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<Research>CITIC Securities: BABA-SW’s Focus on Core E-commerce Yields Results; Good Shareholders’ Return Expected to be Kept (aastocks )
Maybe core inflation isn’t as bad as it seems (marketwatch )
Alibaba’s Jack Ma steps out from the shadows with morale-boosting post (reuters )
Intel Says New Gaudi 3 AI Chips Top Nvidia H100s in Speed and Cost (barrons )
Alibaba shares jump after founder Jack Ma reemerges with praise of Chinese giant’s ‘transformations’ (cnbc )
‘We turned the company from a cumbersome organisation into one that is simple and agile, where efficiency comes first, and the market comes first,’ Ma wrote (this week) (scmp )
US consumer prices rise more than expected in March (reuters )
Beijing retail rents jump by most since 2019 amid ‘demand surge’ (scmp )
Boeing Engineer Says Company Used Shortcuts to Fix 787 Jets (wsj )
Hot Inflation Report Weakens Case for Fed’s June Rate Cut (wsj )
Google, Intel debut new AI chips to fight Nvidia’s dominance (scmp )
Bank Earnings Are Here Again. Keep Your Eyes on This Metric. (barrons )
How the End of ‘Curb Your Enthusiasm’ Flipped the ‘Seinfeld’ Finale on Its Head (wsj )
Commodities Rally Reflects a Better Economy, but Also Poses Inflation Risks (wsj )
China Vehicle Sales Rebound (wsj )
The 22-Year-Old Beanpole Who Just Played His Way Into the Masters (wsj )
The Merchant Banker Who Could Win the Masters (wsj )
Goldman Says It’s Time to Take Tech Profits and Invest Elsewhere (bloomberg )
Alphabet’s stock nabs fresh high, is only ‘Magnificent Seven’ name to finish at a record (marketwatch )
Earnings Are Last Pillar of Equity Strength as Rate Cuts Recede (bloomberg )
Disney’s parks are its top money maker — and it plans to spend $60 billion to keep it that way (cnbc )
Iger Won the Battle — But Disney’s ‘Woke’ War Isn’t Over (bloomberg )
The Sheikh Who Dominates One of the World’s Hottest Stock Markets (bloomberg )
Everyone Is Rich, No One Is Happy. The Pro Golf Drama Is Back (bloomberg )
Michelin Picks 24 Top Hotels in France in First-Ever Ranking (bloomberg )
Strategas’ Chris Verone gets technical with tech stocks (cnbc )
‘Now They’re Voting Red’: A Pennsylvania Fracking Boom Weighs on Biden’s Re-Election Chances (wsj )
Earnings Season to Test Stock-Market Rally (wsj )
How the End of ‘Curb Your Enthusiasm’ Flipped the ‘Seinfeld’ Finale on Its Head (wsj )
A Lotus First (barrons )
Chinese Automaker FAW Group Taps Alibaba Cloud’s Gen AI for Business Intelligence (alizila )
Yellen says US-China relations on ‘stronger footing’ (ft )
Alibaba Cloud cuts prices again, this time for international customers as AI generates surging demand (scmp )
Alibaba Group Invests for Strategic Growth with Cainiao Share Purchase Offer (alizila )
Alibaba News Roundup: Share Repurchase Update; Alibaba Cloud Launches Open Source Video Generation Tools (alizila )
These 10 perfect McLarens are for sale. Which one would you pick? (classicdriver )
Moderate growth and disinflation still alive and well (scottgrannis )
For the Ultimate Lesson in Car Control, Go Drifting (roadandtrack )
Bugatti EB110: The First Modern Hypercar Is 30 Years Old (roadandtrack )
Lexus GX550 vs. Land Rover Defender 130 vs. Mercedes-Benz G550: Which Luxury SUV Is Best Off-Road? (roadandtrack )
Japan had a vibrant economy. Then it fell into a slump for 30 years. (npr )
VF Corp. To Roll Out 300 Additional Mono-Brand Retail Stores (sgbonline )
Vans’ OTW Label Is Taking the Past & Making It Better (highsnobiety )
Earnings Season Is Coming. What the Market Needs Now. (barrons )
Many investors are more exposed to China than they think, says Brendan Ahern (cnbc )
0:02 / 8:39There’s still ‘gas in the tank’ in this stock market rally, says Fundstrat’s Tom Lee (cnbc )
The Big Read. Is Japan finally becoming a ‘normal’ economy? (ft )
Global dominance of biggest stocks rises to highest in decades (ft )
Jamie Dimon Says 8% Rates Could Lie Ahead (barrons )
Doubts Creep In About a Fed Rate Cut This Year (wsj )
