Be in the know. 18 key reads for Tuesday…

  1. Boeing Goes for Two Defense Wins in a Row With Navy Jet Fighter (barrons)
  2. Alibaba Stock Gains. Its AI Chips Could Be Gaining Traction in China. (barrons)
  3. Boeing Gets Lifeline in Pentagon Deal to Build Most Expensive Jet Fighter Ever (wsj)
  4. China Adviser Urges Boosting Consumption to 70% of GDP by 2035 (bloomberg)
  5. Alibaba says to restart hiring, sees signs of start of AI bubble in the US (reuters)
  6. Crown Castle Fires CEO After Selling Business Segments (wsj)
  7. Retailers Bulk Up Inventories to Blunt Tariff Impact (wsj)
  8. What Covid’s One-Hit Wonders Should Have Taught Us (wsj)
  9. Home Prices Likely Kept Climbing in January. Why a Slowdown Is Coming. (barrons)
  10. Housing Hopes! Goldman Sees Incremental Confidence From Prospective Buyers (zerohedge)
  11. Rising Temperatures Drive Surge in Energy Demand, IEA Says (wsj)
  12. German Business Confidence Climbs After Lawmakers Unlock Spending Increase (wsj)
  13. Tariffs Might Be Lighter Than Expected. It’s a Relief for Markets. (barrons)
  14. China explores services subsidy to boost weak domestic demand (ft)
  15. Chinese AI start-ups overhaul business models after DeepSeek’s success (ft)
  16. American CEOs Visit Beijing, Investors Ask: 5 BYDs or 1 Tesla? (chinalastnight)
  17. China’s commerce minister meets with Boeing Global president (reuters)
  18. Smithfield Foods expects growth in sales, profit on strong packaged meats demand (reuters)