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- Trump Softens Blow of Automotive Tariffs (wsj)
- For Ford, Tesla, the Worst Auto Tariff Case Is Off the Table (barrons)
- Trump eases auto tariffs burden as Lutnick touts first foreign trade deal (reuters)
- Stanley Black & Decker Raising Prices to Offset Tariff Costs (wsj)
- Generac tops Q1 forecasts, lowers bottom end of 2025 outlook (investing)
- Etsy tops quarterly revenue estimates on steady demand for apparel, gifts (reuters)
- Etsy shares pop on revenue beat as company says it’s ‘staying nimble’ to tariff uncertainty (cnbc)
- Intel Says Clients Preparing to Test New Production Process (bloomberg)
- Intel CEO Lip-Bu Tan charts foundry roadmap (streetinsider)
- PayPal Is Launching Programmatic Ads Powered By Shopping Data (adweek)
- Disney, Universal Films to Screen in China Despite Trade Dispute (bloomberg)
- Alibaba Rolls Out ‘Instant Commerce’ Feature as China Delivery Battle Heats Up (wsj)
- Demand for Chinese stocks lifts Hong Kong exchange’s profits (ft)
- Alibaba gives Taobao on-demand delivery an upgrade in Meituan, JD.com competition (scmp)
- Huawei delivers advanced AI chip ‘cluster’ to Chinese clients cut off from Nvidia (ft)
- Chinese Set to Spend Record $1 Trillion in Local Travel Boom (bloomberg)
- A Weak Dollar Is A Blessing for Emerging Markets (zerohedge)
- Bessent Cites Digital Services Tax as Sticking Point in EU Talks (bloomberg)
- Tariff-Frontrunning Sends US Trade Deficit To New Record High In March (zerohedge)
- Hedge Funds Lose Market Conviction, Except for Shorting US Stocks (bloomberg)
- The Best Basic Materials Stocks to Buy (morningstar)
- US NatGas Deemed “Oversold” By Goldman Ahead Of Summer (zerohedge)
- Bank of America, Mattel, and 5 Other Stocks Have Priced in Recession. Buy Them. (barrons)
- Starbucks’ Sales Keep Falling, Amping Up Turnaround Stakes (bloomberg)
- US Economy Contracts for First Time Since 2022 on Imports Surge (bloomberg)
- US Firms Add 62,000 Jobs, Smallest Gain Since July in ADP Data (bloomberg)
- PayPal Reports Strong First-Quarter Earnings. Turnaround Strategy is Working, CEO Says. (barrons)
- PayPal Profit Gauge Tops Estimates in Sign of Turnaround Success (bloomberg)
- Venmo revenue grows 20%, with debit card payment volume soaring (cnbc)
- Alibaba launches new Qwen LLMs in China’s latest open-source AI breakthrough (cnbc)
- Alibaba Rolls Out Latest Flagship AI Model in Post-DeepSeek Race (bloomberg)
- China Offers Olive Branch to U.S. Firms After Boeing Delivery Halt (wsj)
- Bessent Says China Must Take Lead on Tariffs Talks, Hints at India Deal (barrons)
- The Best Chinese Stocks to Buy (morningstar)
- China’s E-Commerce Giants Are Putting Up a Fight (bloomberg)
- What’s the De Minimis Tariff Loophole Trump Is Closing? (bloomberg)
- Huawei Races To Replace Nvidia: New Ascend 910D AI Chip Will Begin Testing Next Month In China (zerohedge)
- Nvidia’s Chip Market Problems Aren’t Just in China (wsj)
- Trump to Soften Blow of Automotive Tariffs (wsj)
- Boeing Removed From Credit Watch by S&P in Turnaround Boost (bloomberg)
- India Plans to Highlight Boeing Order Pipeline in US Trade Talks (bloomberg)
- Why Restarting a Power Grid After Massive Collapse Is So Hard (bloomberg)
- Housing on Federal Lands Aims to Ease Affordability Crisis (nytimes)
- How to Invest Like Warren Buffett (morningstar)
- Dollar on track for biggest two-month fall in more than two decades (streetinsider)
- Has sentiment bottomed out? (ft)
- Buyback Blackout Period Ends: Record Stock Repurchases On Deck (zerohedge)
- Woodside Energy Approves $17.5 Billion Louisiana LNG Development (wsj)
- GM Beats Earnings Estimates, Delays Conference Call. It’s Waiting for Trump Tariff Changes. (barrons)
- Royal Caribbean raises annual profit forecast on strong cruise demand (reuters)
- American Tower beats quarterly revenue estimate on strong telecom infrastructure leasing demand (reuters)
- Starbucks Is Reinventing Itself. Earnings Will Show the Progress. (barrons)
- Unhedged and Burned, Stock Investors Brace for More Dollar Pain (bloomberg)
- The Dollar’s Weakness Creates an Opportunity for the Euro. Can It Last? (nytimes)
- Morgan Stanley’s Wilson Says Weak Dollar Will Buoy US Stocks (bloomberg)
- China moves to protect economy from trade war, vows to hit 5% growth target (scmp)