How A Texas Oil Billionaire Hit A Gusher In Hotels (forbes )
Earnings Season to Test Stock-Market Rally (wsj )
Is the S&P 500 Flashing a Spring Sell Signal? (kimblechartingsolutions )
Dollar Tree, Walgreens CFOs Snap Up the Stocks (barrons )
Nvidia’s Stock Reaches Crossroads At Key Fibonacci Price Level (kimblechartingsolutions )
18 Surprising Facts About the McLaren P1 Hypercar (robbreport )
United States Non Farm Payrolls (tradingeconomics )
Masters in Business: Ed Hyman (bloomberg )
Buy Carnival Stock. Choppy Market Conditions Will Pass. (barrons )
We “stepped on our own foot” in recent years, admits Alibaba chairman Joe Tsai (technode )
Biogen, Moderna, and 6 More Healthcare Stocks That Wall Street Thinks Have Upside (barrons )
Walgreens, CVS, and Other Pharmacy Chains Are in a World of Hurt. What’s to Blame. (barrons )
Big Pharma Stocks Need a Rethink. Investors Keep Making the Same Mistake. (barrons )
How Ozempic and Wegovy Could Break the Healthcare System (barrons )
Stock Market Will Feel a Tremor if Payrolls and Inflation Keep Rising (barrons )
Krispy Kreme Stock Jumps on Upgrade. McDonald’s Deal Could Boost Earnings. (barrons )
The World’s First Flying Motorcycle Could Hit the Skies by the End of the Decade (robbreport )
Inside Italy’s Grand Hotel Villa Serbelloni, The Ultimate Lake Como Retreat (maxim )
This Revived Lamborghini Countach Channels Classic Wedge-Shaped Supercar (maxim )
Alibaba to test rocket package delivery service with China’s startup Space Epoch (technode )
33 Undervalued Stocks (morningstar )
Happy Coca-Cola Dividend Day Warren Buffett (DGI )
Reed Hastings, Co-Founder of Netflix — How to Cultivate High Performance, The Art of Farming for Dissent, Favorite Failures, and More (#730) (Tim Ferriss )
Yielding Almost 5%, This Undervalued Dividend Stock Is a Buy (morningstar )
The Long View. Rising Fed chatter is not making life in markets easy (ft )
The 100 Best Restaurants in New York City in 2024 (nytimes )
Supercar Blondie Is Going Into the Auction Business (barrons )
USA – Automotive Sales Volume, 2024 (marketlines )
S Added 303,000 Jobs in March, Surging Past Estimates (bloomberg )
Chinese fintech Ant Group targets global growth after Jack Ma’s exit (ft )
Services PMI Beats, Biden & Xi Discuss The San Francisco Vision (chinalastnight )
Joe Tsai Co-founder & Chair of Alibaba | In Good Company | Norges Bank Investment Management (Norges Bank )
Disney to crack down on password-sharing after CEO Bob Iger wins board fight (nypost )
Europe’s Biggest Asset Manager Is Looking to Buy Dips After Missing Out on Stocks Rally (bloomberg )
Fixing Boeing’s Broken Culture Starts With a New Plane (bloomberg )
Four Seasons’ New Yacht Cruises Come With Record-High Price Tags (bloomberg )
Fed on Track to Cut in June, Morgan Stanley’s Zentner Says (bloomberg )
Biden Tells Netanyahu US Support Hinges on Protecting Civilians (bloomberg )
Earnings Season Is Coming. What Markets Need Now. (barrons )
Nvidia’s stall means the momentum trade has lost its mojo. (marketwatch )
Yellen Is Back in China. What She Could Actually Accomplish. (barrons )
Intel expects to be the world’s second-largest contract chip producer by 2030, trailing only TSMC. (barrons )
Stocks Drop After Fed Officials Cast Doubt on Rate Cuts (wsj )
The Underrated iPhone App That Makes Everyday Tasks Easier (wsj )
Fed’s Kashkari raises prospect of zero rate cuts — but Goldman says that would be ‘very surprising’ (cnbc )
Ford to “Re-Time” New EV Production, Expand Hybrid Production (mishtalk )
The Big Read. Will Xi’s manufacturing plan be enough to rescue China’s economy? (ft )
Ford U.S. EV Sales Almost Doubled In Q1 2024 To Over 20,000 (insideEVs )
Disney defeats activist investor Nelson Peltz in proxy fight (finance.yahoo )
Hunt for Disney CEO Bob Iger’s successor kicks into high gear (reuters )
Google considers charging for AI-powered search in big change to business model (ft )
Powell says Fed’s inflation fight is ‘not done’ (ft )
Alibaba steps up stock buy-back in Hong Kong, New York to boost returns (scmp )
