Be in the know. 18 key reads for Wednesday…

  1. Alibaba integrates Nvidia’s AI robotics tools on cloud platform (scmp)
  2. Alibaba Stock Soars on AI Spending Hike. It’s Not Been This Hot Since 2017. It Can Keep Going. (barrons)
  3. Alibaba Shares Surge as It Boosts AI Bet, Rolls Out New Model (wsj)
  4. BABA Boom Meets China’s AI Fever (zerohedge)
  5. Baidu or Alibaba? Why This Is the Stock to Play China’s AI Boom. (barrons)
  6. AI’s big power problem sets natural gas up for a boom (yahoo)
  7. OpenAI Unveils Plans for Seemingly Limitless Expansion of Computing Power (wsj)
  8. Fed’s Bowman Says FOMC Needs to Act Decisively to Support Jobs (bloomberg)
  9. Powell Describes Rates as ‘Modestly Restrictive,’ Keeping Door Open to Cuts (wsj)
  10. Fed’s Goolsbee, on CNBC, says Fed has room to cut rates (reuters)
  11. PayPal partners with Blue Owl to sell $7 billion in pay later loans (investing)
  12. Trump Administration Is Said to Seek Stake in Lithium Americas (bloomberg)
  13. Boeing Stock Rises on $8 Billion Uzbekistan Deal. More Orders May Be on the Way. (barrons)
  14. Boeing Taps Palantir to Bring AI to Defense, Space Factories (bloomberg)
  15. Disney Raises Prices for Streaming Plans in the U.S. (nytimes)
  16. Ford Courts Riskier Borrowers With Lower Rates for F-150 Pickups (wsj)
  17. 10 Cheap Dividend-Growth Stocks to Buy (morningstar)
  18. When It Pays to Buy Stocks of Companies Clouded in Controversy (morningstar)