Be in the know. 16 key reads for Friday…

  1. Alibaba cross-border arm plans AI subscriptions and stablecoin-like payments with JPMorgan (cnbc)
  2. Chinese Investors Pile Back Into Stocks After September Retreat (bloomberg)
  3. China’s tech giants set to lead AI growth in 2026 despite chip shortage: JPMorgan (scmp)
  4. Stick with emerging-market stocks, especially in China and AI, UBS advises (scmp)
  5. Hong Kong Lifts GDP Forecast on Exports, Retail Recovery (bloomberg)
  6. David Tepper is still betting big on China — and now this American appliance maker (marketwatch)
  7. Trump Admin Considering ‘Portable Mortgages’: Top US Housing Regulator (zerohedge)
  8. D.R. Horton is tapping a startup’s AI zoning tool to build more homes (cnbc)
  9. Healthcare Stocks Are Blowing Past the S&P 500. What Could Be Behind the Rally. (barrons)
  10. Boeing Defense Workers Approve New Contract (nytimes)
  11. U.S. Kicks Off Winter With Ample Natural Gas Stocks, But Tighter Market Seen (wsj)
  12. Cooper-Standard stock rating reiterated at Buy by Stifel on growth outlook (investing)
  13. Disney+ Wants to Add More Short-Form Programming Like ‘Bluey’ (bloomberg)
  14. When AI Hype Meets AI Reality: A Reckoning in 6 Charts (wsj)
  15. Big Tech’s Soaring Profits Have an Ugly Underside: OpenAI’s Losses (wsj)
  16. Burry’s Depreciation Gripe Shines Spotlight on Big Tech Profits (bloomberg)