Be in the know. 33 key reads for Tuesday…

  1. A Chinese Alternative to the Magnificent Seven Has Arrived (bloomberg)
  2. Is China investable again? (ft)
  3. Bessent, Republicans in Congress Kick Start Tax Cut Talks (bloomberg)
  4. Why retail darling Palantir has seen its stock plunge more than 20% in a week (businessinsider)
  5. It’s now a stock picker’s market as more shares outperform the S&P 500. Here’s what that means for your portfolio. (marketwatch)
  6. Europe’s Earnings Outlook Brightens as US Wobbles in AI Race (bloomberg)
  7. U.S. Stocks Have Trounced Other Markets. Here Are 3 Risks to American Exceptionalism. (barrons)
  8. Who needs a CEO? Not Intel. Its stock has soared this month without one. (marketwatch)
  9. Microsoft Cancels Some Data Center Leases, TD Cowen Says. What It Means for the AI Trade. (barrons)
  10. Palantir Stock Falls Again as Slump Enters 4th Day. What’s Worrying Investors. (barrons)
  11. Starbucks to Cut 1,100 Jobs Amid Turnaround Effort (barrons)
  12. Hims & Hers Stock Tumbles Despite Beating Expectations (barrons)
  13. Did Warren Buffett Snub Bank of America Stock in His Shareholder Letter? (barrons)
  14. Nike Stock Can Make a Comeback. A New Bull Sees ‘Changes Afoot.’ (barrons)
  15. Opinion: The ‘Magnificent Seven’ are out; these stocks are in — but there’s one catch (marketwatch)
  16. “We see INTC’s foundry potentially gaining steam under a renewed push by the Trump administration to bring AI chip production to the US,” Rakesh wrote. (barrons)
  17. Junk Bonds Are Pricey. That’s Not a Bad Thing—For Now. (barrons)
  18. Palantir Stock Is Off the Charts. Why It’s Time to Sell. (barrons)
  19. Trump Wants the Dollar to Be Mighty But Weak. It Makes No Sense. (barrons)
  20. Bundle of Disney+, Hulu and Max Has a Strong Hold on Viewers. It’s Even Stickier Than Netflix. (wsj)
  21. DOGE Claims It Has Saved Billions. See Where. (wsj)
  22. The U.S. Economy Depends More Than Ever on Rich People (wsj)
  23. What Do Mass Federal Layoffs Mean for the Labor Market? (wsj)
  24. Warren Buffett Defends His Growing Cash Pile (wsj)
  25. Apple pledges $500B toward US economy, will add 20K jobs as Trump tariffs loom (nypost)
  26. Trump Says Planned Tariffs on Canada, Mexico ‘Going Forward’ (bloomberg)
  27. Yen Volatility Nears Six-Week High as Tokyo Inflation Gauge Eyed (bloomberg)
  28. Celsius CEO talks new acquisition and rise of sugar-free energy drinks (cnbc)
  29. Nvidia’s stock has gone nowhere for months. What can give it a jolt? (marketwatch)
  30. Nvidia’s earnings to be a test of AI chip demand as DeepSeek sows spending doubts (reuters)
  31. Intel Unveils Xeon 6 Chips, Doubling AI Performance and Powering Next-Gen Data Centers (yahoofinance)
  32. Jim Cramer on PayPal Holdings, Inc. (PYPL): ‘Maybe PayPal Should Be The FinTech We Own’ (finance.yahoo)
  33. Jefferies starts coverage on Stanley Black & Decker with ‘buy,’ sees 20% upside (finance.yahoo)