Category: What I’m Reading Today

Be in the know. 25 key reads for Thursday…

  1. Alibaba Stock Soars After Earnings Beat. It’s All About AI. (barrons)
  2. Morgan Stanley Drops Bearish China Stocks Call (bloomberg)
  3. Jefferies raises targets on China tech stocks on AI growth (streetinsider)
  4. Fed officials weighed slowing or pausing bond drawdown last month (reuters)
  5. Trump Floats Giving DOGE Savings to Public, Defending Cost Cut (bloomberg)
  6. Trump Says New China Trade Deal Is ‘Possible’ Despite Tensions (bloomberg)
  7. Trump Turns on Zelenskiy, Leaving Ukraine Few Options Amid War (bloomberg)
  8. Japan’s Food Inflation Is Becoming Harder for BOJ to Overlook (bloomberg)
  9. Fed Minutes Signal Officials on Hold Until Inflation Improves (bloomberg)
  10. The CEO of Four Seasons Offers 10 Takeaways About White Lotus (bloomberg)
  11. Trump to Halt NY Congestion Pricing by Terminating Approval (bloomberg)
  12. What Happens When Private Credit Loans Get in Trouble (bloomberg)
  13. China issues action plan to stabilize foreign investment in 2025 (people.cn)
  14. BABA-W Reportedly Launches Large-Scale Recruitment Drive for AI To C Biz w/ 90% of Positions in AI Tech & Product R&D (aastocks)
  15. Palantir CEO Karp’s New Plan to Sell $1.2B of Stock (barrons)
  16. Palantir plunges after CEO Karp changes share sales plan, Pentagon budget cut report (cnbc)
  17. Palantir drops on report Trump administration plans defense cuts (finance.yahoo)
  18. Etsy, Inc. Reports Fourth Quarter and Full Year 2024 Results (etsy)
  19. Yen Climbs to Strongest This Year Versus Dollar on BOJ Hike Bets (bloomberg)
  20. China’s latest strategy to get consumers spending: a clampdown on rip-offs (scmp)
  21. Alibaba opens data centre in Mexico, ramping up AI infrastructure expansion (scmp)
  22. Fed Wants More Gains on Inflation Before Cutting Rates Again, Minutes Show (barrons)
  23. Trump’s 25% Auto Tariffs Hurt These Stocks the Most (barrons)
  24. Alibaba Earnings Are Coming. China’s AI Battle Is Heating Up. (barrons)
  25. They’ve Been Waiting Years to Go Public. They’re Still Waiting. (nytimes)

Be in the know. 11 key reads for Wednesday…

  1. Why Intel could be worth more than $200 billion if it breaks up (finance.yahoo)
  2. China January bank lending hits record high on policy stimulus (reuters)
  3. Chinese Investors Buy Most Hong Kong Stocks in Four Years (bloomberg)
  4. How the world’s biggest online dollar store got sucked into Trump’s trade war. (bloomberg)
  5. Xi’s Embrace of China Tech CEOs Spurs Hope of Big Economic Shift (bloomberg)
  6. Japan Opposition Party Eyes BOJ’s ETFs to Pay for Free Schooling (bloomberg)
  7. Times Square Is Now a Dining Destination. Here’s Why and Where to Eat (bloomberg)
  8. Intel Has Biggest Rally Since 2020 on Breakup Speculation (bloomberg)
  9. BofA Survey Shows Investors Haven’t Been This Risk-On Since 2010 (bloomberg)
  10. Trump Floats 25% Tariffs on Autos, Chips and Pharmaceuticals (wsj)
  11. Trump Wants to Bring Down Treasury Yields. Here’s What to Know. (wsj)

Be in the know. 12 key reads for Tuesday…

  1. Xi Voices Support for Jack Ma, China Private Sector Chiefs (bloomberg)
  2. Why China Investors Finally Believe Xi’s Tech Crackdown Is Over (bloomberg)
  3. Alibaba, Baidu, JD.com Stocks Are Moving. China’s Xi Just Met With Tech Leaders. (barrons)
  4. Baidu Earnings Are Coming. It Needs to Keep Up in China’s AI Race. (barrons)
  5. Intel Break Up Considered by Broadcom, TSMC. How That Would Play Out. (barrons)
  6. This Stock Market May Not Be That Overpriced After All (barrons)
  7. Investors Haven’t Been This Pessimistic About Stocks Since 2023 (wsj)
  8. Fed’s Waller Says Policy Uncertainty Shouldn’t Dissuade More Rate Cuts (wsj)
  9. Hong Kong stocks advance as Beijing’s support spurs bets on tech rally (scmp)
  10. Four Reasons to Buy China Tech (bloomberg)
  11. China Invites Jack Ma, DeepSeek Founder to Meet Top Leaders (bloomberg)
  12. DOGE discovers $4.7 trillion in Treasury payments were missing critical code: ‘Traceability almost impossible’ (nypost)

