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Alibaba Becomes China’s New AI Darling With $87 Billion Rally (bloomberg )
Alibaba pairs with Apple to develop AI features for China iPhones: source The US tech giant wants Alibaba’s Qwen AI model to make up for loss of Apple Intelligence on its iPhones in China (scmp )
Alibaba’s Qwen powers top 10 open-source models as China AI know-how goes beyond DeepSeek (scmp )
Billionaire investor David Tepper boosts China bet to 37% of his firm’s portfolio (scmp )
Jack Ma visits second-hand marketplace Xianyu as Alibaba’s AI grabs attention (scmp )
Is Intel now a Trump stock? Its shares surge after upbeat comments by J.D. Vance. (marketwatch )
The Magnificent 7 Are So Last Year. Cash Cows Are the New Kings. (wsj )
Powell Tells Congress Fed Still in No Rush to Lower Rates (bloomberg )
China’s Xi Is Building Economic Fortress Against U.S. Pressure (wsj )
China’s New Game Plan for Dealing With Trump Tariffs (bloomberg )
Chinese stock bulls add to record buying spree in Hong Kong as DeepSeek fuels rally (scmp )
Disney cuts diversity category from executive pay scheme (ft )
David Tepper’s ‘Everything’ China Trade Has a New Plot (bloomberg )
Chinese Investors Drive Hong Kong Rally With $19 Billion Inflow (bloomberg )
AI for the price of a sandwich: Alibaba’s Qwen enables US breakthroughs(scmp )
Europe’s Unloved Stocks Are Suddenly on Top of the World (wsj )
European gas prices hit two-year high as cold weather boosts demand (ft )
Japan’s borrowing costs soar to 14-year high (ft )
Good news for thrifty car buyers: Automakers bring back the base trim (marketwatch )
Tepper Lifts China Bet, Undaunted as Stimulus-Fueled Rally Fades (bloomberg )
Appaloosa added to stakes in Alibaba (marketwatch )
Alibaba’s DeepSeek Integration Fuels Rally (chinalastnight )
The ‘Magnificent Seven’ companies just did something they haven’t in two years. Goldman says it’s time to make a shift. “This marks the first quarter with no positive sales surprises for the [‘Magnificent Seven’] since 2022,” Kostin and his team told clients in a recent note. (marketwatch )
These cheap stock markets could make you more money than the usual picks (marketwatch )
A Sore Spot in L.A.’s Housing Crisis: Foreign-Owned Homes Sitting Empty (wsj )
Billionaire Investor Tepper’s Firm Loves China. Alibaba Is Its Biggest Bet. (barrons )
Value Stocks Are Outearning Forecasts. (barrons )
3 Reasons It’s Time to Sell Some Magnificent 7 Stock (barrons )
The New Wave of AI Is Here (wsj )
Elliott Builds $2.5 Billion-Plus Stake in Phillips 66 (bloomberg )
Alibaba offers more DeepSeek AI models, denies investment rumours (scmp )
Iron Dome coming, positive for these stocks – TD Cowen (streetinsider )
Analysts expect China property recovery in 2025 after seeing January improvement (scmp )
Teach Your Children to Preserve Family Wealth, Not Squander It (barrons )
Trump Wants ‘Reciprocal Tariffs’ on Any Country. What That Means. (barrons )
6 Steps to Raising Money-Savvy Children (barrons )
The bond market just sent a message about Trump’s second term. Stock investors should listen. (marktwatch )
Trump administration orders Consumer Financial Protection Bureau to stop work (marketwatch )
DeepSeek Sent Silicon Valley Reeling. In China, It’s a Different Story. (barrons )
The Magnificent 7 Stocks Are the New Staples. Is It Time to Worry? (barrons )
Hiring Slows but Remains Solid, With Economy Adding 143,000 Jobs (wsj )
Elliott Takes Stake in Struggling Oil Giant BP (wsj )
The most successful people all have this mindset, Hollywood producer says: ‘The room is better because I’m in it’ (cnbc )
‘Private Banker’ TV Drama Explores the Secret World of Japan’s Ultra-Rich (bloomberg )
China Consumer Inflation Picks Up as Holiday Boosts Spending (bloomberg )
Investors await new inflation data amid tariff concerns: What to know this week (finance.yahoo )
China imposes retaliatory tariffs on $14bn worth of US goods (ft )
Trump says he has spoken to Putin about ending the Ukraine war, NY Post reports (reuters )
Chinese companies detail use of AI amid DeepSeek frenzy (reuters )
Amazon and Alphabet CEOs Plan Big Stock Sales (barrons )
Alibaba Cloud’s Qwen2.5-Max Secures Top Rankings in Chatbot Arena (alizila )
The Cloud Just Became Kryptonite for the Mag 7 (barrons )
Diageo’s Non-Alcoholic Spirits Are up by 56%, Outperforming Its Alcoholic Brands (robbreport )
