Be in the know. 19 key reads for Thursday…

  1. Disney launches its Adventure cruise ship — a new foothold in Southeast Asia (cnbc)
  2. Intel CFO Says Server Demand Still Strong Amid Supply Shortage (bloomberg)
  3. Intel CEO Tan reconsidering fate of chipmaker’s new manufacturing tech, CFO says (reuters)
  4. Intel at Morgan Stanley Conference: Strategic Shifts and Challenges (investing)
  5. Alibaba recruits Google DeepMind contributor to join Qwen AI team, sources say (scmp)
  6. Alibaba forms task force to boost AI development after Qwen chief’s exit (reuters)
  7. China Commits to Ending Deflation in 2026 With Strongest Vow Yet (bloomberg)
  8. China cuts growth target to between 4.5 and 5% (ft)
  9. Investors Aren’t Giving Up on Emerging Markets Yet, BofA Says (bloomberg)
  10. Generac and EPC Power to Deploy Fully Integrated Energy Solutions for Data Center Applications (generac)
  11. With Qatar’s Gas Shut Off, Western Energy Giants See a Big Payday (nytimes)
  12. Economy gained strength in February despite Winter Storm Fern. ISM survey hits 3½-year high. (marketwatch)
  13. Why Iran war oil price shock won’t stop Fed pick Kevin Warsh from cutting interest rates (cnbc)
  14. Fed’s Miran says rate cuts still appropriate despite Middle East war (streetinsider)
  15. Fed’s Beige Book Sees a Stable Economy Still Facing Challenges (wsj)
  16. Trade Court Paves Way for Broad Tariff Refunds (barrons)
  17. How the Mag 7 Became the Lag 7—and What’s Ahead for the Stocks (barrons)
  18. Money Funds Rise to Record $8.27 Trillion in Dash for Cash (bloomberg)
  19. “The Bear Camp Has Become Too Popular”: Citadel’s Rubner Turns Bullish, Gives 10 Reasons Why (zerohedge)