Be in the know. 27 key reads for Wednesday…

  1. China Premier Meets Major Internet Companies, Vows More Support (bloomberg)
  2. China’s powerful economy planner praises Alibaba, Tencent, Meituan (scmp)
  3. Pressure Builds On China To Open Easing Floodgates Further (zerohedge)
  4. China Loan Growth Picks Up After Rate Cut (bloomberg)
  5. China’s Huawei poised to overcome US ban with return of 5G phones, research firms say (reuters)
  6. Alibaba hiring seed-breeding scientists amid growing appetite for food security (scmp)
  7. Inflation Eased to 3% Last Month (wsj)
  8. Gilead Just Bought $30 Million More of 2 Biotech Stocks (barrons)
  9. How a Houston Oilman Confounded Climate Activists and Made Billions (wsj)
  10. Why High Car Costs Aren’t Scaring Off Buyers (barrons)
  11. 3 Rules for Buying Bank Stocks (barrons)
  12. This small-cap stock index achieves first ‘golden cross’ in almost half a year, pointing to potential rally (marketwatch)
  13. New Instant-Payment System (FedNOW), not so “New” (barrons)
  14. ‘Mission: Impossible—Dead Reckoning Part One’ Review: Real Tom Cruise, AI Enemy (wsj)
  15. The AI Boom Is Here. The Cloud May Not Be Ready. (wsj)
  16. Shopify Fuels Meeting Purge By Shaming Employees With Cost Calculator (bloomberg)
  17. Golf Courses, Wave Pools and Gucci: Sao Paulo’s ‘Greenwich’ Has it All (bloomberg)
  18. Why Private Equity Is Chasing Plumbers and Lumber Yards (bloomberg)
  19. China Regulator Asked Banks to Respond to Bearish Goldman Report (bloomberg)
  20. Don’t stress about recession with inflation cooling and the job market booming, Nobel economist Paul Krugman says (businessinsider)
  21. Tech stocks will rally as much as 15% more as “the AI revolution is here”, Wedbush analyst Dan Ives says (businessinsider)
  22. Morgan Stanley: These 37 stocks are the emerging leaders of the global AI arms race, and will see double the profit growth of the broader market over the next 3 years (businessinsider)
  23. Buffett Buys One Of Only Seven US LNG Export Terminals In $3.3 Billion Deal (zerohedge)
  24. Strategists Say Sell The AI Rally Now – Buy 5 Goldman Sachs Conviction List Top Picks With Massive Upside Potential (247wallst)
  25. Analysis: Yellen raised China’s hopes for tariff cut; U.S. politics will crush them (reuters)
  26. A.I. is having a 1995 moment, says Wedbush’s Dan Ives (cnbc)
  27. We’ve only seen the beginning of Moderna’s story, says Goldman Sachs’ Salveen Richter (cnbc)