Skip to content
- U.S. auto sales up 8.8% in March as pre-tariff rush boosts new car sales (marklines)
- Trump Tariff Threat Mobilizes Car Shoppers (wsj)
- Is Trump’s Plan Working? ADP Shows Biggest Jump In US Manufacturing Jobs Since Oct 2022 (zerohedge)
- US construction spending beats expectations in February (reuters)
- US LNG exports soar in March on ramp up of Plaquemines plant (reuters)
- Alibaba’s Qwen3 AI model coming this month, sources say, in bid to cement industry lead (scmp)
- How Alibaba.com is betting on AI to transform e-commerce (scmp)
- Joe Tsai Is Becoming AI’s Voice of Reason (bloomberg)
- China’s Improving Profits May Help Soften Tariff Blow for Stocks (bloomberg)
- EMJ’s Eric Jackson says Alibaba is a better AI play than Nvidia right now (youtube)
- March Economic Data Stronger Than Expected Despite Lack of Media Coverage (chinalastnight)
- Intel’s new CEO is known to ‘underpromise and overdeliver.’ Can he do it again? (marketwatch)
- Intel analyst says this is the ‘best ever messaging’ from the new CEO, management (streetinsider)
- Diageo Divests From Third African Brewer in Less Than a Year (bloomberg)
- Boeing CEO to Tout Culture, Safety Reforms Prompted by Missteps (bloomberg)
- PayPal set to launch ad platform in the UK (investing)
- 33 Undervalued Stocks to Buy for 2025 (morningstar)
- How Caution and Contrarianism Paid Off for Investors During Q1 (morningstar)
- Investors are turning bearish on the U.S. dollar as Trump tariffs loom (cnbc)
- No need to wait: Goldman slashes 10-year yield forecast (marketwatch)
- Germany Offers the Global Economy a Glimmer of Hope (barrons)
- A Big Coal Plant Was Just Imploded to Make Way for an AI Data Center (wsj)
- Intel’s new chief promises ‘cultural change’ at chipmaker (ft)
- Intel’s New CEO Plots Turnaround; ‘We Need to Improve’ (wsj)
- Intel CEO Lip-Bu Tan Says Company Will Spin Off Non-Core Units (bloomberg)
- The Clock Is Ticking Loudly for Intel’s New Boss (wsj)
- Alibaba woos back DingTalk founder to lead office app’s AI push (scmp)
- Chinese stocks get ‘shot in the arm’ from stimulus moves, HSBC survey says (scmp)
- Global stocks trounced the U.S. during the first quarter. Is ‘American exceptionalism’ in trouble? (marketwatch)
- China Manufacturing Activity Gauge Shows Continued Expansion (wsj)
- Boeing stock is a new Top Pick at JPMorgan (yahoo)
- Boeing awarded $2.46 billion contract modification for C-17 sustainment (investing)
- Boeing denies fluctuations in 737 MAX jet production (reuters)
- Car Sales Poised for Boost as Buyers Beat Tariff Price Hikes (bloomberg)
- US Automakers Make Mad Dash to Persuade Trump to Temper Tariffs (bloomberg)
- Mizuho maintains PayPal stock Outperform rating, $96 target (investing)
- The 1 Scenario That Would Send the Stock Market Soaring (barrons)
- Energy Stocks Defy Market Turmoil in Hunt for Inflation Hedge (bloomberg)
- 3 Long-Term Stocks to Buy That We Still Believe In (morningstar)
- The 10 Best Companies to Invest in Now (morningstar)
- U.S. Natural Gas Gains With Help From Weather (wsj)
- CVS Health and Deckers Are the S&P 500’s Best and Worst for the Quarter. Here’s Why. (barrons)
- Meta Stock Slumps the Least in a Bad Quarter for the Mag 7. Tesla Is Set to See Its Worst First Quarter Ever. (barrons)
- Nasdaq 100’s Worst Quarter in Years Sealed by AI Bubble Fears (bloomberg)
- Palantir Stock Is Dropping. 3 Reasons It’s in the Selling Crosshairs. (barrons)
- Chinese Stocks Power Ahead of Emerging Peers Amid AI Frenzy (bloomberg)
- China’s factory activity growth at 1-year high, official survey shows, as stimulus measures kick in (cnbc)
- A Wild Quarter for U.S. Stocks Sends Investors Abroad (wsj)
- This Investing Trend Is Your Friend—Until It Isn’t (wsj)
- Consumers Are Worried About the Economy. Why It Isn’t all Gloom and Doom. (barrons)
- Car Shoppers Outracing Trump Tariffs Poised to Lift Auto Sales (bloomberg)
- The Housing Market Will Have Some Bargains This Spring (bloomberg)
- The M&A Boom Wall Street Wanted Is Here, if You Know Where to Look (wsj)
- BOC Aviation Buys 120 Single-Aisle Jets From Airbus, Boeing (bloomberg)
- Last Week Saw The 2nd Largest Selling Of Tech Stock By Hedge Funds In 5 Years (zerohedge)
- Goldman Sees More Fed Cuts This Year as Tariffs Dent Growth (bloomberg)
- China’s Big State Banks to Get $71.6 Billion Capital Injection (wsj)
- Make Europe Great Again trades are gaining traction (reuters)
- Alibaba.com Records Double-Digit Order Growth in the USA During March Expo (morningstar)
- Disney is raising the stakes with bold new menu in bid to lure more customers (nypost)
- Markets could have the ‘right pieces’ for a bottom this week, says Fundstrat’s Tom Lee (youtube)
- How Diageo CEO Debra Crew’s time in military intelligence shaped her leadership style at the Johnnie Walker and Guinness maker (fortune)
- How Disney creates a ‘Disney Bubble’ around its theme parks (fastcompany)
- BofA maintains Walt Disney stock Buy rating, $140 target (investing)
- Ducks Team Up with Vans for Exclusive Player-Designed Sneakers on Sale Sunday, March 30 (nhl)
- Ducks and Vans Join Forces for Special Shoes Collaboration (thehockeynews)
- Can foreign investors learn to love China again? (economist)
- Tmall Doubles Down on Brand Growth with Expanded Resources (alizila)
- How PayPal, Sam’s Club, and Nordstrom Plan to Grow Their Ad Businesses (adweek)
- Altra President Jen McLaren Shares Go-Forward Plan (shopeatsurf)
- Advance Auto Parts to open 30 new stores in 2025; 100 through 2027 (foxbusiness)
- Used Cars Love Tariffs. So Do Auto Parts Stocks. (ibd)
- The AI Data-Center Boom Is Coming to America’s Heartland (wsj)
- Homebuilder inventory hits 2009 levels: These are the housing markets where you can find deals (fastcompany)
- Europe’s Stock Surge Outpaces Wall Street in Historic Run (bloomberg)
- Maserati Just Unveiled a Program That Lets You Design Your Own One-of-a-Kind Sports Car (robbreport)
- Aston Martin’s Vanquish Volante Is The World’s Fastest Front Engine Convertible (maxim)
- 8 simple tips for improving your golf game (golf)
- Car Buyers Who Fear Tariff Price Hikes Are Rushing to Dealers (bloomberg)
- Selling Your House This Spring? You Might Need to Cut the Price (wsj)
- AI Agents Are a Moment of Truth for Tech (wsj)
- Americans Feel Bad About the Economy. Whether They Act on It Is What Really Matters. (wsj)
- How the Reversal of the ‘American Exceptionalism’ Trade Is Rippling Around the Globe (wsj)
- Forget the Mag 7. The ‘Terrific 10’ Are the Tech Bet for 2025. (barrons)
- Intel Board Members Leaving as Chipmaker Looks to Add Expertise (bloomberg)
- Intel Received $1.9 Billion From Final Close of SK Hynix Deal (barrons)
- Exclusive: Buyout, aerospace firms close in on $8 billion-plus Boeing navigation unit, sources say (reuters)
- Wall Street Analysts Adore Amazon, Microsoft, and Nvidia. Here’s Why That’s Problematic. (barrons)
- Disney Stock Is Under Pressure. Why Wall Street Is Singing Hakuna Matata. (barrons)
- Can ESPN and Major League Baseball Still Play Ball? (vanityfair)
- The United States remained the world’s largest liquefied natural gas exporter in 2024 (eia.gov)
- Xi Jinping pitches China to global CEOs as protector of trade (ft)
- US car tariffs help Chinese EVs to race ahead (ft)
- Nvidia Stock Falls. It Has Problems at Home and Abroad. (barrons)
- Alibaba has staged a quiet $100 billion rally — AI and Jack Ma’s return are at the heart of it (cnbc)
- Alibaba (BABA) PT Raised to $170 at Mizuho, ‘Top Pick in Asia Internet’ (streetinsider)
- Alibaba launches AI model that can process images and video on phones and laptops (scmp)
- Apple Needs a Boost in China. Alibaba Might Have the Key. (barrons)
- Xi Jinping Meets Global Business Leaders Amid Trade Tensions (nytimes)
- Europe’s Industrial Outlook Buoyed by Defense Drive (wsj)
- UK Retail Sales Rise Again as Consumers Enjoy Higher Incomes (bloomberg)
- Trump Turmoil Has Macron Eyeing Euro Challenge to Dollar (bloomberg)
- What Trump’s Auto Tariffs Mean for Car Buyers and Automakers (wsj)
- Why AutoZone and Other Car- Part Stocks Are Gaining on Trump Tariffs (barrons)
- Toyota February Global Sales Rise as Japan Shipments Surge (bloomberg)