Dollar dips, yen steady after inching near 152 level (streetinsider )
Apple Explores Home Robotics as Potential ‘Next Big Thing’ (bloomberg )
BOJ Is Likely to Wait Until Fall on Next Hike, Ex-Board Member Says (bloomberg )
Citigroup Sees ‘Exciting Market’ for Japan Bonds After BOJ Move (bloomberg )
Why stocks will stay under pressure until tax day on April 15 (businessinsider )
The stock market could face a near-term correction of as much as 12% before continuing its bull rally this summer, BofA says (businessinsider )
Google Is More Resilient Than Its AI Stumbles Imply (wsj )
The Jobs Numbers Aren’t Adding Up. Immigration Helps Explain Why. (wsj )
Why the Stock Market Has Dropped—and What to Do Now (barrons )
‘Everyone hates the market’: Ray Dalio says time is right to buy Chinese stocks (scmp )
UK FTSE 100 Eyes Record-High Close for First Time in a Year (bloomberg )
Persistent Inflation Demands a Slow Approach to Rate Cuts, Cleveland Fed’s Mester Says (barrons )
Traders flock to weather derivatives amid climate fears (fnlondon )
Daly says there’s ‘no urgency’ for the Fed to cut U.S. interest rates (marketwatch )
GM’s new-car prices to remain under pressure, and incentives will continue to rise, analyst says (marketwatch )
Opinion: Intel can beat AMD and Qualcomm in the race to put AI on your PC — except for this problem (marketwatch )
TSMC Evacuates Production Lines After Major Taiwan Quake (bloomberg )
Disney versus Nelson Peltz vote hinges on Vanguard, State Street, institutional investors (cnbc )
Billionaire investor Ray Dalio explains why he’s still investing in China despite a ‘100-year storm’ looming (businessinsider ) He says the best time to buy Chinese stocks is when they’re cheap and “everyone hates the market.”
Is China’s Economy Finally Bottoming Out? (wsj )
Alibaba Repurchased $4.8 Billion of Shares in March Quarter (wsj ) Alibaba said it has $31.9 billion available as of March 31 under its buyback program, through the next three fiscal years ending March 2027.
Dollar dips while jawboning supports yen (streetinsider )
Alibaba Joins Tencent’s Buyback Bonanza (chinalastnight )
3M Spinoff Solventum Closed Higher. What Happens Next. (barrons )
China’s Recovery Picks Up as Stimulus Measures Sink In (wsj )
PayPal’s stock has been a major laggard. Here’s what could get it going. (marketwatch )
Health Insurers Tumble On Medicare Advantage Rates (investors )
Investors Are Unwinding the ‘Buy India, Sell China’ Stocks Trade (bloomberg )
Disney’s Proxy Fight Enters Final Round. What’s at Stake. (barrons )
Value Stocks Are Down but Not Out. Get Ready for a Comeback. (barrons )
Wall Street is warming to value stocks. Here’s why investors should consider them. (marketwatch )
Alphabet Stock Is in Line for Record Close. Google Is Erasing Private Browsing Data. (barrons )
The bullish case for this asset class is building, and big investors are AWOL (marketwatch )
Xi’s Cryptic Bond Comments Hint at PBOC Becoming More Like Fed (bloomberg )
Chinese Stocks Jump in Hong Kong as Economic Optimism Builds (bloomberg )
Japan Intervention Would Target Five-Yen Rally, Strategists Say (bloomberg )
This Disney War Has Already Paid Off (wsj )
PMIs Rebound, BYD Reports Strong Sales (chinalastnight )
Dividend Stocks Made a Comeback in March (barrons )
He Turned 55. Then He Started the World’s Most Important Company. (wsj )
The overall PCE price index was in line with expectations (wsj )
New Blood Thinners Will Prevent Blood Clots Without Causing Bleeding (wsj )
Inside the deals being cut by lenders to stave off commercial real estate calamity (businessinsider )
Malls were a dirty word in commercial real estate. Now retail is a bright spot. (marketwatch )
Hedge Funds Bet on Europe in Hunt for Next Leg of Stock Rally (bloomberg )
What’s the point of private members’ clubs? (ft )
“I’m Always Stoked To Return to the Unknown”: Anthony Van Engelen on His New Vans AVE 2.0, the Evolution of Skate Footwear and More (hypebeast )
A hidden meaning in the Vans logo is blowing people’s minds (indy100 )
