Be in the know. 23 key reads for Monday…

  1. How Jack Ma’s pivot to AI rehabilitated Alibaba (ft)
  2. China unveils plan to ‘vigorously boost’ weak consumption (ft)
  3. China Says It Started Year on Strong Economic Footing as Trump Tariffs Hit (wsj)
  4. China Plans for Global CEOs to Meet Xi in Beijing Next Week (bloomberg)
  5. Policy Optimism Lifts Markets, Week In Review (chinalastnight)
  6. Investors Were Confident Heading Into 2025. That Was a Bad Sign. (wsj)
  7. Treasury’s Bessent Isn’t Worried About Stock Market (barrons)
  8. Exclusive: Intel’s new CEO plots overhaul of manufacturing and AI operations (reuters)
  9. How ‘inference’ is driving competition to Nvidia’s AI chip dominance (ft)
  10. Tech still at the top of the crowding ranks in the U.S., Citi warns (streetinsider)
  11. This sector may be the ‘accidental beneficiary’ of a U.S. growth scare, says JPMorgan (marketwatch)
  12. EM Stocks Set for Best Month Since September on China Boost (bloomberg)
  13. Asset Managers Boost Euro Bets as Hedge Funds Cut Shorts (bloomberg)
  14. Pfizer Has a New Playbook for Reviving Sales—and It’s Starting to Pay Off (wsj)
  15. Trump’s Moves Are Boosting Stocks … Overseas (nytimes)
  16. Trump Wants to Build Homes on Federal Land. Here’s What That Would Look Like. (wsj)
  17. Disney Executives Audition to Be the Company’s Next CEO (bloomberg)
  18. Goldman sees double trouble for U.S. exceptionalism (streetinsider)
  19. Stocks Haven’t Traded at These Levels Since September (wsj)
  20. Yeti expands board, adds two directors after discussions with activist Engaged (reuters)
  21. US Bitcoin ETFs Shed $5.5 Billion in Longest Run of Outflows (bloomberg)
  22. Tesla Stock Drops Again. It Could Drop for a 9th Straight Week. (barrons)
  23. February Retail Sales Missed Expectations. Spending Still Rebounded. (barrons)

Be in the know. 16 key reads for Sunday…

  1. How PayPal is bolstering its branded business (yahoo)
  2. China’s AI boom is reaching astonishing proportions (economist)
  3. As Intel welcomes a new CEO, a look at where the company stands (techcrunch)
  4. Stifel maintains Buy on GXO Logistics with $66 target (investing)
  5. New-Vehicle Affordability Improves Again in February (coxautomotive)
  6. Alibaba Unveils Flagship AI Super Assistant Application Quark (alizila)
  7. China Maps Out Plan to Raise Incomes and Boost Consumption (bloomberg)
  8. Valentino’s Collaboration With Vans Is Already The Most Coveted Release Of 2025 (vogue)
  9. Lithium-ion batteries are remaking Google’s data centers (techcrunch)
  10. Spirits giant Diageo suggests alternative to Trump’s tariffs – letter (reuters)
  11. With Manus, AI experimentation has burst into the open (economist)
  12. Houston, We Have a Correction. Now What? (carsongroup)
  13. Inflation update (scottgrannis)
  14. The Lilo & Stitch Trailer Has Given Disney Another Brag-Worthy Milestone (gizmodo)
  15. Teeing off at the wildly high-tech future of golf (theverge)
  16. 5 collector cars to put into your garage this week (classicdriver)