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)

Be in the know. 18 key reads for Friday…

  1. Boeing Shares Rise As CEO Set To Join Trump On China Trip, Fueling Aircraft Order Speculation (zerohedge)
  2. Alibaba, Baidu Stocks Have an Epic Week. Why It’s Not Just U.S. Tech on a Tear. (barrons)
  3. Investors Recognize Internet Stocks As AI Plays (chinalastnight)
  4. 8 multibillion-dollar companies later, this serial entrepreneur shares his proven blueprint for massive returns (marketwatch)
  5. US construction spending rebounds in March (reuters)
  6. This sector is poised to benefit from AI, defense and housing boom: BofA (investing)
  7. BofA’s Hartnett Says US Stock Gains Have Rarely Been This Strong (bloomberg)
  8. “Stunning Quarter”: Highest Earnings Growth In Over Two Decades (zerohedge)
  9. Corporate earnings surge means a ‘resilient’ Trump economy (nypost)
  10. Record-Shattering Call Options Activity Sparks Goldman Partner Warning Of Market’s “Semi-Irrational Chase Mode” (zerohedge)
  11. Big Tech’s $725bn AI spending spree sends free cash flow to a decade low (ft)
  12. AI Giants Keep Making Circular Deals. Here’s Why That’s a Risk (morningstar)
  13. US hybrid-car sales soar, along with gas prices (reuters)
  14. US Consumer Borrowing Increased in March by Most Since 2022 (bloomberg)
  15. Disney CEO unveils entertainment giant’s new 3-pillar growth plan (foxbusiness)
  16. Estee Lauder reaches $210 million settlement over China sales practices (reuters)
  17. Papa John’s Says Inflation-Weary Consumers Are Trading Down (wsj)
  18. Trade Court Rules Against Trump’s New Global Tariffs (wsj)