Be in the know. 22 key reads for Tuesday…

  1. Alibaba launches agentic AI tool for businesses with Slack, Teams integration plans (cnbc)
  2. Alibaba Consolidates AI Operations Under New Business Group (wsj)
  3. Ant Group subsidiary completes steps to take over Hong Kong retail brokerage Bright Smart (scmp)
  4. Morgan Stanley reiterates Alibaba stock rating on AI demand growth (investing)
  5. Trump says U.S. asked China to delay Xi meeting ‘a month or so’ due to Iran war (cnbc)
  6. Trump Officials Look to More Managed Approach to Trade With China (nytimes)
  7. Retail Sales Beat Estimates (chinalastnight)
  8. Stock-Market Euphoria Fades as Investors Turn Bearish, BofA Says (bloomberg)
  9. Investors pile into cash on fears of Iran war fallout (ft)
  10. Capitulation in stocks requires wider credit spreads, Raymond James says (streetinsider)
  11. CTAs Forced Sellers Of $70BN In Global Equities Over The Next Week (zerohedge)
  12. Morgan Stanley Sticks With June Rate Cut Call Despite Oil Surge (bloomberg)
  13. US Industrial Production Rises For 4th Straight Month In February (zerohedge)
  14. U.S. Home Builder Sentiment Inches Higher But Affordability Concerns Persist (wsj)
  15. Baxter Announces CFO Transition (baxter)
  16. Pfizer drug shows 40% reduction in breast cancer progression risk (investing)
  17. How Some Ships Are Sneaking Through the Strait of Hormuz (wsj)
  18. Bank of America Increases Hyperscaler Issuance Forecast to $175 Billion (bloomberg)
  19. Luxury Stocks Face Most Bearish Sentiment in Years, UBS Says (bloomberg)
  20. BYD Shares Soar Most In 13 Months As Chinese EV Push Into Americas Accelerates (zerohedge)
  21. The Best Consumer Defensive Stocks to Buy (morningstar)
  22. SEC Prepares Proposal to Eliminate Quarterly Reporting Requirement (wsj)