Traded Value$Alibaba(BABA.US)’s board meets today (May 12) ahead of the Q4 FY2026 and full-year results release before the U.S. market open on May 13.
Options traders are pricing in an implied move of ~6–7.35%. Focus remains on cloud and AI revenue acceleration versus ongoing heavy capex pressure and retail competition; analysts expect modest revenue growth but potential EPS softness.
By the way, U.S. authorities are investigating an alleged $2.5 billion network that allegedly smuggled restricted $NVIDIA(NVDA.US) AI chips to $Alibaba(BABA.US) (via Thailand and intermediaries like OBON Corp).
$Alibaba(BABA.US) issued a statement denying wrongdoing and emphasizing compliance. The story continues to generate compliance-risk headlines but has not triggered new regulatory action or major stock reaction in the window.
@Bridge Buzz SG
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