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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 )
Intel is back—stop talking about breaking it up: Craig Barrett ( fortune ) Things to watch at China’s 2025 ‘two sessions’ ( globaltimes ) U.S. CEOs Signal Highest Confidence in Two Years ( seeitmarket ) Finally for homebuyers: ‘A step in the right direction’ ( yahoo ) Alibaba completes full acquisition of Cainiao’s minority shares, implements employee exit plan ( technode ) McKinsey sees lithium demand stabilising and expects next upcycle ( yahoo ) Alibaba begins spring hiring with 3,000 internship roles focused on AI ( scmp ) That Escalated Quickly ( carsongroup ) Alibaba’s research arm launches new RISC-V processor for high-performance computing ( scmp ) Shop The North Face Windbreaker All Our Favourite Celebrities Are Coveting ( elle ) Disney Sees Sell-Out for Oscars Ads — And Not Just on TV ( variety ) Do You Know How Much Energy ChatGPT Actually Uses? ( digg ) In James Bond, Amazon gains a thrilling new asset ( economist ) The business of second-hand clothing is booming ( economist ) Whatever You Do, Don’t Cancel Disney Plus or Max in March ( cnet ) Macau Gaming Revenue Beats Estimates in Sign Slowdown Is Easing ( bloomberg ) Inside TGL, Tiger Woods and Rory McIlroy’s Grandiose Indoor Golf League Experiment ( gq ) 5 collector cars to put into your garage this week ( classicdriver ) How Ferrari’s 290 MM Became One Of The World’s Most Coveted Cars ( maxim ) The 50 Greatest Luxury Cars of All Time (robbreport )
The U.S. Stock Market Is Looking Played Out. It’s Time to Shift Some Assets Abroad. ( barrons ) Disney’s ‘Stitch’ poised to become 2025’s most popular toy as NYC Toy Fair ramps up: sources ( nypost ) Bessent Says Housing Will ‘Unfreeze’ in Weeks, Sees 2% Inflation ( bloomberg ) Texas Needs Equivalent of 30 Reactors to Meet Data Center Power Demand ( bloomberg ) Big Food Stocks Have Hit Tough Times. Some Fresh Ideas Might Help. ( barrons ) AI Fever in Power Stocks Moves From Nuclear to Plain Natural Gas ( wsj ) Tesla Stock Rose, but Not Enough to Avoid Its 2nd Worst Month on Record ( barrons ) Uncertainty Hits the Dollar, Bond Yields. The Trump Trade Is Stuck. ( barrons ) America First? Not When It Comes to the Stock Market. ( barrons ) A Value Investor’s Thoughts On DeepSeek And The Next Phase Of AI ( forbes ) UK small caps ‘most unloved’ stocks in the world (ft ) European stocks’ comeback ( ft ) Will the Consumer Pullback Endanger Economic Growth? Here’s What to Watch. ( barrons ) The first quarter is on track for negative GDP growth, Atlanta Fed indicator says ( cnbc ) DeepSeek Reveals Theoretical Margin on Its AI Models Is 545% (bloomberg )
Margin Debt Hits Record High. Investors Are Amping Up Risk. ( barrons ) PayPal Needs Help From Its Oldest Friends—Consumers ( wsj ) European Stocks Are Still on Sale. Where to Shop Now. ( barrons ) Humanoid Robots Finally Get Real Jobs ( wsj ) Chinese Investor Buying Fuels Bullishness for Hong Kong Stocks ( bloomberg ) Trump’s Tariff Threats Revive Interest in $44 Billion Alaska Gas Project ( nytimes ) Mortgage Rates in US Slip to Lowest Since Middle of December ( bloomberg ) Chinese Stocks Are Beating U.S. Stocks. Where to Find the Bargains. ( barrons ) Dividend stocks are soaring in 2025, as investors adopt a defensive strategy amid market selloff ( marketwatch ) Investors See ‘2017-Like’ Rally in the Making for Emerging-Market Currencies ( bloomberg ) Venu is done. Here’s how Fox, Disney and WBD plan to go it alone in sports streaming ( cnbc ) Trump Says Canada, Mexico Tariffs to Take Effect, Adds New China Duty ( bloomberg ) UK firms turn more hopeful on economy, plan to hire more, Lloyds says ( reuters ) Why the US exceptionalism trade is faltering ( reuters ) China tech startups race to capitalise on DeepSeek fever, Xi’s meeting ( reuters ) Alibaba CEO Wu meets Chongqing party secretary for possible AI partnerships ( scmp ) Mainland Investors Buy Alibaba in Size ( chinalastnight ) Nvidia bounced from the $3 trillion market cap club after shares fall more than 8% ( cnbc ) Hormel’s stock boosted by revenue beat, though challenges lie ahead with turkeys and nuts ( marketwatch ) Extremely fearful stock-market sentiment shows investors scare easily right now (marketwatch )
