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Alibaba — stock news & what’s moving it
18 recent stories tracked by Excalium
All Alibaba news
Alibaba plans HKD80B share placement for AI expansion
Aug 24, 2026 · This significant capital raise signals Alibaba's commitment to scaling its AI capabilities, potentially intensifying com
Alibaba guides AI cloud revenue to $10B run-rate next quarter
Aug 21, 2026 · This guidance signals strong monetization of AI capabilities within Alibaba Cloud, indicating increased enterprise adopt
Alibaba Cloud pivots data centers to AI compute
Aug 14, 2026 · The shift signifies Alibaba Cloud's strategic reallocation of infrastructure to meet rising demand for generative AI wor
Alibaba Cloud accelerates Ulanqab AI infrastructure buildout
Aug 14, 2026 · Alibaba Cloud's rapid expansion of AI infrastructure signals increased capital expenditure in data centers and a competi
Cloud launches Zhenwu M890 supernode for commercial use
Aug 14, 2026 · Alibaba Cloud's introduction of a new supernode indicates an expansion of its cloud computing capabilities, crucial for
Alibaba releases Qwen3.8-2.4T large language model
Aug 12, 2026 · The release of high-parameter open-source models increases competition in the generative AI space, potentially driving d
Alibaba bans Claude Code for employees, citing security concerns
Jul 6, 2026 · This move signals China's increasing push for domestic AI tools and could impact foreign AI developers' market access wi
Alibaba bans employees from using Claude Code
Jul 4, 2026 · This move signals increasing corporate caution regarding the use of third-party AI tools, particularly those handling pr
Alibaba bans Claude Code over alleged backdoor risks
Jul 3, 2026 · This move by a major Chinese tech company signals increasing concerns over AI model security and potential national secu
Alibaba's new AI confidence
Jun 28, 2026 · Jack Ma's commentary on Alibaba's AI strategy signals a renewed focus and potential strategic shifts within the company,
Alibaba shares down 7.1% after Pentagon suit, AI misuse claims
Jun 25, 2026 · The legal and regulatory scrutiny from the US government, particularly regarding AI and defense, signals increasing geop
Alibaba attempted to 'harvest' US AI capabilities
Jun 24, 2026 · This report signals escalating concerns about intellectual property transfer and national security in the AI sector, pot
Alibaba sues US Defense Department over military company label
Jun 24, 2026 · This legal action challenges the US government's designation, which could impact Alibaba's ability to secure contracts a
Alibaba denies Chinese military ties in lawsuit against Pentagon
Jun 23, 2026 · This lawsuit challenges the U.S. government's authority to blacklist Chinese companies based on alleged military ties, p
Alibaba sues US for removal from Pentagon blacklist
Jun 23, 2026 · This legal action signals ongoing tension between major Chinese tech firms and the US government, potentially impacting
Pentagon accuses Alibaba, BYD of aiding Chinese military
Jun 9, 2026 · U.S. Defense Department publicly accused Alibaba and BYD of supporting Chinese military activities. Investors face poten
Pentagon designates Alibaba, Baidu as Chinese military supporters
Jun 9, 2026 · U.S. Pentagon identified Alibaba and Baidu as companies aiding China's military, potentially exposing them to U.S. sanct
Pentagon links Alibaba, Baidu, BYD to Chinese military
Jun 8, 2026
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