Be in the know. 23 key reads for Friday…

  1. Alibaba has staged a quiet $100 billion rally — AI and Jack Ma’s return are at the heart of it (cnbc)
  2. Alibaba (BABA) PT Raised to $170 at Mizuho, ‘Top Pick in Asia Internet’ (streetinsider)
  3. Alibaba launches AI model that can process images and video on phones and laptops (scmp)
  4. Apple Needs a Boost in China. Alibaba Might Have the Key. (barrons)
  5. Xi Jinping Meets Global Business Leaders Amid Trade Tensions (nytimes)
  6. Europe’s Industrial Outlook Buoyed by Defense Drive (wsj)
  7. UK Retail Sales Rise Again as Consumers Enjoy Higher Incomes (bloomberg)
  8. Trump Turmoil Has Macron Eyeing Euro Challenge to Dollar (bloomberg)
  9. What Trump’s Auto Tariffs Mean for Car Buyers and Automakers (wsj)
  10. Why AutoZone and Other Car- Part Stocks Are Gaining on Trump Tariffs (barrons)
  11. Toyota February Global Sales Rise as Japan Shipments Surge (bloomberg)
  12. Intel’s New CEO Vows to Compete with Nvidia’s Best AI Server (barrons)
  13. Three Intel board members to retire in latest shakeup amid turnaround (reuters)
  14. Etsy-eBay combination would make sense, could be worth $85/share, says Piper (thefly)
  15. US gas players refocus on Haynesville basin, buoyed by Trump LNG plans (reuters)
  16. The Best Basic Materials Stocks to Buy (morningstar)
  17. US pending home sales rebound in February (reuters)
  18. Poor consumer sentiment is still just talk (ft)
  19. Core inflation in February hits 2.8%, hotter than expected; spending increases 0.4% (cnbc) 
  20. The Last Time Investors Really Got Excited for Tech Infrastructure (bloomberg)
  21. Is Ozempic Really the Reason Americans Are Snacking Less? (wsj)
  22. Lululemon Stock Falls as Financial Guidance Disappoints. Consumers Are Cautious, CEO Says. (barrons)
  23. Nvidia Stock Drops. Why the Chip Maker Can’t Find Its Footing. (barrons)