Be in the know. 19 key reads for Tuesday…

  1. Asian Stocks Primed for Best Year Against US Peers Since 2017 (bloomberg)
  2. Trump-Xi meeting likely to happen next year, says U.S. ambassador to China (cnbc)
  3. Trump’s U-turn on China (ft)
  4. Alibaba challenges OpenAI’s GPT-4o and Google’s Nano Banana with new multimodal AI model (scmp)
  5. US-China Talks for ‘Huge’ Boeing Aircraft Order in Final Stages (bloomberg)
  6. Trump says Uzbekistan Airways to buy up to 22 Boeing 787 Dreamliners for over $8 billion (reuters)
  7. Boeing offers remedies in bid for EU approval for Spirit deal (reuters)
  8. America’s top companies keep talking about AI — but can’t explain the upsides (ft)
  9. AI industry faces US$800 billion revenue shortfall amid data centre expansion: Bain (scmp)
  10. Companies pouring billions to advance AI infrastructure (reuters)
  11. How Nvidia Is Backstopping America’s AI Boom (wsj)
  12. Stifel reaffirms Buy rating on Generac stock, maintains $210 price target (investing)
  13. The Near Term Pain-Trade Remains Higher From Here; Goldman’s Flows Gurus (zerohedge)
  14. Wall Street Strategists Chase S&P 500 Like Few Times in History (bloomberg)
  15. Fed’s Miran Says Rates Should Be 2 Points Lower, Explains Dissent (barrons)
  16. U.S. and global growth forecast lifted by OECD as economies surprise to the upside (cnbc)
  17. Euro-Zone Private Sector Grows at Fastest Pace in 16 Months (bloomberg)
  18. Volvo cars to begin production of new hybrid model in the United States by 2030 (reuters)
  19. The Best Consumer Defensive Stocks to Buy (morningstar)