Be in the know. 21 key reads for Monday…

  1. Wall Street Banks Bet on Emerging Markets After Wasted Years (bloomberg)
  2. Despite US Rebound, International Stock Funds Continue to Lead (morningstar)
  3. Alibaba cements AI leadership as cloud unit reports fastest growth since 2022 (scmp)
  4. Exclusive | ‘Still a good time to buy’: Goldman urges value investors to make ‘precise’ stock picks (scmp)
  5. Ant Group Global Unit Brings in $3 Billion Ahead of Spinoff (bloomberg)
  6. Breaking down the US and Chinese markets’ recoveries (ft)
  7. Morgan Stanley’s Wilson Says Buy US Stock Dips After Moody’s Cut (bloomberg)
  8. Goldman Prime: OWICs Galore, Hedge Funds Stopped-In During Biggest Squeeze Since Dec 2021 (zerohedge)
  9. M&A Target Stocks Surge in Bet on Wall Street Dealmaking Rebound (bloomberg)
  10. Big Tech Goes From Stock Market’s Safest Bet to Biggest Question (bloomberg)
  11. What are the key similarities and differences between 2025 and 2000 (streetinsider)
  12. Bessent Dismisses Moody’s Downgrade as ‘Lagging’ Indicator (barrons)
  13. Why the U.S. consumer may be more resilient than many think (marketwatch)
  14. Intel debuts AI GPUs for workstation system as it works to gain ground on Nvidia, AMD (yahoo)
  15. Johnnie Walker Maker Diageo Expects Tariff Hit, But Sticks With Guidance (wsj)
  16. Diageo plans $500 million in cost savings by 2028, lowers tariff impact view (reuters)
  17. House Republicans Advance Trump’s “Big, Beautiful Bill” After Weekend Of Negotiations (zerohedge)
  18. Will Anyone Take the Factory Jobs Trump Wants to Bring Back to America? (wsj)
  19. Spain Boosts Costlier Gas Power to Secure Grid After Blackout (bloomberg)
  20. Clean Energy Is Under Attack Even Where It’s Booming (wsj)
  21. First LNG ship bunkering hub in US Gulf Coast secures permits to start work (reuters)