(https://www.marketwatch.com/story/alibaba-shares-tumble-as-investors-question-whether-ai-spending-splurge-is-justified-6989038b?mod=mw_rss_topstories) on a major equity raise, and it's not about the dilution — it's about what the market's rejection actually *means*. Alibaba posted $152.1B in quarterly revenue last quarter with a 10.4% net margin, yet investors are questioning whether AI infrastructure spending is justified.

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