The Magnificent 7 Stocks Are the New Staples. Is It Time to Worry? (barrons )
Value Stocks Are Outearning Forecasts. (barrons )
Stock Market Falls On Trump Tariff, Inflation Fears (investors )
The Mood of the American Consumer Is Souring (wsj )
Power Stocks Had Been on an AI Tear. Then Came DeepSeek. (wsj )
US Consumer Borrowing Surges by $40.8 Billion, Most on Record (bloomberg )
Bloomberg At the Money: Jeff Hirsch on Presidential Cycles (bloomberg )
Bullish 2025 Forecast on Track (Almanac Trader )
Historical Deja Vu: Will 30-Year Treasury Bond Yields Repeat 2007? (kimblechartingsolutions )
The Drug Industry Is Having Its Own DeepSeek Moment (wsj )
Dana White Pulls No Punches: A No-Holds-Barred Interview (forbes )
Gordon Murray Says It’s Easier to Win an F1 Championship Than Le Mans—Here’s Why (robbreport )
The Ferrari Testarossa Is an Icon of 1980s Style That’s Making a Comeback (robbreport )
This 1,184-HP F80 Is The Most Powerful Road-Going Ferrari Ever (maxim )
The 2025 V12 Vanquish Boasts Highest Top Speed Of Any Aston Martin Production Car (maxim )
Racing Genius Gordon Murray Says Winning F1 Title Is Easier Than Le Mans (thedrive )
Alibaba denies it has made $1 billion investment in DeepSeek (technode )
Trump’s tariff role model (npr )
ECB Chief Economist Philip Lane on How to Get Europe Growing Again (bloomberg )
Ferrari F80 vs. McLaren W1: The Brief (roadandtrack )
Tiger Woods announces he will play in the Genesis Invitational at Torrey Pines next week (gd )
Amazon and Alphabet CEOs Plan Big Stock Sales (barrons )
The Magnificent 7 Stocks Are the New Staples. Is It Time to Worry? (barrons )
Value Stocks Are Outearning Forecasts. (barrons )
Stock Market Falls On Trump Tariff, Inflation Fears (investors )
The Mood of the American Consumer Is Souring (wsj )
Power Stocks Had Been on an AI Tear. Then Came DeepSeek. (wsj )
US Consumer Borrowing Surges by $40.8 Billion, Most on Record (bloomberg )
Chinese Tech Stocks Near Technical Bull Market (bloomberg )
European Stocks Hit Record as Upbeat Earnings Temper Trade Fears (bloomberg )
DeepSeek’s emergence is a ‘Sputnik moment’ not just for AI, but for China, which is ‘outcompeting the rest of the world’, bank says (scmp )
Trump’s focus on 10-year Treasury yield to cut borrowing costs raises curiosity — and problems (marketwatch )
One of the few surviving Gilded Age mansions designed by a revered NYC architect has listed for a massive discount (nypost )
Trump is ‘not bluffing’ on Gaza takeover, will do ‘what it takes,’ sources close to prez say (nypost )
C.A.A., Following Trump’s Order, Excludes Transgender Athletes From Women’s Sports (nytimes )
Bessent Projects Normalcy While ‘Completely Aligned’ With Musk (bloomberg )
Trump Will Seek to End Carried Interest, Expand SALT in Tax Bill (bloomberg )
Amazon plans to spend $100 billion this year to capture ‘once in a lifetime opportunity’ in AI (cnbc )
Amazon fourth-quarter cloud revenue falls just shy of Wall Street estimates (cnbc )
Japan’s household spending massively beats expectations, boosting case for further BOJ hikes (cnbc )
Amazon’s outlook underwhelms as tech giant forecasts ‘lumpy’ cloud growth in years ahead (marketwatch )
Tech Giants Double Down on Their Massive AI Spending (wsj )
Amazon Earnings: Shares Fall After Sales Outlook Is Weaker Than Expected (wsj )
Former UPenn Athletes Sue To Expunge Trans Swimmer Lia Thomas’ Records (zerohedge )
Trump administration to keep only 294 USAID staff out of over 10,000 globally, sources say (reuters )
BOJ’s fresh take on labour crunch opens door for more rate hikes (reuters )
XPO Stock Soars. Freight Demand Is Looking Up. (barrons )
Mortgage Rates in US Decrease for Third Week, Slipping to 6.89% (bloomberg )
Alibaba’s updated Qwen AI model overtakes DeepSeek’s V3 in chatbot ranking (scmp )
European stocks are beating the U.S. so far this year. Is American exceptionalism dead? (marketwatch )
What Do Trump’s First Weeks Tell Us About His China Strategy? (wsj )
Disney to Centralize Streaming Offerings Within Disney+ (wsj )
Options Traders Bet the Rally in Big Tech Stocks Has More Room to Run (wsj )
Starboard Launches Proxy Fight at Kenvue (wsj )
Honeywell to Break Up in Bid to Recreate Some GE Magic (wsj )
Trump Gets McKinley’s Tariffs Wrong (wsj )
In the deep end Former UPenn athletes sue to vacate Lia Thomas’ records as Trump signs order banning transgender athletes from women’s sports (nypost )
