Be in the know. 18 key reads for Friday…

  1. China’s Alibaba shifts towards revenue over open-source AI (ft)
  2. Alibaba’s New AI Video-Generation Model Tops Global Ranking (wsj)
  3. Alibaba leads $290 million investment for building a new kind of AI model as LLM limits emerge (cnbc)
  4. Alibaba’s Qwen family captures over 50% of global open-source downloads, report finds (scmp)
  5. Alibaba cloud growth forecast to accelerate with AI push, higher service charges: analysts (scmp)
  6. The Case for Investing in Emerging Markets (wsj)
  7. Trump Once Talked Tough With China. Now He’s Playing Nice. (wsj)
  8. Intel and Google to double down on AI CPUs with expanded partnership (reuters)
  9. Intel Wins Google Promise to Keep Using Xeon in Data Centers (bloomberg)
  10. Intel Stock Notches Gains for 7th-Straight Day. Why It Hit a Nearly 5-Year High Today. (barrons)
  11. The Case for Intel Stock’s Comeback Strengthens. The Chart Tells the Story. (barrons)
  12. Wall Street’s fear gauge just flashed an unusual signal that could carry the S&P 500 to 7,400 within months (marketwatch)
  13. CTAs Set To Buy Near-Record $45BN In US Stocks Next Week (zerohedge)
  14. Dividend Stocks Won the War. Why They Could Also Win the Peace. (barrons)
  15. Retail Stock Traders Turn Into Sellers as Rally Spurs Skepticism (bloomberg)
  16. BofA’s Hartnett Sees the Surge in Commodities Lasting for Years (bloomberg)
  17. US wholesale inventories post biggest increase in 13 months (reuters)
  18. PayPal integrates payment links directly into Canva platform (investing)