Be in the know. 18 key reads for Tuesday…

  1. After China’s Long Retail Downturn, CEOs See Consumer Spending Coming Back (bloomberg)
  2. Alibaba rebrands food delivery app Ele.me as Taobao Shangou in instant retail push (scmp)
  3. Alibaba’s AI aces top global maths contests, challenging OpenAI’s dominance (scmp)
  4. China offers tech giants cheap power to boost domestic AI chips (ft)
  5. Mainland China, Hong Kong to lead Asia in attracting overseas capital: Wall Street bankers (scmp)
  6. OpenAI Signs $38 Billion Cloud Computing Deal With Amazon (nytimes)
  7. Big AI Companies Are Reviving a Crisis-Era Tool. Wall Street Is Paying Attention. (barrons)
  8. 80% Of Michael Burry’s 13F Is Palantir And Nvidia Puts (zerohedge)
  9. Boeing Stock Rises After Upgrade. Why It Remains a Wall Street Favorite. (barrons)
  10. Biotech stocks are coming back. Here’s what’s driving the sector higher. (marketwatch)
  11. Stanley Black & Decker Cuts Outlook Amid Tariffs and Weak Consumer Spending (wsj)
  12. U.S. earnings beat at record pace, says Goldman Sachs’ Kostin (streetinsider)
  13. Ford’s US October sales rise on demand for pickup trucks despite EV decline (reuters)
  14. Why Jeep and Ram parent Stellantis is investing $13 billion in the U.S. (cnbc)
  15. LNG shipping rates hit multi-month highs on tighter vessel availability, winter demand (reuters)
  16. Treasury Lowers U.S. Quarterly Borrowing Estimate to $569 Billion (barrons)
  17. Daly Says Fed Should ‘Keep an Open Mind’ About December Rate Cut (bloomberg)
  18. Fed’s Cook Says Labor Market Concerns Outweigh Inflation Risk (bloomberg)