Be in the know. 10 key reads for Monday…

  1. Disney’s ‘The Devil Wears Prada 2’ Cat Walks to the Top of the Box Office (barrons)
  2. Morgan Stanley survey: This name is seen as top AI winner in China (investing)
  3. International Diversification Is Finally Paying Off (morningstar)
  4. Morgan Stanley Sees Tech Earnings Eclipsing Iran War for Stocks (bloomberg)
  5. S&P 500 profits haven’t been this rich in at least 15 years — but there’s more to the story (marketwatch)
  6. No, We Are Still Not There Yet (zerohedge)
  7. Global equity funds attract inflows for sixth week on earnings optimism (reuters)
  8. Trump Says U.S. Will Guide Stranded Ships Through Strait of Hormuz (wsj)
  9. ‘It’s crucial’: how AI is reshaping the fragrance industry (ft)
  10. Morgan Stanley: With $1.1 Trillion In AI 2027 Capex, The Stakes Between Being First And Fourth Are Enormous (zerohedge)