Be in the know. 10 key reads for Memorial Day…

  1. ‘Mandalorian and Grogu’ Tops Box Office as Disney Bets on ‘Star Wars’ Revival (nytimes)
  2. How to think about the Iran war — and what it means for oil and stocks (nypost)
  3. US, Iran Edge Closer to Deal But Still Need to Negotiate Points (bloomberg)
  4. Hassett Says Ending Iran War May Create Room for Fed Rate Cut (bloomberg)
  5. Citi says AI-linked boost to inflation presents Fed a ’dovish opening’ (investing)
  6. Beware the boom and bust cycle of memory stocks, investors warn amid AI excitement (cnbc)
  7. Hedge fund tech positions hover near record highs, Goldman Sachs says (yahoo)
  8. Is The Entire AI Boom Built On Fake Revenues? (zerohedge)
  9. AI Rally Drives Best Run in Global Momentum Stocks on Record (bloomberg)
  10. 1 In 4 Cars Sold Globally Is An Electric Vehicle (zerohedge)

Be in the know. 10 key reads for Sunday…

  1. AliViews: Joe Tsai and Eddie Wu’s 2026 Letter to Shareholders (alizila)
  2. AI super-apps are remaking China’s internet (economist)
  3. Alibaba introduces Qwen3.7-Max as next-gen AI agent model (technode)
  4. North Face Surges and Vans Shows Life in Americas as VF Corp. Returns to Full-Year Revenue Growth (shopeatsurf)
  5. Venmo is getting its first big redesign, and it’s finally fixing this annoying feature (fastcompany)
  6. Home Purchase Cancellations Are No Longer on the Rise As Demand Ticks Up (redfin)
  7. Economics lessons from Home Depot (economist)
  8. Cooper-Standard to close second Ohio plant (crains)
  9. Honda Will Now Make Hybrids the ‘Core’ of Its Business: TDS (thedrive)
  10. Trump Says a Deal for Talks With Iran to End War Is Near Finalization (wsj)