Be in the know. 12 key reads for Monday…

  1. Xi Hosts Summit With Jack Ma, Chinese Private Sector Leaders (bloomberg)
  2. ‘Trump trades’ like the dollar and bitcoin are stalling, while Chinese stocks are racing ahead (marketwatch)
  3. Xi-Jack Ma Chat Seen as Next Catalyst for Blistering China Rally (bloomberg)
  4. US Tariff Threat May Spell Trouble for Indian Sectors Like Auto, Textiles, Footwear (bloomberg)
  5. Asset Managers Most Bullish on Yen Since 2021 on BOJ Hike Bets (bloomberg)
  6. BOJ’s Offloading of Shares to Shift Focus to ETF Holdings (bloomberg)
  7. Hedge-Fund Bears Risk Being Burned by Resilient Aussie Dollar (bloomberg)
  8. Trump Says Zelenskiy to Take Part in Talks With Russia (bloomberg)
  9. China Says Stable Yuan Key to World Economy Hit by Strong Dollar (bloomberg)
  10. Corporate America’s Souring Profit Outlook Clouds Equity Rally (bloomberg)
  11. Here’s how Intel’s stock charts look after its big rally. Should you buy it? (marketwatch)
  12. Disney’s Latest ‘Captain America’ Film Paces $100 Million at the Box Office (barrons)

Be in the know. 10 key reads for Sunday…

  1. DeepSeek Drives $1.3 Trillion China Stock Rally as Funds Pile In (bloomberg)
  2. US Industrial Output Rises More than Expected (tradingeconomics)
  3. Boeing’s Push to Boost 737 Production Starts With Closing ‘Shadow Factory’ (wsj)
  4. Robb Report’s 2025 Car of the Year: The 10 Contenders (robbreport)
  5. Perplexity launches its own freemium ‘deep research’ product (techcrunch)
  6. The 2025 Maserati GT2 Stradale Takes Itself Way Too Seriously (thedrive)
  7. How would a US sovereign wealth fund even work? (npr)
  8. Why America is in an alcohol recession (thehustle)
  9. Joe Tsai on Alibaba’s AI Leadership: Driving Open-Source Innovation and Economic Impact (alizila)
  10. The stock market just won’t crack. Bulls say it’s time for a breakout to new highs. (marketwatch)

Be in the know. 22 key reads for Saturday…

  1. Estée Lauder Director Bought the Stock Dip (barrons)
  2. Dollar Drops to 2025 Low as Data, Tariffs Dim Bullish View (bloomberg)
  3. Why Luxury Stocks May Soon Look Chic Again (barrons)
  4. Warren Buffett bought booze, pizza and pool stocks, ditched Ulta Beauty in Q4 (marketwatch)
  5. TSMC Considers Running Intel’s US Factories After Trump Team Request (bloomberg)
  6. The Dot-Com Bubble Burst 25 Years Ago. AI Could Be Next. (barrons)
  7. Intel Posts Best Week Since 2000 on Reports of Partnership (bloomberg)
  8. How the Stock Market Could Avoid a Bloodbath (barrons)
  9. 3 Reasons It’s Time to Sell Some Magnificent 7 Stock (barrons)
  10. How the Market Learned to Stop Worrying and Love Tariffs (barrons)
  11. Intel has become a political pawn — but it may not need Trump or a deal with TSMC (marketwatch)
  12. Treasury yields end at one-week lows after surprisingly steep drop in retail sales (marketwatch)
  13. “Alcohol has been around for 5,000 years,” says Shufelt. “It’s probably premature to call an abrupt end to alcohol in any way. And we’re certainly not cheering for that.” (barrons)
  14. Disney insiders fume at CEO’s ‘capitulation’ to Trump on DEI, George Stephanopoulos: ‘I thought he had our back’ (nypost)
  15. Family Offices Bet on Nvidia Before $589 Billion DeepSeek Rout (bloomberg)
  16. Hermès Sales Jump as Label Outperforms During Luxury Slump (bloomberg)
  17. China Invites Jack Ma, DeepSeek Founder to Meet Top Leaders (bloomberg)
  18. I started an exclusive network for millionaires where membership costs $33,000 a year. Here’s what it’s like inside our meetings. (businessinsider)
  19. Recent cold snap results in fourth-largest withdrawal from underground natural gas storage (eia)
  20. The 4 Warren Buffett Stocks to Buy After Berkshire Hathaway’s Latest 13F Filing (morningstar)
  21. A Cheap Stock to Buy After Bad News That Really Wasn’t (morningstar)
  22. How the U.S. Dollar Has Performed, by President (1967-2025) (visualcapitalist)

