Be in the know. 15 key reads for Monday…

  1. Exclusive: Nvidia and Broadcom testing chips on Intel manufacturing process, sources say (reuters)
  2. Mainland China Investors’ Sway Over Hong Kong Stocks Is Growing (bloomberg)
  3. Xi Prepares to Unveil China Stimulus Plan as Trade War Heats Up (bloomberg)
  4. Big Tech Pain Is Mounting as Risk-Wary Traders Dump Winners (bloomberg)
  5. Alibaba-Backed Zhipu Raises $140 Million as DeepSeek Heats Up AI (bloomberg)
  6. Wall Street can’t stop talking about the ‘Mar-a-Lago Accord.’ Here’s how the currency deal would work. (marketwatch)
  7. Alibaba’s open-source Sora-like AI video model tops third-party rankings (scmp)
  8. Taking stock: all eyes on China’s ‘two sessions’ for catalysts to drive AI-fuelled rally (scmp)
  9. Mortgage rates are falling, but it’s not helping sell more homes. Are lower house prices next? (marketwatch)
  10. Here’s How Government Spending Has Grown—and Where the Money Is Going (wsj)
  11. China EV Sales Were Hot in February. Tesla Needs a Rebound. (barrons)
  12. Chinese Buyers Are Ordering Nvidia’s Newest AI Chips, Defying U.S. Curbs (wsj)
  13. Disney Cruise Line reveals new details on its two new ships (thestreet)
  14. Alibaba Cloud’s Industry Leadership Recognized by Top Global Research Firms (alizila)
  15. Dollar Falls After U.S. Tariff Remarks (barrons)