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JUST IN 🚨: Nasdaq on track for its 12th consecutive green day, its longest winning streak since July 2009 📈🥳🤑🫂

Today follows the long-held and respected tradition of Netflix putting out a banger earnings report and the stock dropping 10%. We must respect the tradition, as the stock will inevitably grind back to all-time highs in the coming months.

Wealth is made from inactivity over a long period of time.

$BABA : Alibaba Prepares for Overseas Closed-Door Meeting: 99 World-leading Brands Invited.

China's PPI turns positive: this monthly increase was 0.6% higher than the previous month's gain, making it the fastest price jump in 4 years!! $KWEB $HSI $FXI

$BABA : ALIBABA’S QWEN FAMILY CAPTURES OVER 50% OF GLOBAL OPEN-SOURCE DOWNLOADS: REPORT - SCMP. Qwen hits nearly 1 billion cumulative downloads, far surpassing rivals like Meta Platforms’ Llama and DeepSeek, researchers say. sc.mp/og9kw?utm_sour… via @scmpnews

Alibaba Acquires happyhorse.com, Strengthening its AI Video and Diversified Ecosystem Layout. $BABA domain.news/alibaba-acquir… via @https://domain.news

$BABA : Unitree Robotics and Alibaba Planning for Overseas Expansion, with R1 Robot and AliExpress Integration at Core.

$BABA Update: BREAKOUT $BABA doubles here.

$BABA : Taobao Live Sets 2026 Target: 100% Growth in New Product Transaction Volume.

Even Beijing is eager to see AI fully integrated into China’s e-commerce sector. Already the world’s leading e-commerce market, AI could supercharge the level of penetration of the digital economy into the overall market. $BABA $JD $MPNGF $PDD $KUASF $PDD

$BABA 'Alibaba launches data center in China with China Telcom, powered by its own chips- CNBC' +7.5%

ALIBABA RESTRUCTURES ORGANIZATION, UPGRADING QWEN LAB INTO A BUSINESS UNIT AND APPOINTING LI FEIFEI AS ALIBABA CLOUD CTO #CHINA #AI #TECH #ALIBABA $BABA #QWEN (mktnews.com/flashDetail.ht…)

$BABA : As AI race with US intensifies, Alibaba launches 10,000-card computing cluster "E-commerce giant Alibaba has announced the deployment of a 10,000-card intelligent computing cluster powered by the Zhenwu AI chips developed by its T-Head semiconductor design arm." "Launched in collaboration with China Telecom in the Shaoguan data centre in Guangdong province, the “fully domestic” cluster was the first Zhenwu-powered project of such scale in the Greater Bay Area, Alibaba’s cloud unit said in a statement issued on Tuesday." sc.mp/1bub1?utm_sour… via @scmpnews

$BABA : Carrier Global and Alibaba Cloud have signed a memorandum of strategic cooperation.

Alibaba just served 1.4 trillion tokens in 24 hours. For free. $0 per million input. $0 per million output. The second-place model, MiniMax M2.7, processed 194 billion tokens. Qwen 3.6 Plus did 7.3x that volume in a single day. The 711% surge wasn't a spike. It was a land grab. Here's what makes this interesting. Every single prompt and response sent to Qwen 3.6 Plus gets collected for fine-tuning. That's the deal: free inference, you give us your data. At 1.4 trillion tokens per day, Alibaba is now ingesting more real-world training data in a week than most labs collect in a year. This is the same playbook that drove Chinese models from under 2% of OpenRouter traffic in late 2024 to over 45% today. Price the model at zero. Absorb the compute cost. Harvest developer workflows at scale. Use that data to train the next version. Repeat. OpenRouter now processes 20 trillion tokens per week, 4x year-over-year. Chinese models account for nearly half of all traffic. A year ago, GPT-4 dominated these charts. Today it's Qwen, MiniMax, DeepSeek, and MiMo. The 1 million token context window isn't the product. The free pricing isn't the product. The 1.4 trillion tokens of developer behavior flowing into Alibaba's training pipeline every single day is the product.

$BABA : China's Large AI Models See Over 31% Month-on-Month Increase in API Calls, Surpassing the US for Five Consecutive Weeks.

$BABA Qwen3.6-Plus — matching or beating Claude Opus 4.5 on most major benchmarks. 3x faster than Claude, fraction of the cost, 1M token context window. And it’s closed source now. Alibaba is monetizing AI.

Chinese AI giants pivot toward proprietary models to drive revenue, performance sc.mp/wicnn?utm_sour… via @scmpnews $BABA

Bloomberg: Alibaba has unveiled its third proprietary AI model in three days, rolling out the closed-source, agentic-focused Qwen3.6-Plus as it pushes harder to monetize AI and offset weakness in its core e-commerce business.