Be in the know. 23 key reads for Monday…

  1. How Jack Ma’s pivot to AI rehabilitated Alibaba (ft)
  2. China unveils plan to ‘vigorously boost’ weak consumption (ft)
  3. China Says It Started Year on Strong Economic Footing as Trump Tariffs Hit (wsj)
  4. China Plans for Global CEOs to Meet Xi in Beijing Next Week (bloomberg)
  5. Policy Optimism Lifts Markets, Week In Review (chinalastnight)
  6. Investors Were Confident Heading Into 2025. That Was a Bad Sign. (wsj)
  7. Treasury’s Bessent Isn’t Worried About Stock Market (barrons)
  8. Exclusive: Intel’s new CEO plots overhaul of manufacturing and AI operations (reuters)
  9. How ‘inference’ is driving competition to Nvidia’s AI chip dominance (ft)
  10. Tech still at the top of the crowding ranks in the U.S., Citi warns (streetinsider)
  11. This sector may be the ‘accidental beneficiary’ of a U.S. growth scare, says JPMorgan (marketwatch)
  12. EM Stocks Set for Best Month Since September on China Boost (bloomberg)
  13. Asset Managers Boost Euro Bets as Hedge Funds Cut Shorts (bloomberg)
  14. Pfizer Has a New Playbook for Reviving Sales—and It’s Starting to Pay Off (wsj)
  15. Trump’s Moves Are Boosting Stocks … Overseas (nytimes)
  16. Trump Wants to Build Homes on Federal Land. Here’s What That Would Look Like. (wsj)
  17. Disney Executives Audition to Be the Company’s Next CEO (bloomberg)
  18. Goldman sees double trouble for U.S. exceptionalism (streetinsider)
  19. Stocks Haven’t Traded at These Levels Since September (wsj)
  20. Yeti expands board, adds two directors after discussions with activist Engaged (reuters)
  21. US Bitcoin ETFs Shed $5.5 Billion in Longest Run of Outflows (bloomberg)
  22. Tesla Stock Drops Again. It Could Drop for a 9th Straight Week. (barrons)
  23. February Retail Sales Missed Expectations. Spending Still Rebounded. (barrons)