Be in the know. 11 key reads for Friday…

  1. S&P Global Mobility projects US sales volumes to reach 16.2 million units in 2025 (athensceo)
  2. Cox Automotive is forecasting new light vehicle sales to continue to improve modestly in 2025, reaching 16.3 million by year’s end. (coxauto)
  3. Improved Operating Income and Positive Cash Flow Highlight Cooper Standard’s Fourth Quarter and Full Year 2024 Results (cooper standard)
  4. Intel Stock Is Climbing Like It Did Back in the ‘80s. Here’s What’s Driving Shares. (barrons)
  5. Alibaba Stock Surges on Apple Collaboration Reported. Why China Tech Is Back in Style. (barrons)
  6. Skeptics Circle European Stocks After $1 Trillion 2025 Rally (bloomberg)
  7. Auto Executives Try to Sway Trump on Tariffs, EV Subsidies (wsj)
  8. Renewed interest in China AI may offset US tariff concerns (bloomberg)
  9. Mortgage rates dip to lowest level of 2025, lifting hopes for spring home-buying season (marketwatch)
  10. Jack Ma Spotted Visiting Hema Store in Changsha, after Showing up at Alibaba HQ in Hangzhou (aastocks)
  11. Could see joint ventures between Intel and TSMC, says Patrick Moorhead (cnbc)

Be in the know. 15 key reads for Thursday…

  1. Intel’s stock is on a run not seen in more than two decades (marketwatch)
  2. China Tech Stocks Head for Highest Level Since Reopening Rally (bloomberg)
  3. JPMorgan Chase Begins Layoffs, With More Planned, After Record Profits (barrons)
  4. IAC Stock Rises. Barry Diller Is Returning to the Top With a Vision. (barrons)
  5. Inflation Hits 3% for the First Time in 7 Months (barrons)
  6. Israel Sees Opening for Strikes on Iranian Nuclear Sites, U.S. Intelligence Finds (wsj)
  7. The Trump Tracker: What the President Has Done So Far (wsj)
  8. China Land Sales Show Property Market Stabilizing, Report Says (bloomberg)
  9. Boeing to Cut Fewer Moon Rocket Jobs After ‘Daily’ NASA Talks (bloomberg)
  10. QXO Seeks to Replace Beacon Roofing Board After Bid Snubbed (bloomberg)
  11. US Tariffs Will Weaken Dollar If Nations Strike Back, Bank of America Says (bloomberg)
  12. Apple’s AI partnership with Alibaba excites Chinese iOS developers ahead of conference (scmp)
  13. With DeepSeek, China moves to take on Nvidia’s CUDA ecosystem (scmp)
  14. Wall Street, UBS see upside for Chinese AI stocks with rally at less than halfway mark (scmp)
  15. SoftBank swings to a loss ahead of big AI infrastructure bet on Stargate Project (scmp)

Be in the know. 13 key reads for Wednesday…

  1. Alibaba Becomes China’s New AI Darling With $87 Billion Rally (bloomberg)
  2. Alibaba pairs with Apple to develop AI features for China iPhones: source  The US tech giant wants Alibaba’s Qwen AI model to make up for loss of Apple Intelligence on its iPhones in China (scmp)
  3. Alibaba’s Qwen powers top 10 open-source models as China AI know-how goes beyond DeepSeek (scmp)
  4. Billionaire investor David Tepper boosts China bet to 37% of his firm’s portfolio (scmp)
  5. Jack Ma visits second-hand marketplace Xianyu as Alibaba’s AI grabs attention (scmp)
  6. Is Intel now a Trump stock? Its shares surge after upbeat comments by J.D. Vance. (marketwatch)
  7. The Magnificent 7 Are So Last Year. Cash Cows Are the New Kings. (wsj)
  8. Powell Tells Congress Fed Still in No Rush to Lower Rates (bloomberg)
  9. China’s Xi Is Building Economic Fortress Against U.S. Pressure (wsj)
  10. China’s New Game Plan for Dealing With Trump Tariffs (bloomberg)
  11. Chinese stock bulls add to record buying spree in Hong Kong as DeepSeek fuels rally (scmp)
  12. Disney cuts diversity category from executive pay scheme (ft)
  13. David Tepper’s ‘Everything’ China Trade Has a New Plot (bloomberg)

