Be in the know. 7 key reads for Sunday…

  1. S&P Profit Recovery Revs Up on Big Tech and Strong Consumer (bloomberg)
  2. Google Is Hitting Back in the AI Race. Travel Could See the First Big Change. (barrons)
  3. AI companies seek big profits from ‘small’ language models (ft)
  4. The PBOC (“Big Momma”) Releases Real Estate Policy Bazooka, Week in Review (chinalastnight)
  5. China abolishes mortgage floor rates, cuts minimum down payment ratios to boost property market (cn)
  6. How Spirit AeroSystems fits into Boeing’s rebound plan (cnbc)
  7. Can Google Give A.I. Answers Without Breaking the Web? (nytimes)

Be in the know. 15 key reads for Saturday…

  1. BlackRock’s Rieder: Federal Reserve Rate Cuts Needed to Tame Inflation (cnbc)
  2. Companies are leaning into opportunity in China (cnbc)
  3. China’s industrial output up 6.7 pct in April (cn)
  4. 3 Reasons to Buy Alphabet Stock Like There’s No Tomorrow (fool)
  5. Buy Nestlé Stock. Despair Is Turning to Hope. (barrons)
  6. A Cheap Dividend Aristocrat to Buy Before It Bounces Back (morningstar)
  7. Weekly Leading Economic Index (advisorperspectives)
  8. Inside Disney’s Hunt to Replace Bob Iger as CEO: Bibbidi Bobbidi Who Will It Be? (vanityfair)
  9. Alibaba sees steady revenue increase, GMV and order numbers on Taobao and Tmall return to double-digit growth track (technode)
  10. AI creates level playing field, can provide most people with equal opportunities, says Sundar Pichai (firstpost)
  11. The highs and lows of US rents (npr)
  12. Google Puts AI in Its Search Engine (inc)
  13. Charts with a message (scottgrannis)
  14. Alibaba Back on Growth Track with GMV Up Double Digits, Extra Dividend to Shareholders (alizila)
  15. Alibaba Overhauls Taobao Website Ahead of Revamped 6.18 Sale (alizila)