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)