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Why Alibaba's $10 Billion AI Bet Shook Its Stock
This episode of Stock Picking with Fexingo digs into Alibaba's dramatic $10.2 billion share placement to fund its AI push, announced on August 24, 2026. Lucas and Luna break down why the market punished the stock with a sharp premarket plunge, despite the long-term logic of investing in AI infrastructure. They explore the tension between dilution fears and strategic necessity, using Alibaba as a case study in how stock pickers should evaluate companies making large, capital-intensive pivots. With the S&P 500 hovering near 7,600 and tech stocks like NVIDIA pulling back, the conversation…
The skinny
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