Be in the know. 22 key reads for Thursday…

  1. Albemarle posts surprise second-quarter profit on lithium demand; shares surge (reuters)
  2. Albemarle shares surge as Q2 results beat estimates, cost cuts pay off (investing)
  3. Generac Stock Soared. Strong Earnings Aren’t the Only Reason. (barrons)
  4. Boeing’s Earnings Showed Progress. Wall Street Targets Are Highest Since 2023. (barrons)
  5. Comstock Resources earnings beat by $0.03, revenue topped estimates (investing)
  6. Hong Kong Growth Fastest Since 2023 as Spending Stabilizes (bloomberg)
  7. China Says Trade Talks With US in Sweden Deepened Mutual Trust (bloomberg)
  8. Hong Kong’s Stablecoin Regime to Begin After US Sets Pace (bloomberg)
  9. ‘Most Divided’ Fed In 32 Years Refuses To Cut Rates (Again) (zerohedge)
  10. Fed Holds Rates Steady, but Two Officials Back a Cut (wsj)
  11. Stock Buybacks Are Peaking. Dividend Lovers, Get Ready. (barrons)
  12. Flight to Safety? Maybe Take a Stroll to Staples Stocks. (barrons)
  13. GM Stock Rises. Why Trump’s South Korea Trade Deal Is Good News. (barrons)
  14. Ford reinstates full-year outlook, including $2 billion tariff hit (cnbc)
  15. BMW says industry reaction to Trump tariffs is ‘way exaggerated’ (ft)
  16. Warner Bros. Discovery and 3 Other Hollywood Stocks to Ride the Box-Office Boom (barrons)
  17. Citadel Securities Sees Systematic Funds Ramping Up Stock-Buying (bloomberg)
  18. Thailand and Cambodia Reach Trump Trade Deals, U.S. Official Says (nytimes)
  19. ‘Trump accounts’ for newborns could grow to $1.9M, Treasury says (foxbusiness)
  20. GXO appoints Patrick Byrne and Michael Kneeland to board (investing)
  21. Canaccord Genuity raises Etsy stock price target to $76 on improving sales trends (investing)
  22. Meta and Microsoft Keep Their License to Spend (wsj)