- Hang Seng’s Stellar Run Takes It Toward Highest Level in 3 Years (bloomberg)
- Wall Street Banks Lift China Growth Outlook After Bright Quarter (bloomberg)
- Foreign investors flock back to China, chasing the next AI star (cnbc)
- Alibaba-Backed Chinese AI Startup Files for Hong Kong IPO (wsj)
- China Is Spending Billions to Become an A.I. Superpower (nytimes)
- Alibaba, JD.com, Baidu Stocks Rise. China’s Economy Shows Resilience to Trump Tariffs. (barrons)
- Nvidia Boss Expects US to Move Fast on First H20 China Licenses (bloomberg)
- Trump Can’t Ignore Our Housing Crisis (wsj)
- Can Wall Street Help Solve the US Housing Crisis? (bloomberg)
- US Home Prices Are Losing Steam With Most Big Markets Below Peak (bloomberg)
- Ford Promises a Parade of Affordable Electric Vehicles (bloomberg)
- China and Europe power 24% growth in global EV sales in June (scmp)
- GM outlines $4 billion plan to expand production of gas trucks and SUVs (reuters)
- Automakers adding shifts and overtime amid a shift in U.S. production (youtube)
- Battered dollar a boon for U.S. multinational companies (reuters)
- The Market Marches Higher. Tariff Inflation Is Not Yet a Reality. (barrons)
- Forget TACO. Trump Is Winning His Trade War. (wsj)
- Indonesia to Face 19% Tariff and Buy 50 Boeing Jets, Trump Says (bloomberg)
- Guinness owner Diageo to replace chief executive Debra Crew (ft)
- Estée Lauder, a Late Digital Adopter, Makes New Push to Reach Shoppers Online (wsj)
- Intel Cuts Thousands of Jobs. It Faces These Big Questions. (barrons)
- Are Mid-Cap Stocks the Sweet Spot for Investors Today? (morningstar)
- Systematic Funds Poised to Deploy $48 Billion Into US Stocks (bloomberg)
- Global Oil Consumption Reaches All-Time High (zerohedge)
- Interior Secretary Doug Burgum on AI energy demands (youtube)
- Citi initiates QXO stock with Buy rating on building products consolidation (investing)
- TD Cowen raises Advance Auto Parts stock price target to $62 on margin view (investing)
Be in the know. 27 key reads for Wednesday…
