Be in the know. 16 key reads for Tuesday…

  1. Morgan Stanley’s Wilson Says US Stock Rally Has Further to Run (bloomberg)
  2. Improving Breadth Gives Stock Bulls Solace Into Murky September (bloomberg)
  3. How Intel’s turnaround strategy could create a ‘monopoly’ (yahoo)
  4. Trump Weighs Declaring National Housing Emergency, Bessent Says (bloomberg)
  5. Bessent says Trump administration will tackle high housing costs with new measures (reuters)
  6. QXO stock rating initiated at Overweight by Morgan Stanley with $35 target (investing)
  7. Bessent expects Supreme Court to uphold legality of Trump’s tariffs but eyes Plan B (reuters)
  8. Tariff Ruling Cements Fed Rate Cut Bets but Stokes Uncertainty in Stocks (barrons)
  9. Federal Reserve should be independent but has ‘made a lot of mistakes,’ Bessent says (nypost)
  10. China’s EV maker deliveries rebound, buoyed by cheaper new models (cnbc)
  11. $23 Trillion Cash Pile Holds Key For China’s Stock Run (zerohedge)
  12. How to Go From ‘Anywhere But China’ to ‘Buy China’ (bloomberg)
  13. China’s Margin Trades Surge to a Record Amid Stock Rally (bloomberg)
  14. Alibaba-Backed Robot Firm Quicktron Is Said to File for Hong Kong IPO (bloomberg)
  15. Alibaba: Mizuho hikes PT on stronger cloud, commerce momentum (investing)
  16. The 10 Best Companies to Invest in Now (morningstar)