Be in the know. 15 key reads for Monday…

  1. Exclusive: US, China discuss farm goods, managed trade in ‘remarkably stable’ Paris talks-sources (reuters)
  2. Alibaba Plans Major Revamp to Heighten Focus on AI Profits (bloomberg)
  3. Alibaba Creates AI Tool for Companies to Ride China Agent Craze (bloomberg)
  4. Alibaba CEO takes helm of new AI-focused business group (reuters)
  5. Ant Is Said to Near Approval for Hong Kong Brokerage Acquisition (bloomberg)
  6. China’s Economy Off to Steady Start in 2026 Amid Lowered Expectations (wsj)
  7. Trump-Xi China summit may be delayed if Trump wants to stay in Washington for Iran war: Bessent (cnbc)
  8. Iran War Spurs Asia Interest in Importing US Energy, Burgum Says (bloomberg)
  9. What Iran Means for Oil and Defense Stocks. These Could Be the Next Opportunities. (barrons)
  10. A big buying opportunity is looming, say two of Wall Street’s biggest banks (marketwatch)
  11. Here’s why UBS thinks market volatility is no reason to exit equities (investing)
  12. Disney’s ‘Hoppers’ holds onto top spot at the box office ahead of Oscars (marketwatch)
  13. When Humanoid Robots Come to a Small-Town Factory (wsj)
  14. Industrials Lead S&P 500 Earnings Beat on Defense, AI Demand (bloomberg)
  15. It’s Not 2008: Morgan Stanley Counters Why Private Credit Risks Are Not Systemic (zerohedge)

Be in the know. 12 key reads for Sunday…

  1. Vans Warped Tour Wants To Rock Canada, Mexico And The U.S. This Summer (forbes)
  2. QXO dives into a tech overhaul (hbsdealer)
  3. Builders’ blueprint to tackle the US housing crisis (foxbusiness)
  4. More Sellers Test the Market, Hoping For a Spring Surge in Homebuyers (redfin)
  5. Access to Auto Credit in February Improves, Hits Three-Year High (coxauto)
  6. Jobs and War: the Fed needs to ease (scottgrannis)
  7. PayPal pivots for 2026 (paymentsdive)
  8. Tax Refunds Are Up So Far This Year. What It Means for Spending. (barrons)
  9. U.S. and China economic chiefs meet in Paris to clear path to Trump-Xi summit (cnbc)
  10. Hong Kong’s property market has turned (economist)
  11. China’s AI giants are handing out cash to lure in users (economist)
  12. CEOs Want to Be Like Warren Buffett, Right Down to His Shareholder Letter (wsj)

Be in the know. 19 key reads for Saturday…

  1. Disney’s new CEO has overseen a huge transformation of the Disney parks. Take a tour (cnnbusiness)
  2. Disney embraces TV’s TikTok-ification (yahoo)
  3. Trump orders agencies to cut red tape on homebuilding, mortgages (reuters)
  4. Trump Signs Housing Orders. Investors Seem to Want More. (barrons)
  5. Boeing Is Repairing 25 Max Jets After Wire Flaw Halts Deliveries (bloomberg)
  6. North Face President Caroline Brown to Exit (shopeatsurf)
  7. AI set to transform beauty industry from product discovery to retail shelves (investing)
  8. Why Barclays strategists prefer U.S. value stocks (investing)
  9. Fossil generation could rise with faster-than-expected growth in data center power demand (eia)
  10. U.S. natural gas production reached a new record in 2025 (eia)
  11. America Depends Less on Oil Than Ever (nytimes)
  12. US Begins Emergency Oil Reserve Release of 86 Million Barrels (bloomberg)
  13. Big Tech Stocks Have a Free Cash Flow Problem (barrons)
  14. Magnificent Seven Enters Correction as AI, Iran War Risks Mount (bloomberg)
  15. Consumer Sentiment Declined This Month, Per Michigan Survey (wsj)
  16. Federal Reserve to loosen capital requirements for big US banks (ft)
  17. China Travelers Make Record Number of Trips in Spring Holidays (bloomberg)
  18. China AI Startup Moonshot Snags Funds at $18 Billion Valuation (bloomberg)
  19. Greer Says US Seeks Stability in China Ties Ahead of Paris Talks (bloomberg)