Be in the know. 18 key reads for Tuesday…

  1. OpenAI Says Users Can Now Shop for Etsy Products on ChatGPT (barrons)
  2. Etsy stock price target raised to $81 by BTIG on OpenAI partnership (investing)
  3. Citigroup forecasts Big Tech’s AI spending to cross $2.8 trillion by 2029 (reuters)
  4. Chinese Stocks in Best Monthly Run Since 2018 as Optimism Grows (bloomberg)
  5. China Tech Breakout: BABA Leads, Sideline Cash Chases (zerohedge)
  6. Alibaba stock target raised at Morgan Stanley on cloud business strength (streetinsider)
  7. China opens stock option market to foreign investors (reuters)
  8. Policy Tailwinds Lift Hong Kong Growth Stocks (chinalastnight)
  9. China Approves CATL Mine Reserves in Relief for Lithium Outlook (bloomberg)
  10. Intel is one of the hottest chip stocks this year. Here’s where things stand now. (marketwatch)
  11. U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally (cnbc)
  12. Housing market shows sudden strength as buyers take advantage of falling mortgage rates (marketwatch)
  13. Pending US Home Sales Jump to Highest Level in Five Months (bloomberg)
  14. Boeing Has Started Working on a 737 MAX Replacement (wsj)
  15. Delta, Comcast, and 4 More Stocks to Play the Experience Economy. There’s ‘Surprising Demand.’ (barrons)
  16. S&P 500 bull market to broaden beyond Magnificent 7: Yardeni (streetinsider)
  17. Never Mind the Shutdown. The Case for Stocks Rallying in the Fourth Quarter. (barrons)
  18. Exclusive: Ford, GM launch programs to extend use of $7,500 EV lease credit (reuters)