Be in the know. 22 key reads for Wednesday…

  1. U.S. auto sales up 8.8% in March as pre-tariff rush boosts new car sales (marklines)
  2. Trump Tariff Threat Mobilizes Car Shoppers (wsj)
  3. Is Trump’s Plan Working? ADP Shows Biggest Jump In US Manufacturing Jobs Since Oct 2022 (zerohedge)
  4. US construction spending beats expectations in February (reuters)
  5. US LNG exports soar in March on ramp up of Plaquemines plant (reuters)
  6. Alibaba’s Qwen3 AI model coming this month, sources say, in bid to cement industry lead (scmp)
  7. How Alibaba.com is betting on AI to transform e-commerce (scmp)
  8. Joe Tsai Is Becoming AI’s Voice of Reason (bloomberg)
  9. China’s Improving Profits May Help Soften Tariff Blow for Stocks (bloomberg)
  10. EMJ’s Eric Jackson says Alibaba is a better AI play than Nvidia right now (youtube)
  11. March Economic Data Stronger Than Expected Despite Lack of Media Coverage (chinalastnight)
  12. Intel’s new CEO is known to ‘underpromise and overdeliver.’ Can he do it again? (marketwatch)
  13. Intel analyst says this is the ‘best ever messaging’ from the new CEO, management (streetinsider)
  14. Diageo Divests From Third African Brewer in Less Than a Year (bloomberg)
  15. Boeing CEO to Tout Culture, Safety Reforms Prompted by Missteps (bloomberg)
  16. PayPal set to launch ad platform in the UK (investing)
  17. 33 Undervalued Stocks to Buy for 2025 (morningstar)
  18. How Caution and Contrarianism Paid Off for Investors During Q1 (morningstar)
  19. Investors are turning bearish on the U.S. dollar as Trump tariffs loom (cnbc)
  20. No need to wait: Goldman slashes 10-year yield forecast (marketwatch)
  21. Germany Offers the Global Economy a Glimmer of Hope (barrons)
  22. A Big Coal Plant Was Just Imploded to Make Way for an AI Data Center (wsj)