Be in the know. 15 key reads for Tuesday…

  1. Alibaba unveils Qwen3.5 as China’s chatbot race shifts to AI agents (cnbc)
  2. China’s tech shock threatens the U.S. AI monopoly and is ‘just getting started’ (cnbc)
  3. Hedge Funds Buy Most Asian Stocks in a Decade, Goldman Says (bloomberg)
  4. China AI Startup Moonshot Targets $10 Billion Valuation (bloomberg)
  5. Move Over, Super Bowl: AI Giants Turn China’s Lunar New Year Into a Giveaway Blitz (wsj)
  6. AI Spending by U.S. Companies Has Fund Managers Looking Overseas for Stocks (barrons)
  7. BofA Survey Shows Investor Worry Over Capex Race at Record High (bloomberg)
  8. Goldman Warns Stock Buybacks In Jeopardy Due To Soaring Hyperscaler CapEx (zerohedge)
  9. Global Growth is About to Pick Up Big Time (zerohedge)
  10. Investors expect ‘Warsh trade’ to weaken dollar, BofA survey shows (ft)
  11. Dollar Positioning Reaches Most Negative in Over 14 Years (wsj)
  12. Federal Reserve set to loosen US bank rules in attempt to boost mortgage lending (ft)
  13. Disney Fights Against TikTok Parent’s AI Video Model. Big Money Is at Stake. (barrons)
  14. The shale boom that made the U.S. the world’s top oil producer is nearing a crucial turning point (marketwatch)
  15. Pfizer’s BRAFTOVI shows improved survival in colorectal cancer trial (investing)