Be in the know. 18 key reads for Tuesday…

  1. Alibaba Stock Surges After Earnings Beat. How It’s Becoming a Big AI Player. (barrons)
  2. Alibaba’s AI Arm Surges 34% While China Commerce Bounces Back (bloomberg)
  3. Jack Ma-Backed Ant’s Profit Grew 10% After AI, Global Expansion (bloomberg)
  4. How Alibaba overcame Beijing’s crackdown to become an AI giant (cnbc)
  5. Alibaba Draws Mainland Buyers as AI Frenzy, Cloud Drive Outlook (bloomberg)
  6. Donald Trump and Xi Jinping hold first call since trade truce (ft)
  7. Singapore picks Alibaba’s Qwen to drive regional language model in big win for China tech (scmp)
  8. Fed Chair Powell’s Allies Provide Opening for December Rate Cut (wsj)
  9. Goldman: December Rate-Cut “Feels Sealed” (zerohedge)
  10. A.I. Can Do More of Your Shopping This Holiday Season (nytimes)
  11. Boeing Tackles Quality With a ‘War on Defects’ (nytimes)
  12. Europe Car Sales Keep Climbing as Automakers Tout Budget EVs (bloomberg)
  13. When Home Sellers Set Prices Too High, They’re Paying for It (wsj)
  14. Home Prices Have Chilled Out. What’s Coming in 2026. (barrons)
  15. Goldman: As Panic Index Nears Record, Chase For Downside Protection Is Off The Charts (zerohedge)
  16. The Best Healthcare Stocks to Buy (morningstar)
  17. Amazon to Invest $50 Billion Building Data Centers to Support U.S. Government (wsj)
  18. Dick’s Raises Outlook, Offering More Signs of Consumer Strength (bloomberg)