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Intel is the best chip stock this year in a surprising reversal ( marketwatch ) Today’s Coolest Men’s Sneakers Share One Thing: Extremely Slim Soles ( wsj ) Why lowering the yield on 10-year bonds is more important to Trump than the stock market or interest rates ( fortune ) China courts global CEOs for meeting with Xi Jinping ( ft ) Are value stocks finally taking the baton from growth? ( investmentnews ) New Intel chief cheered by investors after board sought alternatives ( ft ) Intel’s New CEO Gets Pay Package Valued at About $69 Million ( bloomberg ) Boeing Names Longtime Executive Don Ruhmann to Safety Chief Role ( bloomberg ) Why some Wall Street power players aren’t worried about stocks ( nypost ) Investors should take stock of the shift in volatility ( ft ) Consumer Sentiment Tanks as Americans Expect More Pain Ahead ( wsj ) Investors get the jitters over Donald Trump’s approach to dollar ( ft ) Hollywood Studios Embrace Live Experiences Amid Film, TV Gloom ( bloomberg ) Billions In AI Capex May Already Be Paying Off. How We Know. ( barrons ) ‘Lilo & Stitch’ Becomes Disney’s Second Most Viewed Live-Action Trailer With 158M (deadline )
Crown Castle to Sell Fiber Segment for $8.5 Billion ( wsj ) Etsy, eBay Aim to Imitate Social Media With Hyper-Personalized Shopping ( wsj ) Intel’s New CEO Thrills Wall Street. There’s Still a Lot of Work Ahead. ( barrons ) Inside the Mind of Intel’s New CEO: ‘Disrupt and Leapfrog’ ( wsj ) Chinese Stocks Surge as Beijing Plans Briefing on Consumption ( bloomberg ) There Are Plenty of Reasons to Be Optimistic About Europe ( bloomberg ) ‘We Hear You, Mr. President’: The World Lines Up to Buy American Gas ( nytimes ) BofA Says Policy Moves to Keep Stocks Away From Bear Market ( bloomberg ) Data center build-out stokes fears of overburdening biggest US grid ( reuters ) Energy Bosses Shrug Off DeepSeek to Focus on Powering AI Boom ( bloomberg ) Euro rallies on rising prospect of historic German debt deal ( streetinsider ) Chinese stocks hit highest level this year ( ft ) What we need to see to go all in on European stocks ( ft ) Donald Trump makes Chinese stocks (somewhat) great again ( reuters ) Consumer Stocks Drove Strength In China Ahead Of Policy Presser To Boost Consumption ( zerohedge ) Morgan Stanley’s Dim US Dollar Outlook Gets Darker as Economic Risks Mount ( bloomberg ) Tesla Is No Mag 7 Stock. It’s Built on a Dream. ( barrons ) ‘Risks to the Equity Markets Are Tailwinds to Infrastructure’ (institutionalinvestor )
Intel Names Lip-Bu Tan as Chief Executive Officer ( wsj ) Intel CEO Signals That He’ll Stick With Contentious Foundry Plan ( bloomberg ) Five Things to Know About Lip-Bu Tan, Intel’s Next CEO ( wsj ) Alibaba revamps Quark search engine into AI super assistant as China’s tech race picks up ( scmp ) Boeing Stock Is Too Cheap For Citi. How Trump and a Trade War Have Left Their Mark. ( barrons ) Dollar General Rises With Sales Guidance Higher Than Estimates ( bloomberg ) AI Data Center Build-Out Raises Concerns About America’s Future Power Needs ( zerohedge ) Is the US housing market becoming a buyer-friendly market? ( foxbusiness ) Is There an Extremely Simple Fix for Affordable Housing? ( bloomberg ) ECB Will Be Back to 2% Target at End of Year, Nagel Tells BBC ( bloomberg ) Winners and losers from the Wall Street sell-off ( ft ) Lilo & Stitch Looks Like The Best Disney Live-Action Remake Ever ( screenrant ) Estée Lauder continues generative AI push with Adobe integration ( marketingdive ) Wholesale inflation flattens out in February in another sign of easing inflation ( marketwatch ) US Jobless Claims Edge Down, Remaining Near Pre-Covid Levels (bloomberg )
