Be in the know. 12 key reads for Monday…

  1. China’s GDP Seen Outpacing Target, Easing Stimulus Pressure (bloomberg)
  2. Alibaba-backed Moonshot releases new Kimi AI model that beats ChatGPT, Claude in coding — and it costs less (cnbc)
  3. Alibaba hits delivery record after weekend promotions (techinasia)
  4. China Credit Growth Tops Forecasts as PBOC Watches Easing Impact (bloomberg)
  5. China’s Exports Beat Expectations After Trade Truce With U.S. (wsj)
  6. Morgan Stanley Sees Stock Picking in Play This Earnings Season (bloomberg)
  7. Biotech Stocks Are Ready to Rebound. 3 to Watch Now. (barrons)
  8. U.S. posts surprise $27 billion budget surplus in June, boosted by tariffs (streetinsider)
  9. Stablecoin Bill Poised to Pass as House Kicks Off ‘Crypto Week’ (bloomberg)
  10. The Boeing rally continues. Air India crash probe focuses less on plane, more on fuel switches. (marketwatch)
  11. Ford’s patriotic pivot: How a ‘From America, For America’ campaign drove a sales surge (usatoday)
  12. Lesson From 2018: Stocks Can Cope With More Tariff Pain (zerohedge)