Be in the know. 19 key reads for Thursday…

  1. Alibaba Stock Gains. How It Plans to Rival Nvidia on AI Chips. (barrons)
  2. Alibaba Is Said to Plan IPO for AI Chipmaking Unit T-Head (bloomberg)
  3. Google study finds DeepSeek, Alibaba AI models mimic human collective intelligence (scmp)
  4. Growth Stocks Shine On Policy Support (chinalastnight)
  5. Intel Stock Surges to 4-Year High Ahead of Earnings. Why Optimism Is Growing. (barrons)
  6. PayPal to Acquire Cymbio, Accelerating Agentic Commerce Capabilities (paypal)
  7. Change in Venezuela Isn’t the Only Reason to Own Oil-Field-Services Stocks (wsj)
  8. A Deep Freeze Sends Natural Gas Prices Soaring. It Could Be Just the Beginning. (barrons)
  9. Venezuela oil output can rise 30% in near-term, US energy secretary tells executives (reuters)
  10. AI power and infrastructure needs boomed in 2025. At Davos, the AI story for 2026 remains the same. (yahoo)
  11. Homebuyers gain the upper hand as sellers swamp the market (foxbusiness)
  12. Trump Vows US Won’t Be a ‘Nation of Renters’ in Davos Speech (bloomberg)
  13. Trump floats idea to extend business tax break to homeowners (cnbc)
  14. US construction spending rebounds in October amid renovations (reuters)
  15. Uncertainty Got You Down? It May Be the Ticket to Stock Market Gains. (barrons)
  16. Warren Buffett Was Never Just a Value Investor. Here’s the Real Secret to His Investing Success (morningstar)
  17. Record-Breaking ‘RTY>SPX’ Trade ‘Has Some More Legs To It’; Top Goldman Trader (zerohedge)
  18. Companies Move to Refinance Sooner: ‘Better Off to Lock It In’ (wsj)
  19. Stocks Rally After Trump Announces Framework for Greenland Deal (wsj)