Be in the know. 25 key reads for Friday…

  1. Nvidia Won AI’s First Round. Now the Competition Is Heating Up. (barrons)
  2. China’s Ant Group in talks to launch Alipay+ in Indonesia, says executive (reuters)
  3. Investors underestimating China’s middle class ‘tidal wave’: private equity CEO (scmp)
  4. The Cloud Giants Are Taking On Nvidia in AI Chips. Here’s Why—and How. (barrons)
  5. American Express Profit Rises as Cardholder Spending Jumps (barrons)
  6. Google consolidates teams with aim to create AI products faster (scmp)
  7. $4 Million Bugatti Bolide Hypercar That Can Reach 300 MPH Will Be Track-Only (barrons)
  8. Oil Prices Fall Back After Spike Following Israel Attack on Iran. Here’s Why. (barrons)
  9. This Chemicals Stock Is Ready to Power Higher. Clean Hydrogen Is Helping. (barrons)
  10. Five reasons the stock market’s ‘painful’ pullback may be nearing its end (marketwatch)
  11. Why buying stocks in this hot sector may turn out to be a money-losing bet (marketwatch)
  12. 3M may be poised to cut its dividend — and break with a 64-year tradition, says analyst (marketwatch)
  13. Nordstrom Says It Will Evaluate if Family Should Take Company Private (barrons)
  14. Israel Strikes Iran in Narrow Attack Amid Escalation Fears (wsj)
  15. Millennials Are Coming for Your Golf Communities (wsj)
  16. Ultra-rich put off buying yachts, jets in hope of massive Trump tax break if he wins (nypost)
  17. Is this the last stand for Connor McDavid, Leon Draisaitl and the Oilers? (theathletic)
  18. Everything we know about the Coyotes’ move to Utah: What went wrong? Will team name change? (theathletic)
  19. Banks Believe They Are Well-Prepared for Commercial Real Estate Fallout (wsj)
  20. Bridgewater Adds China Stocks (bloomberg)
  21. Is pickle juice good for you? Here’s what experts want you to know (usatoday)
  22. China Vows to Support Hong Kong IPOs to Bolster Hub Position (bloomberg)
  23. Yields fall as investors weigh economic data, Israel strike against Iran (cnbc)
  24. The world’s largest chipmaker just issued a warning that the industry’s red-hot growth could slow (businessinsider)
  25. JPMorgan warns of need for ‘reality check’ on phasing out fossil fuels (ft)

 

Be in the know. 12 key reads for Thursday…

  1. Billionaire Brad Jacobs: Meditation, thought experiments, and cognitive behavior therapy helped me succeed—and can do the same for you (fortune)
  2. BMO shares 4 charts showing why stock investors shouldn’t fear higher-for-longer interest rates (businessinsider)
  3. Alibaba has made dramatic changes to its corporate restructuring plan as founders Jack Ma and Joe Tsai return to the driver’s seat (scmp)
  4. Chip Giant TSMC Offers Reassurance—and a Warning (wsj)
  5. Inside Amazon’s Secret Operation to Gather Intel on Rivals (wsj)
  6. Buyers Are Back in Control as Luxury Home Sellers Slash Prices (wsj)
  7. China’s Youth Unemployment Level Remains Steady in March (bloomberg)
  8. High rates haven’t always been a problem for stocks (yahoo)
  9. Chinese and US firms collaborate on first global generative AI standards (scmp)
  10. Alibaba’s Taobao launches 3D-capable app for use on Apple’s Vision Pro headset (scmp)
  11. John Catsimatidis’ Red Apple Group taps energy exec to lead rollout of small nuclear reactors (nypost)
  12. How an Obscure Chinese Real Estate Start-Up Paved the Way to TikTok (nytimes)