Be in the know. 18 key reads for Tuesday…

  1. Chinese Investors Drive Hong Kong Rally With $19 Billion Inflow (bloomberg)
  2. AI for the price of a sandwich: Alibaba’s Qwen enables US breakthroughs(scmp)
  3. Europe’s Unloved Stocks Are Suddenly on Top of the World (wsj)
  4. European gas prices hit two-year high as cold weather boosts demand (ft)
  5. Japan’s borrowing costs soar to 14-year high (ft)
  6. Good news for thrifty car buyers: Automakers bring back the base trim (marketwatch)
  7. Tepper Lifts China Bet, Undaunted as Stimulus-Fueled Rally Fades (bloomberg)
  8. Appaloosa added to stakes in Alibaba (marketwatch)
  9. Alibaba’s DeepSeek Integration Fuels Rally (chinalastnight)
  10. The ‘Magnificent Seven’ companies just did something they haven’t in two years. Goldman says it’s time to make a shift. “This marks the first quarter with no positive sales surprises for the [‘Magnificent Seven’] since 2022,” Kostin and his team told clients in a recent note. (marketwatch)
  11. These cheap stock markets could make you more money than the usual picks (marketwatch)
  12. A Sore Spot in L.A.’s Housing Crisis: Foreign-Owned Homes Sitting Empty (wsj)
  13. Billionaire Investor Tepper’s Firm Loves China. Alibaba Is Its Biggest Bet. (barrons)
  14. Value Stocks Are Outearning Forecasts. (barrons)
  15. 3 Reasons It’s Time to Sell Some Magnificent 7 Stock (barrons)
  16. The New Wave of AI Is Here (wsj)
  17. Elliott Builds $2.5 Billion-Plus Stake in Phillips 66 (bloomberg)
  18. Alibaba offers more DeepSeek AI models, denies investment rumours (scmp)

Be in the know. 18 key reads for Monday…

  1. Iron Dome coming, positive for these stocks – TD Cowen (streetinsider)
  2. Analysts expect China property recovery in 2025 after seeing January improvement (scmp)
  3. Teach Your Children to Preserve Family Wealth, Not Squander It (barrons)
  4. Trump Wants ‘Reciprocal Tariffs’ on Any Country. What That Means. (barrons)
  5. 6 Steps to Raising Money-Savvy Children (barrons)
  6. The bond market just sent a message about Trump’s second term. Stock investors should listen. (marktwatch)
  7. Trump administration orders Consumer Financial Protection Bureau to stop work (marketwatch)
  8. DeepSeek Sent Silicon Valley Reeling. In China, It’s a Different Story. (barrons)
  9. The Magnificent 7 Stocks Are the New Staples. Is It Time to Worry? (barrons)
  10. Hiring Slows but Remains Solid, With Economy Adding 143,000 Jobs (wsj)
  11. Elliott Takes Stake in Struggling Oil Giant BP (wsj)
  12. The most successful people all have this mindset, Hollywood producer says: ‘The room is better because I’m in it’ (cnbc)
  13. ‘Private Banker’ TV Drama Explores the Secret World of Japan’s Ultra-Rich (bloomberg)
  14. China Consumer Inflation Picks Up as Holiday Boosts Spending (bloomberg)
  15. Investors await new inflation data amid tariff concerns: What to know this week (finance.yahoo)
  16. China imposes retaliatory tariffs on $14bn worth of US goods (ft)
  17. Trump says he has spoken to Putin about ending the Ukraine war, NY Post reports (reuters)
  18. Chinese companies detail use of AI amid DeepSeek frenzy (reuters)

 

