Company · BABA

Alibaba

Alibaba is named in 1 Part of The Buildout, most recently Part 5: OpenAI and Anthropic Are Not the Same Business.

In 1 part of The Buildout: Part 05 · Updated Oct 22, 2026

Market snapshot

BABA on NYSE

Financial Modeling Prep, as of Oct 21, 2026, 3:59 p.m. ET. Delayed quotes.

Price
$104.40
−4.21 (−3.88%) today
Market cap
$259.7B
P/E (trailing)
22.8
Next earnings
Nov 24, 2026
Exchange
NYSE

Analysis and opinion, not investment advice.

Where the argument touches it

On each side.

Paraphrased and attributed, with the date and a link where one exists. DeepStack keeps no score of who was right; the dated tests do that work in the open.

  1. Part 08 · The cash has to tripleSep 4, 2026

    Alibaba's shift to financing an AI data center buildout through share issuance is a demerit against the investment thesis, as the buildout may be 'practically interminable' without a clear productive path.

    AI Lenders Are Financing the End of Scarcity Who is on each side

  2. Part 05 · OpenAI: commoditizedAug 20, 2026

    Michael Spencer predicts Anthropic will achieve AI supremacy status in 2027 and by 2030 will have no comparable peer competitor, not Google, OpenAI, DeepSeek, or Alibaba.

    OpenAI and Anthropic Are Not the Same Business Who is on each side Source

In The Buildout

Where Alibaba appears.

One line per story, from the story itself.

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Follow Alibaba: one email when a test on Alibaba resolves or a new Part names it.

Analysis and opinion, not investment advice. Figures are as of the dates cited in each story.