Skip to content
People ‘underestimate’ the importance of Chinese President Xi’s entrepreneur meeting: Alibaba’s Tsai ( cnbc ) Alibaba’s Joe Tsai: Xi Jinping’s entrepreneur meeting fuels business confidence in China ( scmp ) China needs to unleash ‘$20 trillion’ in household savings to drive economic growth, says Alibaba chair Joe Tsai ( fortune ) AI agent Manus partners with Alibaba’s Qwen to develop Chinese version ( scmp ) Hong Kong’s Stock Market Booms With Wall Street in Turmoil ( bloomberg ) Alibaba Releases AI Model That Reads Emotions to Take On OpenAI ( bloomberg ) China’s Retail Investors Pile Into New Funds as Stocks Rally ( bloomberg ) Exclusive-TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say ( streetinsider ) Weekly mortgage demand surges 11% higher, as interest rates dropped for the sixth straight week ( cnbc ) Boeing’s Jet Deliveries Top Airbus for Second Straight Month ( bloomberg ) Fitch says Boeing made progress in resuming production post-labor strike ( reuters ) Kelley Blue Book Report: New-Vehicle Prices Increase Year Over Year in February, With Record EV Incentives and Booming Six-Figure Vehicle Sales ( coxautomotive ) US investors seek refuge in value funds ( reuters ) Disney announces major updates that will make fans very happy ( thestreet ) CMA calls for comment on GXO proposals to make Wincanton acquisition competitive ( motortransport ) Global EV sales soared in February, as China’s market kept its growth pace with 76% surge ( scmp ) Traders Ramp Up Bets on Fed Rate Cuts as Recession Angst Builds ( bloomberg ) REITs Are a Safe Haven in the Market Storm. What to Play Now. ( barrons ) Buy the U.S. Market Downturn? These Strategists Are Looking Abroad. ( barrons ) The Latest Overhaul of Starbucks—by the Numbers ( wsj ) Palantir’s Alex Karp takes on critics as he cashes in on surging shares ( ft ) Introducing the ‘Maleficent 7’ ( ft ) Magnificent 7 stocks lose $1.5T in what might be ‘textbook correction’ ( nypost ) The case for China ( ft ) US Inflation Comes In Lower Than Forecast, Offering Some Relief (bloomberg )
US car buyers rush to dealer lots to avoid tariff-related price hikes ( reuters ) U.S., China Discuss a Trump-Xi Summit for June ( wsj ) Alibaba.com targets 100% AI adoption by merchants in 2025 in global expansion drive ( scmp ) Mainland Chinese investors snap up a record amount of Hong Kong stocks to play AI ( cnbc ) Chinese stocks find favour on DeepSeek trade as Citigroup downgrades US equities ( scmp ) Deflation Weighs On China’s Markets, Mainland Investors Buy Dip In Hong Kong ( chinalastnight ) Chinese Stocks Notch Best NPC Gain in Seven Years on Tech Boost ( bloomberg ) Chinese EV Stocks Jump After Robust Sales Outlook, Tesla’s Selloff ( marketwatch ) Top US Utility Says Gas Can Meet Only a Fraction of Power Demand ( bloomberg ) Volkswagen Touts US Spending in Face of Trump’s Tariff Threats ( bloomberg ) Euro surges on hopes of German defence deal; dollar slips again ( streetinsider ) US transportation chief to meet with Boeing CEO on safety efforts ( reuters ) Companies seek AI solutions to supply chain fragility ( ft ) U.K. Retail Sales Grew Slightly in February Supported by Growth in Food ( wsj ) The S&P 500 Has a Case of the ‘Mondays’ Blues ( barrons ) The Stock Market Selloff Has Been Savage. Why It’s More Blip Than Crisis and 5 Other Things to Know Today. ( barrons ) Trump meets Corporate America as economic fears nip stocks (reuters )
Japan 10-Year Yield at Highest Since 2008 on Bets for BOJ Hikes ( bloomberg ) 3 CEOs Just Spent Millions Buying Their Beaten-Down Stock ( barrons ) Disney’s Parks Chief Sees Fortnite as Key to Its Future ( bloomberg ) Mainland Chinese Investors Buy Record Amount of Hong Kong Stocks ( bloomberg ) How Natural Gas Became America’s Most Important Export ( bloomberg ) Nvidia Stock Drops. Why Shares Keep Falling. ( barrons ) Beacon, QXO in ‘friendly’ talks on $11B deal as QXO aims to double EBITDA ( streetinsider ) How Alibaba’s new RISC-V chip hits the mark for China’s tech self-sufficiency drive ( scmp ) International-Stock Funds Finally Wake Up ( wsj ) ‘Chaos creates opportunities’: Wall Street sees dip as buying chance ( yahoo ) JPMorgan joins Goldman, hikes euro area’s 2025 economic growth forecast ( reuters ) China’s car sales rise 1.3% in first two months of 2025 ( reuters ) Who Likes Tariffs? Some U.S. Industries Are Eager for Them. ( nytimes ) What the Dot-Com Bust Can Tell Us About Today’s AI Boom ( wsj ) Trump’s Tariff Whipsaw Is Handing European Stocks Another Win (bloomberg )
Unlocking the housing market: Here’s what would get more homeowners to sell ( fastcompany ) Mortgage rates fall again with largest weekly decline since mid-September ( foxbusiness ) North Face President Caroline Brown Shares Ambitious Go-Forward Plan ( shopeatsurf ) Vans Is Getting in on the Thin-Soled Sneaker Trend ( footwearnews ) Disney reveals details for new theme park rides based on beloved franchises ( foxbusiness ) Gimme Credit ( oaktreecapital ) Near-term gloom, long-term boom ( scottgrannis ) A look at some of the creative ways companies try to dodge high tariffs ( npr ) US Markets Are Trailing the World as Aura of America First Fades ( bloomberg ) 44 housing markets where inventory has spiked, and homebuyers have gained power ( fastcompany ) Catering to protein-rich diets is a tasty business ( economist ) China’s Seven Titans vs Wall Street’s Magnificent Seven: DeepSeek sparks stocks re-rating ( yahoo ) Should You Forget Home Depot and Buy These 3 Housing-Related Stocks Instead? ( yahoo ) This Rare, Barely Driven Lamborghini Sían Is Now up for Grabs ( robbreport ) 51 fun stats for 51 years of the Players Championship ( golfdigest ) The Myth Behind Daylight-Saving Time ( wsj ) 5 collector cars to put into your garage this week ( classicdriver ) Cainiao’s AI+Logistics Wins China’s Top AI Science & Technology Award, Leading Innovation in Logistics (alizila )
Trump Is Engineering a Global ‘Paradigm Shift.’ It Doesn’t Favor U.S. Stocks. ( barrons ) The Mag 7 Stocks Are No Longer Magnificent. Where the Charts Say They Go Next. ( barrons ) Money-Market Fund Assets Hit Record $7 Trillion as Investors Seek Safe Havens ( barrons ) Trump’s ‘chaotic’ policy approach is creating opportunity for investors ( marketwatch ) Euro on course for best week since 2009 ( ft ) Dollar Has Its Worst Week Since 2022 as JPMorgan Turns Bearish ( bloomberg ) European (fund flow) Exceptionalism ( ft ) Boeing ties employee incentive plan to company-wide performance ( reuters ) When Europe Leads Markets, Value Shares Dominate ( zerohedge ) Retail trading frenzy drives NASDAQ to move to 24-hour trading ( streetinsider ) What We’ve Learned From 150 Years of Stock Market Crashes ( morningstar ) Nasdaq 100 Tumbles Into a Correction as Tech Selloff Intensifies ( bloomberg ) Humanoid Robots Are Starting to Work Human Warehouse Jobs ( futurism ) Solar Stocks Are in Rough Shape. Buy This One Anyway. ( barrons ) US backtracks on Canada-Mexico tariffs in latest sharp shift on trade (ft )
European Stocks See Most Inflows in Decade Amid Defense Splurge ( bloomberg ) Hong Kong stocks cap best week in 2 months on China policy support ( scmp ) CEO Bracken Darrell Brings VF Corp.’s Reinvention Back to Wall Street ( wwd ) Eurozone Grew More Strongly Than Thought at End of 2024 ( wsj ) Euro Set for Best Week Since 2009 as BofA Boosts Forecast ( bloomberg ) China’s Top Tech Stocks Add $439 Billion as ‘Mag Seven’ Sink ( bloomberg ) Mortgage Rates Fall to Lowest Level Since December. What It Means for Buyers. ( barrons ) What Automakers’ Tariff Reprieve Means for Car Buyers ( wsj ) The AI Trade Got Crushed. It May Take Time to Rebuild. ( barrons ) 10 Stocks That Could Gain as Dollar Weakens ( barrons ) Sorry, American firms, the AI trade has moved to China ( businessinsider ) NPC Press Conference Signals Upcoming Consumption Boost Plan ( chinalastnight ) Investors push money market assets over $7tn as US equities wobble ( ft ) US Hiring Rises at Solid Pace, Unemployment Unexpectedly Higher ( bloomberg ) China’s Growth Focus, Stable Yuan Fan Hopes of Better Liquidity ( bloomberg ) China Had Record $540 Billion of Exports in Rush to Beat Tariffs (bloomberg )
Alibaba Stock Is Rising. The China AI Spotlight Is Shifting From DeepSeek. ( barrons ) With Trump’s tariffs paused, ‘Big Three’ automakers may race to build inventories ( marketwatch ) Japan’s 10-Year Bond Yield Reaches Highest Since June 2009 ( bloomberg ) China Steps Up Support for Tech Sector as AI Enthusiasm Soars ( bloomberg ) AI-led boom of Chinese stocks revives refinancing activities in Hong Kong ( scmp ) ‘Better than DeepSeek and OpenAI’: Alibaba touts open-source AI model that beats rivals ( scmp ) NPC’s Government Work Report Reviewed – Consumption, Consumption, Consumption & AI ( chinalastnight ) China’s Commerce Chief Wrote to US Seeking Dialogue Last Month ( bloomberg ) JD.com Sales Rise Most in Years After China Consumers Awaken ( bloomberg ) Euro touches 4-month peak; eyes on ECB policy meeting, outlook ( streetinsider ) US stocks struggle as ‘America First’ bets backfire ( ft ) ECB Cuts Again and Signals Easing Phase Is Nearing Its End ( bloomberg ) Hot Stocks from 2024 Have Grown Cold ( morningstar ) Hims & Hers Stock Is Due for a Crash Diet. The GLP-1 Surge Is Fading Fast. ( barrons ) US Employers Announce Most Job Cuts Since 2020 Amid DOGE Layoffs ( bloomberg ) One big takeaway from Trump’s speech? He needs a weak dollar. ( marketwatch ) Market Turmoil Pushes Low-Volatility Stocks Into Driver’s Seat ( bloomberg ) Home Builders Are Hurting. Their Stocks Are Good Buys. ( barrons ) Tariffs Won’t Slam the Economy. Not Unless Consumers Panic. ( barrons ) The spring could have huge rallying months, says Fundstrat’s Tom Lee (youtube )
China Sets Strong Growth Target as It Hits Back at U.S. Tariffs ( wsj ) Beijing Ramps Up Efforts For Tech Independence ( wsj ) Dollar Dinged by Trump Tariffs, Suffers Worst 2-Day Decline Since 2023 ( barrons ) Disney to Cut More Staff as It Gears Up for Netflix Battle. Here’s Why. ( barrons ) Germany’s ‘Whatever It Takes’ Moment Powers European Markets ( wsj ) Trump to Decide on Canada, Mexico Relief Today, Lutnick Says ( bloomberg ) Weekly mortgage demand surges 20% higher, after interest rates drop to the lowest since last year ( cnbc ) Trump says he wants interest on car loans tax deductible if US-made ( usatoday ) Europe Leads Emerging-Market Rally as US Dominance Is Challenged ( bloomberg ) Investors should be wary of analyst ratings ( ft ) NPC Preview, China Markets Shake Off Tariffs ( chinalastnight ) Commerce Secretary Howard Lutnick: This is not a trade war, this is a drug war ( youtube ) Bernstein lifts China internet stock targets on AI momentum ( streetinsider ) China to Issue $69 Billion in Special Bonds for Big Banks ( bloomberg ) Trump’s Broad Canada-Mexico-China Tariffs, Explained ( wsj ) TSMC Faces Pressure to Keep Some Chip Tech in Taiwan. What That Means for Intel. ( barrons ) UK Housing Set for 2025 Recovery, Building Suppliers Say ( bloomberg ) “America Is Back” – 12 Takeaways From Trump 47’s First Major Policy Speech To Congress ( zerohedge ) Treasury Secretary Scott Bessent shrugs off Wall Street’s Trump tariff ‘selloff’ ( nypost ) On Second Count, ABC Says Oscar Viewership Increased ( nytimes ) The 10 Best Dividend Stocks ( morningstar ) US private payrolls slow sharply in February ( reuters ) Tesla Offers Buyer Perks to Drum Up Interest With Sales Slumping (bloomberg )
Advance Auto Parts Revamps Supply Chain in Effort to Reverse Sales Slump ( wsj ) Small-Cap Stocks Are Beaten Down. Buy Them. ( barrons ) U.S. Natural Gas Rallies as Near-Term Forecasts Add Demand ( wsj ) Trump Tariffs Kick in Today. How China, Canada, and Mexico Are Reacting. ( barrons ) Tariffs Are an ‘Act of War,’ Buffett Says. What They Mean for the Stock Market. ( barrons ) The 10 Stocks Hedge Funds Love— and Hate—the Most ( barrons ) Treasury Yields Fall to Multi-Month Lows With US Growth in Doubt ( bloomberg ) Xi Leaves Door Open for Talks With Measured Response to Trump ( bloomberg ) Euro Hits 2025 High Versus Dollar on Europe Defense Spend Bets ( bloomberg ) Dollar falls to three-month low as tariffs and growth fears rattle markets ( streetinsider ) Rotation out of US Big Tech and the Magnificent 7 is likely to continue: JPM ( streetinsider ) Hong Kong’s $353 Billion Margin Loan Boom Fuels Big Gains, Risks ( bloomberg ) China’s National People’s Congress Is Coming. 5 Things to Watch. ( barrons ) Chinese funds’ US$35.9 billion bet on Hong Kong stocks fuels world’s best rally ( scmp ) Downloads of Alibaba’s AI Model Exceed DeepSeek ( chinalastnight ) Alibaba Expands Freshippo With 100 New Stores in 2025 Targeting More Cities ( benzinga ) Exclusive: China to publish policy to boost RISC-V chip use nationwide, sources say ( reuters ) Elon Musk’s Tesla Introduces 0% APR Financing On Model 3 Purchases Amid Falling Demand ( benzinga ) U.S. auto sales down 2.3% in February, additional tariffs on Mexico and Canada cause for concern ( marklines ) Bitcoin tumbles 9%, reversing most of the rally from Trump’s crypto reserve announcement ( cnbc ) Nvidia Stock Plummets. 5 Reasons Shares Are at Their Lowest Price Since September. ( barrons ) Trump, Chip Maker TSMC Announce $100 Billion Investment in U.S. ( wsj ) What record levels of uncertainty mean for the stock market ( marketwatch ) Best Buy Grows Quarterly Sales as PC Market Rebounds ( wsj ) 10 Stocks with the Largest Fair Value Estimate Increases During Q4 Earnings (morningstar )
Exclusive: Nvidia and Broadcom testing chips on Intel manufacturing process, sources say ( reuters ) Mainland China Investors’ Sway Over Hong Kong Stocks Is Growing ( bloomberg ) Xi Prepares to Unveil China Stimulus Plan as Trade War Heats Up ( bloomberg ) Big Tech Pain Is Mounting as Risk-Wary Traders Dump Winners ( bloomberg ) Alibaba-Backed Zhipu Raises $140 Million as DeepSeek Heats Up AI ( bloomberg ) Wall Street can’t stop talking about the ‘Mar-a-Lago Accord.’ Here’s how the currency deal would work. ( marketwatch ) Alibaba’s open-source Sora-like AI video model tops third-party rankings ( scmp ) Taking stock: all eyes on China’s ‘two sessions’ for catalysts to drive AI-fuelled rally ( scmp ) Mortgage rates are falling, but it’s not helping sell more homes. Are lower house prices next? ( marketwatch ) Here’s How Government Spending Has Grown—and Where the Money Is Going ( wsj ) China EV Sales Were Hot in February. Tesla Needs a Rebound. ( barrons ) Chinese Buyers Are Ordering Nvidia’s Newest AI Chips, Defying U.S. Curbs ( wsj ) Disney Cruise Line reveals new details on its two new ships ( thestreet ) Alibaba Cloud’s Industry Leadership Recognized by Top Global Research Firms ( alizila ) Dollar Falls After U.S. Tariff Remarks (barrons )
