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)

Be in the know. 12 key reads for Tuesday…

  1. Xi Voices Support for Jack Ma, China Private Sector Chiefs (bloomberg)
  2. Why China Investors Finally Believe Xi’s Tech Crackdown Is Over (bloomberg)
  3. Alibaba, Baidu, JD.com Stocks Are Moving. China’s Xi Just Met With Tech Leaders. (barrons)
  4. Baidu Earnings Are Coming. It Needs to Keep Up in China’s AI Race. (barrons)
  5. Intel Break Up Considered by Broadcom, TSMC. How That Would Play Out. (barrons)
  6. This Stock Market May Not Be That Overpriced After All (barrons)
  7. Investors Haven’t Been This Pessimistic About Stocks Since 2023 (wsj)
  8. Fed’s Waller Says Policy Uncertainty Shouldn’t Dissuade More Rate Cuts (wsj)
  9. Hong Kong stocks advance as Beijing’s support spurs bets on tech rally (scmp)
  10. Four Reasons to Buy China Tech (bloomberg)
  11. China Invites Jack Ma, DeepSeek Founder to Meet Top Leaders (bloomberg)
  12. DOGE discovers $4.7 trillion in Treasury payments were missing critical code: ‘Traceability almost impossible’ (nypost)