Be in the know. 16 key reads for Wednesday…

  1. Why Warren Buffett’s Investing Style Will Outlast AI (barrons)
  2. Early US Earnings Point to Best Corporate Results in Four Years (bloomberg)
  3. American Corporations Are Crushing It. This Stock Rally Isn’t Just About Tech. (barrons)
  4. Are We Due for a Market Rotation? (morningstar)
  5. Is the Magnificent Seven’s Earnings Edge Fading? (yahoo)
  6. It’s time to scoop up undervalued stocks in this critical sector of the economy (marketwatch)
  7. Airbnb picks Alibaba’s Qwen over ChatGPT in a win for Chinese open-source AI (scmp)
  8. Hong Kong Proposes Easing Fund Rules to Attract Global Managers (bloomberg)
  9. Goldman Sachs Sees 30% Upside for China Stocks Through 2027 (bloomberg)
  10. Refinance demand is 81% higher than it was a year ago, thanks to falling mortgage rates (cnbc)
  11. Uncle Sam Is Taking Stakes in Companies. This New Activism Is Here to Stay. (barrons)
  12. Trump administration on track to narrow deficit, Treasury analysis finds (ft)
  13. Lithium Miner PLS Says Power Storage Offsetting US EV Gloom (bloomberg)
  14. Hermes Sales Growth Gains Pace as Hopes of Luxury Rebound Mount (wsj)
  15. Is the Flurry of Circular AI Deals a Win-Win—or Sign of a Bubble? (wsj)
  16. Boeing receives US Army orders for nine Chinook helicopters worth $461 million (reuters)