Be in the know. 24 key reads for Thursday…

  1. Alibaba Revenue Grows Despite Competition, Boosting Profit (wsj)
  2. Alibaba’s quarterly revenue grows 7% as AI-driven cloud business remains buoyant (scmp)
  3. Alibaba’s financial health in 12 charts (techinasia)
  4. Alibaba Sustains AI Frenzy With Second Video Upgrade in Weeks (bloomberg)
  5. Boeing inks record-breaking deal for Qatar Airways to buy up to 210 planes (cnbc)
  6. Boeing stock target raised at Wolfe after ’a big beautiful order’ from Qatar (investing)
  7. Boeing Booms From Trump’s Trade Deals. This Can Lift Aerospace, Defense Stocks Higher. (barrons)
  8. AI Boom Has Generac Looking to Data Centers for Growth (bloomberg)
  9. Millions of Americans at Risk of Summer Power Shortfall, Regulator Says (bloomberg)
  10. Generac Rethinking Supply Chain Amid Tariffs, CEO Jagdfeld Says (youtube)
  11. A Less-Generous Warren Buffett Would Be $67 Billion Richer Than Elon Musk (bloomberg)
  12. There Are Still Stock Bears Left To Throw In The Towel (zerohedge)
  13. Wall Street’s sudden rebound catches investors ‘offside’ (ft)
  14. US poised to dial back bank rules imposed in wake of 2008 crisis (ft)
  15. Why Trade Deals and Tax Cuts May Be a Recipe for US Success (bloomberg)
  16. Trump’s Tax Bill Could Give Babies $1,000 ‘MAGA’ Accounts. How It Works. (barrons)
  17. A Trade War Winner? The Booming Business of Returned Products. (nytimes)
  18. Ford and Tesla Are Best-Positioned for Trump’s Car Tariffs. These Companies Are the Worst. (barrons)
  19. Ford CEO Jim Farley says company will be ‘advantaged’ around tariffs: ‘Fairest fight in decades’ (nypost)
  20. EU Trade Officials See Signs of Optimism for US Tariff Deal (bloomberg)
  21. Trump Says India Offered to Remove All Tariffs on US Goods (bloomberg)
  22. UK Economy Has Best Quarter in a Year With 0.7% Expansion (bloomberg)
  23. Perplexity, PayPal partner to provide easy payment checkouts to users (reuters)
  24. BofA lifts Albemarle stock price target to $93 on cost cuts (investing)