Be in the know. 19 key reads for Tuesday…

  1. EV Sales Are Slowing. Why This Lithium Producer’s Stock Is on Fire. (barrons)
  2. Alibaba unveils major consumer AI upgrade with new Qwen chatbot (reuters)
  3. Temu-Owner PDD’s Sales Rise 9% in China Consumer Bounceback (bloomberg)
  4. Healthcare Wakes Up – Biggest Bid in 4 Years (zerohedge)
  5. This sector is heating up as investors get skittish on tech. Why it may be the dark horse for 2026. (marketwatch)
  6. US Home Builders Offer ‘Elevated’ Incentives Amid Affordability Challenges (zerohedge)
  7. Construction Spending Sped Up in August (wsj)
  8. Home Depot Cuts Outlook As Home Improvement Slowdown Continues (wsj)
  9. Fed’s Waller Backs Another Cut as Job Market Nears ‘Stall Speed’ (bloomberg)
  10. Fund managers alarmed by corporate investment boom as AI bubble fears grow (ft)
  11. Oracle’s astonishing $300bn OpenAI deal is now valued at minus $60bn (ft)
  12. Beef, Coffee, Cocoa Are Set to Get Cheaper. These Food Stocks Are Rising. (barrons)
  13. The Best Consumer Cyclical Stocks to Buy (morningstar)
  14. Atlantic LNG Freight Rates Surge to Highest Since Early 2024 (bloomberg)
  15. After Climate Push, Energy Companies Return to Fossil Fuels in Europe (nytimes)
  16. GXO’s State-of-the-Art Distribution Center in Germany Earns Aerospace Certification (gxo)
  17. Profit Margins Point to Winners. 30 Stocks to Play Now. (barrons)
  18. Honda to resume regular output at N. America plants after chip supply disruptions (reuters)
  19. Gulf Air finalises deal for at least 12 Boeing 787 Dreamliner planes (reuters)