Be in the know. 14 key reads for Monday…

  1. Alibaba’s Shares Climb After Bullish Analyst Calls on AI, Cloud (bloomberg)
  2. Alibaba: Increasing Investment as AI Infrastructure Demand Exceeds Expectations; Valuation Rises 49% (morningstar)
  3. Alibaba stock price target raised to $230 by Jefferies on cloud and ecommerce synergies (investing)
  4. China’s Holiday Spree, Service Pivot May Revive Consumer Stocks (bloomberg)
  5. China’s Markets Shed ‘Uninvestable’ Tag as Global Funds Return (bloomberg)
  6. Alibaba’s Qwen3-Omni tops Hugging Face AI ranking as Chinese open systems flourish (scmp)
  7. China is ‘nanoseconds behind’ US in chips, Nvidia’s Jensen Huang says (scmp)
  8. Debt Is Fueling the Next Wave of the AI Boom (wsj)
  9. ‘It’s a Verb Across the U.S.’: PayPal CEO on Venmo | At Barron’s (youtube)
  10. Electric vehicle shoppers race to claim $7,500 tax credit before September 30 (usatoday)
  11. Toyota’s August sales grow for eighth month on robust US demand (reuters)
  12. How the Trump administration is boosting stock buybacks (marketwatch)
  13. Goldman Strategists Turn Bullish on Stocks as Recession Risk Low (bloomberg)
  14. Goldman Sachs reiterates Buy rating on Walt Disney stock ahead of expected earnings beat (investing)