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- 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)
- China Sets Strong Growth Target as It Hits Back at U.S. Tariffs (wsj)
- Beijing Ramps Up Efforts For Tech Independence (wsj)
- Dollar Dinged by Trump Tariffs, Suffers Worst 2-Day Decline Since 2023 (barrons)
- Disney to Cut More Staff as It Gears Up for Netflix Battle. Here’s Why. (barrons)
- Germany’s ‘Whatever It Takes’ Moment Powers European Markets (wsj)
- Trump to Decide on Canada, Mexico Relief Today, Lutnick Says (bloomberg)
- Weekly mortgage demand surges 20% higher, after interest rates drop to the lowest since last year (cnbc)
- Trump says he wants interest on car loans tax deductible if US-made (usatoday)
- Europe Leads Emerging-Market Rally as US Dominance Is Challenged (bloomberg)
- Investors should be wary of analyst ratings (ft)
- NPC Preview, China Markets Shake Off Tariffs (chinalastnight)
- Commerce Secretary Howard Lutnick: This is not a trade war, this is a drug war (youtube)
- Bernstein lifts China internet stock targets on AI momentum (streetinsider)
- China to Issue $69 Billion in Special Bonds for Big Banks (bloomberg)
- Trump’s Broad Canada-Mexico-China Tariffs, Explained (wsj)
- TSMC Faces Pressure to Keep Some Chip Tech in Taiwan. What That Means for Intel. (barrons)
- UK Housing Set for 2025 Recovery, Building Suppliers Say (bloomberg)
- “America Is Back” – 12 Takeaways From Trump 47’s First Major Policy Speech To Congress (zerohedge)
- Treasury Secretary Scott Bessent shrugs off Wall Street’s Trump tariff ‘selloff’ (nypost)
- On Second Count, ABC Says Oscar Viewership Increased (nytimes)
- The 10 Best Dividend Stocks (morningstar)
- US private payrolls slow sharply in February (reuters)
- Tesla Offers Buyer Perks to Drum Up Interest With Sales Slumping (bloomberg)
- Advance Auto Parts Revamps Supply Chain in Effort to Reverse Sales Slump (wsj)
- Small-Cap Stocks Are Beaten Down. Buy Them. (barrons)
- U.S. Natural Gas Rallies as Near-Term Forecasts Add Demand (wsj)
- Trump Tariffs Kick in Today. How China, Canada, and Mexico Are Reacting. (barrons)
- Tariffs Are an ‘Act of War,’ Buffett Says. What They Mean for the Stock Market. (barrons)
- The 10 Stocks Hedge Funds Love— and Hate—the Most (barrons)
- Treasury Yields Fall to Multi-Month Lows With US Growth in Doubt (bloomberg)
- Xi Leaves Door Open for Talks With Measured Response to Trump (bloomberg)
- Euro Hits 2025 High Versus Dollar on Europe Defense Spend Bets (bloomberg)
- Dollar falls to three-month low as tariffs and growth fears rattle markets (streetinsider)
- Rotation out of US Big Tech and the Magnificent 7 is likely to continue: JPM (streetinsider)
- Hong Kong’s $353 Billion Margin Loan Boom Fuels Big Gains, Risks (bloomberg)
- China’s National People’s Congress Is Coming. 5 Things to Watch. (barrons)
- Chinese funds’ US$35.9 billion bet on Hong Kong stocks fuels world’s best rally (scmp)
- Downloads of Alibaba’s AI Model Exceed DeepSeek (chinalastnight)
- Alibaba Expands Freshippo With 100 New Stores in 2025 Targeting More Cities (benzinga)
- Exclusive: China to publish policy to boost RISC-V chip use nationwide, sources say (reuters)
- Elon Musk’s Tesla Introduces 0% APR Financing On Model 3 Purchases Amid Falling Demand (benzinga)
- U.S. auto sales down 2.3% in February, additional tariffs on Mexico and Canada cause for concern (marklines)
- Bitcoin tumbles 9%, reversing most of the rally from Trump’s crypto reserve announcement (cnbc)
- Nvidia Stock Plummets. 5 Reasons Shares Are at Their Lowest Price Since September. (barrons)
