Be in the know. 18 key reads for Tuesday…

  1. Boeing Goes for Two Defense Wins in a Row With Navy Jet Fighter (barrons)
  2. Alibaba Stock Gains. Its AI Chips Could Be Gaining Traction in China. (barrons)
  3. Boeing Gets Lifeline in Pentagon Deal to Build Most Expensive Jet Fighter Ever (wsj)
  4. China Adviser Urges Boosting Consumption to 70% of GDP by 2035 (bloomberg)
  5. Alibaba says to restart hiring, sees signs of start of AI bubble in the US (reuters)
  6. Crown Castle Fires CEO After Selling Business Segments (wsj)
  7. Retailers Bulk Up Inventories to Blunt Tariff Impact (wsj)
  8. What Covid’s One-Hit Wonders Should Have Taught Us (wsj)
  9. Home Prices Likely Kept Climbing in January. Why a Slowdown Is Coming. (barrons)
  10. Housing Hopes! Goldman Sees Incremental Confidence From Prospective Buyers (zerohedge)
  11. Rising Temperatures Drive Surge in Energy Demand, IEA Says (wsj)
  12. German Business Confidence Climbs After Lawmakers Unlock Spending Increase (wsj)
  13. Tariffs Might Be Lighter Than Expected. It’s a Relief for Markets. (barrons)
  14. China explores services subsidy to boost weak domestic demand (ft)
  15. Chinese AI start-ups overhaul business models after DeepSeek’s success (ft)
  16. American CEOs Visit Beijing, Investors Ask: 5 BYDs or 1 Tesla? (chinalastnight)
  17. China’s commerce minister meets with Boeing Global president (reuters)
  18. Smithfield Foods expects growth in sales, profit on strong packaged meats demand (reuters)

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)