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)