Be in the know. 12 key reads for Mother’s Day…

  1. Advance Auto Parts President & CEO Shane O’Kelly on Saying ‘Yes’ to Customers (youtube)
  2. Alibaba to integrate Qwen AI with Taobao, launch agentic shopping, source says (reuters)
  3. Alibaba’s Qwen Glasses Upgrades with Proactive AI Capabilities and Spatial 3D Display to Elevate Intuitive AI experiences (alizila)
  4. Pending Home Sales Hit Highest Level in Nearly 4 Years (redfin)
  5. New homes haven’t been this cheap since 2021. Buyers are starting to take notice. (yahoo)
  6. Can a beauty mega-deal save Estée Lauder? (economist)
  7. Disney’s Recent Layoffs May Not Be One-Offs As Company Touts “Culture Of Efficiency” (deadline)
  8. Etsy launches its app within ChatGPT as it continues its AI push (techcrunch)
  9. Papa Johns Sees Sales and Traffic Pressure, but Transformation Remains on Track (qsrmagazine)
  10. The EU wants to unshackle its economy. For real this time (economist)
  11. Why This Bull Market Could Have Years Left (carsongroup)
  12. Hyperscaler Capex +91% vs Buybacks -64% (zerohedge)

Be in the know. 10 key reads for Saturday…

  1. Papa Johns’ CMO on driving cultural relevance with a ‘Toy Story’ tie-up (marketingdive)
  2. ‘Devil Wears Prada’ Kicks Off What Could Be Hollywood’s Best Summer Since ‘Barbenheimer’ (barrons)
  3. ‘The Devil Wears Prada 2’ Handbag Popcorn Bucket Becomes A Hot Collectible (forbes)
  4. Exclusive: GXO CEO Kelleher says Amazon not a threat, geopolitics a tailwind (investing)
  5. Home-Improvement Spending Is, Well, Improving. Lowe’s Stock Looks Cheap. (barrons)
  6. Whisky business: Investors pin hopes on Trump’s Scotch tariff reversal after dire three years (cnbc)
  7. Consumer Sentiment Falls to New Record Lows Amid War in Iran (wsj)
  8. US Jobs Rise 115,000 in Strongest Two-Month Gain Since 2024 (bloomberg)
  9. China’s Top Economic Planner Urges Stronger Coordination on AI (bloomberg)
  10. China exports jump 14.1% as AI boom outpaces war disruptions (investing)