Be in the know. 20 key reads for Thursday…

  1. Alibaba Group Announces December Quarter 2025 Results (alibaba)
  2. Alibaba Earnings Disappoint, but AI Outlook Bright (wsj)
  3. Alibaba AI Business Is ‘Free Call Option,’ First Eagle Fund Says (bloomberg)
  4. Alibaba discloses GPU production for first time as quarterly profit misses estimates (scmp)
  5. China Starts Year With Fastest Increase in Spending Since 2022 (bloomberg)
  6. New CEO Josh D’Amaro Wants Disney’s Flywheel to Spin Faster (wsj)
  7. The Guinness Inspector Teaching American Bars How to Pour the Perfect Pint (wsj)
  8. Healthcare Stocks Are Trading at a Deep Discount. Eli Lilly and Others Are Worth a Look. (barrons)
  9. Pfizer’s TALZENNA combination shows progress against prostate cancer (investing)
  10. HSBC’s Pharma Stocks that Offer Value & Growth at a Reasonable Price (investing)
  11. FAA nod propels Boeing’s 777-9 into fourth certification stage (reuters)
  12. Fed Holds Rates Steady as Iran War Clouds Outlook (wsj)
  13. Economists Don’t See a Recession Unless Oil Hits $138—and Stays There for Weeks (wsj)
  14. US exploring tying naval escorts in Strait of Hormuz to government insurance (ft)
  15. U.S. Suspends Oil Shipping Rules to Ease Gas Price Pressures (nytimes)
  16. US Crude Stockpile Hits Highest Since June 2024, Exports Surge (zerohedge)
  17. Vice President Vance to meet with oil industry as White House plans more actions to address fuel prices (cnbc)
  18. The AI Payoff Is the ‘Biggest Question’ for U.S. Investors, Says Goldman’s Snider (barrons)
  19. GM says gas price hikes not impacting sales (reuters)
  20. US Median Rent Hits 4-Year Low, 30th Straight Month of Decline (zerohedge)

Be in the know. 17 key reads for Wednesday…

  1. GXO Pilots New AI‑Driven Autonomous Vehicle in Warehouse Operations (gxo)
  2. Disney embarks on new chapter as Josh D’Amaro takes over as CEO (cnbc)
  3. Disney’s Bob Iger Era Is Over. How the Stock Did During His Time as CEO—and What’s Next. (barrons)
  4. Generac launches diesel generators for industrial power needs (investing)
  5. Alibaba Hikes AI Prices as Much as 34% to Meet Demand Surge (bloomberg)
  6. Alibaba’s AI strategy shift comes into focus with big bets on agents (reuters)
  7. The AI craze that has its claws into China (ft)
  8. Trump Expects Xi Summit in ‘Five or Six Weeks’ as War Rages (bloomberg)
  9. Trump Shifts U.S.-China Strategy on Trade to Dealmaking (wsj)
  10. U.S. Pending-Home Sales Rose in February (wsj)
  11. Homebuyers and Builders Look Ready for a Truce (bloomberg)
  12. Boeing Delays Jet Unit Profitability Goal on Spirit Cost (bloomberg)
  13. Gasoline price hike from Iran war could push consumers toward EVs, hybrids (reuters)
  14. Barclays Upbeat on Stocks, Joining Goldman, Morgan Stanley (bloomberg)
  15. The Stock Market’s Biggest Investors Are Pulling Back. But They’re Optimistic on 1 Key Point. (barrons)
  16. Kill Quarterly Earnings Reports? Warren Buffett and Jamie Dimon Had a Better Idea. (barrons)
  17. CTAs dump 75% of equities as Middle East conflict escalates, UBS says (streetinsider)