Be in the know. 10 key reads for Sunday…

  1. AliViews: Joe Tsai and Eddie Wu’s 2026 Letter to Shareholders (alizila)
  2. AI super-apps are remaking China’s internet (economist)
  3. Alibaba introduces Qwen3.7-Max as next-gen AI agent model (technode)
  4. North Face Surges and Vans Shows Life in Americas as VF Corp. Returns to Full-Year Revenue Growth (shopeatsurf)
  5. Venmo is getting its first big redesign, and it’s finally fixing this annoying feature (fastcompany)
  6. Home Purchase Cancellations Are No Longer on the Rise As Demand Ticks Up (redfin)
  7. Economics lessons from Home Depot (economist)
  8. Cooper-Standard to close second Ohio plant (crains)
  9. Honda Will Now Make Hybrids the ‘Core’ of Its Business: TDS (thedrive)
  10. Trump Says a Deal for Talks With Iran to End War Is Near Finalization (wsj)

Be in the know. 14 key reads for Saturday…

  1. US Oil Rig Count Up by Most in Four Years Amid Drilling Recovery (bloomberg)
  2. US oil producers increase output to capture price surge from Iran war (ft)
  3. ‘Green Shoots’ at Vans, Timberland Appear Solid (wwd)
  4. Why Ready-To-Drink Cocktails Keep Growing In 2026 (forbes)
  5. This spring, homebuyers and sellers are finally aligned on price (yahoo)
  6. China Is Moving Quickly to ‘Instant Retail.’ 3 Stocks to Watch. (barrons)
  7. China AI firms Zhipu, MiniMax to join Hong Kong’s Hang Seng Tech Index (scmp)
  8. S&P 500 on Track for Strongest Earnings Growth Since 2021 (bloomberg)
  9. Strong Earnings Growth Is Giving the S&P 500 More Room to Run (barrons)
  10. Investors Just Can’t Get Enough of Stocks These Days (wsj)
  11. Consumer Sentiment Drops to New Low, University of Michigan Survey Finds (wsj)
  12. Kevin Warsh Officially Becomes Fed Chair. Trump Promises Not to Stand in the Way. (barrons)
  13. Leaks, demands and a phone call: how Estée Lauder’s Puig deal fell apart (reuters)
  14. UBS raises Advance Auto Parts stock price target on turnaround progress (investing)