Be in the know. 14 key reads for Tuesday…

  1. Strategist Who Coined the Magnificent Seven Warns US Tech Is Set to Lag (bloomberg)
  2. Alibaba Stock Is a Winner—If It Can Survive Trump Tariff Turbulence (barrons)
  3. Estée Lauder Stock Is Tumbling. Blame a Huge Charge and Disappointing Outlook. (barrons)
  4. PayPal Earnings Show Refresh Is Working. Why the Stock Is Dropping Anyway. (barrons)
  5. China Hits Back at Trump With U.S. Tariffs. Why Google Is in Its Crosshairs. (barrons)
  6. Strategist Who Coined the Magnificent Seven Warns US Tech Is Set to Lag (bloomberg)
  7. Xi’s Careful Reply to Trump Tariffs Shows China Has More to Lose (bloomberg)
  8. Estée Lauder to Cut Up to 7,000 Jobs in Corporate Overhaul (bloomberg)
  9. PayPal posts an earnings beat, but another metric is weighing on its stock (marketwatch)
  10. How Trump’s tariffs closed the loophole used by Chinese retailers (foxbusiness)
  11. S. Frackers and Saudi Officials Tell Trump They Won’t Drill More (wsj)
  12. Trudeau Bends The Knee: Canada Will Send 10,000 Troops To Border, Name Fentanyl Czar To Delay Trump Tariffs (zerohedge)
  13. Alibaba offers DeepSeek on cloud service after Microsoft, Amazon and Huawei (scmp)
  14. Trump’s 2.0 trade war is already ‘fundamentally different’ from 1.0 (yahoo)