses. Amazon's overall business is growing ...

Two of the world's most influential e-commerce and cloud computing giants continue to shape the digital landscape, albeit from different hemispheres. Alibaba GroupBABA recently reported revenues of ...

Global online retail is cooling after the pandemic surge. Shoppers are more selective, shipping costs normalized, and promotional intensity is back. The result: a global e-commerce slowdown that ...