Be in the know. 14 key reads for Thursday…

  1. Advance Auto Parts Stock Surges After Earnings. 2026 Off to a ‘Solid Start,’ CEO Says. (barrons)
  2. Bracken Darrell Discusses VF’s Return to Growth on CNBC’s ‘Mad Money’ (vfc)
  3. VF Earnings: Unexpected Sales Growth Shows Progress Toward Medium-Term Goals; Shares Attractive (morningstar)
  4. Alibaba unveils new Qwen model, custom chips in bid to become China’s ‘AI factory’ (scmp)
  5. Alibaba signals next phase of AI growth from investment to commercialisation (scmp)
  6. Global Funds Piled Back Into Chinese Stocks in April, Data Shows (bloomberg)
  7. China’s yuan hits 3-year high as global banks issue bullish forecasts (scmp)
  8. Is gas making a comeback on the US power grid? (ft)
  9. Memorial Day Travel Expected to Set Records Despite Higher Fuel Prices (barrons)
  10. Iran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’ (bloomberg)
  11. More car buyers are shifting to EVs — but the reasons why are nuanced (cnbc)
  12. Stellantis to launch $70 billion business plan to 2030 with 60 new model offensive (reuters)
  13. Newly Passed Housing Bill Throws Lifeline to Home Builders (wsj)
  14. Trump Approved an Nvidia Chip for Sale in China. Beijing Doesn’t Want It. (nytimes)