Summary: Alibaba, after facing regulatory scrutiny, leadership changes, and intense competition, is experiencing a resurgence. The company’s focus on its core e-commerce and cloud businesses, coupled with its aggressive release of open-source AI models, has contributed to its nearly 60% stock rally this year. Alibaba’s return to favor with the Chinese government, coupled with the growing importance of AI in China’s economy, has further boosted investor confidence.

Link: https://www.cnbc.com/2025/03/28/alibaba-100-billion-stock-rally-fueled-by-ai-jack-ma-return.html