Alibaba's AI Dilemma: Winning The Tech War, Bleeding The Cash Flow

2026-01-09 10:56:15 ET

Introduction

The last time I covered Alibaba Group Holding Limited ( BABA ) was back in September, right when the stock was enjoying a significant surge driven by a wave of optimism surrounding its AI wins and the rapid acceleration of its cloud business. Back then, the narrative was overwhelmingly positive, with investors ready to forget about the years of regulatory pressure and geopolitical tensions in favor of a fresh and cheap growth story....

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