People ‘underestimate’ the importance of Chinese President Xi’s entrepreneur meeting: Alibaba’s Tsai ( cnbc ) Alibaba’s Joe Tsai: Xi Jinping’s entrepreneur meeting fuels business confidence in China ( scmp ) China needs to unleash ‘$20 trillion’ in household savings to drive economic growth, says Alibaba chair Joe Tsai ( fortune ) AI agent Manus partners with Alibaba’s Qwen to develop Chinese version ( scmp ) Hong Kong’s Stock Market Booms With Wall Street in Turmoil ( bloomberg ) Alibaba Releases AI Model That Reads Emotions to Take On OpenAI ( bloomberg ) China’s Retail Investors Pile Into New Funds as Stocks Rally ( bloomberg ) Exclusive-TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say ( streetinsider ) Weekly mortgage demand surges 11% higher, as interest rates dropped for the sixth straight week ( cnbc ) Boeing’s Jet Deliveries Top Airbus for Second Straight Month ( bloomberg ) Fitch says Boeing made progress in resuming production post-labor strike ( reuters ) Kelley Blue Book Report: New-Vehicle Prices Increase Year Over Year in February, With Record EV Incentives and Booming Six-Figure Vehicle Sales ( coxautomotive ) US investors seek refuge in value funds ( reuters ) Disney announces major updates that will make fans very happy ( thestreet ) CMA calls for comment on GXO proposals to make Wincanton acquisition competitive ( motortransport ) Global EV sales soared in February, as China’s market kept its growth pace with 76% surge ( scmp ) Traders Ramp Up Bets on Fed Rate Cuts as Recession Angst Builds ( bloomberg ) REITs Are a Safe Haven in the Market Storm. What to Play Now. ( barrons ) Buy the U.S. Market Downturn? These Strategists Are Looking Abroad. ( barrons ) The Latest Overhaul of Starbucks—by the Numbers ( wsj ) Palantir’s Alex Karp takes on critics as he cashes in on surging shares ( ft ) Introducing the ‘Maleficent 7’ ( ft ) Magnificent 7 stocks lose $1.5T in what might be ‘textbook correction’ ( nypost ) The case for China ( ft ) US Inflation Comes In Lower Than Forecast, Offering Some Relief (bloomberg )
US car buyers rush to dealer lots to avoid tariff-related price hikes ( reuters ) U.S., China Discuss a Trump-Xi Summit for June ( wsj ) Alibaba.com targets 100% AI adoption by merchants in 2025 in global expansion drive ( scmp ) Mainland Chinese investors snap up a record amount of Hong Kong stocks to play AI ( cnbc ) Chinese stocks find favour on DeepSeek trade as Citigroup downgrades US equities ( scmp ) Deflation Weighs On China’s Markets, Mainland Investors Buy Dip In Hong Kong ( chinalastnight ) Chinese Stocks Notch Best NPC Gain in Seven Years on Tech Boost ( bloomberg ) Chinese EV Stocks Jump After Robust Sales Outlook, Tesla’s Selloff ( marketwatch ) Top US Utility Says Gas Can Meet Only a Fraction of Power Demand ( bloomberg ) Volkswagen Touts US Spending in Face of Trump’s Tariff Threats ( bloomberg ) Euro surges on hopes of German defence deal; dollar slips again ( streetinsider ) US transportation chief to meet with Boeing CEO on safety efforts ( reuters ) Companies seek AI solutions to supply chain fragility ( ft ) U.K. Retail Sales Grew Slightly in February Supported by Growth in Food ( wsj ) The S&P 500 Has a Case of the ‘Mondays’ Blues ( barrons ) The Stock Market Selloff Has Been Savage. Why It’s More Blip Than Crisis and 5 Other Things to Know Today. ( barrons ) Trump meets Corporate America as economic fears nip stocks (reuters )
