Be in the know. 15 key reads for Tuesday…

  1. Boeing Completes Acquisition of Spirit AeroSystems, a Major Supplier (nytimes)
  2. IATA chief Walsh says Boeing delivery performance improving, confidence in Airbus lags (reuters)
  3. ‘Baseload Power’ Will Be Big in 2026. 5 Stocks Can Win. (barrons)
  4. U.S. Tech Stocks May Not Be So Exceptional in 2026 (barrons)
  5. Ed Yardeni on why he’s underweight ‘Magnificent Seven’ stocks (youtube)
  6. Trump Clears Sale of More Powerful Nvidia A.I. Chips to China (nytimes)
  7. Trump’s pivot on Nvidia chips gives China a leg up over the U.S. in AI race, analysts say (cnbc)
  8. China’s open-source AI is a national advantage (ft)
  9. China’s open-source models make up 30% of global AI usage, led by Qwen and DeepSeek (scmp)
  10. Xi & Central Committee Confirm Domestic Consumption Focus (chinalastnight)
  11. Almost Half of China’s First-Time Car Buyers Want an EV, BI Says (bloomberg)
  12. Ford Teams Up With Renault on Producing Budget EVs in Europe (bloomberg)
  13. Pfizer partners with YaoPharma for obesity drug in $2.1 billion deal (investing)
  14. 2 Companies Poised to Capitalize on the Rise of GLP-1 Drugs (morningstar)
  15. An Unusually Divided Fed Is Expected to Deliver a Rate Cut (wsj)