Be in the know. 19 key reads for Tuesday…

  1. Boeing’s quarterly sales jump 57% as CEO says there’s ‘a lot to be optimistic about’ (cnbc)
  2. Boeing Cash, Sales Rise After Most Jet Deliveries Since 2018 (bloomberg)
  3. US core capital goods orders rise for fifth straight month, boosting economic outlook (reuters)
  4. Asia markets seeing ‘unbelievable’ rush of capital, driving equity rallies and IPO frenzy (cnbc)
  5. A Year After the DeepSeek Crash, Markets Face a New Chinese AI Threat (barrons)
  6. China’s Alibaba, Moonshot claim latest flagship AI models challenge OpenAI, Google (scmp)
  7. Alibaba’s Qwen-3 becomes one of world’s first AI models to operate in orbit (scmp)
  8. Emerging Markets Expected to Outperform This Year Despite Global Volatility (barrons)
  9. Stock Rotation Finally Holds as Wall Street Chases New Leaders (bloomberg)
  10. Big Tech’s borrowing spree raises fears of AI risks in US bond market (ft)
  11. Deep Freeze Sends U.S. Natural-Gas Prices Soaring (wsj)
  12. Power Outages Could Rise as Freezing Temperatures Persist (nytimes)
  13. Europe Car Sales Rise for Third Consecutive Year on EV Gains (bloomberg)
  14. GM Stock Jumps on Solid 2026 Outlook and Dividend Hike (barrons)
  15. New banks from Ford and GM aim to ease car loan stress (usatoday)
  16. Trump’s High-Stakes Bid to Dole Out $100 Billion More in Tax Refunds (wsj)
  17. Netflix, Visa and 7 Other U.S. Stocks to Ride the International Stock Rally (barrons)
  18. Goldman Says Market Most Risk-On Since 2021 on Global Growth (bloomberg)
  19. JPMorgan maintains Overweight rating on Walt Disney stock ahead of earnings (investing)