Be in the know. 26 key reads for Wednesday…

  1. Trump Softens Blow of Automotive Tariffs (wsj)
  2. For Ford, Tesla, the Worst Auto Tariff Case Is Off the Table (barrons)
  3. Trump eases auto tariffs burden as Lutnick touts first foreign trade deal (reuters)
  4. Stanley Black & Decker Raising Prices to Offset Tariff Costs (wsj)
  5. Generac tops Q1 forecasts, lowers bottom end of 2025 outlook (investing)
  6. Etsy tops quarterly revenue estimates on steady demand for apparel, gifts (reuters)
  7. Etsy shares pop on revenue beat as company says it’s ‘staying nimble’ to tariff uncertainty (cnbc)
  8. Intel Says Clients Preparing to Test New Production Process (bloomberg)
  9. Intel CEO Lip-Bu Tan charts foundry roadmap (streetinsider)
  10. PayPal Is Launching Programmatic Ads Powered By Shopping Data (adweek)
  11. Disney, Universal Films to Screen in China Despite Trade Dispute (bloomberg)
  12. Alibaba Rolls Out ‘Instant Commerce’ Feature as China Delivery Battle Heats Up (wsj)
  13. Demand for Chinese stocks lifts Hong Kong exchange’s profits (ft)
  14. Alibaba gives Taobao on-demand delivery an upgrade in Meituan, JD.com competition (scmp)
  15. Huawei delivers advanced AI chip ‘cluster’ to Chinese clients cut off from Nvidia (ft)
  16. Chinese Set to Spend Record $1 Trillion in Local Travel Boom (bloomberg)
  17. A Weak Dollar Is A Blessing for Emerging Markets (zerohedge)
  18. Bessent Cites Digital Services Tax as Sticking Point in EU Talks (bloomberg)
  19. Tariff-Frontrunning Sends US Trade Deficit To New Record High In March (zerohedge)
  20. Hedge Funds Lose Market Conviction, Except for Shorting US Stocks (bloomberg)
  21. The Best Basic Materials Stocks to Buy (morningstar)
  22. US NatGas Deemed “Oversold” By Goldman Ahead Of Summer (zerohedge)
  23. Bank of America, Mattel, and 5 Other Stocks Have Priced in Recession. Buy Them. (barrons)
  24. Starbucks’ Sales Keep Falling, Amping Up Turnaround Stakes (bloomberg)
  25. US Economy Contracts for First Time Since 2022 on Imports Surge (bloomberg)
  26. US Firms Add 62,000 Jobs, Smallest Gain Since July in ADP Data (bloomberg)

Be in the know. 26 key reads for Tuesday…

  1. PayPal Reports Strong First-Quarter Earnings. Turnaround Strategy is Working, CEO Says. (barrons)
  2. PayPal Profit Gauge Tops Estimates in Sign of Turnaround Success (bloomberg)
  3. Venmo revenue grows 20%, with debit card payment volume soaring (cnbc)
  4. Alibaba launches new Qwen LLMs in China’s latest open-source AI breakthrough (cnbc)
  5. Alibaba Rolls Out Latest Flagship AI Model in Post-DeepSeek Race (bloomberg)
  6. China Offers Olive Branch to U.S. Firms After Boeing Delivery Halt (wsj)
  7. Bessent Says China Must Take Lead on Tariffs Talks, Hints at India Deal (barrons)
  8. The Best Chinese Stocks to Buy (morningstar)
  9. China’s E-Commerce Giants Are Putting Up a Fight (bloomberg)
  10. What’s the De Minimis Tariff Loophole Trump Is Closing? (bloomberg)
  11. Huawei Races To Replace Nvidia: New Ascend 910D AI Chip Will Begin Testing Next Month In China (zerohedge)
  12. Nvidia’s Chip Market Problems Aren’t Just in China (wsj)
  13. Trump to Soften Blow of Automotive Tariffs (wsj)
  14. Boeing Removed From Credit Watch by S&P in Turnaround Boost (bloomberg)
  15. India Plans to Highlight Boeing Order Pipeline in US Trade Talks (bloomberg)
  16. Why Restarting a Power Grid After Massive Collapse Is So Hard (bloomberg)
  17. Housing on Federal Lands Aims to Ease Affordability Crisis (nytimes)
  18. How to Invest Like Warren Buffett (morningstar)
  19. Dollar on track for biggest two-month fall in more than two decades (streetinsider)
  20. Has sentiment bottomed out? (ft)
  21. Buyback Blackout Period Ends: Record Stock Repurchases On Deck (zerohedge)
  22. Woodside Energy Approves $17.5 Billion Louisiana LNG Development (wsj)
  23. GM Beats Earnings Estimates, Delays Conference Call. It’s Waiting for Trump Tariff Changes. (barrons)
  24. Royal Caribbean raises annual profit forecast on strong cruise demand (reuters)
  25. American Tower beats quarterly revenue estimate on strong telecom infrastructure leasing demand (reuters)
  26. Starbucks Is Reinventing Itself. Earnings Will Show the Progress. (barrons)