Citigroup’s Joe Mohr argues that generative AI tools will unlock new uses for film and television catalogs, leading to higher content licensing fees and recurring royalty streams. He emphasizes that major studios with deep back-catalogs are best positioned to capture incremental monetization from AI-powered remastering, spin-offs and derivative works.

Citi analysts highlight Alibaba’s accelerated rollout of AI capabilities in its cloud services and online retail platforms, forecasting gains in average revenue per user and improved cost efficiencies. The bank points to pilot programs in intelligent logistics, personalized marketing and AI-driven customer service as drivers for stronger top-line growth and margin expansion.