$BABA Alibaba Tape Reports
Per Ticker.id: $BABA Alibaba Tape Reports — 62 podcast mentions across 17 podcasts (30 days), latest 2026-08-25 16:56 UTC.
I think it's very important because when you have to fund— look at what it— look what Broadcom just did, $100 billion. Look what Alibaba is doing. Look, everybody in the food chain has got to raise hundreds of billions of dollars to equate to a $1.1 billion spend next year. You know, there's going to have to be funding. So with that, I think the cost of capital is from a return on invested capital is an issue. And that's why I said, you know, that I would not be surprised if the the 10-year goes through 5%, because what I see is inflation on every single call. Look what NVIDIA just raised prices on, Vera Rubin, by 15 to 17%. It's everywhere.
Ted Monesson — Bloomberg Surveillance · Bloomberg Surveillance TV: August 25th, 2026 · 2026-08-25In today's episode of China Decode, we're discussing the largest defense budget in Taiwan's history, the man who built China's biggest property empire who is sentenced to life in prison, and getting to the bottom of who is really buying and using China's humanoid robots. That's all coming up. But first, let's do a quick check-in with how the Chinese markets are starting the week. On Monday, markets were down thanks to a broad tech sector sell-off, with news from Alibaba leading the sell-off. The Shanghai Composite was down 0.59%. The Shenzhen Composite fell 2.13%, and the Hang Seng was down 1.89%. Biggest gainers included Sinopec, up over 4%, China Coal, up around 3.5%, and Ping An Insurance, up 3%. All right, let's get into it. We'll start in Taipei, where the government of Taiwan has approved a proposed 2027 budget this week. That would push defense spending past 1.12 trillion Taiwanese dollars, or roughly $35 billion. That's an 18.2% jump from this year. But the budget still has to make it through Taiwan's opposition-controlled legislature. Well, James, before we get into the politics minutiae of whether or not this gets passed, this is pretty considerable given that, if you recall, earlier this year there was some speculation that Trump's $14 billion arms sales package would go through. It seems like he's paused that. It's unclear whether or not he's going to revive that package in a time in which a lot of missiles and ammunition are being used up in the Middle East. So the big question is, will this spending actually be significant for Taiwan's battle preparedness? I'm a little skeptical. When I compare Taiwan to Ukraine, for instance, what strikes me is the relative backwardness of the Taiwanese military and the lack of preparedness there's 170,000 active troops in Taiwan, now 300,000 active troops in Ukraine. Taiwan currently spends about 2.1% of GDP on the military. Ukraine seriously ramped up in 2021 spending as a share of GDP, and that's gone up to 40%, which is considerable to say the least. But beyond that, it seems like everyday Taiwanese people don't have the same sense of battle preparedness and, and bellicosity when it comes to mainland China as the Ukrainians do toward towards Russia.
Alice Han — The Prof G Pod with Scott Galloway · China Decode: Taiwan's Record Defense Budget, Evergrande's Life Sentence, and China's Robot Boom · 2026-08-25More tech out there. Alibaba, the latest big hyperscaler to hit the capital markets. They plan on raising $10 billion from—
Paul Sweeney — Bloomberg Intelligence · Alibaba Raises $10 Billion in Record Hong Kong Share Sale · 2026-08-24Yep, exactly right. I think they're doing in Hong Kong, which is pretty interesting. But there's a lot going on in the tech world. And of course, Nvidia reporting their earnings Wednesday after the close. Let's check in with Ed Ludlow, Bloomberg Tech co-anchor. So, Ed, what would you make of the Alibaba news? Just another big hyperscaler raising capital to fund their, their CapEx.
Paul Sweeney — Bloomberg Intelligence · Alibaba Raises $10 Billion in Record Hong Kong Share Sale · 2026-08-24Yeah, it's interesting you call them a hyperscaler, right? I think that's the observation that most markets would make. They've shifted from being an e-commerce company in China to a cloud computing company that are very focused on AI in the same way that lots of the analogous companies in America are. And there are some questions being posed like why are they doing a follow-on? A follow-on simply being, you know, existing publicly traded company tapping equity markets and not using debt. You know, debt has been the, the financing mechanism of choice here in the United States. But either way, the net conclusion is the same, that they are in need of capital to build infrastructure and invest heavily in AI development. And, you know, Alibaba is seen by many as being the leader of that pack in China because of not just their commitment, but their competence too.
Ed Ludlow — Bloomberg Intelligence · Alibaba Raises $10 Billion in Record Hong Kong Share Sale · 2026-08-24Yeah, we're seeing Alibaba shares drop on that placement here in the US, down 1.4% to $117. And there's another headline speaking of companies raising money. SoftBank planning a record ¥1 trillion retail bond sale to raise funds for what else? Investment commitments to AI, in this case, OpenAI. Tell us a little bit more about SoftBank's relationship with OpenAI.
Scarlet Fu — Bloomberg Intelligence · Alibaba Raises $10 Billion in Record Hong Kong Share Sale · 2026-08-24You know, it's whether you believe that a big IPO presages a starting gun for an IPO window in which everyone follows suit. Or if you look at what's happening in capital markets, the Alibaba follow-on offering, for example, you know, there's lots of activity in the equity market. The market is flooded with equity at the moment. Can it sustain lots and lots of IPOs at that scale? That is a debate for the bankers and the demand of those big institutions that would buy the shares.
Ed Ludlow — Bloomberg Intelligence · Alibaba Raises $10 Billion in Record Hong Kong Share Sale · 2026-08-24Well, still ahead, new drama in Paramount's continued attempts to close its deal to acquire Warner Bros. Discovery as planned settlement talks with with California's AG get canceled, and that attorney general accuses Paramount of acting in bad faith. We'll have more on that story ahead. Plus, the AI-related news and signatures of Alibaba lower in early trade this morning. You can see not, not too bad a loss there. And speaking of AI, NYU's Dean of Valuation is going to join us. He says AI companies are facing their bar mitzvah moment and need prove their maturity to investors.
David Faber — Squawk on the Street · 10AM Hour: U.S.-Canada Trade War, Webull U.S. CEO & Paramount-Warner Brothers Latest 8/24/26 · 2026-08-24