- Trump, Chip Maker TSMC Announce $100 Billion Investment in U.S. (wsj)
- What record levels of uncertainty mean for the stock market (marketwatch)
- Best Buy Grows Quarterly Sales as PC Market Rebounds (wsj)
- 10 Stocks with the Largest Fair Value Estimate Increases During Q4 Earnings (morningstar)
- Exclusive: Nvidia and Broadcom testing chips on Intel manufacturing process, sources say (reuters)
- Mainland China Investors’ Sway Over Hong Kong Stocks Is Growing (bloomberg)
- Xi Prepares to Unveil China Stimulus Plan as Trade War Heats Up (bloomberg)
- Big Tech Pain Is Mounting as Risk-Wary Traders Dump Winners (bloomberg)
- Alibaba-Backed Zhipu Raises $140 Million as DeepSeek Heats Up AI (bloomberg)
- Wall Street can’t stop talking about the ‘Mar-a-Lago Accord.’ Here’s how the currency deal would work. (marketwatch)
- Alibaba’s open-source Sora-like AI video model tops third-party rankings (scmp)
- Taking stock: all eyes on China’s ‘two sessions’ for catalysts to drive AI-fuelled rally (scmp)
- Mortgage rates are falling, but it’s not helping sell more homes. Are lower house prices next? (marketwatch)
- Here’s How Government Spending Has Grown—and Where the Money Is Going (wsj)
- China EV Sales Were Hot in February. Tesla Needs a Rebound. (barrons)
- Chinese Buyers Are Ordering Nvidia’s Newest AI Chips, Defying U.S. Curbs (wsj)
- Disney Cruise Line reveals new details on its two new ships (thestreet)
- Alibaba Cloud’s Industry Leadership Recognized by Top Global Research Firms (alizila)
- Dollar Falls After U.S. Tariff Remarks (barrons)
- Intel is back—stop talking about breaking it up: Craig Barrett (fortune)
- Things to watch at China’s 2025 ‘two sessions’ (globaltimes)
- U.S. CEOs Signal Highest Confidence in Two Years (seeitmarket)
- Finally for homebuyers: ‘A step in the right direction’ (yahoo)
- Alibaba completes full acquisition of Cainiao’s minority shares, implements employee exit plan (technode)
- McKinsey sees lithium demand stabilising and expects next upcycle (yahoo)
- Alibaba begins spring hiring with 3,000 internship roles focused on AI (scmp)
- That Escalated Quickly (carsongroup)
- Alibaba’s research arm launches new RISC-V processor for high-performance computing (scmp)
- Shop The North Face Windbreaker All Our Favourite Celebrities Are Coveting (elle)
- Disney Sees Sell-Out for Oscars Ads — And Not Just on TV (variety)
- Do You Know How Much Energy ChatGPT Actually Uses? (digg)
- In James Bond, Amazon gains a thrilling new asset (economist)
- The business of second-hand clothing is booming (economist)
- Whatever You Do, Don’t Cancel Disney Plus or Max in March (cnet)
- Macau Gaming Revenue Beats Estimates in Sign Slowdown Is Easing (bloomberg)
- Inside TGL, Tiger Woods and Rory McIlroy’s Grandiose Indoor Golf League Experiment (gq)
- 5 collector cars to put into your garage this week (classicdriver)
- How Ferrari’s 290 MM Became One Of The World’s Most Coveted Cars (maxim)
- The 50 Greatest Luxury Cars of All Time (robbreport)
- The U.S. Stock Market Is Looking Played Out. It’s Time to Shift Some Assets Abroad. (barrons)
- Disney’s ‘Stitch’ poised to become 2025’s most popular toy as NYC Toy Fair ramps up: sources (nypost)
- Bessent Says Housing Will ‘Unfreeze’ in Weeks, Sees 2% Inflation (bloomberg)
- Texas Needs Equivalent of 30 Reactors to Meet Data Center Power Demand (bloomberg)
- Big Food Stocks Have Hit Tough Times. Some Fresh Ideas Might Help. (barrons)
- AI Fever in Power Stocks Moves From Nuclear to Plain Natural Gas (wsj)
