Alibaba Expands Amid Regulatory Pressures
Alibaba finds itself navigating a high-stakes intersection of regulatory headwinds, aggressive expansion in local commerce, and rapid progress in frontier AI models. While its shares have logged a fifth consecutive week of declines and fallen 23 percent…
Alibaba 41% Undervalued
Alibaba’s Discounted Cash Flow Model Signals 41 Percent Undervaluation Even as EU Antitrust Penalties and AI Capital Outlays Intensify Alibaba Group Holding’s intrinsic value estimate of roughly $196 per share sits 41.3 percent above recent trading…
Alibaba’s Big Wins
Alibaba’s early bets on memory chipmaker Changxin Technology and AI labs like Zhipu are now producing outsized returns that dwarf typical venture multiples, even as allegations of large-scale model distillation threaten to overshadow those gains. The…
Alibaba’s Fastjson Vulnerable
Alibaba’s flagship open-source library Fastjson has become the target of active exploitation campaigns, exposing a remote code execution flaw that requires no special configuration beyond default settings in Spring Boot fat-JAR deployments. The…
Ant Raises $1.2B
Alibaba’s Ant International Raises $1.2 Billion as Qwen Model Secures Apple Partnership and Chinese Labs Release Cost-Competitive Frontier Models Ant International’s $1.2 billion Series A, led by its parent entities and supported by global institutions,…
Alibaba Unveils AI Model
Alibaba’s announcement of its Qwen3.8-Max-Preview model, a 2.4-trillion-parameter system positioned as second only to Anthropic’s Claude Fable 5, arrived at the World AI Conference in Shanghai just as the company absorbed a €550 million fine from the…
Alibaba Takes on Nvidia
Alibaba’s push to dismantle Nvidia’s software lock-in through open-source tools coincides with its largest-ever pre-IPO bet on domestic memory chips, even as the company’s shares sit 19.7 percent lower for the year. These moves signal a deliberate…
Apple AI Clears China Hurdle
Apple Intelligence has cleared a critical regulatory hurdle in China after more than a year of delays, enabling the iPhone maker to deploy its generative AI suite to users in the world’s largest smartphone market through partnerships with Alibaba’s Qwen…
Alibaba’s AI Push Faces US Scrutiny
Alibaba’s push into embodied artificial intelligence is colliding with renewed U.S. political scrutiny and shifting investor sentiment, revealing how Chinese technology firms must simultaneously advance technical roadmaps, manage regulatory exposure, and…
Alibaba Fined $600M
Alibaba’s $600 million settlement with the Justice Department exposes a stark gap between the evidence investigators assembled and the penalties ultimately imposed. Prosecutors had documented eight years of unchecked sales of dangerous drugs, chemicals,…