Alibaba’s Bold AI & Cloud Bet Is Driving Our Optimism–But It Comes at A BIG COST! 

Alibaba Group delivered a mixed performance in the March quarter and for the full fiscal year 2025, showing resilience in its core operations while falling short of analyst expectations on key financial metrics. The company reported revenue of $32.58 billion for the quarter, marking a 7% year-over-year increase, but this fell below projections of $33.28 billion. Net income for the period came in at $1.71 billion, significantly lower than the anticipated $2.93 billion. Despite a 60% stock rally earlier in the year, these results triggered a sharp 7.6% drop in Alibaba’s shares, highlighting investor concerns over both the results and the broader health of the Chinese economy.