Be in the know. 12 key reads for Tuesday…

  1. Xi Voices Support for Jack Ma, China Private Sector Chiefs (bloomberg)
  2. Why China Investors Finally Believe Xi’s Tech Crackdown Is Over (bloomberg)
  3. Alibaba, Baidu, JD.com Stocks Are Moving. China’s Xi Just Met With Tech Leaders. (barrons)
  4. Baidu Earnings Are Coming. It Needs to Keep Up in China’s AI Race. (barrons)
  5. Intel Break Up Considered by Broadcom, TSMC. How That Would Play Out. (barrons)
  6. This Stock Market May Not Be That Overpriced After All (barrons)
  7. Investors Haven’t Been This Pessimistic About Stocks Since 2023 (wsj)
  8. Fed’s Waller Says Policy Uncertainty Shouldn’t Dissuade More Rate Cuts (wsj)
  9. Hong Kong stocks advance as Beijing’s support spurs bets on tech rally (scmp)
  10. Four Reasons to Buy China Tech (bloomberg)
  11. China Invites Jack Ma, DeepSeek Founder to Meet Top Leaders (bloomberg)
  12. DOGE discovers $4.7 trillion in Treasury payments were missing critical code: ‘Traceability almost impossible’ (nypost)