Be in the know. 19 key reads for Thursday…

  1. Alibaba’s AI Ambitions Make It Top-Performing China Tech Stock (bloomberg)
  2. China’s AI Boom Could Outlast the U.S. Why Alibaba’s Bet Is Just the Start. (barrons)
  3. China’s state buyers hold US$553 billion in stocks, buttressing bull run (scmp)
  4. Alibaba Cloud to launch new data centers in eight countries (techinasia)
  5. BofA raises Alibaba target amid Artificial Superintelligence era push (investing)
  6. US, Chinese officials to meet at Treasury for technical talks on trade, source says (reuters)
  7. On The One Year Anniversary Of China’s Stealthy But Stunning Stock Market Rally (zerohedge)
  8. How the AI boom could unleash billions for some of America’s biggest retailers (yahoo)
  9. AI Arms Race Intensifies Again. Here Are the 2 Big Takeaways For Investors. (barrons)
  10. Intel Said to Seek Investment From Apple (nytimes)
  11. Goldman Sachs upgrades GXO Logistics stock to Buy on improved growth outlook (investing)
  12. Boeing delivers first plane in China since the start of the tariffs war (investing)
  13. Ryanair confident Boeing will deliver first MAX 10 jets on time (reuters)
  14. New home sales surge over 20% to 3-year high as lower mortgage rates spurred demand (nypost)
  15. Europe Car Sales Keep Rising as EVs, Hybrids Lure Consumers (bloomberg)
  16. Here’s how stocks historically perform after Fed rate cuts when trading near record highs (marketwatch)
  17. BofA on why Q4 tends to be the ‘most wonderful time of the year’ for stocks (streetinsider)
  18. Global investors, blindsided by stunning US comeback, jump back in (reuters)
  19. Shareholder Yields Are Better Than Dividend Yields. 10 Stocks That Fit the Bill. (barrons)