- Tesla Stock Rose, but Not Enough to Avoid Its 2nd Worst Month on Record (barrons)
- Uncertainty Hits the Dollar, Bond Yields. The Trump Trade Is Stuck. (barrons)
- America First? Not When It Comes to the Stock Market. (barrons)
- A Value Investor’s Thoughts On DeepSeek And The Next Phase Of AI (forbes)
- UK small caps ‘most unloved’ stocks in the world (ft)
- European stocks’ comeback (ft)
- Will the Consumer Pullback Endanger Economic Growth? Here’s What to Watch. (barrons)
- The first quarter is on track for negative GDP growth, Atlanta Fed indicator says (cnbc)
- DeepSeek Reveals Theoretical Margin on Its AI Models Is 545% (bloomberg)
- Margin Debt Hits Record High. Investors Are Amping Up Risk. (barrons)
- PayPal Needs Help From Its Oldest Friends—Consumers (wsj)
- European Stocks Are Still on Sale. Where to Shop Now. (barrons)
- Humanoid Robots Finally Get Real Jobs (wsj)
- Chinese Investor Buying Fuels Bullishness for Hong Kong Stocks (bloomberg)
- Trump’s Tariff Threats Revive Interest in $44 Billion Alaska Gas Project (nytimes)
- Mortgage Rates in US Slip to Lowest Since Middle of December (bloomberg)
- Chinese Stocks Are Beating U.S. Stocks. Where to Find the Bargains. (barrons)
- Dividend stocks are soaring in 2025, as investors adopt a defensive strategy amid market selloff (marketwatch)
- Investors See ‘2017-Like’ Rally in the Making for Emerging-Market Currencies (bloomberg)
- Venu is done. Here’s how Fox, Disney and WBD plan to go it alone in sports streaming (cnbc)
- Trump Says Canada, Mexico Tariffs to Take Effect, Adds New China Duty (bloomberg)
- UK firms turn more hopeful on economy, plan to hire more, Lloyds says (reuters)
- Why the US exceptionalism trade is faltering (reuters)
- China tech startups race to capitalise on DeepSeek fever, Xi’s meeting (reuters)
- Alibaba CEO Wu meets Chongqing party secretary for possible AI partnerships (scmp)
- Mainland Investors Buy Alibaba in Size (chinalastnight)
- Nvidia bounced from the $3 trillion market cap club after shares fall more than 8% (cnbc)
- Hormel’s stock boosted by revenue beat, though challenges lie ahead with turkeys and nuts (marketwatch)
- Extremely fearful stock-market sentiment shows investors scare easily right now (marketwatch)
- Boeing Makes a Management Change. It Could Be Key to Profitability. (barrons)
- Alibaba makes Sora-style video AI models open source (scmp)
- Nvidia Gives ‘Underwhelming’ Report After Two Years of Blowouts (bloomberg)
- Stocks Decline After Nvidia Earnings Disappoint (yahoo)
- Yeti Stock Is Beaten Up. It’s More Durable Than It Looks. (barrons)
- Salesforce Stock Falls. Earnings Were Overshadowed by Negative Guidance. (barrons)
- GM Hikes Dividend and Unveils Stock Buyback Plan (barrons)
- AppLovin Stock Sinks After Two Short Reports (barrons)
- Robinhood Exec’s New Plan Starts $40 Million of Stock Sales (barrons)
- Lowe’s Stock Is Rising. Home Improvement Might Be Turning a Corner. (barrons)
- Trump’s Treasury Chief Has a Plan for Bonds. The Market Is Glad It’s On Hold. (barrons)
- The Economy Is Still Fine. Americans Are Still Gloomy. (wsj)
- Japan Sees Fewest Births on Record, Deepening Demographic Crisis (bloomberg)
- Make Them a Mar-a-Lago Accord They Can’t Refuse (bloomberg)
- Yen Traders Raise Focus on Japanese Data as Economy Shifts Gears (bloomberg)
- White House Orders Agencies to Prepare ‘Large-Scale’ Staff Cuts (bloomberg)
- A Billion People Are Watching Podcasts on YouTube Every Month (bloomberg)
- Nvidia warns of growing competition from China’s Huawei, despite U.S. sanctions (cnbc)
