Be in the know. 13 key reads for Friday…

  1. After Qatar LNG Plant Outage More Buyers Turn to US Suppliers (bloomberg)
  2. Natural Gas Prices Soar After Iran’s Attacks. 3 LNG Stocks to Watch. (barrons)
  3. The world’s largest natural-gas complex is now battered. Here’s who will benefit. (marketwatch)
  4. Why peak uncertainty about the Iran war signals a stock-market rally may be near (marketwatch)
  5. Pentagon Seeks $200 Billion for Iran War. Here’s What It Means for Defense Stocks. (barrons)
  6. Tigress Financial raises Boeing stock price target on backlog strength (investing)
  7. Alibaba workforce shrinks 34% in 2025 as Chinese tech giant doubles down on AI (cnbc)
  8. Alibaba Targets $100 Billion of AI Revenue in Five Years (bloomberg)
  9. BofA Securities reiterates Alibaba stock rating on AI investment (investing)
  10. US regulators slash Wall Street capital rules to boost bank lending (ft)
  11. US Household Net Worth Climbs $2.2 Trillion to Fresh Record (bloomberg)
  12. The Metaverse Was a $100 Billion Flop. It Should Make Us Think Twice About AI Predictions. (barrons)
  13. BYD Showrooms Are Bustling Across Asia After Iran Oil Shock (bloomberg)