- It’s halfway through earnings season. Tom Lee has four reasons results are better than they appear. (marketwatch)
- Alibaba Group Announces December Quarter 2023 Results (alibaba)
- Alibaba Q3 Revenue Beats Views As China’s Internet Giant Hikes Buyback Program By $25 Billion (IBD)
- Tom’s early take on BABA results (X)
- Chinese stocks showing signs of ‘capitulation’ as Wall Street analysts say bottom is in (marketwatch)
- China Replaces Top Markets Regulator as Xi Tries to End Rout (bloomberg)
- Disney Investors Seek Clarity on Elusive Streaming Profits (bloomberg)
- These Two Fifth Avenue Blocks Are at the Center of New York’s Retail Real Estate Revival (bloomberg)
- PayPal Earnings Are Here. Investors Need Evidence It Can Compete With Big Tech. (barrons)
- Commercial Real Estate Will Rebound, Including the Office Sector, Says Investor (barrons)
- New York Community Bank Was an ‘Outlier.’ Bank Stocks to Buy on the Dip. (barrons)
- Big Tech Is Expensive. Consider Buying These Value Stocks Instead. (barrons)
- PayPal Earnings Are Here. Investors Need Evidence It Can Compete With Big Tech. (barrons)
- Walt Disney, Fox, Warner Bros. Discovery to Team Up in Sports Streaming (barrons)
- Ford Could Get 50% More Profit Without EVs (wsj)
- Beijing Appoints Capital Markets Veteran As Regulatory Chief Amid Stock Meltdown (zerohedge)
- Who’s Who in the Battle Over Disney’s Board (wsj)
- Third Point Takes Large Stake in Alphabet (Again) (institutionalinvestor)
- New US-China economic exchanges show how status quo trumps substantive changes in ties, analysts say (scmp)
- Break Up Disney? Why the Latest Activist Proposal Could Be Good News for Disney Shareholders (fool)
- Amazon has the most ‘juice’ to the upside among Big Tech stocks, says Evercore ISI’s Mark Mahaney (cnbc)
- Why JPMorgan’s trading desk just reversed course and turned bullish on stocks (businessinsider)
VF Corp earnings will be covered in detail in this week’s note out tomorrow…