- Intel’s New CEO Vows to Compete with Nvidia’s Best AI Server (barrons)
- Three Intel board members to retire in latest shakeup amid turnaround (reuters)
- Etsy-eBay combination would make sense, could be worth $85/share, says Piper (thefly)
- US gas players refocus on Haynesville basin, buoyed by Trump LNG plans (reuters)
- The Best Basic Materials Stocks to Buy (morningstar)
- US pending home sales rebound in February (reuters)
- Poor consumer sentiment is still just talk (ft)
- Core inflation in February hits 2.8%, hotter than expected; spending increases 0.4% (cnbc)
- The Last Time Investors Really Got Excited for Tech Infrastructure (bloomberg)
- Is Ozempic Really the Reason Americans Are Snacking Less? (wsj)
- Lululemon Stock Falls as Financial Guidance Disappoints. Consumers Are Cautious, CEO Says. (barrons)
- Nvidia Stock Drops. Why the Chip Maker Can’t Find Its Footing. (barrons)
- Intel CEO Lip Bu Tan Completes $25 Million Stock Buy (barrons)
- Former Intel CEO Pat Gelsinger Makes a Few More Long-Shot Bets (wsj)
- TSMC’s $100bn pledge to Trump will not revive US chipmaking, says ex-Intel chief (ft)
- Alibaba Shows Off New AI Model After Warning U.S. Big Tech. It Looks Made for Apple. (barrons)
- Xiaomi Stock and the Rest of China’s ‘Terrific 10’ Are the Tech Bet for 2025 (barrons)
- China Raises Record $200 Billion From Bonds in Stimulus Signal (bloomberg)
- Chinese consumer companies signal spending is picking up again (cnbc)
- Alibaba launches new open-source AI model for ‘cost-effective AI agents’ (cnbc)
- Vice Premier Promotes Internet Companies (chinalastnight)
- US Economy Grew 2.4% Last Quarter, Faster Than Previous Estimate (bloomberg)
- Bank of America mortgage applications jumped 80% in Q1, executive says (reuters)
- Trump announces 25% auto tariffs. What it means for your next car purchase (usatoday)
- Asian, European Auto Stocks Fall After Trump Pledge to Impose 25% Tariffs on Imported Vehicles (wsj)
- Don’t Blame Trump for All of the Stock Market’s Problems (wsj)
- Bankers Were Dreaming of M&A Riches Under Trump. It Hasn’t Worked Out, Yet (bloomberg)
- U.S. Stocks Will Lag for Some Time. Here’s the Good News. (barrons)
- Hedge Funds Scoop Up Cyclical Stocks as Tariff Fears Swirl (bloomberg)
- Economic Growth Now Depends on Electricity, Not Oil (wsj)
- An Unusually Active Hurricane Season Is in Store for the Atlantic (bloomberg)
- Boeing Stock Could Gain From the Navy’s New Fighter Jet. How to Value the Decision. (barrons)
- Boeing-Lockheed’s Vulcan Approved for US Defense Launches (bloomberg)
- Why Brad Jacobs Is Spending $11 Billion on a Roofing Supply Business (bloomberg)
- Nvidia Stock Slumps. Everything Goes Wrong Everywhere, All at Once. (barrons)
- AI stocks weak on word Microsoft drops data center leases in U.S. and Europe (streetinsider)
- Federal Land Can Be Home Sweet Home (wsj)
- A Solution to the Housing Shortage (cityjournal)
- Trump Moves Forward With Plans To Use Federal Land To Build Affordable Housing (realtor)
- HUD Secretary Scott Turner and DOI Secretary Doug Burgum Announce Joint Task Force To Use Federal Lands for Affordable Housing (hud.gov)
- Weekly mortgage demand from homebuyers is strongest in nearly two months (cnbc)
- Home buyers could see more deals on new homes as builders worry about a pullback (marketwatch)
- US New-Home Sales Rise Slightly Following Weather-Related Plunge (bloomberg)
- China Stocks Getting Back Into Investors’ Good Books (wsj)
- ‘China is back’ with stock appetite at post-2021 high, Morgan Stanley raises targets (scmp)
- China seen leading in chipmaking investment again in 2025, SEMI group says (reuters)
- China Floods the World With AI Models After DeepSeek Success (bloomberg)
- China Will Ramp Up Stimulus If Growth Falters, PBOC Adviser Says (bloomberg)
- Alibaba Teams Up With BMW to Develop AI for Cars in China (bloomberg)
- Alibaba, Ant partner with home province Zhejiang to support China’s AI drive (scmp)
- U.S. Adds Export Restrictions to More Chinese Tech Firms Over Security Concerns (nytimes)
- Nvidia Stock Stutters. Fears China Could Tighten AI Chip Controls Intensify. (barrons)
- Nvidia’s China sales face threat from Beijing’s environmental curbs (ft)
- Three Energy Charts Suggest China’s Demand Recovery Underway (zerohedge)
- Are There Now Real Alternatives To The US Equity Market? (zerohedge)
- Dollar Suffers Its Worst Month Since 2023 as Bullish Bets Recede (bloomberg)
- U.S. Faces Uphill Task to Refill Natural Gas Storage for Next Winter (wsj)
- Shell Wants to Be a Natural Gas Behemoth. Oil’s Growth Is Ending. (barrons)
- Boeing production of Patriot component hits record (reuters)
- Bring on the F-47 Fighter Jet (wsj)
- Exclusive: Advance Auto Parts completes mass closures, plans to open over 100 new stores (usatoday)
- 10 Cheap Wide-Moat Stocks for 2025 (morningstar)
- Dollar Tree Loss Widens, Confirms Sale of Family Dollar Business (wsj)
- Mobileye Stock Gains. Why a New Deal Has Shares Soaring. (barrons)
- Boeing Goes for Two Defense Wins in a Row With Navy Jet Fighter (barrons)
- Alibaba Stock Gains. Its AI Chips Could Be Gaining Traction in China. (barrons)
- Boeing Gets Lifeline in Pentagon Deal to Build Most Expensive Jet Fighter Ever (wsj)
- China Adviser Urges Boosting Consumption to 70% of GDP by 2035 (bloomberg)
- Alibaba says to restart hiring, sees signs of start of AI bubble in the US (reuters)
- Crown Castle Fires CEO After Selling Business Segments (wsj)
- Retailers Bulk Up Inventories to Blunt Tariff Impact (wsj)
- What Covid’s One-Hit Wonders Should Have Taught Us (wsj)
- Home Prices Likely Kept Climbing in January. Why a Slowdown Is Coming. (barrons)
- Housing Hopes! Goldman Sees Incremental Confidence From Prospective Buyers (zerohedge)
- Rising Temperatures Drive Surge in Energy Demand, IEA Says (wsj)
- German Business Confidence Climbs After Lawmakers Unlock Spending Increase (wsj)
- Tariffs Might Be Lighter Than Expected. It’s a Relief for Markets. (barrons)
- China explores services subsidy to boost weak domestic demand (ft)
- Chinese AI start-ups overhaul business models after DeepSeek’s success (ft)
- American CEOs Visit Beijing, Investors Ask: 5 BYDs or 1 Tesla? (chinalastnight)
- China’s commerce minister meets with Boeing Global president (reuters)
- Smithfield Foods expects growth in sales, profit on strong packaged meats demand (reuters)
- Jack Ma-Backed Ant Touts AI Breakthrough Using Chinese Chips (bloomberg)
- Trump Ally Visits Beijing to Pave Way for Xi Summit (wsj)
- China’s open-source embrace upends conventional wisdom around artificial intelligence (cnbc)
- Beijing pledges greater market access as top global CEOs gather at the China Development Forum (cnbc)
- Global Investors Tout Improving China Sentiment at Milken (bloomberg)
- Chinese Stocks Show Signs of Rotation From Small-Caps to Large (bloomberg)
- And the Winner Is….China! (zerohedge)
- BYD sales surge 29% on strong Chinese demand for hybrid cars (ft)
- Emerging-Market Assets Rebound on Signs of Targeted Tariffs (bloomberg)
- Dollar Weakness Becomes Profit Boon for US Multinationals (bloomberg)
- UK PMI Hits Six-Month High in Early Sign of Economic Turnaround (bloomberg)
- Euro-Zone Private Sector Picks Up as Germany Fuels Recovery (bloomberg)
- It’s been 25 years since European stocks beat U.S. rivals this way. Deutsche Bank still prefers ‘MEGA’ to ‘MAGA.’ (marketwatch)
- EU Trade Chief Sefcovic to Meet Greer, Lutnick in US Tuesday (bloomberg)
- Americans Are Choosing Smaller Vehicles (kbb)
- Disney’s ‘Snow White’ Tops Weekend Box Office, Despite Controversies (barrons)
- Americans Are Rushing to Get Off the Grid (bloomberg)
- US planning to exclude sector-specific tariffs on April 2, Bloomberg News, WSJ report (reuters)
- Exclusive: Airbus, Boeing eye fast output as plastics loom for future jets (reuters)
- Acting FAA Administrator on hiring air traffic controllers, airspace congestion and Boeing progress (youtube)
- BofA Securities resumes Generac stock with Buy, $182 target (investing)
- Google’s $32 billion Wiz deal may signal a turning point for slow IPO, M&A markets (cnbc)
- Shell CEO Seen Honing In on LNG at Strategy Day in New York (bloomberg)
