Be in the know. 23 key reads for Monday…

  1. Jack Ma-Backed Ant Touts AI Breakthrough Using Chinese Chips (bloomberg)
  2. Trump Ally Visits Beijing to Pave Way for Xi Summit (wsj)
  3. China’s open-source embrace upends conventional wisdom around artificial intelligence (cnbc)
  4. Beijing pledges greater market access as top global CEOs gather at the China Development Forum (cnbc)
  5. Global Investors Tout Improving China Sentiment at Milken (bloomberg)
  6. Chinese Stocks Show Signs of Rotation From Small-Caps to Large (bloomberg)
  7. And the Winner Is….China! (zerohedge)
  8. BYD sales surge 29% on strong Chinese demand for hybrid cars (ft)
  9. Emerging-Market Assets Rebound on Signs of Targeted Tariffs (bloomberg)
  10. Dollar Weakness Becomes Profit Boon for US Multinationals (bloomberg)
  11. UK PMI Hits Six-Month High in Early Sign of Economic Turnaround (bloomberg)
  12. Euro-Zone Private Sector Picks Up as Germany Fuels Recovery (bloomberg)
  13. It’s been 25 years since European stocks beat U.S. rivals this way. Deutsche Bank still prefers ‘MEGA’ to ‘MAGA.’ (marketwatch)
  14. EU Trade Chief Sefcovic to Meet Greer, Lutnick in US Tuesday (bloomberg)
  15. Americans Are Choosing Smaller Vehicles (kbb)
  16. Disney’s ‘Snow White’ Tops Weekend Box Office, Despite Controversies (barrons)
  17. Americans Are Rushing to Get Off the Grid (bloomberg)
  18. US planning to exclude sector-specific tariffs on April 2, Bloomberg News, WSJ report (reuters)
  19. Exclusive: Airbus, Boeing eye fast output as plastics loom for future jets (reuters)
  20. Acting FAA Administrator on hiring air traffic controllers, airspace congestion and Boeing progress (youtube)
  21. BofA Securities resumes Generac stock with Buy, $182 target (investing)
  22. Google’s $32 billion Wiz deal may signal a turning point for slow IPO, M&A markets (cnbc)
  23. Shell CEO Seen Honing In on LNG at Strategy Day in New York (bloomberg)

Be in the know. 16 key reads for Sunday…

  1. Beneath investors’ feet, the ground is shifting (economist)
  2. Why everyone is harping on about Guinness (economist)
  3. Carmakers rush to ship vehicles to US ahead of new round of April tariffs (ft)
  4. New-Vehicle Average Transaction Price Decreases Year Over Year and Incentives Increase (coxauto)
  5. Record 1.3 Million Electric Vehicles Sold (coxauto)
  6. Intel has great risk and great opportunity, strategist says (yahoo)
  7. Will Trump’s tariffs turbocharge foreign investment in America? (economist)
  8. U.S. tower stock valuations refreshed at MoffettNathanson (yahoo)
  9. Boeing’s double dose of good news: Fighter jets and cash (foxbusiness)
  10. Disney CEO Defends Park Pricing, Unveils New Tech and Plans 7 More Cruise Ships (yahoo)
  11. What might save China’s economy (npr)
  12. Just More Bull Market Stuff (allstarcharts)
  13. What Are AI Agents? Here’s How They Can Help You Get Stuff Done (inc)
  14. As Ovechkin nears the NHL goals record, the hockey world leans in to savor the moment (npr)
  15. Bugatti Just Made the New Tourbillon Hypercar Even Better (robbreport)
  16. 5 collector cars to put into your garage this week (classicdriver)

Be in the know. 15 key reads for Saturday…

  1. Boeing Wins Next-Generation Jet Fighter Contract (wsj)
  2. Can Healthcare Stocks Keep Outperforming the Market? (morningstar)
  3. Wall Street Investors With Diversified Bets Are Winning at Last (bloomberg)
  4. South-east Asian markets roiled as investors turn to China (ft)
  5. US Trade Chief Greer Set for China Counterpart Call Next Week (bloomberg)
  6. Home sales see a bump in February thanks to higher-income buyers (marketwatch)
  7. Booze faces big tobacco moment (ft)
  8. Stocks & Rate-Cut-Hopes Rebound As Tariff ‘Flexibility’ Trumps FedSpeak (zerohedge)
  9. Traders Bet on Weaker US Dollar for First Time Since Trump’s Win (bloomberg)
  10. Carnival Says All Signs Point to Robust Cruise Demand Continuing (bloomberg)
  11. The North Face’s Latest High-Fashion Collab is Already Nearly Sold Out (shopeatsurf)
  12. Majority of AI Researchers Say Tech Industry Is Pouring Billions Into a Dead End (futurism)
  13. Housing Can Be Trump’s Legacy. Just Follow Lincoln’s Example. (barrons)
  14. Nike Stock Sinks. Its ‘Win Now’ Strategy Is Turning Into ‘Win Later.’ (barrons)
  15. Tesla Stock Sees 9th Straight Weekly Drop. Wall Street Is Worried. (barrons)