Be in the know. 17 key reads for Friday…

  1. BofA’s Hartnett Says EM Stocks Will Outperform Everything Else (bloomberg)
  2. Earnings Sank Alibaba. The Stock Can Make a Comeback. (barrons)
  3. Big Chinese companies like Alibaba show that AI-powered ads are giving shopping a boost (cnbc)
  4. China calls U.S. trade talks ‘good’ but quiet on next steps, as Trump hints at Xi call (cnbc)
  5. Capital flows back to US-listed China ETFs post big selloff (reuters)
  6. Alibaba, NetEase, & KE Holdings Report Q1 (chinalastnight)
  7. A Trade Made for Buffett: Energy Stocks Priced Below Book Value (bloomberg)
  8. US set to cut capital requirements for banks, FT reports (reuters)
  9. Boeing Stock Rises Again. Wall Street Is More Positive on Sales. (barrons)
  10. Trump announces $14.5 billion Etihad order for 28 Boeing planes with GE engines (reuters)
  11. Boeing stock target raised to $230 by TD Cowen (investing)
  12. Goldman Unveils New ‘Trump Trade’ (zerohedge)
  13. From Panic to FOMO: Wall Street’s Sentiment Whiplash (zerohedge)
  14. Smart Money Loses to Retail Crowd That Bet on Stock Rebound (bloomberg)
  15. How to Invest Like Warren Buffett (morningstar)
  16. EU Exports to U.S. Surge Ahead of Trump Tariffs (wsj)
  17. Weight-Loss Drugs Providing a Boost to US Meat Demand, JBS Says (bloomberg)

Be in the know. 24 key reads for Thursday…

  1. Alibaba Revenue Grows Despite Competition, Boosting Profit (wsj)
  2. Alibaba’s quarterly revenue grows 7% as AI-driven cloud business remains buoyant (scmp)
  3. Alibaba’s financial health in 12 charts (techinasia)
  4. Alibaba Sustains AI Frenzy With Second Video Upgrade in Weeks (bloomberg)
  5. Boeing inks record-breaking deal for Qatar Airways to buy up to 210 planes (cnbc)
  6. Boeing stock target raised at Wolfe after ’a big beautiful order’ from Qatar (investing)
  7. Boeing Booms From Trump’s Trade Deals. This Can Lift Aerospace, Defense Stocks Higher. (barrons)
  8. AI Boom Has Generac Looking to Data Centers for Growth (bloomberg)
  9. Millions of Americans at Risk of Summer Power Shortfall, Regulator Says (bloomberg)
  10. Generac Rethinking Supply Chain Amid Tariffs, CEO Jagdfeld Says (youtube)
  11. A Less-Generous Warren Buffett Would Be $67 Billion Richer Than Elon Musk (bloomberg)
  12. There Are Still Stock Bears Left To Throw In The Towel (zerohedge)
  13. Wall Street’s sudden rebound catches investors ‘offside’ (ft)
  14. US poised to dial back bank rules imposed in wake of 2008 crisis (ft)
  15. Why Trade Deals and Tax Cuts May Be a Recipe for US Success (bloomberg)
  16. Trump’s Tax Bill Could Give Babies $1,000 ‘MAGA’ Accounts. How It Works. (barrons)
  17. A Trade War Winner? The Booming Business of Returned Products. (nytimes)
  18. Ford and Tesla Are Best-Positioned for Trump’s Car Tariffs. These Companies Are the Worst. (barrons)
  19. Ford CEO Jim Farley says company will be ‘advantaged’ around tariffs: ‘Fairest fight in decades’ (nypost)
  20. EU Trade Officials See Signs of Optimism for US Tariff Deal (bloomberg)
  21. Trump Says India Offered to Remove All Tariffs on US Goods (bloomberg)
  22. UK Economy Has Best Quarter in a Year With 0.7% Expansion (bloomberg)
  23. Perplexity, PayPal partner to provide easy payment checkouts to users (reuters)
  24. BofA lifts Albemarle stock price target to $93 on cost cuts (investing)