NYSE:BABA 22 January 2026 - 5 March 2026

AI Agents Begin Replacing Traditional Mobile Apps as Tencent and Alibaba Shake the Smartphone Economy
·····

AI Agents Begin Replacing Traditional Mobile Apps as Tencent and Alibaba Shake the Smartphone Economy

Tencent integrated OpenClaw as a contact in WeChat, expanding AI agent use to over a billion users. Alibaba launched Accio Work, intensifying competition. Baidu and Tencent are embedding agents across messaging, payments, and services, but regulatory warnings and user habits slow adoption. Some Chinese institutions have banned OpenClaw after government alerts.
March 23, 2026
Alibaba puts CEO Eddie Wu in charge of new AI task force after Qwen chief quits
·····

Alibaba puts CEO Eddie Wu in charge of new AI task force after Qwen chief quits

Alibaba will form a new task force to accelerate foundation model development after Lin Junyang, head of its Qwen AI division, resigned this week. CEO Eddie Wu, CTO Wu Zeming, and Alibaba Cloud CTO Zhou Jingren will coordinate the group. Qwen’s mobile app reached 203 million monthly active users in February, ranking third globally. Alibaba has released over 400 open-source Qwen models since 2023.
March 5, 2026
Alibaba stock slides in premarket as cut-price AI coding plan puts earnings in the spotlight
····

Alibaba stock slides in premarket as cut-price AI coding plan puts earnings in the spotlight

Alibaba’s U.S.-listed shares fell 3.1% to $147.58 in premarket trading Thursday after the company launched low-cost access to several Chinese AI coding models via its cloud unit. The new “Coding Plan” offers introductory prices as low as 7.9 yuan per month. Investors are watching cloud demand and AI spending ahead of Alibaba’s next results update. ByteDance’s Doubao chatbot recently topped 100 million daily users, while Alibaba’s Qwen peaked at 30 million.
February 26, 2026
Tencent stock price drops in Hong Kong as AI buzz shifts to newcomers, despite Yuanbao user jump
······

Tencent stock price drops in Hong Kong as AI buzz shifts to newcomers, despite Yuanbao user jump

Tencent shares fell 2.06% to HK$522 in Hong Kong’s first session after the Lunar New Year, as tech stocks slid and investors rotated into “pure AI” names. Yuanbao, Tencent’s AI assistant, surpassed 50 million daily users, but traders focused on upcoming mainland market reopenings and Tencent’s March 18 results call. The Hang Seng Tech Index dropped 2.9%, while Alibaba and Baidu fell 4.9% and 6.3%.
February 20, 2026
China’s OpenClaw alarm: Beijing flags hack risks as the viral AI agent spreads
······

China’s OpenClaw alarm: Beijing flags hack risks as the viral AI agent spreads

China’s Ministry of Industry and Information Technology warned Thursday that misconfigured OpenClaw AI agent deployments could expose users to cyberattacks and data leaks. The ministry urged audits and tighter controls but did not ban the software. Chinese cloud firms have rushed to offer OpenClaw hosting since November. Researchers recently found malware-laced add-ons in its ClawHub marketplace.
February 5, 2026
Texas bans Temu and Shein on state devices as Abbott expands China tech blacklist to 26 firms
········

Texas bans Temu and Shein on state devices as Abbott expands China tech blacklist to 26 firms

Texas has added 26 China-linked companies, including Alibaba, Shein, and Temu’s parent PDD, to its banned technologies list for state devices and networks. The update, led by Texas Cyber Command, covers hardware, software, and AI tools. Governor Greg Abbott cited threats from hostile foreign actors. Companies named did not respond to requests for comment.
January 27, 2026
Honor Magic 8 gets MagicOS 10.0.0.127 update with film-style selfies, AI photo removal and facial pay
····

Honor Magic 8 gets MagicOS 10.0.0.127 update with film-style selfies, AI photo removal and facial pay

Honor has begun rolling out MagicOS 10.0.0.127 to Magic8 series phones, adding a film-style selfie mode, multi-frame object removal in the Gallery, and an Alipay facial payment shortcut. The update also expands YOYO assistant scenarios and AI colour-tracking support. Release timing varies by region and carrier, with some features exclusive to Magic8 for now.
January 22, 2026