"Over the past week, shares of Alibaba ( NYSE:BABA) fell 4.46%, coinciding with a shift in retail investor sentiment. Discussion around the stock remains elevated on Reddit and X, with sentiment improving from neutral in January 2026 to a bullish 60.6 in recent weeks. Attention centers on Alibaba's aggressive AI push, particularly the February 16th launch of its upgraded Qwen3.5 AI model, three days before the company reports Q2 FY2026 earnings on February 19th."
"Alibaba's latest AI model, Qwen3.5, represents a significant competitive escalation as it is 60% cheaper and runs workloads eight times faster than its predecessor, while outperforming rivals such as GPT-5.2, Claude Opus 4.5, and Gemini 3 Pro in benchmark testing. The model features enhanced "agentic capabilities," meaning it can independently execute complex, multistep tasks across mobile and desktop applications. This positions Alibaba as a cost-effective alternative in the AI arms race, potentially threatening traditional software companies that rely on premium pricing."
"For BABA, the news has meant that retail investors are taking notice as mentions of BABA on Reddit's r/WallStreetBets and r/stocks have increased, with users sharing bullish commentary around the company's AI momentum. One highly-engaged post on r/WallStreetBets discussing the Qwen AI app noted: "Qwen AI app rival to ChatGPT" (368 upvotes, 102 comments), while another on r/stocks highlighted: "China Tells Alibaba, Tech Firms to Prep Nvidia H200 Orders" (178 upvotes, 40 comments)."
Shares of Alibaba fell 4.46% over the past week as retail investor sentiment shifted from neutral in January 2026 to a bullish 60.6 in recent weeks. Attention focused on the February 16 launch of the upgraded Qwen3.5 AI model, three days before Q2 FY2026 earnings on February 19. Qwen3.5 is 60% cheaper and runs workloads eight times faster than its predecessor, and it outperformed GPT-5.2, Claude Opus 4.5, and Gemini 3 Pro in benchmark testing. The model adds enhanced agentic capabilities to execute complex, multistep tasks across mobile and desktop applications. Increased mentions of Alibaba on Reddit's r/WallStreetBets and r/stocks reflected bullish retail commentary and highlighted state-backed Nvidia H200 ordering signals.
Read at 24/7 Wall St.
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