Be in the know. 21 key reads for Tuesday…

  1. China’s GDP grows 5.2% as exports show resilience against Trump trade war (ft)
  2. Nvidia Says U.S. Has Lifted Restrictions on A.I. Chip Sales to China (nytimes)
  3. China’s ecommerce giants battle for instant delivery crown (ft)
  4. Boeing’s Triple China Deliveries Sign of Easing Trade Tensions (bloomberg)
  5. BofA Poll Shows Investors Are Taking Risk at a Record Pace (bloomberg)
  6. BofA says ‘toppy’ sentiment to spark stocks rotation not retreat (reuters)
  7. Bessent Says ‘Formal Process’ for Powell Successor Has Started (bloomberg)
  8. Jerome Powell has more housing problems now, including the Fed’s (yahoo)
  9. Nearly one-third of major U.S. housing markets now see falling home prices (cnbc)
  10. JPMorgan May Charge Fintechs for Customer Data. Analysts Aren’t Worried. (barrons)
  11. Trump to unveil $70 billion in AI and energy investments (reuters)
  12. Google to invest $25 billion in data centers and AI infrastructure across largest U.S. electric grid (cnbc)
  13. Zuckerberg “Focused” On Building Mega Gigawatt-Size Data Centers (zerohedge)
  14. JPMorgan Earnings Show Economy and Wall Street Are Still Chugging Along (wsj)
  15. US Core CPI Comes in Below Forecasts for Fifth Month (bloomberg)
  16. The strong grounds for optimism for the UK economy (ft)
  17. Hedge funds dump banks, buy the dip in consumer staples, Goldman Sachs says (reuters)
  18. 5 Stocks to Buy Before Wall Street Catches On (morningstar)
  19. US Treasury Secretary Bessent on Inflation, Jerome Powell, Nvidia, Trade Deals (youtube)
  20. Estee Lauder Companies announces upcoming board changes ahead of annual meeting (investing)
  21. Disney stock price target raised to $140 from $130 at MoffettNathanson (investing)