Be in the know. 11 key reads for Friday…

  1. S&P Global Mobility projects US sales volumes to reach 16.2 million units in 2025 (athensceo)
  2. Cox Automotive is forecasting new light vehicle sales to continue to improve modestly in 2025, reaching 16.3 million by year’s end. (coxauto)
  3. Improved Operating Income and Positive Cash Flow Highlight Cooper Standard’s Fourth Quarter and Full Year 2024 Results (cooper standard)
  4. Intel Stock Is Climbing Like It Did Back in the ‘80s. Here’s What’s Driving Shares. (barrons)
  5. Alibaba Stock Surges on Apple Collaboration Reported. Why China Tech Is Back in Style. (barrons)
  6. Skeptics Circle European Stocks After $1 Trillion 2025 Rally (bloomberg)
  7. Auto Executives Try to Sway Trump on Tariffs, EV Subsidies (wsj)
  8. Renewed interest in China AI may offset US tariff concerns (bloomberg)
  9. Mortgage rates dip to lowest level of 2025, lifting hopes for spring home-buying season (marketwatch)
  10. Jack Ma Spotted Visiting Hema Store in Changsha, after Showing up at Alibaba HQ in Hangzhou (aastocks)
  11. Could see joint ventures between Intel and TSMC, says Patrick Moorhead (cnbc)

Be in the know. 15 key reads for Thursday…

  1. Intel’s stock is on a run not seen in more than two decades (marketwatch)
  2. China Tech Stocks Head for Highest Level Since Reopening Rally (bloomberg)
  3. JPMorgan Chase Begins Layoffs, With More Planned, After Record Profits (barrons)
  4. IAC Stock Rises. Barry Diller Is Returning to the Top With a Vision. (barrons)
  5. Inflation Hits 3% for the First Time in 7 Months (barrons)
  6. Israel Sees Opening for Strikes on Iranian Nuclear Sites, U.S. Intelligence Finds (wsj)
  7. The Trump Tracker: What the President Has Done So Far (wsj)
  8. China Land Sales Show Property Market Stabilizing, Report Says (bloomberg)
  9. Boeing to Cut Fewer Moon Rocket Jobs After ‘Daily’ NASA Talks (bloomberg)
  10. QXO Seeks to Replace Beacon Roofing Board After Bid Snubbed (bloomberg)
  11. US Tariffs Will Weaken Dollar If Nations Strike Back, Bank of America Says (bloomberg)
  12. Apple’s AI partnership with Alibaba excites Chinese iOS developers ahead of conference (scmp)
  13. With DeepSeek, China moves to take on Nvidia’s CUDA ecosystem (scmp)
  14. Wall Street, UBS see upside for Chinese AI stocks with rally at less than halfway mark (scmp)
  15. SoftBank swings to a loss ahead of big AI infrastructure bet on Stargate Project (scmp)

Be in the know. 13 key reads for Wednesday…

  1. Alibaba Becomes China’s New AI Darling With $87 Billion Rally (bloomberg)
  2. 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)
  3. Alibaba’s Qwen powers top 10 open-source models as China AI know-how goes beyond DeepSeek (scmp)
  4. Billionaire investor David Tepper boosts China bet to 37% of his firm’s portfolio (scmp)
  5. Jack Ma visits second-hand marketplace Xianyu as Alibaba’s AI grabs attention (scmp)
  6. Is Intel now a Trump stock? Its shares surge after upbeat comments by J.D. Vance. (marketwatch)
  7. The Magnificent 7 Are So Last Year. Cash Cows Are the New Kings. (wsj)
  8. Powell Tells Congress Fed Still in No Rush to Lower Rates (bloomberg)
  9. China’s Xi Is Building Economic Fortress Against U.S. Pressure (wsj)
  10. China’s New Game Plan for Dealing With Trump Tariffs (bloomberg)
  11. Chinese stock bulls add to record buying spree in Hong Kong as DeepSeek fuels rally (scmp)
  12. Disney cuts diversity category from executive pay scheme (ft)
  13. David Tepper’s ‘Everything’ China Trade Has a New Plot (bloomberg)

Be in the know. 18 key reads for Tuesday…

  1. Chinese Investors Drive Hong Kong Rally With $19 Billion Inflow (bloomberg)
  2. AI for the price of a sandwich: Alibaba’s Qwen enables US breakthroughs(scmp)
  3. Europe’s Unloved Stocks Are Suddenly on Top of the World (wsj)
  4. European gas prices hit two-year high as cold weather boosts demand (ft)
  5. Japan’s borrowing costs soar to 14-year high (ft)
  6. Good news for thrifty car buyers: Automakers bring back the base trim (marketwatch)
  7. Tepper Lifts China Bet, Undaunted as Stimulus-Fueled Rally Fades (bloomberg)
  8. Appaloosa added to stakes in Alibaba (marketwatch)
  9. Alibaba’s DeepSeek Integration Fuels Rally (chinalastnight)
  10. 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)
  11. These cheap stock markets could make you more money than the usual picks (marketwatch)
  12. A Sore Spot in L.A.’s Housing Crisis: Foreign-Owned Homes Sitting Empty (wsj)
  13. Billionaire Investor Tepper’s Firm Loves China. Alibaba Is Its Biggest Bet. (barrons)
  14. Value Stocks Are Outearning Forecasts. (barrons)
  15. 3 Reasons It’s Time to Sell Some Magnificent 7 Stock (barrons)
  16. The New Wave of AI Is Here (wsj)
  17. Elliott Builds $2.5 Billion-Plus Stake in Phillips 66 (bloomberg)
  18. Alibaba offers more DeepSeek AI models, denies investment rumours (scmp)