Be in the know. 20 key reads for Tuesday…

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