Be in the know. 18 key reads for Thursday…

  1. Jack Ma-Backed Ant to Add Circle’s Stablecoin to Global Net (bloomberg)
  2. Chinese AI stocks to extend DeepSeek-driven run as Beijing counts on growth boost (scmp)
  3. Xi Signals China May Finally Move to End Deflationary Price Wars (bloomberg)
  4. Instant Commerce Race Getting Government’s Attention (chinalastnight)
  5. Jefferies maintains Buy on Alibaba shares, cites strong AI-driven cloud growth (investing)
  6. The Key to More Profitable Home-Building? Cheaper Land (bloomberg)
  7. What Division Inside the Fed Means for Future Interest-Rate Cuts (wsj)
  8. Auction of 10-Year Debt Sees Strong Reception, Pulls Rates Lower (barrons)
  9. The Dollar’s Troubles Are Just Beginning (barrons)
  10. Morgan Stanley’s Mike Wilson: A weaker dollar is an under-appreciated tailwind for stocks (youtube)
  11. Artificial intelligence drives demand for electric grid update (foxbusiness)
  12. 3 Energy Stocks to Buy Despite the Sector’s Slump (barrons)
  13. ‘E-power’: the hybrid tech Nissan is counting on to conquer the US (ft)
  14. ITV and Disney strike deal to stream hit shows on each other’s platforms (ft)
  15. BofA Securities resumes Estee Lauder stock with Buy rating on recovery plan (investing)
  16. Canada Goose’s Private Equity Backer Weighs Stake Sale (bloomberg)
  17. Delta offers rosier outlook as flight demand ‘stabilises’ (ft)
  18. Carson Group’s Ryan Detrick: Summer equity rally can continue (youtube)