Be in the know. 18 key reads for Tuesday…

  1. QXO’s Jacobs Sees TopBuild Deal as Key Step to $50 Billion Path (bloomberg)
  2. Brad Jacobs’ QXO takes a high-speed approach to permanent capital (ft)
  3. QXO CEO on plans to acquire TopBuild for $17 billion: The deal is ‘exciting’ (youtube)
  4. Benchmark reiterates QXO stock Buy rating after TopBuild deal (investing)
  5. D.R. Horton Stock Rises on Earnings Beat. Have Home Builders Hit Bottom? (barrons)
  6. Mizuho reiterates Stanley Black & Decker stock rating on tariffs (investing)
  7. Estée Lauder Seeking €5 Billion for Puig Deal, Report Says (bloomberg)
  8. CTAs poised to quadruple S&P exposure by end of April: UBS (streetinsider)
  9. Tom Lee: Retail investors will fuel this stock rally by re-entering markets following war panic (youtube)
  10. Tariff refunds begin on Monday. These retailers are due big paydays (cnbc)
  11. A Little Pressure Helped Pepsi. Can the Rest of the Food Industry Follow? (wsj)
  12. 16 Dividend Darlings for This Volatile Stock Market (barrons)
  13. Clear Street reiterates Comstock Resources stock rating ahead of earnings (investing)
  14. Data Centers Drove Half Of All Growth In US Electricity Use In 2025 (zerohedge)
  15. Outlook for China stocks brightens on capital flows, rebounding home prices (scmp)
  16. Europe’s EV Sales Jump 51% As Iran War Sends Gasoline Prices Soaring (zerohedge)
  17. Ethiopian Airlines buying six more Boeing 787-9 airplanes (reuters)
  18. Pfizer’s Strategy and Innovation Officer Andrew Baum to leave drugmaker, analyst note says (reuters)