Fang Jiang just trimmed roughly 19% of a reported stake in Alibaba, a discretionary disposition with no 10b5-1 plan disclosed. That is the kind of sizing that signals conviction about valuation, and it lands while the company reshuffles its AI leadership.
Latest Activity
Hong Xu's sale covered barely a quarter of the position, and it landed right after 229,000 shares vested from restricted stock, the classic pattern of an executive funding taxes. The holding still sits above 400,000 shares, so read this as routine housekeeping on Alibaba's China e-commerce fight.
Alibaba's AI buildout is now eating the income statement: free cash flow swung to negative RMB 44.67 billion. Cloud is the offset, with external revenue growth accelerating to 45%, and management says heavy spending stays.
BABA Coverage
SoftBank Wants to Buy America’s Biggest Security Guard Company and Use Robots
SoftBank is eyeing an $18 billion deal to take over the largest private security firm in America, with plans to swap out guards for robots at scale. The math only works if…
Apple Is Reportedly Bringing AI to China in December, but Not the New Siri
Apple is finally preparing to bring AI features to China after years of regulatory delays, but the version heading there is already two years old and missing the one feature that matters…
Alibaba Is Now Down 24% This Year: Did BABA Stock Just Find a Bottom?
Heavy artificial intelligence (AI) spending has defined 2026 for Alibaba Group (NYSE:BABA | BABA Price Prediction), and the share price has absorbed the cost. Alibaba stock trades at $110.94, down 24% year…
Wall Street Just Launched an ETF for Large Language Models. Here’s What’s Inside
Wall Street now has an ETF dedicated to large language model builders, but its biggest holding is a social media company, a third of the fund sits in Hong Kong, and the…
Alibaba Falls 4% as Reported Beijing AI Probe Undercuts Chip Rally; Baidu Eases, JD.com Dips
Shares of Alibaba Group (NYSE:BABA | BABA Price Prediction) are falling in Wednesday morning trading, reversing part of the run the company’s own Apsara conference announcements produced earlier this week. Alibaba stock…
Alibaba Jumps 4% as Zhenwu V900 Chip Targets the Gap NVIDIA Left in China; Baidu Sits Tight
Shares of Alibaba Group (NYSE:BABA | BABA Price Prediction) are rallying Tuesday morning after the company unveiled its most powerful AI chip yet at Alibaba Cloud’s annual conference in Hangzhou. Alibaba stock…
Alibaba Climbs 3%, PDD and JD.com Tick Up: Is China Technology Finding Buyers Again?
China internet names are moving together on Friday while the broader market slips, and the pattern raises a question that matters for anyone holding Alibaba through a brutal year: rotation or head…
Morningstar Says Your Emerging Markets Fund and Your Value ETF Are Both AI Bets Now
Morningstar strategist Tom Lauricella says the funds retirees bought specifically to escape tech concentration have quietly filled up with the same AI bets they were meant to offset, and the shift happened…
China E-Commerce Stocks Sink While Baidu Climbs 4%: Alibaba Falls 4%, PDD Holdings Declines 3%
China's biggest internet stocks are moving in opposite directions Thursday, and the split points to a fault line running straight through the group that could reshape how investors position across the entire…
Alibaba’s $10 Billion Stock Sale Was Nearly 3 Times Oversubscribed. Should You Follow the Smart Money?
Sovereign wealth funds poured nearly $28 billion into Alibaba's share sale yet still demanded a steep discount, and that tension tells retail investors something important before they place a single order.
XPeng Sinks 7% as Q2 Miss Overshadows $6.3B Robotics Valuation, NIO Drops 4%, Tesla Slips
XPeng's robotics unit just attracted Tencent and Alibaba in China's largest embodied AI funding round, yet the stock is tanking anyway as a revenue miss and a conservative outlook raise questions about…
Michael Burry Abandons Alibaba Over Broken Management Pledge
Michael Burry bought Alibaba in April and walked away four months later, accusing management of breaking a core commitment to shareholders. What happened in that window reveals a deeper tension building inside…
Down 40% on AI Pressure, Michael Burry Says Alibaba Needs to Still Fall by Half
Alibaba's AI spending spree just sent profits crashing 75% and free cash flow deep into negative territory, and now the company is selling billions in new shares to keep the machine running.…
This Chinese Tech Giant Quietly Cut Its Buyback 80% to Fund AI
Alibaba is sitting on billions in buyback authorization yet chose to stop using it, redirecting cash into a bet that makes the next few quarters look very different from the last few…
Alibaba Sinks 7% as a 75% Capex Surge Swallows 45% Cloud Growth; Baidu Ticks Up
Alibaba's cloud business just posted a 22-quarter high in growth, yet the stock is sinking while rival Baidu climbs. The reason comes down to a single line in the earnings report that…