Be in the know. 16 key reads for Thursday…

  1. Alibaba Shares Outpace Tencent’s as Chip Exposure Fuels Demand (bloomberg)
  2. Alibaba Chip Unit Spin Off? (chinalastnight)
  3. Chinese Consumers Open Wallets as Malaise Lifted During Holidays (bloomberg)
  4. Emerging Market Stocks Are Outperforming the S&P 500. How to Play the Rally. (barrons)
  5. The Most Hated Tech Trade Is Waking Up (zerohedge)
  6. US Senator Thanks China for Iran Efforts, Calls for Boeing Deal (bloomberg)
  7. Cooper Standard Reports Solid First Quarter 2026 Results and Strong New Business Awards; Remains on Track to Achieve or Exceed Full Year Plans (cooperstandard)
  8. Turnaround in motion: Why VF Corp is back on investors’ radar (investing)
  9. Papa Johns Announces First Quarter 2026 Financial Results (papajohns)
  10. Josh D’Amaro’s ‘super app’ could be Disney’s next big catalyst (yahoo)
  11. Disney Earnings: Firm Strong on All the Most Important Fronts and Poised to Accelerate (morningstar)
  12. America’s Weight-Loss Drug Boom Is Going Global (wsj)
  13. Frackers Are Finally Ready to Drill. Trump Won’t See a Return of the Go-Go Days. (wsj)
  14. Iran, U.S. Working on Talks to End Fighting (wsj)
  15. UBS Says Transport Stock Rout Is “Overdone” After Amazon News (zerohedge)
  16. The mysterious $53bn ‘other income’ boost to AI hyperscaler earnings (ft)