Japan 10-Year Yield at Highest Since 2008 on Bets for BOJ Hikes ( bloomberg ) 3 CEOs Just Spent Millions Buying Their Beaten-Down Stock ( barrons ) Disney’s Parks Chief Sees Fortnite as Key to Its Future ( bloomberg ) Mainland Chinese Investors Buy Record Amount of Hong Kong Stocks ( bloomberg ) How Natural Gas Became America’s Most Important Export ( bloomberg ) Nvidia Stock Drops. Why Shares Keep Falling. ( barrons ) Beacon, QXO in ‘friendly’ talks on $11B deal as QXO aims to double EBITDA ( streetinsider ) How Alibaba’s new RISC-V chip hits the mark for China’s tech self-sufficiency drive ( scmp ) International-Stock Funds Finally Wake Up ( wsj ) ‘Chaos creates opportunities’: Wall Street sees dip as buying chance ( yahoo ) JPMorgan joins Goldman, hikes euro area’s 2025 economic growth forecast ( reuters ) China’s car sales rise 1.3% in first two months of 2025 ( reuters ) Who Likes Tariffs? Some U.S. Industries Are Eager for Them. ( nytimes ) What the Dot-Com Bust Can Tell Us About Today’s AI Boom ( wsj ) Trump’s Tariff Whipsaw Is Handing European Stocks Another Win (bloomberg )
Unlocking the housing market: Here’s what would get more homeowners to sell ( fastcompany ) Mortgage rates fall again with largest weekly decline since mid-September ( foxbusiness ) North Face President Caroline Brown Shares Ambitious Go-Forward Plan ( shopeatsurf ) Vans Is Getting in on the Thin-Soled Sneaker Trend ( footwearnews ) Disney reveals details for new theme park rides based on beloved franchises ( foxbusiness ) Gimme Credit ( oaktreecapital ) Near-term gloom, long-term boom ( scottgrannis ) A look at some of the creative ways companies try to dodge high tariffs ( npr ) US Markets Are Trailing the World as Aura of America First Fades ( bloomberg ) 44 housing markets where inventory has spiked, and homebuyers have gained power ( fastcompany ) Catering to protein-rich diets is a tasty business ( economist ) China’s Seven Titans vs Wall Street’s Magnificent Seven: DeepSeek sparks stocks re-rating ( yahoo ) Should You Forget Home Depot and Buy These 3 Housing-Related Stocks Instead? ( yahoo ) This Rare, Barely Driven Lamborghini Sían Is Now up for Grabs ( robbreport ) 51 fun stats for 51 years of the Players Championship ( golfdigest ) The Myth Behind Daylight-Saving Time ( wsj ) 5 collector cars to put into your garage this week ( classicdriver ) Cainiao’s AI+Logistics Wins China’s Top AI Science & Technology Award, Leading Innovation in Logistics (alizila )
