Be in the know. 22 key reads for Thursday…

  1. Alibaba Goes Big on AI With $3.2 Billion Convertible Bond. The Stock Is Rising. (barrons)
  2. Alibaba windfall prompts Hong Kong regulators to allow bond-funded buybacks (ft)
  3. Top Chinese and US Envoys’ Talks Pave Way for Xi, Trump Meeting (bloomberg)
  4. Top Beijing Adviser Says China Should Ditch Nvidia For Own Tech (bloomberg)
  5. Chinese Stocks Jump Most Since March, Led by AI-Linked Shares (bloomberg)
  6. Chinese stocks: 90% of US investors set to increase exposure, Morgan Stanley says (scmp)
  7. Jack Ma-Backed Ant Showcases Its First Humanoid Robot (bloomberg)
  8. Alibaba leads US$60 million investment in AI video generation start-up AIsphere (scmp)
  9. Trump says Fed chair Powell should make big rate cut now (reuters)
  10. Wholesale inflation unexpectedly fell in August, teeing up Fed for interest rate cut next week (nypost)
  11. Senate Panel Advances Trump’s Fed Pick. Miran Is on Track for September Meeting. (barrons)
  12. Blowout 10Y Auction: Lowest Yield Since Last September’s 50bps Jumbo Cut; Near-Record Foreign Demand (zerohedge)
  13. Lower Mortgage Rates Could Heat Up the Housing Market. What Needs to Go Right. (barrons)
  14. Homeowners dash to refinance as mortgage rates dive — with some home buyers coming off the sidelines (marketwatch)
  15. Boeing and Union for 3,200 Striking Workers Reach New Proposed Deal (nytimes)
  16. 777X the overlooked FCF catalyst in Boeing portfolio: Wolfe (investing)
  17. Rushing to Meet AI’s Energy Needs: Oil-Field Servicers (wsj)
  18. US data center build hits record as AI demand surges, Bank of America Institute says (reuters)
  19. Morgan Stanley lists top value stocks to own for 2026 (streetinsider)
  20. The Best Healthcare Stocks to Buy (morningstar)
  21. Disney’s Largest Cruise Ship Delays Maiden Voyage From Singapore (bloomberg)
  22. Nissan CEO Wants to Launch New Cars Faster to Speed Turnaround (bloomberg)