Be in the know. 20 key reads for Thursday…

  1. Alibaba Stock Is Rising. The China AI Spotlight Is Shifting From DeepSeek. (barrons)
  2. With Trump’s tariffs paused, ‘Big Three’ automakers may race to build inventories (marketwatch)
  3. Japan’s 10-Year Bond Yield Reaches Highest Since June 2009 (bloomberg)
  4. China Steps Up Support for Tech Sector as AI Enthusiasm Soars (bloomberg)
  5. AI-led boom of Chinese stocks revives refinancing activities in Hong Kong (scmp)
  6. ‘Better than DeepSeek and OpenAI’: Alibaba touts open-source AI model that beats rivals (scmp)
  7. NPC’s Government Work Report Reviewed – Consumption, Consumption, Consumption & AI (chinalastnight)
  8. China’s Commerce Chief Wrote to US Seeking Dialogue Last Month (bloomberg)
  9. JD.com Sales Rise Most in Years After China Consumers Awaken (bloomberg)
  10. Euro touches 4-month peak; eyes on ECB policy meeting, outlook (streetinsider)
  11. US stocks struggle as ‘America First’ bets backfire (ft)
  12. ECB Cuts Again and Signals Easing Phase Is Nearing Its End (bloomberg)
  13. Hot Stocks from 2024 Have Grown Cold (morningstar)
  14. Hims & Hers Stock Is Due for a Crash Diet. The GLP-1 Surge Is Fading Fast. (barrons)
  15. US Employers Announce Most Job Cuts Since 2020 Amid DOGE Layoffs (bloomberg)
  16. One big takeaway from Trump’s speech? He needs a weak dollar. (marketwatch)
  17. Market Turmoil Pushes Low-Volatility Stocks Into Driver’s Seat (bloomberg)
  18. Home Builders Are Hurting. Their Stocks Are Good Buys. (barrons)
  19. Tariffs Won’t Slam the Economy. Not Unless Consumers Panic. (barrons)
  20. The spring could have huge rallying months, says Fundstrat’s Tom Lee (youtube)