- Sudden Rally in China Stocks Has Traders Scratching Their Heads (bloomberg)
- U.S. Commerce secretary set to visit China as high-level talks continue (cnbc)
- PayPal’s stock could be near its ultimate bottom, analyst says (marketwatch)
- BABA Reportedly Establishes T-head Company in Beijing to Expand Integrated Circuit Sales (aastocks)
- Baidu Smashes Estimates (barrons)
- China Was Meant to Be the Travel Sector’s Next Tailwind. Why It Still Can Be. (barrons)
- It Will Be Earnings—Not Bond Yields—That Finishes 2023’s Rally (barrons)
- The Worker Bidding War Is Over. Companies Are Cutting Pay for New Hires. (wsj)
- The Arm IPO Will Test Investors’ AI Conviction (wsj)
- China’s Firmer Stance on Yuan Sparks Relief in Emerging Markets (bloomberg)
- Satya Nadella Says AI Is a Tidal Wave as Big as the Internet (bloomberg)
- How to View China’s Cautious Stimulus (bloomberg)
- China Ramps Up Fight With Yuan Bears (bloomberg)
- Stocks are still much better than bonds for generating long-term wealth, Wharton professor Jeremy Siegel says (businessinsider)
- There are 2 big catalysts that could spark a stock market rally this week, according to Fundstrat (businessinsider)
- Mark Zuckerberg’s new ‘in-person time policy’ will crack down on Meta’s remote work rebels (finance.yahoo)
- Nvidia may be the AI stock for now, but here are the picks for later, says Goldman Sachs (marketwatch)
- Hawaiian Electric says it’s not planning a restructuring after Maui wildfires, but seeking advice to ‘endure’ as a strong utility (marketwatch)
- analysis | China’s underwhelming rate cuts aimed to ‘protect bank profit margins’ (scmp)
- Oppenheimer’s John Stoltzfus on why he’s keeping his 4,900 price target for the S&P 500 (cnbc)