Be in the know. 18 key reads for Tuesday…

  1. Chinese Investors Drive Hong Kong Rally With $19 Billion Inflow (bloomberg)
  2. AI for the price of a sandwich: Alibaba’s Qwen enables US breakthroughs(scmp)
  3. Europe’s Unloved Stocks Are Suddenly on Top of the World (wsj)
  4. European gas prices hit two-year high as cold weather boosts demand (ft)
  5. Japan’s borrowing costs soar to 14-year high (ft)
  6. Good news for thrifty car buyers: Automakers bring back the base trim (marketwatch)
  7. Tepper Lifts China Bet, Undaunted as Stimulus-Fueled Rally Fades (bloomberg)
  8. Appaloosa added to stakes in Alibaba (marketwatch)
  9. Alibaba’s DeepSeek Integration Fuels Rally (chinalastnight)
  10. The ‘Magnificent Seven’ companies just did something they haven’t in two years. Goldman says it’s time to make a shift. “This marks the first quarter with no positive sales surprises for the [‘Magnificent Seven’] since 2022,” Kostin and his team told clients in a recent note. (marketwatch)
  11. These cheap stock markets could make you more money than the usual picks (marketwatch)
  12. A Sore Spot in L.A.’s Housing Crisis: Foreign-Owned Homes Sitting Empty (wsj)
  13. Billionaire Investor Tepper’s Firm Loves China. Alibaba Is Its Biggest Bet. (barrons)
  14. Value Stocks Are Outearning Forecasts. (barrons)
  15. 3 Reasons It’s Time to Sell Some Magnificent 7 Stock (barrons)
  16. The New Wave of AI Is Here (wsj)
  17. Elliott Builds $2.5 Billion-Plus Stake in Phillips 66 (bloomberg)
  18. Alibaba offers more DeepSeek AI models, denies investment rumours (scmp)