Be in the know. 16 key reads for Wednesday…

  1. VF Returns to Revenue Growth, Issues Upbeat Outlook (wsj)
  2. VF Corp.’s Returned to Annual Growth With Surprise Q4 Gain (wwd)
  3. Vans owner VFC tops Q1 estimates and reinstates annual guidance; shares jump 10% (investing)
  4. Alibaba says its new AI chip is 3 times more powerful as China pushes local alternatives (cnbc)
  5. Alibaba Ramps Up AI Push With New Chip, Model Upgrades (wsj)
  6. China confirms order for 200 Boeing planes, calls aviation key area for U.S. cooperation (cnbc)
  7. China’s stocks have upside room as liquidity and earnings grow, JPMorgan says (scmp)
  8. US Pending Home Sales Increase for a Third Straight Month (bloomberg)
  9. Global EV and hybrid sales to hit 30% of car market this year, IEA forecasts (ft)
  10. Williams CEO Sees Gas Demand Outpacing Past Years on Powering AI (bloomberg)
  11. Pfizer Advances Pneumonia Shot After Getting Positive Results in Children (bloomberg)
  12. Investors haven’t been this bullish since the peak of the 2021 meme-stock frenzy, according to this chart (marketwatch)
  13. “Flow Fragility”: Citadel Securities Turns ‘Tactically Cautious’ (zerohedge)
  14. Cracks Are Starting to Appear in the Chip Stock Rally (barrons)
  15. Lowe’s Sales Boosted by Online Growth (wsj)
  16. Oil Prices Fall After Reports Supertankers Are Moving Through Strait of Hormuz (barrons)