MEXC Research(@MEXC_Research):Alibaba ($BABA) reports earnings Thursday, and it just made a move worth watching first. Days before the print, it sold off its gaming studio, redirecting that capital straight into AI Cloud and Qwen. The buybacks and divestments only build a floor. The real catalyst for a re-rating is cloud monetization. Full breakdown:

MEXC Research

@MEXC_Research

Your 0-Fee Gateway to Infinite Opportunities. Trade Crypto, Stocks, Gold, Silver, Oil and Prediction Markets in One Place. @MEXC

参加 July 2026

13 フォロー中 230 ファン

MEXC Research@MEXC_Research

2026.08.18 05:08

Alibaba ($BABA) reports earnings Thursday, and it just made a move worth watching first. Days before the print, it sold off its gaming studio, redirecting that capital straight into AI Cloud and Qwen. The buybacks and divestments only build a floor. The real catalyst for a re-rating is cloud monetization. Full breakdown: