Category: What I’m Reading Today

Be in the know. 14 key reads for Sunday…

  1. Spam makes a comeback as pinched shoppers embrace the cheap canned meat (nypost)
  2. Alibaba chairman Joe Tsai credits China’s AI edge to power grid, open-source models (scmp)
  3. AliViews: Eddie Wu on Alibaba’s Q3 Earnings (alizila)
  4. China’s Premier Vows to Back Balanced Trade as Exports Surge (bloomberg)
  5. Advance Auto Parts Supply Chain Transformation Leads The Turnaround (forbes)
  6. Vans Is Releasing New Colors of Its Wildly Popular Pearlized Pack Sneakers (wwd)
  7. ‘Zootopia 2’ Roars to No. 1 on Disney+ with 32 Million Views Globally in its Premiere Week (waltdisney)
  8. New-Vehicle Affordability Improves for Second Straight Month on Strong Income Growth (coxauto)
  9. BMW Aiming for 50% of Sales To Be Electric by 2030: TDS (thedrive)
  10. This tax season, there’s a new deduction for interest on car loans (npr)
  11. Why Healthcare Is Doing the Heavy Lifting in This Job Market (wsj)
  12. Today’s Homebuyers Save $150 a Month By Choosing an Adjustable-Rate Mortgage–The Biggest Discount Since 2022 (redfin)
  13. 11 Reasons Sentiment Says To Remain Bullish (carsongroup)
  14. War in Iran Is Redrawing the Map for Natural Gas (bloomberg)

Be in the know. 14 key reads for Saturday…

  1. NRF is forecasting U.S. retail sales to grow 4.4% in 2026 (nrf)
  2. Weight-loss drugs are changing the way people dress. These companies stand to benefit. (marketwatch)
  3. Banks Ready to Put Billions to Work After Regulatory Win (wsj)
  4. Don’t Count Out Rate Cuts in 2026. Fed Doves Still Exist. (barrons)
  5. Bowman Still Projecting Three Interest-Rate Cuts Before Year-End (bloomberg)
  6. U.S. Gas Exporters Stand to Be the Big Winners of the Energy Crisis (wsj)
  7. U.S. natural gas consumption set a monthly and yearly record in 2025 (eia)
  8. Trump says he doesn’t want Iran war ceasefire, but is considering ‘winding down’ military ops (cnbc)
  9. First US Oil Barrels From Emergency Release to Hit Market (bloomberg)
  10. EV Demand Surges Across Asia After Energy Shock Sends Consumers Into Panic Mode (zerohedge)
  11. Alibaba Earnings: Adjusted EBITA Misses on Investments, but Long-Term Outlook Remains Positive (morningstar)
  12. GXO and Hasbro Open Flagship U.S. Distribution Center (gxo)
  13. Global equity funds see $20 billion weekly outflows, biggest in three months (reuters)
  14. Flagship Blackstone credit fund posts first monthly loss since 2022 (ft)

Be in the know. 13 key reads for Friday…

  1. After Qatar LNG Plant Outage More Buyers Turn to US Suppliers (bloomberg)
  2. Natural Gas Prices Soar After Iran’s Attacks. 3 LNG Stocks to Watch. (barrons)
  3. The world’s largest natural-gas complex is now battered. Here’s who will benefit. (marketwatch)
  4. Why peak uncertainty about the Iran war signals a stock-market rally may be near (marketwatch)
  5. Pentagon Seeks $200 Billion for Iran War. Here’s What It Means for Defense Stocks. (barrons)
  6. Tigress Financial raises Boeing stock price target on backlog strength (investing)
  7. Alibaba workforce shrinks 34% in 2025 as Chinese tech giant doubles down on AI (cnbc)
  8. Alibaba Targets $100 Billion of AI Revenue in Five Years (bloomberg)
  9. BofA Securities reiterates Alibaba stock rating on AI investment (investing)
  10. US regulators slash Wall Street capital rules to boost bank lending (ft)
  11. US Household Net Worth Climbs $2.2 Trillion to Fresh Record (bloomberg)
  12. The Metaverse Was a $100 Billion Flop. It Should Make Us Think Twice About AI Predictions. (barrons)
  13. BYD Showrooms Are Bustling Across Asia After Iran Oil Shock (bloomberg)

Be in the know. 20 key reads for Thursday…

  1. Alibaba Group Announces December Quarter 2025 Results (alibaba)
  2. Alibaba Earnings Disappoint, but AI Outlook Bright (wsj)
  3. Alibaba AI Business Is ‘Free Call Option,’ First Eagle Fund Says (bloomberg)
  4. Alibaba discloses GPU production for first time as quarterly profit misses estimates (scmp)
  5. China Starts Year With Fastest Increase in Spending Since 2022 (bloomberg)
  6. New CEO Josh D’Amaro Wants Disney’s Flywheel to Spin Faster (wsj)
  7. The Guinness Inspector Teaching American Bars How to Pour the Perfect Pint (wsj)
  8. Healthcare Stocks Are Trading at a Deep Discount. Eli Lilly and Others Are Worth a Look. (barrons)
  9. Pfizer’s TALZENNA combination shows progress against prostate cancer (investing)
  10. HSBC’s Pharma Stocks that Offer Value & Growth at a Reasonable Price (investing)
  11. FAA nod propels Boeing’s 777-9 into fourth certification stage (reuters)
  12. Fed Holds Rates Steady as Iran War Clouds Outlook (wsj)
  13. Economists Don’t See a Recession Unless Oil Hits $138—and Stays There for Weeks (wsj)
  14. US exploring tying naval escorts in Strait of Hormuz to government insurance (ft)
  15. U.S. Suspends Oil Shipping Rules to Ease Gas Price Pressures (nytimes)
  16. US Crude Stockpile Hits Highest Since June 2024, Exports Surge (zerohedge)
  17. Vice President Vance to meet with oil industry as White House plans more actions to address fuel prices (cnbc)
  18. The AI Payoff Is the ‘Biggest Question’ for U.S. Investors, Says Goldman’s Snider (barrons)
  19. GM says gas price hikes not impacting sales (reuters)
  20. US Median Rent Hits 4-Year Low, 30th Straight Month of Decline (zerohedge)

Be in the know. 17 key reads for Wednesday…

  1. GXO Pilots New AI‑Driven Autonomous Vehicle in Warehouse Operations (gxo)
  2. Disney embarks on new chapter as Josh D’Amaro takes over as CEO (cnbc)
  3. Disney’s Bob Iger Era Is Over. How the Stock Did During His Time as CEO—and What’s Next. (barrons)
  4. Generac launches diesel generators for industrial power needs (investing)
  5. Alibaba Hikes AI Prices as Much as 34% to Meet Demand Surge (bloomberg)
  6. Alibaba’s AI strategy shift comes into focus with big bets on agents (reuters)
  7. The AI craze that has its claws into China (ft)
  8. Trump Expects Xi Summit in ‘Five or Six Weeks’ as War Rages (bloomberg)
  9. Trump Shifts U.S.-China Strategy on Trade to Dealmaking (wsj)
  10. U.S. Pending-Home Sales Rose in February (wsj)
  11. Homebuyers and Builders Look Ready for a Truce (bloomberg)
  12. Boeing Delays Jet Unit Profitability Goal on Spirit Cost (bloomberg)
  13. Gasoline price hike from Iran war could push consumers toward EVs, hybrids (reuters)
  14. Barclays Upbeat on Stocks, Joining Goldman, Morgan Stanley (bloomberg)
  15. The Stock Market’s Biggest Investors Are Pulling Back. But They’re Optimistic on 1 Key Point. (barrons)
  16. Kill Quarterly Earnings Reports? Warren Buffett and Jamie Dimon Had a Better Idea. (barrons)
  17. CTAs dump 75% of equities as Middle East conflict escalates, UBS says (streetinsider)

Be in the know. 22 key reads for Tuesday…

  1. Alibaba launches agentic AI tool for businesses with Slack, Teams integration plans (cnbc)
  2. Alibaba Consolidates AI Operations Under New Business Group (wsj)
  3. Ant Group subsidiary completes steps to take over Hong Kong retail brokerage Bright Smart (scmp)
  4. Morgan Stanley reiterates Alibaba stock rating on AI demand growth (investing)
  5. Trump says U.S. asked China to delay Xi meeting ‘a month or so’ due to Iran war (cnbc)
  6. Trump Officials Look to More Managed Approach to Trade With China (nytimes)
  7. Retail Sales Beat Estimates (chinalastnight)
  8. Stock-Market Euphoria Fades as Investors Turn Bearish, BofA Says (bloomberg)
  9. Investors pile into cash on fears of Iran war fallout (ft)
  10. Capitulation in stocks requires wider credit spreads, Raymond James says (streetinsider)
  11. CTAs Forced Sellers Of $70BN In Global Equities Over The Next Week (zerohedge)
  12. Morgan Stanley Sticks With June Rate Cut Call Despite Oil Surge (bloomberg)
  13. US Industrial Production Rises For 4th Straight Month In February (zerohedge)
  14. U.S. Home Builder Sentiment Inches Higher But Affordability Concerns Persist (wsj)
  15. Baxter Announces CFO Transition (baxter)
  16. Pfizer drug shows 40% reduction in breast cancer progression risk (investing)
  17. How Some Ships Are Sneaking Through the Strait of Hormuz (wsj)
  18. Bank of America Increases Hyperscaler Issuance Forecast to $175 Billion (bloomberg)
  19. Luxury Stocks Face Most Bearish Sentiment in Years, UBS Says (bloomberg)
  20. BYD Shares Soar Most In 13 Months As Chinese EV Push Into Americas Accelerates (zerohedge)
  21. The Best Consumer Defensive Stocks to Buy (morningstar)
  22. SEC Prepares Proposal to Eliminate Quarterly Reporting Requirement (wsj)

Be in the know. 15 key reads for Monday…

  1. Exclusive: US, China discuss farm goods, managed trade in ‘remarkably stable’ Paris talks-sources (reuters)
  2. Alibaba Plans Major Revamp to Heighten Focus on AI Profits (bloomberg)
  3. Alibaba Creates AI Tool for Companies to Ride China Agent Craze (bloomberg)
  4. Alibaba CEO takes helm of new AI-focused business group (reuters)
  5. Ant Is Said to Near Approval for Hong Kong Brokerage Acquisition (bloomberg)
  6. China’s Economy Off to Steady Start in 2026 Amid Lowered Expectations (wsj)
  7. Trump-Xi China summit may be delayed if Trump wants to stay in Washington for Iran war: Bessent (cnbc)
  8. Iran War Spurs Asia Interest in Importing US Energy, Burgum Says (bloomberg)
  9. What Iran Means for Oil and Defense Stocks. These Could Be the Next Opportunities. (barrons)
  10. A big buying opportunity is looming, say two of Wall Street’s biggest banks (marketwatch)
  11. Here’s why UBS thinks market volatility is no reason to exit equities (investing)
  12. Disney’s ‘Hoppers’ holds onto top spot at the box office ahead of Oscars (marketwatch)
  13. When Humanoid Robots Come to a Small-Town Factory (wsj)
  14. Industrials Lead S&P 500 Earnings Beat on Defense, AI Demand (bloomberg)
  15. It’s Not 2008: Morgan Stanley Counters Why Private Credit Risks Are Not Systemic (zerohedge)

Be in the know. 12 key reads for Sunday…

  1. Vans Warped Tour Wants To Rock Canada, Mexico And The U.S. This Summer (forbes)
  2. QXO dives into a tech overhaul (hbsdealer)
  3. Builders’ blueprint to tackle the US housing crisis (foxbusiness)
  4. More Sellers Test the Market, Hoping For a Spring Surge in Homebuyers (redfin)
  5. Access to Auto Credit in February Improves, Hits Three-Year High (coxauto)
  6. Jobs and War: the Fed needs to ease (scottgrannis)
  7. PayPal pivots for 2026 (paymentsdive)
  8. Tax Refunds Are Up So Far This Year. What It Means for Spending. (barrons)
  9. U.S. and China economic chiefs meet in Paris to clear path to Trump-Xi summit (cnbc)
  10. Hong Kong’s property market has turned (economist)
  11. China’s AI giants are handing out cash to lure in users (economist)
  12. CEOs Want to Be Like Warren Buffett, Right Down to His Shareholder Letter (wsj)

Be in the know. 19 key reads for Saturday…

  1. Disney’s new CEO has overseen a huge transformation of the Disney parks. Take a tour (cnnbusiness)
  2. Disney embraces TV’s TikTok-ification (yahoo)
  3. Trump orders agencies to cut red tape on homebuilding, mortgages (reuters)
  4. Trump Signs Housing Orders. Investors Seem to Want More. (barrons)
  5. Boeing Is Repairing 25 Max Jets After Wire Flaw Halts Deliveries (bloomberg)
  6. North Face President Caroline Brown to Exit (shopeatsurf)
  7. AI set to transform beauty industry from product discovery to retail shelves (investing)
  8. Why Barclays strategists prefer U.S. value stocks (investing)
  9. Fossil generation could rise with faster-than-expected growth in data center power demand (eia)
  10. U.S. natural gas production reached a new record in 2025 (eia)
  11. America Depends Less on Oil Than Ever (nytimes)
  12. US Begins Emergency Oil Reserve Release of 86 Million Barrels (bloomberg)
  13. Big Tech Stocks Have a Free Cash Flow Problem (barrons)
  14. Magnificent Seven Enters Correction as AI, Iran War Risks Mount (bloomberg)
  15. Consumer Sentiment Declined This Month, Per Michigan Survey (wsj)
  16. Federal Reserve to loosen capital requirements for big US banks (ft)
  17. China Travelers Make Record Number of Trips in Spring Holidays (bloomberg)
  18. China AI Startup Moonshot Snags Funds at $18 Billion Valuation (bloomberg)
  19. Greer Says US Seeks Stability in China Ties Ahead of Paris Talks (bloomberg)

Be in the know. 17 key reads for Friday…

  1. Alibaba Debuts OpenClaw App to Feed China’s Agentic AI Addiction (bloomberg)
  2. China AI Giants Offer Better Value Than US Peers, Top Fund Says (bloomberg)
  3. Morgan Stanley says this China name is ‘a global AI winner’ (streetinsider)
  4. Will Lower Rates Shift Bank Deposits Into Stocks? (chinalastnight)
  5. China’s Credit Shows Surprise Growth as Firms Step Up Borrowing (bloomberg)
  6. Banking Regulators Plan to Ease Some Capital Requirements (nytimes)
  7. It Takes A War To Bring Down An Economy This Strong (zerohedge)
  8. US Housing Starts Highest In Over A Year As Mortgage Rates Tumbled In January (zerohedge)
  9. REITs Are a Safe Place to Hide From Iran and AI (barrons)
  10. The Electric Grid Needs Huge Upgrades. No One Knows Who Will Pay for Them. (wsj)
  11. How Big Tech’s AI Ambitions Are Fueling a Borrowing Boom (bloomberg)
  12. Global equity funds see highest outflows since December on oil shock fears (reuters)
  13. Sec. Bessent: U.S. Navy will escort vessels through Strait of Hormuz as soon as militarily possible (youtube)
  14. Papa John’s at UBS Global Conference: Strategic Growth Initiatives (investing)
  15. An Exodus of Money Endangers Wall Street’s Private-Credit Craze (wsj)
  16. The 10 Best Dividend Stocks (morningstar)
  17. Disney appoints veteran Paul Roeder as communications chief (reuters)