Be in the know. 20 key reads for Wednesday…

  1. <Research>CITIC Securities: BABA-SW’s Focus on Core E-commerce Yields Results; Good Shareholders’ Return Expected to be Kept (aastocks)
  2. Maybe core inflation isn’t as bad as it seems (marketwatch)
  3. Alibaba’s Jack Ma steps out from the shadows with morale-boosting post (reuters)
  4. Intel Says New Gaudi 3 AI Chips Top Nvidia H100s in Speed and Cost (barrons)
  5. Alibaba shares jump after founder Jack Ma reemerges with praise of Chinese giant’s ‘transformations’ (cnbc)
  6. ‘We turned the company from a cumbersome organisation into one that is simple and agile, where efficiency comes first, and the market comes first,’ Ma wrote (this week) (scmp)
  7. US consumer prices rise more than expected in March (reuters)
  8. Beijing retail rents jump by most since 2019 amid ‘demand surge’ (scmp)
  9. Boeing Engineer Says Company Used Shortcuts to Fix 787 Jets (wsj)
  10. Hot Inflation Report Weakens Case for Fed’s June Rate Cut (wsj)
  11. Google, Intel debut new AI chips to fight Nvidia’s dominance (scmp)
  12. Bank Earnings Are Here Again. Keep Your Eyes on This Metric. (barrons)
  13. How the End of ‘Curb Your Enthusiasm’ Flipped the ‘Seinfeld’ Finale on Its Head (wsj)
  14. Commodities Rally Reflects a Better Economy, but Also Poses Inflation Risks (wsj)
  15. China Vehicle Sales Rebound (wsj)
  16. The 22-Year-Old Beanpole Who Just Played His Way Into the Masters (wsj)
  17. The Merchant Banker Who Could Win the Masters (wsj)
  18. Goldman Says It’s Time to Take Tech Profits and Invest Elsewhere (bloomberg)
  19. Alphabet’s stock nabs fresh high, is only ‘Magnificent Seven’ name to finish at a record (marketwatch)
  20. Earnings Are Last Pillar of Equity Strength as Rate Cuts Recede (bloomberg)

Be in the know. 10 key reads for Tuesday…

  1. Disney’s parks are its top money maker — and it plans to spend $60 billion to keep it that way (cnbc)
  2. Iger Won the Battle — But Disney’s ‘Woke’ War Isn’t Over (bloomberg)
  3. The Sheikh Who Dominates One of the World’s Hottest Stock Markets (bloomberg)
  4. Everyone Is Rich, No One Is Happy. The Pro Golf Drama Is Back (bloomberg)
  5. Michelin Picks 24 Top Hotels in France in First-Ever Ranking (bloomberg)
  6. Strategas’ Chris Verone gets technical with tech stocks (cnbc)
  7. ‘Now They’re Voting Red’: A Pennsylvania Fracking Boom Weighs on Biden’s Re-Election Chances (wsj)
  8. Earnings Season to Test Stock-Market Rally (wsj)
  9. How the End of ‘Curb Your Enthusiasm’ Flipped the ‘Seinfeld’ Finale on Its Head (wsj)
  10. A Lotus First (barrons)