Be in the know. 30 key reads for Tuesday…

  1. Warren Buffett Timed His Apple Stock Sale to Perfection. What’s Next? (wsj)
  2. Trump’s FDA Sends a Bullish Signal to Biotech (wsj)
  3. Disney Stock Is Worth Buying. Don’t Sweat the Recession Risk, Analyst Says. (barrons)
  4. Trump Renews Call for Rate Cut, Slams Fed Chair (wsj)
  5. Dealmakers Are Struggling to Make Sense of Trump’s Antitrust Policy (wsj)
  6. The Dollar Is Plunging. 3 Stock Sectors to Buy Now as Fear Takes Hold. (barrons)
  7. PulteGroup beats quarterly results estimates as incentives lift housing demand (reuters)
  8. Home Remodels Are Next Target for Asset-Backed Bond Market (bloomberg)
  9. Boeing 737 MAX Jets in China Head Home. Can They Be Resold? (barrons)
  10. Air India Keen to Take Boeing Jets Refused by China Airlines (bloomberg)
  11. Thoma Bravo in advanced talks to buy Boeing’s Jeppesen unit, source says (reuters)
  12. Retail Inventories Are Rising. Watch the Margins. (barrons)
  13. Trump team needs a trade deal to stop investor panic (nypost)
  14. 4 Long-Term Stocks to Buy on the Dip (morningstar)
  15. Why Portfolio Diversification Has Helped in 2025 (morningstar)
  16. Intel results to spotlight new CEO Tan’s strategy to reverse years of missteps (reuters)
  17. AI Power Demand Is Remaking Our Energy Ecosystem, While Painting A Target On Its Own Back (zerohedge)
  18. US Says Major Trade Progress Made With India During Vance Visit (bloomberg)
  19. Vietnam PM Says US Trade Talks Should Not Hurt Other Markets (bloomberg)
  20. Bank of Japan likely to continue interest rate hikes despite U.S. tariffs – report (streetinsider)
  21. China Trade Immune So Far to Tariffs With Growth Pickup in April (bloomberg)
  22. Hong Kong stocks rise on China stimulus hopes, ignore Wall Street sell-off (scmp)
  23. Exclusive: Huawei readies new AI chip for mass shipment as China seeks Nvidia alternatives, sources say (reuters)
  24. China’s Q1 automobile exports up 16% y/y, industry official says (reuters)
  25. ‘For our country’: China’s patriots are buying the dip (reuters)
  26. EM Stocks Extend Lead Over S&P 500 as Trump Rattles US Markets (bloomberg)
  27. Emerging Market Assets Rally, Boosted by ‘Sell America’ Trade (bloomberg)
  28. Amazon has paused some data center lease commitments, Wells Fargo says (cnbc)
  29. Wedbush’s Dan Ives warns of “code red” for Tesla (streetinsider)
  30. Tesla sweetens 0% loan offer for EV buyers in China amid global sales slump (scmp)