Be in the know. 19 key reads for Thursday…

  1. Oil climbs above $70 as US-Iran tensions rise (ft)
  2. Alibaba Teams Up With Zelos on $2 Billion Robovan Business (wsj)
  3. Alibaba’s T-Head unit unveils details of AI chip designed to rival Nvidia’s GPUs (scmp)
  4. Hong Kong Rises As Foreign Investors Return (chinalastnight)
  5. China luxury market forecast to rebound in 2026, Bain says (reuters)
  6. Exclusive | US envoy to China says progress on agreements, Boeing deal among signs of better ties (scmp)
  7. Boeing Stock Falls Again. But There Is Cash Flow Potential. (barrons)
  8. Air India to Order 30 Boeing Max Jets as Travel Demand Surges (bloomberg)
  9. Intel shares rise on reports of Nvidia, Apple manufacturing deals (streetinsider)
  10. Intel stock price target raised to $66 by Tigress Financial on AI momentum (investing)
  11. Big tech’s $680bn buy-now-book-later problem (ft)
  12. Meta sees higher than anticipated 2026 capex of up to $135 billion (streetinsider)
  13. Microsoft’s Earnings Surge Is Overshadowed by Data-Center Spending (wsj)
  14. SPX Stuck While The Rest Of The World Melts Up (zerohedge)
  15. Diesel Poised to Rise as Grids Look to Deploy Backup Generators at Data Centers (bloomberg)
  16. A Weaker Dollar Has Always Been Part of Trump’s Plan (wsj)
  17. Look beyond the S&P 500 at this group of stocks that is less pricey, and less concentrated (marketwatch)
  18. Pharma Stocks Are Close to Breaking Out. Earnings Could Set Them Free. (barrons)
  19. What tariffs? Toyota hits record sales in 2025, despite Trump’s auto levies (cnbc)