Be in the know. 23 key reads for Tuesday…

  1. Chinese Investors Snap Up Hong Kong Stocks as Flows Near Record (bloomberg)
  2. Alibaba upgrades flagship Qwen3 model to outperform OpenAI, DeepSeek in maths, coding (scmp)
  3. Alibaba-backed AI model Kimi K2 sees surge in downloads (techinasia)
  4. Bessent to Attend US-China Talks in Stockholm Next Week (bloomberg)
  5. China’s Problem With Competition: There’s Too Much of It (nytimes)
  6. Why international stocks can keep walloping U.S. investments in 2025 (marketwatch)
  7. UBS explains why the case for EM stocks is getting better (streetinsider)
  8. Looking for Cheap Stocks? Healthcare Shares Haven’t Looked This Good in 30 Years. (barrons)
  9. 10 Best Value Stocks to Buy for the Long Term (morningstar)
  10. Wall Street Is Stubbornly Bullish on Downtrodden Energy Stocks (bloomberg)
  11. McDonalds, General Mills, and Other Low-Volatility Stocks Are Being Overlooked. It’s an Opportunity. (barrons)
  12. The Magnificent 7 growth slowdown (ft)
  13. Cleveland-Cliffs CEO says surge in domestic auto manufacturing is imminent (cnbc)
  14. GM’s EV sales more than double but profits hit by tariff costs (ft)
  15. The Decline Of US Housing Affordability (zerohedge)
  16. Pultegroup beats quarterly revenue estimates as sales incentives hold up (reuters)
  17. D.R. Horton third-quarter results top estimates on incentives push (reuters)
  18. Boeing Stock Rises as Ryanair Provides Hope (barrons)
  19. Large US Grid Lacks Capacity for New Data Centers, Watchdog Says (bloomberg)
  20. “Capitulatory Inflows”: The Complete Flows, Technicals And Positioning Market Recap (zerohedge)
  21. Raymond James raises Etsy stock price target to $70 on improving trends (investing)
  22. Blank-Check Company Strikes Cryptocurrency Deal (wsj)
  23. SoftBank and OpenAI’s $500 Billion AI Project Struggles to Get Off Ground (wsj)