Be in the know. 22 key reads for Friday…

  1. Alibaba Creates AI Chip to Help China Fill Nvidia Void (wsj)
  2. Alibaba Stock Gains After Earnings Beat. How It Plans to Replace Nvidia Chips. (barrons)
  3. Alibaba’s AI Revenue Climbs Even as China Food War Hurts Profit (bloomberg)
  4. Alibaba’s cloud unit shines even as rivalry heats up in China’s ‘instant commerce’ space (cnbc)
  5. Alibaba’s quarterly profit surges 78% on equity investments, disposals (scmp)
  6. China Monthly Stock Turnover Set for Record as Bull Run Extends (bloomberg)
  7. The Best Chinese Stocks to Buy (morningstar)
  8. China Warns Against Excess Competition in Booming AI Race (bloomberg)
  9. Small-Cap Stocks Are Rallying Again. This Time It’s Real. (barrons)
  10. Healthcare Stocks Are ‘Priced at Panic Levels.’ It’s Time to Buy. (barrons)
  11. Consumer Discretionary Stocks Are Back in Fashion. There’s a Case for More Gains. (barrons)
  12. Fall Should Be Colorful. The Stock Market Outlook Calls for Bargain Buys and More Gains. (barrons)
  13. Fed’s Waller sees rate cuts over next 3-6 months, starting in September (reuters)
  14. Trump Pick Miran On Track for Confirmation Before Fed Meets (bloomberg)
  15. Boeing CEO Has Revived the Stock in His First Year. There’s More Work to Do. (barrons)
  16. Boeing Director Makes First Stock Purchase (barrons)
  17. How long can Airbus keep its edge over Boeing? (ft)
  18. Trump Is Right to Support Intel. There Should Still Be Limits. (barrons)
  19. Trump Intel deal designed to block sale of chipmaking unit, CFO says (ft)
  20. U.S. Economy Grew Faster in Second Quarter, New Estimate Shows (wsj)
  21. US Natural Gas Consumption To Hit New Record In 2025 (zerohedge)
  22. Spirits maker Diageo to close Ontario bottling plant by February 2026 (reuters)