Boeing Makes a Management Change. It Could Be Key to Profitability. (barrons )
Alibaba makes Sora-style video AI models open source (scmp )
Nvidia Gives ‘Underwhelming’ Report After Two Years of Blowouts (bloomberg )
Stocks Decline After Nvidia Earnings Disappoint (yahoo )
Yeti Stock Is Beaten Up. It’s More Durable Than It Looks. (barrons )
Salesforce Stock Falls. Earnings Were Overshadowed by Negative Guidance. (barrons )
GM Hikes Dividend and Unveils Stock Buyback Plan (barrons )
AppLovin Stock Sinks After Two Short Reports (barrons )
Robinhood Exec’s New Plan Starts $40 Million of Stock Sales (barrons )
Lowe’s Stock Is Rising. Home Improvement Might Be Turning a Corner. (barrons )
Trump’s Treasury Chief Has a Plan for Bonds. The Market Is Glad It’s On Hold. (barrons )
The Economy Is Still Fine. Americans Are Still Gloomy. (wsj )
Japan Sees Fewest Births on Record, Deepening Demographic Crisis (bloomberg )
Make Them a Mar-a-Lago Accord They Can’t Refuse (bloomberg )
Yen Traders Raise Focus on Japanese Data as Economy Shifts Gears (bloomberg )
White House Orders Agencies to Prepare ‘Large-Scale’ Staff Cuts (bloomberg )
A Billion People Are Watching Podcasts on YouTube Every Month (bloomberg )
Nvidia warns of growing competition from China’s Huawei, despite U.S. sanctions (cnbc )
10-year Treasury yield ends at nearly 11-week low (marketwatch )
US bond yield slide hits dollar (ft )
PayPal Sees Earnings Growth as Firm Streamlines Businesses (bloomberg )
Popular momentum trades like Palantir and AppLovin are unraveling. Don’t expect them to bounce right back. (marketwatch )
Xi Brings China’s Big Tech Companies Back In From the Cold (bloomberg )
MicroStrategy Stock Tumbles. The Value of Its Bitcoin Hoard Is Falling. (barrons )
Healthcare Stocks Should Be Hurting. How the Sector Became This Year’s Top Performer. (barrons )
Bitcoin Sinks, MicroStrategy Dives As Initial Trump Euphoria Sours (investors )
House Passes GOP Budget Plan as Holdouts Relent (wsj )
Meet the World’s 24 Superbillionaires (wsj )
Xi also tells officials to promote sustained economic recovery (bloomberg )
Forget MAGA, Investors Want MEGA: Make Europe Great Again (wsj )
PayPal has some big new growth targets. Can it hit its marks? (marketwatch )
BofA Strategist Hartnett Warns S&P 500 Rally Draws Investor Skepticism (bloomberg )
Nvidia Drifts Ahead of Make-or-Break Earnings (barrons )
Palantir Stock Falls Again. Why Its Losing Streak Won’t End. (barrons )
Investors’ euphoric outlook on the markets has largely faded, replaced by a creeping sense of uncertainty (marketwatch )
These stock-market sectors are dominating the S&P 500 so far this year as investors play defense (marketwatch )
The AI Trade Is Unwinding. The Market Isn’t Waiting for Nvidia Earnings to Sell. (barrons )
Mexico-Canada Tariffs Are Still Up in the Air, White House Says. The Market Had Already Caught On. (barrons )
Industrial Stocks Have Taken It on the Chin. 6 to Buy on the Dip. (barrons )
What Do Mass Federal Layoffs Mean for the Labor Market? (wsj )
What Is Quantum Computing, and Why Does It Matter? (wsj )
Alibaba previews new AI reasoning model to challenge DeepSeek R1, OpenAI o1 (finance.yahoo )
Trump says US will sell $5M ‘gold cards’ to foreigners: ‘Green card privileges-plus’ (nypost )
Tax Cut Chances Rise as House Passes Budget Targeting Safety Net (bloomberg )
How Temu’s Online Dollar Store Became a Trade War Target (bloomberg )
US Consumer Confidence Drops by Most Since 2021 on Outlook (bloomberg )
What a ‘Mar-a-Lago Accord’ Would Mean for the Dollar (bloomberg )
PayPal is betting big on Venmo (QZ )
PayPal touts ambitious growth plans during annual investor day (finance.yahoo )
PayPal Investor Day Touts Profit Roadmap, Venmo Monetization, Merchant Platform (finance.yahoo )
Jefferies starts coverage on Stanley Black & Decker with ‘buy,’ sees 20% upside (finance.yahoo )
A Chinese Alternative to the Magnificent Seven Has Arrived (bloomberg )
Is China investable again? (ft )
Bessent, Republicans in Congress Kick Start Tax Cut Talks (bloomberg )
Why retail darling Palantir has seen its stock plunge more than 20% in a week (businessinsider )