Trump lays out exactly how he plans for US to seize control of Gaza (nypost )
Disney Returns to Its Steamrolling Self (nytimes )
Bessent says Trump is focused on the 10-year yield, won’t push the Fed to cut (cnbc )
Opinion: DeepSeek could sink Big Tech’s AI growth plans (marketwatch )
Doubts about ‘Magnificent Seven’ AI spending plans are creeping in (marketwatch )
Trump has less leverage over China than during prior trade war – Wells Fargo (streetinsider )
Chinese tech stocks get DeepSeek bump, narrow valuation gap vs ‘Magnificent Seven’ (scmp )
Alibaba bolsters consumer AI team with expert Steven Hoi amid race for top tech talent (scmp )
Markets Shrug Off Tariffs, AI Optimism Fuels Rally (chinalastnight )
Trump’s de minimis cancellation is bad news for Temu, but worse for Shein (reuters )
Disney posts a big profit beat amid strength in sports and experiences (marketwatch )
Say Goodbye to Temu’s Cheap Thrills (bloomberg )
USPS suspends inbound packages from China, Hong Kong Posts (foxbusiness )
Opinion: AMD stops giving AI-chip revenue forecast. History says that’s not a great sign. (marketwatch )
Alphabet’s stock slides in the wake of a revenue miss and huge AI spending target (marketwatch )
Trump Tariffs Risk $29,000 Rise in US Home Building Costs (bloomberg )
Should Comcast split into three? This analyst says a breakup would mean big upside. (marketwatch )
Opinion: Trump has two strong options to defuse the U.S. debt time-bomb. He should use them. (marketwatch )
Trump says US will ‘take over’ and develop Gaza Strip (ft )
Spring Festival boosts travel, consumption as 8-day holiday nears end (cn )
Alphabet Slides After Cloud Sales Fall Short of Expectations (bloomberg )
AMD Tumbles After Giving Disappointing Outlook for AI Growth (bloomberg )
Are Markets Underestimating the Tariff Problem? (wsj )
Disney Earnings Are Up Next. Watch for This Number. (barrons )
Chipotle Revenue Falls Short (barrons )
Strategist Who Coined the Magnificent Seven Warns US Tech Is Set to Lag (bloomberg )
Alibaba Stock Is a Winner—If It Can Survive Trump Tariff Turbulence (barrons )
Estée Lauder Stock Is Tumbling. Blame a Huge Charge and Disappointing Outlook. (barrons )
PayPal Earnings Show Refresh Is Working. Why the Stock Is Dropping Anyway. (barrons )
China Hits Back at Trump With U.S. Tariffs. Why Google Is in Its Crosshairs. (barrons )
Strategist Who Coined the Magnificent Seven Warns US Tech Is Set to Lag (bloomberg )
Xi’s Careful Reply to Trump Tariffs Shows China Has More to Lose (bloomberg )
Estée Lauder to Cut Up to 7,000 Jobs in Corporate Overhaul (bloomberg )
PayPal posts an earnings beat, but another metric is weighing on its stock (marketwatch )
How Trump’s tariffs closed the loophole used by Chinese retailers (foxbusiness )
S. Frackers and Saudi Officials Tell Trump They Won’t Drill More (wsj )
Trudeau Bends The Knee: Canada Will Send 10,000 Troops To Border, Name Fentanyl Czar To Delay Trump Tariffs (zerohedge )
Alibaba offers DeepSeek on cloud service after Microsoft, Amazon and Huawei (scmp )
Trump’s 2.0 trade war is already ‘fundamentally different’ from 1.0 (yahoo )
Opinion: ‘Buy the dip and sell the rips’ — stock traders are counting on the ‘Trump put’ (marketwatch )
“Combining these modeled EPS and valuation sensitivities suggests near-term downside of roughly 5% to S&P 500 fair value if the market prices the sustained implementation of the newly-announced tariffs,” says Goldman. (marketwatch )
Barclays assigns 45% probability to courts stopping tariffs (marketwatch )
Tom Lee gives five reasons to buy the dip after tariff announcement (marketwatch )
MarketWatch Today U.S. stock indexes trim losses and dollar pares gain as Mexico touts one-month tariff delay (marketwatch )
Trump’s tariffs could hurt Temu and Shein. Here’s which stocks stand to gain. (marketwatch )
Trump gives a lift to healthcare stocks with comments on Medicare and Medicaid (marketwatch )
U.S. booze stocks tumble as Canada retaliates against Trump tariffs (marketwatch )
UBS Wealth reiterated its 6,600 target for S&P 500. ‘Tariffs unlikely to be sustained.’ (marketwatch )
China Reportedly Preparing Trade Talks With Trump After Weekend Tariff Shock (zerohedge )
US Manufacturing Activity Expands for First Time Since 2022 (bloomberg )
China Prepares Trade Deal for Trump to Avoid Tariffs, WSJ Says (bloomberg )
