Be in the know. 21 key reads for Monday…

  1. Opinion: Nervous about the U.S. market at all-time highs? Buy China stocks (marketwatch)
  2. Big Tech-Led Rally Is Unlike Past Bubbles, Goldman Strategists Say (bloomberg)
  3. US Stocks Amped Up by Big Tech, Better-Than-Expected Earnings (bloomberg)
  4. China’s Economy Tops the Policy Agenda (barrons)
  5. Goldman Sachs Has 3 New Staple Stock Favorites (barrons)
  6. Bank of America boosts S&P 500 target to 5,400. Here’s how it got there. (marketwatch)
  7. ‘Free Fire’ parent Sea’s stock soars after revenue beat amid e-commerce strength (marketwatch)
  8. Bank of America boosts S&P 500 target to 5,400. Here’s how it got there. (marketwatch)
  9. Nvidia Surge Stokes Talk of a Bubble (wsj)
  10. ‘Dune: Part Two’ Draws Large Audiences (nytimes)
  11. The hockey brawl that changed the NHL forever, as told by those who fought in it (theathletic)
  12. Why Britain Is Struggling With Nuclear Power (nytimes)
  13. Carl Icahn Returns to His Activist Roots With New Investments (bloomberg)
  14. What 6 Wall Street commentators say AI will do for stocks and the economy (businessinsider)
  15. China Cuts Premier Briefing; GDP Target Upcoming: NPC Highlights (bloomberg)
  16. No Chips, No Problem: China Is Dropping Cash Vouchers Worth $280K To Ramp Up Its AI Dreams (benzinga)
  17. Tech delegates call for home-made chip and AI advances at China’s ‘two sessions’ (scmp)
  18. BABA Reportedly Leads New Round of Financing for MiniMax (aastocks)
  19. Investors eye Beijing on stimulus as China holds annual parliamentary meeting (cnbc)
  20. New York Community Bank’s issues are name-specific, not industry-wide, says Anton Schutz (cnbc)
  21. The radical changes coming to the world’s biggest bond market (ft)