Be in the know. 21 key reads for Thursday…

  1. Papa John’s Draws Fresh Takeover Interest From Qatari-Backed Fund (wsj)
  2. Alibaba AI Concerns Are Overblown. Why the Stock Could Bounce Back After Earnings. (barrons)
  3. Morgan Stanley says this China name is ’a global AI winner’ (investing)
  4. Alibaba-Backed Video AI Startup PixVerse Raises $300 Million (bloomberg)
  5. China’s AI hiring soars 12x, outpaces other ‘new-economy’ sectors (techinasia)
  6. China Pivots to Domestic Demand in New Five-Year Plan (youtube)
  7. Big Warehouses Are Back in Demand (wsj)
  8. US Starts Trade Probe Into China, EU in Trump’s Tariffs Revival (bloomberg)
  9. How Homeowners Are Turning to Adjustable-Rate Mortgages, in Charts (wsj)
  10. Trump-Backed Housing Bill Set to Pass Senate. What It Means for Blackstone, Home Building. (barrons)
  11. Iran War Is Good for America’s Natural Gas Industry (bloomberg)
  12. Natural Gas Boom Will Spur a Shortage of US Fracking Gear, Shale Boss Says (bloomberg)
  13. US to Release 172 Million Barrels of Oil for IEA Relief Plan (bloomberg)
  14. Energy Secretary Wright says U.S. ‘not ready’ to escort tankers through Strait of Hormuz yet (cnbc)
  15. Oil Surges Near $100 as IEA Slashes Crude Forecast After Iran Strikes on 3 Cargo Ships (barrons)
  16. CEOs Gain Confidence in US Economic Outlook Despite Iran War (bloomberg)
  17. US Core CPI Tumbles To Slowest In 4 Years (Before Iran-Triggered Oil Spike) (zerohedge)
  18. Foreign Stocks Are Reeling From the Iran War. Buying the Dip Could Pay Off. (barrons)
  19. United Health and 8 More Dividend Stocks to Ride Out an Oil Shock (barrons)
  20. Estée Lauder sues perfumer Jo Malone for breach of contract (ft)
  21. Baxter at Barclays Conference: Strategic Shifts Amid Challenges (investing)

Be in the know. 18 key reads for Wednesday…

  1. February Home Sales Rose After Mortgage Rates Eased (wsj)
  2. First-Time Homebuyers Return to the Market. For How Long? (barrons)
  3. Signs emerge of a thaw in the housing market (marketwatch)
  4. Weekly mortgage demand from homebuyers increased despite big interest rate volatility (cnbc)
  5. Boeing increases jet deliveries in February despite ongoing 787 seat headaches (reuters)
  6. Boeing Says Wiring Issue Will Delay Some 737 Max Deliveries (nytimes)
  7. Boeing Gets $298 Million Israel Deal for 5,000 Smart Bombs (bloomberg)
  8. IEA Proposes Largest Ever Oil Release From Strategic Reserves (wsj)
  9. G-7 Says It Supports Use of Strategic Reserves as IEA to Meet (bloomberg)
  10. Japan to Unilaterally Release Oil From Reserves, PM Says (bloomberg)
  11. $100 oil seen as ‘not particularly bad news’ for the U.S. economy (streetinsider)
  12. Exclusive: Chevron, Shell closing in on first big oil production deals in Venezuela since US captured Maduro, sources say (reuters)
  13. Alibaba, Other Chinese Stocks Jump. Beijing Export Boom Defies Trade Tensions. (barrons)
  14. Disney names Disneyland Resort President Thomas Mazloum chair of parks group (reuters)
  15. Dividend Stocks Are Getting a Boost From the HALO Trade. Can It Last? (morningstar)
  16. More pain in private credit as JPMorgan reportedly tightening lending while a $33 bln fund sees heavy redemptions (marketwatch)
  17. Dentsply at Leerink Conference: Strategic Shift to Growth (investing)
  18. PayPal at Wolfe FinTech Forum: Strategic Focus and Challenges (investing)