Be in the know. 25 key reads for Sunday…

  1. Amazon and Alphabet CEOs Plan Big Stock Sales (barrons)
  2. Alibaba Cloud’s Qwen2.5-Max Secures Top Rankings in Chatbot Arena (alizila)
  3. The Cloud Just Became Kryptonite for the Mag 7 (barrons)
  4. Diageo’s Non-Alcoholic Spirits Are up by 56%, Outperforming Its Alcoholic Brands (robbreport)
  5. The Magnificent 7 Stocks Are the New Staples. Is It Time to Worry? (barrons)
  6. Value Stocks Are Outearning Forecasts. (barrons)
  7. Stock Market Falls On Trump Tariff, Inflation Fears (investors)
  8. The Mood of the American Consumer Is Souring (wsj)
  9. Power Stocks Had Been on an AI Tear. Then Came DeepSeek. (wsj)
  10. US Consumer Borrowing Surges by $40.8 Billion, Most on Record (bloomberg)
  11. Bloomberg At the Money: Jeff Hirsch on Presidential Cycles (bloomberg)
  12. Bullish 2025 Forecast on Track (Almanac Trader)
  13. Historical Deja Vu: Will 30-Year Treasury Bond Yields Repeat 2007? (kimblechartingsolutions)
  14. The Drug Industry Is Having Its Own DeepSeek Moment (wsj)
  15. Dana White Pulls No Punches: A No-Holds-Barred Interview (forbes)
  16. Gordon Murray Says It’s Easier to Win an F1 Championship Than Le Mans—Here’s Why (robbreport)
  17. The Ferrari Testarossa Is an Icon of 1980s Style That’s Making a Comeback (robbreport)
  18. This 1,184-HP F80 Is The Most Powerful Road-Going Ferrari Ever (maxim)
  19. The 2025 V12 Vanquish Boasts Highest Top Speed Of Any Aston Martin Production Car (maxim)
  20. Racing Genius Gordon Murray Says Winning F1 Title Is Easier Than Le Mans (thedrive)
  21. Alibaba denies it has made $1 billion investment in DeepSeek (technode)
  22. Trump’s tariff role model (npr)
  23. ECB Chief Economist Philip Lane on How to Get Europe Growing Again (bloomberg)
  24. Ferrari F80 vs. McLaren W1: The Brief (roadandtrack)
  25. Tiger Woods announces he will play in the Genesis Invitational at Torrey Pines next week (gd)

Be in the know. 7 key reads for Saturday…

  1. Amazon and Alphabet CEOs Plan Big Stock Sales (barrons)
  2. The Magnificent 7 Stocks Are the New Staples. Is It Time to Worry? (barrons)
  3. Value Stocks Are Outearning Forecasts. (barrons)
  4. Stock Market Falls On Trump Tariff, Inflation Fears (investors)
  5. The Mood of the American Consumer Is Souring (wsj)
  6. Power Stocks Had Been on an AI Tear. Then Came DeepSeek. (wsj)
  7. US Consumer Borrowing Surges by $40.8 Billion, Most on Record (bloomberg)

Be in the know. 20 key reads for Friday…

  1. Chinese Tech Stocks Near Technical Bull Market (bloomberg)
  2. European Stocks Hit Record as Upbeat Earnings Temper Trade Fears (bloomberg)
  3. DeepSeek’s emergence is a ‘Sputnik moment’ not just for AI, but for China, which is ‘outcompeting the rest of the world’, bank says (scmp)
  4. Trump’s focus on 10-year Treasury yield to cut borrowing costs raises curiosity — and problems (marketwatch)
  5. One of the few surviving Gilded Age mansions designed by a revered NYC architect has listed for a massive discount (nypost)
  6. Trump is ‘not bluffing’ on Gaza takeover, will do ‘what it takes,’ sources close to prez say (nypost)
  7. C.A.A., Following Trump’s Order, Excludes Transgender Athletes From Women’s Sports (nytimes)
  8. Bessent Projects Normalcy While ‘Completely Aligned’ With Musk (bloomberg)
  9. Trump Will Seek to End Carried Interest, Expand SALT in Tax Bill (bloomberg)
  10. Amazon plans to spend $100 billion this year to capture ‘once in a lifetime opportunity’ in AI (cnbc)
  11. Amazon fourth-quarter cloud revenue falls just shy of Wall Street estimates (cnbc)
  12. Japan’s household spending massively beats expectations, boosting case for further BOJ hikes (cnbc)
  13. Amazon’s outlook underwhelms as tech giant forecasts ‘lumpy’ cloud growth in years ahead (marketwatch)
  14. Tech Giants Double Down on Their Massive AI Spending (wsj)
  15. Amazon Earnings: Shares Fall After Sales Outlook Is Weaker Than Expected (wsj)
  16. Former UPenn Athletes Sue To Expunge Trans Swimmer Lia Thomas’ Records (zerohedge)
  17. Trump administration to keep only 294 USAID staff out of over 10,000 globally, sources say (reuters)
  18. BOJ’s fresh take on labour crunch opens door for more rate hikes (reuters)
  19. XPO Stock Soars. Freight Demand Is Looking Up. (barrons)
  20. Mortgage Rates in US Decrease for Third Week, Slipping to 6.89% (bloomberg)

