Be in the know. 18 key reads for Tuesday…

  1. CEOs Are Hardly Talking About a Recession This Reporting Season (bloomberg)
  2. US Small-Business Optimism Rises to Five-Month High on Economy (bloomberg)
  3. President Trump Calls Intel C.E.O. a ‘Success’ After Meeting (nytimes)
  4. Forget the White House Sideshow. Intel Must Decide What It Wants to Be. (wsj)
  5. Albemarle Names New COO, Restructures as Lithium Market Struggles (wsj)
  6. Ford Boosts EV Investment Plans With Focus on Budget Models (bloomberg)
  7. Car Buyers Are Showing Up to Auto Lots With Cash to Spend (wsj)
  8. ESPN Ditches Pay-TV First Model With $30-a-Month Streaming App (bloomberg)
  9. Fox, Disney join forces to bundle new ESPN and FOX One streaming services (nypost)
  10. Investors pile into ‘cheap’ emerging market stocks, BofA survey shows (ft)
  11. China Trade Deal Deadline Extended to Nov. 9 (barrons)
  12. Beijing demands Chinese tech giants justify purchases of Nvidia’s H20 chips (ft)
  13. The tech sector hasn’t been this top-heavy in decades. That could be an opportunity for investors hunting for bargains. (marketwatch)
  14. The Best Consumer Cyclical Stocks to Buy (morningstar)
  15. The US Oil Shale Industry Is Doing More With Less (bloomberg)
  16. Tropical Storm Erin Forms on Path to Becoming Major Hurricane (bloomberg)
  17. The Generac ’story has changed’ says Jefferies (investing)
  18. Citigroup, UBS lift S&P 500 year-end targets echoing Wall Street peers (reuters)