Be in the know. 17 key reads for Tuesday…

  1. Energy Stocks Set to Beat Broader Market by Biggest Margin Ever (bloomberg)
  2. Trump Tells Aides He’s Willing to End War Without Reopening Hormuz (wsj)
  3. Powell Says Fed Can Afford to Wait on Oil Shock (barrons)
  4. Powell Says Longer-Term Inflation Expectations Remain in Check (bloomberg)
  5. GM to Boost Heavy-Duty Truck Production (wsj)
  6. ‘Pump anxiety’ from soaring fuel prices prompts surge in EV interest (ft)
  7. Diageo upgraded to “buy” at Deutsche Bank as analysts signal “profitability reset” (investing)
  8. Trump’s Tax Cut Delivers at Least $65 Billion Windfall to Corporations (bloomberg)
  9. Big Tech’s $635 billion AI spending faces energy shock test, S&P Global says (reuters)
  10. Momentum Crushed By Worst Drawdown Since Covid (zerohedge)
  11. Chinese Stocks Fare Better Than Global Peers in Iran-Driven Rout (bloomberg)
  12. China’s factory activity returns to growth, expanding at its sharpest pace in a year (cnbc)
  13. China’s AI race enters a new phase (cnbc)
  14. Xiaomi, Alibaba ramp up AI recruitment amid global talent war (scmp)
  15. China’s BYD confident of reaching 1.5 million unit overseas sales in 2026 (reuters)
  16. Pharma Stocks Pfizer, GSK Offer Defensive Plays in an Uncertain Market: Charts (barrons)
  17. Baxter launches IV Verify automated labeling system for hospitals (investing)