Be in the know. 26 key reads for Tuesday…

  1. PayPal Reports Strong First-Quarter Earnings. Turnaround Strategy is Working, CEO Says. (barrons)
  2. PayPal Profit Gauge Tops Estimates in Sign of Turnaround Success (bloomberg)
  3. Venmo revenue grows 20%, with debit card payment volume soaring (cnbc)
  4. Alibaba launches new Qwen LLMs in China’s latest open-source AI breakthrough (cnbc)
  5. Alibaba Rolls Out Latest Flagship AI Model in Post-DeepSeek Race (bloomberg)
  6. China Offers Olive Branch to U.S. Firms After Boeing Delivery Halt (wsj)
  7. Bessent Says China Must Take Lead on Tariffs Talks, Hints at India Deal (barrons)
  8. The Best Chinese Stocks to Buy (morningstar)
  9. China’s E-Commerce Giants Are Putting Up a Fight (bloomberg)
  10. What’s the De Minimis Tariff Loophole Trump Is Closing? (bloomberg)
  11. Huawei Races To Replace Nvidia: New Ascend 910D AI Chip Will Begin Testing Next Month In China (zerohedge)
  12. Nvidia’s Chip Market Problems Aren’t Just in China (wsj)
  13. Trump to Soften Blow of Automotive Tariffs (wsj)
  14. Boeing Removed From Credit Watch by S&P in Turnaround Boost (bloomberg)
  15. India Plans to Highlight Boeing Order Pipeline in US Trade Talks (bloomberg)
  16. Why Restarting a Power Grid After Massive Collapse Is So Hard (bloomberg)
  17. Housing on Federal Lands Aims to Ease Affordability Crisis (nytimes)
  18. How to Invest Like Warren Buffett (morningstar)
  19. Dollar on track for biggest two-month fall in more than two decades (streetinsider)
  20. Has sentiment bottomed out? (ft)
  21. Buyback Blackout Period Ends: Record Stock Repurchases On Deck (zerohedge)
  22. Woodside Energy Approves $17.5 Billion Louisiana LNG Development (wsj)
  23. GM Beats Earnings Estimates, Delays Conference Call. It’s Waiting for Trump Tariff Changes. (barrons)
  24. Royal Caribbean raises annual profit forecast on strong cruise demand (reuters)
  25. American Tower beats quarterly revenue estimate on strong telecom infrastructure leasing demand (reuters)
  26. Starbucks Is Reinventing Itself. Earnings Will Show the Progress. (barrons)