Be in the know. 15 key reads for Monday…

  1. Exclusive: Nvidia and Broadcom testing chips on Intel manufacturing process, sources say (reuters)
  2. Mainland China Investors’ Sway Over Hong Kong Stocks Is Growing (bloomberg)
  3. Xi Prepares to Unveil China Stimulus Plan as Trade War Heats Up (bloomberg)
  4. Big Tech Pain Is Mounting as Risk-Wary Traders Dump Winners (bloomberg)
  5. Alibaba-Backed Zhipu Raises $140 Million as DeepSeek Heats Up AI (bloomberg)
  6. Wall Street can’t stop talking about the ‘Mar-a-Lago Accord.’ Here’s how the currency deal would work. (marketwatch)
  7. Alibaba’s open-source Sora-like AI video model tops third-party rankings (scmp)
  8. Taking stock: all eyes on China’s ‘two sessions’ for catalysts to drive AI-fuelled rally (scmp)
  9. Mortgage rates are falling, but it’s not helping sell more homes. Are lower house prices next? (marketwatch)
  10. Here’s How Government Spending Has Grown—and Where the Money Is Going (wsj)
  11. China EV Sales Were Hot in February. Tesla Needs a Rebound. (barrons)
  12. Chinese Buyers Are Ordering Nvidia’s Newest AI Chips, Defying U.S. Curbs (wsj)
  13. Disney Cruise Line reveals new details on its two new ships (thestreet)
  14. Alibaba Cloud’s Industry Leadership Recognized by Top Global Research Firms (alizila)
  15. Dollar Falls After U.S. Tariff Remarks (barrons)

Be in the know. 20 key reads for Sunday…

  1. Intel is back—stop talking about breaking it up: Craig Barrett (fortune)
  2. Things to watch at China’s 2025 ‘two sessions’ (globaltimes)
  3. U.S. CEOs Signal Highest Confidence in Two Years (seeitmarket)
  4. Finally for homebuyers: ‘A step in the right direction’ (yahoo)
  5. Alibaba completes full acquisition of Cainiao’s minority shares, implements employee exit plan (technode)
  6. McKinsey sees lithium demand stabilising and expects next upcycle (yahoo)
  7. Alibaba begins spring hiring with 3,000 internship roles focused on AI (scmp)
  8. That Escalated Quickly (carsongroup)
  9. Alibaba’s research arm launches new RISC-V processor for high-performance computing (scmp)
  10. Shop The North Face Windbreaker All Our Favourite Celebrities Are Coveting (elle)
  11. Disney Sees Sell-Out for Oscars Ads — And Not Just on TV (variety)
  12. Do You Know How Much Energy ChatGPT Actually Uses? (digg)
  13. In James Bond, Amazon gains a thrilling new asset (economist)
  14. The business of second-hand clothing is booming (economist)
  15. Whatever You Do, Don’t Cancel Disney Plus or Max in March (cnet)
  16. Macau Gaming Revenue Beats Estimates in Sign Slowdown Is Easing (bloomberg)
  17. Inside TGL, Tiger Woods and Rory McIlroy’s Grandiose Indoor Golf League Experiment (gq)
  18. 5 collector cars to put into your garage this week (classicdriver)
  19. How Ferrari’s 290 MM Became One Of The World’s Most Coveted Cars (maxim)
  20. The 50 Greatest Luxury Cars of All Time (robbreport)