Be in the know. 14 key reads for Monday…

  1. Oil jumps 10% on Iran conflict and could spike to $100 a barrel, analysts say (reuters)
  2. Oil Prices Could Rise Further on Hormuz Delays, Analysts Say (bloomberg)
  3. The Strait of Hormuz crisis explained: What it means for global shipping (cnbc)
  4. Morgan Stanley’s Wilson Says Iran Unlikely to Dent Bullish View (bloomberg)
  5. Stifel sees transport stocks benefiting from Iran developments (investing)
  6. Iran conflicts just adds to wall of worry for U.S. stocks, says Citi strategist (marketwatch)
  7. Are We Still In the Early Innings of a Massive Emerging Market Rotation? (zerohedge)
  8. Goldman Sachs upgrades Alibaba stock on AI-driven cloud growth (investing)
  9. Alibaba unifies large model brand under Qwen (techinasia)
  10. China’s annual parliament meet to unveil roadmap for tech race with the West (reuters)
  11. Chinese AI Firm MiniMax More Than Doubles Revenue in First Post-IPO Results (wsj)
  12. Mizuho raises Dentsply Sirona stock price target on restructuring (investing)
  13. 2026 Jeep Cherokee hybrid makes a strong return (usatoday)
  14. Ex-Goldman CEO Fears ‘Reckoning’ As Private Credit Chases Main Street (bloomberg)