Trump Is Engineering a Global ‘Paradigm Shift.’ It Doesn’t Favor U.S. Stocks. ( barrons ) The Mag 7 Stocks Are No Longer Magnificent. Where the Charts Say They Go Next. ( barrons ) Money-Market Fund Assets Hit Record $7 Trillion as Investors Seek Safe Havens ( barrons ) Trump’s ‘chaotic’ policy approach is creating opportunity for investors ( marketwatch ) Euro on course for best week since 2009 ( ft ) Dollar Has Its Worst Week Since 2022 as JPMorgan Turns Bearish ( bloomberg ) European (fund flow) Exceptionalism ( ft ) Boeing ties employee incentive plan to company-wide performance ( reuters ) When Europe Leads Markets, Value Shares Dominate ( zerohedge ) Retail trading frenzy drives NASDAQ to move to 24-hour trading ( streetinsider ) What We’ve Learned From 150 Years of Stock Market Crashes ( morningstar ) Nasdaq 100 Tumbles Into a Correction as Tech Selloff Intensifies ( bloomberg ) Humanoid Robots Are Starting to Work Human Warehouse Jobs ( futurism ) Solar Stocks Are in Rough Shape. Buy This One Anyway. ( barrons ) US backtracks on Canada-Mexico tariffs in latest sharp shift on trade (ft )
European Stocks See Most Inflows in Decade Amid Defense Splurge ( bloomberg ) Hong Kong stocks cap best week in 2 months on China policy support ( scmp ) CEO Bracken Darrell Brings VF Corp.’s Reinvention Back to Wall Street ( wwd ) Eurozone Grew More Strongly Than Thought at End of 2024 ( wsj ) Euro Set for Best Week Since 2009 as BofA Boosts Forecast ( bloomberg ) China’s Top Tech Stocks Add $439 Billion as ‘Mag Seven’ Sink ( bloomberg ) Mortgage Rates Fall to Lowest Level Since December. What It Means for Buyers. ( barrons ) What Automakers’ Tariff Reprieve Means for Car Buyers ( wsj ) The AI Trade Got Crushed. It May Take Time to Rebuild. ( barrons ) 10 Stocks That Could Gain as Dollar Weakens ( barrons ) Sorry, American firms, the AI trade has moved to China ( businessinsider ) NPC Press Conference Signals Upcoming Consumption Boost Plan ( chinalastnight ) Investors push money market assets over $7tn as US equities wobble ( ft ) US Hiring Rises at Solid Pace, Unemployment Unexpectedly Higher ( bloomberg ) China’s Growth Focus, Stable Yuan Fan Hopes of Better Liquidity ( bloomberg ) China Had Record $540 Billion of Exports in Rush to Beat Tariffs (bloomberg )
Alibaba Stock Is Rising. The China AI Spotlight Is Shifting From DeepSeek. ( barrons ) With Trump’s tariffs paused, ‘Big Three’ automakers may race to build inventories ( marketwatch ) Japan’s 10-Year Bond Yield Reaches Highest Since June 2009 ( bloomberg ) China Steps Up Support for Tech Sector as AI Enthusiasm Soars ( bloomberg ) AI-led boom of Chinese stocks revives refinancing activities in Hong Kong ( scmp ) ‘Better than DeepSeek and OpenAI’: Alibaba touts open-source AI model that beats rivals ( scmp ) NPC’s Government Work Report Reviewed – Consumption, Consumption, Consumption & AI ( chinalastnight ) China’s Commerce Chief Wrote to US Seeking Dialogue Last Month ( bloomberg ) JD.com Sales Rise Most in Years After China Consumers Awaken ( bloomberg ) Euro touches 4-month peak; eyes on ECB policy meeting, outlook ( streetinsider ) US stocks struggle as ‘America First’ bets backfire ( ft ) ECB Cuts Again and Signals Easing Phase Is Nearing Its End ( bloomberg ) Hot Stocks from 2024 Have Grown Cold ( morningstar ) Hims & Hers Stock Is Due for a Crash Diet. The GLP-1 Surge Is Fading Fast. ( barrons ) US Employers Announce Most Job Cuts Since 2020 Amid DOGE Layoffs ( bloomberg ) One big takeaway from Trump’s speech? He needs a weak dollar. ( marketwatch ) Market Turmoil Pushes Low-Volatility Stocks Into Driver’s Seat ( bloomberg ) Home Builders Are Hurting. Their Stocks Are Good Buys. ( barrons ) Tariffs Won’t Slam the Economy. Not Unless Consumers Panic. ( barrons ) The spring could have huge rallying months, says Fundstrat’s Tom Lee (youtube )
