Be in the know. 20 key reads for Thursday…

  1. Alibaba Group Announces June Quarter 2023 Results (alibabagroup)
  2. Alibaba Takes a Step Toward Comeback As Growth Finally Returns (bloomberg)
  3. New US investment curbs to have limited impact on China’s targeted tech sectors (scmp)
  4. Alibaba reports solid earnings beat, revenue rises most since Sept. 2021 (cnbc)
  5. Disney Gets Iger’s Second Show on the Road (wsj)
  6. CPI Inflation Rate Below Views, Signaling Patient Fed (investors)
  7. Disney TV Spinoff Talk in Focus. The Stock Is Rising. (barrons)
  8. The UAW Is in Talks With Detroit. How Much Car Prices Could Rise. (barrons)
  9. S. initial jobless claims rise to highest level in a month (marketwatch)
  10. The long-simmering rumor of Apple buying Disney is resurfacing as Bob Iger looks to sell assets (marketwatch)
  11. China Hawks In Congress Are Going Too Far (barrons)
  12. “Senior administration officials told reporters on Wednesday that they were considering an exemption for publicly traded Chinese securities.” (barrons)
  13. Alibaba’s Restructuring & How It Benefits Shareholders (kraneshares)
  14. US Core CPI Posts Smallest Back-to-Back Increases in Two Years (bloomberg)
  15. China Regulator to Hold Meeting With Property Firms, Financiers (bloomberg)
  16. Alibaba income beats estimates amid “strong business momentum” (streetinsider)
  17. Alibaba’s revenue growth spurts as economy recovers from pandemic slowdown (scmp)
  18. PayPal Is Crushing It. Why Isn’t the Stock Responding? (fool)
  19. *BABA 1FQ NP Up 51% YoY to RMB34.332B, Well Beyond Forecast (aastocks)
  20. We need China as much as they need us, says Lead Edge Capital’s Mitchell Green (cnbc)