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:

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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: