Be in the know. 11 key reads for Monday…

  1. Alibaba taps into China’s ‘chat to buy’ trend via Qwen AI and Taobao integration (scmp)
  2. Nobody Owns Enough China Tech (zerohedge)
  3. Goldman Says Yuan 20% Undervalued, Boosts Currency Forecasts (bloomberg)
  4. Emerging-Market Stocks Set for Record High on Technology Rally (bloomberg)
  5. China Exports More EVs Than Traditional Cars for First Time in April (wsj)
  6. QXO Posts Investor Q&A to Website (qxo)
  7. To say this logistics stock is undervalued is an understatement – Jefferies (investing)
  8. Big Tech’s AI spending is depriving investors of juicy payouts (marketwatch)
  9. ‘Devil Wears Prada 2’ tops ‘Mortal Kombat II’ in box-office battle of sequels (marketwatch)
  10. Why Kevin Warsh Thinks Inflation Isn’t Being Measured Correctly (barrons)
  11. Papa John’s offering free pizza to former Spirit Airlines’ flyers (usatoday)

Be in the know. 12 key reads for Mother’s Day…

  1. Advance Auto Parts President & CEO Shane O’Kelly on Saying ‘Yes’ to Customers (youtube)
  2. Alibaba to integrate Qwen AI with Taobao, launch agentic shopping, source says (reuters)
  3. Alibaba’s Qwen Glasses Upgrades with Proactive AI Capabilities and Spatial 3D Display to Elevate Intuitive AI experiences (alizila)
  4. Pending Home Sales Hit Highest Level in Nearly 4 Years (redfin)
  5. New homes haven’t been this cheap since 2021. Buyers are starting to take notice. (yahoo)
  6. Can a beauty mega-deal save Estée Lauder? (economist)
  7. Disney’s Recent Layoffs May Not Be One-Offs As Company Touts “Culture Of Efficiency” (deadline)
  8. Etsy launches its app within ChatGPT as it continues its AI push (techcrunch)
  9. Papa Johns Sees Sales and Traffic Pressure, but Transformation Remains on Track (qsrmagazine)
  10. The EU wants to unshackle its economy. For real this time (economist)
  11. Why This Bull Market Could Have Years Left (carsongroup)
  12. Hyperscaler Capex +91% vs Buybacks -64% (zerohedge)