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)
Alibaba springs a Lunar New Year surprise on DeepSeek, global AI market (scmp)
GDP grew at a 2.3% pace in the fourth quarter, less than expected (cnbc)
10-year Treasury yield slides after weaker-than-expected GDP (cnbc)
Fed holds rates steady, takes less confident view on inflation (cnbc)
“Alibaba on Jan. 29 unveiled a new version of its AI model called Qwen2.5 Max that it claims has performance comparable or better than OpenAI, DeepSeek, Google and Meta models.” (investors)
Nvidia Stock Falls. What Microsoft and Meta Earnings Mean for the AI Chip Maker. (barrons)
Fed Stands Pat on Rates, Entering New Wait-and-See Phase (wsj)
OpenAI says DeepSeek stole its AI data, but how common is ‘distillation’? (scmp)
Chinese tech giant flexes its muscles in global race for AI dominance (foxbusiness)
They Invested Billions. Then the A.I. Script Got Flipped. (nytimes)
Why blocking China’s DeepSeek from using US AI may be difficult (reuters)
Most Popular Hedge Funds Don’t Want Your Money But Smaller Firms Might (bloomberg)
The White Lotus Is Already Driving a Travel Boom in Thailand (bloomberg)
ECB warns of ‘headwinds’ to Eurozone economy as it cuts rate to 2.75% (ft)
Why some ‘Magnificent Seven’ companies could be earning less in 2050 than today (marketwatch)
PBOC Injects Record Liquidity Using Its New Tool, Delays RRR Cut (bloomberg)
China stocks set for US$236 billion influx from state-owned investors: UBS (scmp)
China’s Great Coupon Handout Puts Band-Aid on Weak Consumption (bloomberg)
Nvidia Slashes $600B in Market Cap. It’s the Biggest Loss in a Single Day. (barrons)
Tech stocks plunge as Wall Street fears stretched valuations. Will value stocks win? (marketwatch)
What Is DeepSeek? Everything to Know About China’s ChatGPT Rival and Why It Might Mean the End of the AI Trade. (barrons)
Rare China Support Shows Vanke May Be Too Big to Fail (bloomberg)
Estée Lauder Reviews Brands Amid Management Change (The Lauder family owns about 38% of Estée Lauder’s total common stock and about 86% of the voting power) (bloomberg)
Young Americans Are Drinking Less—But Can It Last? (bloomberg)
What is DeepSeek and why is it disrupting the AI sector? (reuters)