Be in the know. 19 key reads for Thursday…

  1. Alibaba’s updated Qwen AI model overtakes DeepSeek’s V3 in chatbot ranking (scmp)
  2. European stocks are beating the U.S. so far this year. Is American exceptionalism dead? (marketwatch)
  3. What Do Trump’s First Weeks Tell Us About His China Strategy? (wsj)
  4. Disney to Centralize Streaming Offerings Within Disney+ (wsj)
  5. Options Traders Bet the Rally in Big Tech Stocks Has More Room to Run (wsj)
  6. Starboard Launches Proxy Fight at Kenvue (wsj)
  7. Honeywell to Break Up in Bid to Recreate Some GE Magic (wsj)
  8. Trump Gets McKinley’s Tariffs Wrong (wsj)
  9. In the deep end Former UPenn athletes sue to vacate Lia Thomas’ records as Trump signs order banning transgender athletes from women’s sports (nypost)
  10. Trump lays out exactly how he plans for US to seize control of Gaza (nypost)
  11. Disney Returns to Its Steamrolling Self (nytimes)
  12. Bessent says Trump is focused on the 10-year yield, won’t push the Fed to cut (cnbc)
  13. Opinion: DeepSeek could sink Big Tech’s AI growth plans (marketwatch)
  14. Doubts about ‘Magnificent Seven’ AI spending plans are creeping in (marketwatch)
  15. Trump has less leverage over China than during prior trade war – Wells Fargo (streetinsider)
  16. Chinese tech stocks get DeepSeek bump, narrow valuation gap vs ‘Magnificent Seven’ (scmp)
  17. Alibaba bolsters consumer AI team with expert Steven Hoi amid race for top tech talent (scmp)
  18. Markets Shrug Off Tariffs, AI Optimism Fuels Rally (chinalastnight)
  19. Trump’s de minimis cancellation is bad news for Temu, but worse for Shein (reuters)

Be in the know. 15 key reads for Wednesday…

  1. Disney posts a big profit beat amid strength in sports and experiences (marketwatch)
  2. Say Goodbye to Temu’s Cheap Thrills (bloomberg)
  3. USPS suspends inbound packages from China, Hong Kong Posts (foxbusiness)
  4. Opinion: AMD stops giving AI-chip revenue forecast. History says that’s not a great sign. (marketwatch)
  5. Alphabet’s stock slides in the wake of a revenue miss and huge AI spending target (marketwatch)
  6. Trump Tariffs Risk $29,000 Rise in US Home Building Costs (bloomberg)
  7. Should Comcast split into three? This analyst says a breakup would mean big upside. (marketwatch)
  8. Opinion: Trump has two strong options to defuse the U.S. debt time-bomb. He should use them. (marketwatch)
  9. Trump says US will ‘take over’ and develop Gaza Strip (ft)
  10. Spring Festival boosts travel, consumption as 8-day holiday nears end (cn)
  11. Alphabet Slides After Cloud Sales Fall Short of Expectations (bloomberg)
  12. AMD Tumbles After Giving Disappointing Outlook for AI Growth (bloomberg)
  13. Are Markets Underestimating the Tariff Problem? (wsj)
  14. Disney Earnings Are Up Next. Watch for This Number. (barrons)
  15. Chipotle Revenue Falls Short (barrons)