Be in the know. 18 key reads for Thursday…

  1. Canada Goose Reports Fourth Quarter and Full Year Fiscal 2026 Results (canadagoose)
  2. Canada Goose shares gain as quarterly results exceed expectations (investing)
  3. Alibaba CEO signals capex boost as China tech giant forges full-stack AI path (scmp)
  4. Alibaba targets $4.4b in AI revenue by 2026 (techinasia)
  5. Alibaba and Tencent now seen as AI plays, not just e-commerce, says analyst (cnbc)
  6. Chinese companies are ramping up homegrown AI chips, even if Nvidia is coming back (cnbc)
  7. China’s Forgotten Tech Trade Is Exploding (zerohedge)
  8. US Treasury’s Bessent expects large Boeing order during China visit (reuters)
  9. Boeing lost China. Trump—and 500 jets—may be about to win it back (fortune)
  10. Xi Tells US CEOs Accompanying Trump That China Will Open Up More (bloomberg)
  11. Bessent Says US, China Discussing ‘Board of Investment’ (bloomberg)
  12. How the U.S. Became the World’s Greatest Energy Exporter (wsj)
  13. Energy Stocks Have Soared. Why the Boom Can Last. (barrons)
  14. Truist tracks Vans TikTok Shop sales amid promotional discipline (investing)
  15. April Consumer Spending Should Remain Solid, Even With Higher Gas Prices (barrons)
  16. What the biggest mid-cycle earnings acceleration on record means for the stock market (marketwatch)
  17. Global Fund Managers Playing Catch-Up May Fuel S&P’s Next Leg Up (bloomberg)
  18. Kevin Warsh Is Confirmed as Fed Chair in 54–45 Senate Vote (wsj)