Be in the know. 14 key reads for Wednesday…

  1. Alibaba founder Jack Ma visits Ant Group campus as fintech giant ramps up AI efforts (scmp)
  2. Rotation From Tech Leads Investors to Dividend-Paying Stocks (bloomberg)
  3. Trillion-Dollar AI Valuations? Yes. Productivity Boom? Not Yet (bloomberg)
  4. Oracle and Other AI Stocks Are Spending Too Much Cash. These Companies Are Returning It in Spades. (barrons)
  5. Two more ‘Magnificent Seven’ stocks are now in correction territory as the AI trade unwinds (marketwatch)
  6. Dutch halt state intervention at Chinese-owned chipmaker Nexperia, paving way for exports to resume (cnbc)
  7. Toyota Motor to Invest $912 Million to Boost Hybrid Production in U.S. (wsj)
  8. Disney Investors Are Looking for More Than Just Streaming Growth. Keep an Eye on Cruises. (barrons)
  9. Boeing Signs $13 Billion Deal With Flydubai for 737 Max Jets (bloomberg)
  10. Lowe’s Sales Rise, Boosted by Growth in Pro Builder Business (wsj)
  11. US data center demand raising power risks this winter, regulator says (reuters)
  12. Trump says potential $2,000 tariff dividend checks could come mid-2026. See latest. (usatoday)
  13. Foreign Holdings of US Treasuries Near Record High in September (bloomberg)
  14. Albemarle stock price target raised to $136 from $125 at BMO Capital (investing)