Be in the know. 14 key reads for Monday…

  1. Oil jumps 10% on Iran conflict and could spike to $100 a barrel, analysts say (reuters)
  2. Oil Prices Could Rise Further on Hormuz Delays, Analysts Say (bloomberg)
  3. The Strait of Hormuz crisis explained: What it means for global shipping (cnbc)
  4. Morgan Stanley’s Wilson Says Iran Unlikely to Dent Bullish View (bloomberg)
  5. Stifel sees transport stocks benefiting from Iran developments (investing)
  6. Iran conflicts just adds to wall of worry for U.S. stocks, says Citi strategist (marketwatch)
  7. Are We Still In the Early Innings of a Massive Emerging Market Rotation? (zerohedge)
  8. Goldman Sachs upgrades Alibaba stock on AI-driven cloud growth (investing)
  9. Alibaba unifies large model brand under Qwen (techinasia)
  10. China’s annual parliament meet to unveil roadmap for tech race with the West (reuters)
  11. Chinese AI Firm MiniMax More Than Doubles Revenue in First Post-IPO Results (wsj)
  12. Mizuho raises Dentsply Sirona stock price target on restructuring (investing)
  13. 2026 Jeep Cherokee hybrid makes a strong return (usatoday)
  14. Ex-Goldman CEO Fears ‘Reckoning’ As Private Credit Chases Main Street (bloomberg)

Be in the know. 14 key reads for Sunday…

  1. Altra Builds Super Feet in the Era of Super Shoes (vfc)
  2. China’s Record-Long Spring Festival Holiday Sparks Travel and Offline Entertainment Boom (alizila)
  3. China’s Policy Summit Puts Tech, Stimulus in Focus for Investors (bloomberg)
  4. Qwen to unveil AI smart glasses at MWC 2026, plans global rollout of AI hardware lineup (technode)
  5. All things considered, the outlook is getting brighter (scottgrannis)
  6. More Homeowners Have a Rate Above 6% Than a Rate Below 3% For the First Time in 5 Years (redfin)
  7. Fed Plans To Release Sweeping Bank‑Capital Rule By Late March: Top Regulator (zerohedge)
  8. The AI boom is really an energy story (fastcompany)
  9. Will Data Centers Overload The Power Grid? (worth)
  10. $100 oil? Prolonged Hormuz closure could spark a 1970s-style energy shock (cnbc)
  11. Three Questions Emerging from the QXO-Kodiak Acquisition (roofingcontractor)
  12. Hormel Foods taps first CTO to drive enterprise IT, data strategy (ciodive)
  13. Markets are churning furiously beneath the surface (economist)
  14. Cox Automotive Forecast: February New-Vehicle Sales Rebound from Weather-Hit January but Fall Short of Last Year (coxauto)