It’s now a stock picker’s market as more shares outperform the S&P 500. Here’s what that means for your portfolio. (marketwatch )
Europe’s Earnings Outlook Brightens as US Wobbles in AI Race (bloomberg )
U.S. Stocks Have Trounced Other Markets. Here Are 3 Risks to American Exceptionalism. (barrons )
Who needs a CEO? Not Intel. Its stock has soared this month without one. (marketwatch )
Microsoft Cancels Some Data Center Leases, TD Cowen Says. What It Means for the AI Trade. (barrons )
Palantir Stock Falls Again as Slump Enters 4th Day. What’s Worrying Investors. (barrons )
Starbucks to Cut 1,100 Jobs Amid Turnaround Effort (barrons )
Hims & Hers Stock Tumbles Despite Beating Expectations (barrons )
Did Warren Buffett Snub Bank of America Stock in His Shareholder Letter? (barrons )
Nike Stock Can Make a Comeback. A New Bull Sees ‘Changes Afoot.’ (barrons )
Opinion: The ‘Magnificent Seven’ are out; these stocks are in — but there’s one catch (marketwatch )
“We see INTC’s foundry potentially gaining steam under a renewed push by the Trump administration to bring AI chip production to the US,” Rakesh wrote. (barrons )
Junk Bonds Are Pricey. That’s Not a Bad Thing—For Now. (barrons )
Palantir Stock Is Off the Charts. Why It’s Time to Sell. (barrons )
Trump Wants the Dollar to Be Mighty But Weak. It Makes No Sense. (barrons )
Bundle of Disney+, Hulu and Max Has a Strong Hold on Viewers. It’s Even Stickier Than Netflix. (wsj )
DOGE Claims It Has Saved Billions. See Where. (wsj )
The U.S. Economy Depends More Than Ever on Rich People (wsj )
What Do Mass Federal Layoffs Mean for the Labor Market? (wsj )
Warren Buffett Defends His Growing Cash Pile (wsj )
Apple pledges $500B toward US economy, will add 20K jobs as Trump tariffs loom (nypost )
Trump Says Planned Tariffs on Canada, Mexico ‘Going Forward’ (bloomberg )
Yen Volatility Nears Six-Week High as Tokyo Inflation Gauge Eyed (bloomberg )
Celsius CEO talks new acquisition and rise of sugar-free energy drinks (cnbc )
Nvidia’s stock has gone nowhere for months. What can give it a jolt? (marketwatch )
Nvidia’s earnings to be a test of AI chip demand as DeepSeek sows spending doubts (reuters )
Intel Unveils Xeon 6 Chips, Doubling AI Performance and Powering Next-Gen Data Centers (yahoofinance )
Jim Cramer on PayPal Holdings, Inc. (PYPL): ‘Maybe PayPal Should Be The FinTech We Own’ (finance.yahoo )
Jefferies starts coverage on Stanley Black & Decker with ‘buy,’ sees 20% upside (finance.yahoo )
“Understandably, really outstanding businesses are very seldom offered in their entirety, but small fractions of these gems can be purchased Monday through Friday on Wall Street and, very occasionally, they sell at bargain prices.” (ap )
GlobalData Global Light Vehicle Sales Update (January 2025) (marklines )
S. Market: New Vehicle Sales Recover, BEV Expansion Slows (marklines )
Options Traders Line Up Hedges Before Pivotal Nvidia Earnings (bloomberg )
The Three Names You Need to Know to Understand the Future of the International Monetary Order (bloomberg )
China Developers Buy Land at 20% Premium in Bet on Market Bottom (bloomberg )
This Chinese AI Bet Has Outperformed Magnificent Seven Names Like Meta and Google This Year. Alibaba stock soared after a strong earnings beat, bringing its year-to-date gains to 60 percent. (inc )
The rise and fall of Long Term Capital Management (npr )
Can the president override Congress on spending? (npr )
The Brain Science of Elusive ‘Aha! Moments’ (scientificamerican )
James Bond Works for Jeff Bezos Now. What Does That Mean For 007’s Future? (gq )
Ferrari’s Classiche Division Is the Master of Rebuilding Icons, Even Wrecked F40s (rt )
Alibaba’s Core Businesses Reignite Growth as AI Strategy Delivers Strong Results (alizila )
AliViews: Eddie Wu on Alibaba’s Q3 Earnings (alizila )
Oil Speculators Turn Sour as Bullish Wagers Get Trimmed Back (bloomberg )
Trump Targets China With Biggest Salvo So Far in Second Term (bloomberg )
Zelenskiy Says He Would Be Ready to Quit for Sake of Ukraine Peace (bloomberg )
Alibaba to Spend $53 Billion on AI Infrastructure in Big Pivot (bloomberg )
Alibaba CEO Wu Says AGI Is Now Company’s ‘Primary Objective’ (bloomberg )
Shein’s annual profit down by more than a third, FT reports (nypost )
