- VF Corp Jumps After Earnings Beat as Turnaround Takes Hold (bloomberg)
- Vans parent VF Corp beats quarterly revenue estimates on improving demand (reuters)
- Generac beats quarterly estimates on robust sales of power backup equipment (reuters)
- An Overlooked Vulnerability That Could Cripple America’s Power Grid (zerohedge)
- Forget Big Tech—Why Industrial Stocks Are Booming This Year (morningstar)
- Etsy posts second-quarter revenue beat amid higher spending on AI, marketing (investing)
- Boeing Reports Strongest Revenue in 6 Years (nytimes)
- Boeing CEO: Trade deal orders are great improvements to our overall backlog (youtube)
- A costly headache: the world’s ageing offshore oil and gas infrastructure (ft)
- Trump Urges the U.K. to Drill More Oil, Criticizing Its Energy Policy (nytimes)
- Diageo names Deirdre Mahlan as interim CFO (reuters)
- Euro zone growth holds up better than feared in Q2 (reuters)
- China’s leaders vow support for economy, crackdown on disorderly competition (reuters)
- Alibaba’s finance chief voices confidence in China’s AI boom and consumer market (scmp)
- How China Is Girding for an AI Battle With the U.S. (wsj)
- Chinese Envoy Praises US for ‘Good Faith’ Trade Negotiations (bloomberg)
- Alibaba, Standard Chartered partner to accelerate AI adoption in banking sector (scmp)
- Toyota global output, sales hit record highs in January-June (reuters)
- M&A Is Back. These Stocks Could Be Targets. (barrons)
- US Housing Market’s Price Growth Slows for Fourth Straight Month (bloomberg)
- Fed Governors Could Break Ranks as Trump Intensifies Powell Pressure (wsj)
- Stockpicking hedge funds make comeback in market turbulence (ft)
- The Obesity Bubble Has Finally Burst. Novo Nordisk Shares Drop 21%. (barrons)
- Starbucks same-store sales fall again, but CEO Niccol says turnaround is ahead of schedule (cnbc)
Be in the know. 24 key reads for Wednesday…