- China rolls out employment support and hints at more stimulus as U.S. tensions escalate (cnbc)
- Goldman says China funds to buy US$110 billion of Hong Kong-listed stocks (scmp)
- China’s Huawei Develops New AI Chip, Seeking to Match Nvidia (wsj)
- Goldman Sachs Offers Advice on Tariffs to Countries Scrambling to Please Trump (wsj)
- Philippines Aims to Lower US Tariff to Zero During Talks (bloomberg)
- Emerging-Market Stocks Extend Rally Amid Earnings Optimism (bloomberg)
- Riyadh Air willing to buy Boeing planes from cancelled Chinese orders, CEO says (reuters)
- Bernstein raises Boeing stock rating, price target to $218 (investing)
- Boeing Stock Is Rising for Two Reasons (barrons)
- Inflation Fear Is Making Some People Spend More—and Others Less (wsj)
- Home prices starting to crack: Here’s why (youtube)
- The 7-year car loan is here. Do you really want to be paying off your car in 2032? (usatoday)
- It’s Becoming a Better Time to Buy a Home—If You Know Where to Look (barrons)
- Housing market inventory with a price cut just hit a decade high (fastcompany)
- California housing market shift: Buyers are gaining power (fastcompany)
- Ackman Says Time Is Friend of US, Enemy of China in Trade War (bloomberg)
- Will China’s shoppers cushion the Trumpian blow? (economist)
- This Is What President Biden’s CHIPS Office Actually Did (bloomberg)
- Loopholes, logistics, luck: Taobao and DHgate’s US moment (techinasia)
- China Widens Tax Rebates for Foreign Tourists to Boost Spending (bloomberg)
- China’s e-commerce giants dial back “no-return refunds” amid merchant backlash and regulatory pressure (technode)
- Boeing will find it ‘relatively easy’ to find customers for China’s rejected planes, says jet leasing CEO (yahoo)
- Lip-Bu Tan, the man trying to save Intel (economist)
- Why American tech stocks are newly vulnerable (economist)
- A Reckoning for the Magnificent Seven Tests the Market (wsj)
- Grid-Scale Battery Storage Is Quietly Revolutionizing the Energy System (wired)
- TikTok is changing the perfume business (economist)
- Warren Buffett Could Turn the Tariffs Chaos Into a Payday for Himself and Coca-Cola. Here’s How (inc)
- Houston, We Have A Zweig Breadth Thrust and Four More Bullish Developments (carsongroup)
- Drinks giants’ moves in no-and-low alcohol (yahoo)
- Jeff Bezos-backed automaker unveils affordable EV pickup truck (foxbusiness)
- Porsche Teases New Hypercar Inspired by the First Street-Legal 917 (thedrive)
- 50 best golf courses in the Northeast | GOLF’s 2024-25 ranking (golf)
- Warren Buffett Is Still at the Top of His Game at 94. Berkshire Hathaway Faces a Future Without Him. (barrons)
- Americans Are Downbeat on the Economy. They Keep Spending Anyway. (wsj)
- As Markets Swooned, Pros Sold—and Individuals Pounced (wsj)
- The Mistake You’re Making in Today’s Stock Market—Without Even Knowing It (wsj)
- America’s Factory Era Isn’t Coming Back. Where the Jobs of the Future Really Are. (barrons)
- Donald Trump claims to have received call from Xi Jinping and to have cut ‘200 deals’ on trade (ft)
- Trump Administration Lays Out Roadmap to Streamline Tariff Talks (wsj)
- China Quietly Exempts Some U.S.-Made Products From Tariffs (wsj)
- Alipay leads China’s payments apps with tap-and-pay service amassing 100 million users (scmp)
- China’s Xi calls for self sufficiency in AI development amid U.S. rivalry (reuters)
- China Reiterates Hitting 2025 Growth Target Amid Trade Tension (bloomberg)
- Asked about delisting Chinese companies, SEC Chair Atkins says agency will take action if companies do not abide by laws (investing)
- Reeves and Bessent can see ‘landing zone’ for a UK-US trade deal, say British officials (ft)
- Bullish Signal Coming From Stock Breadth (zerohedge)
- Etsy to sell music gear marketplace Reverb (retaildive)
- Intel’s older chips get a second life from US-China trade tensions (scmp)
- After years of failed AI deals, Intel plans homegrown challenge to Nvidia (reuters)
- Intel CEO says he met with TSMC CEO to discuss collaboration (reuters)
- Intel CEO Lip Bu Tan Takes Bold Steps To Revive Chipmaker, Says Bureaucracy Is ‘Suffocating The Innovation (benzinga)
- Intel’s new boss starts with wafer-thin expectations (ft)
- Trump Sees Trade Deals Coming in Three to Four Weeks (bloomberg)
- Trump says Xi called him, lays out trade and other deal plans in TIME interview (reuters)
- How Team Trump is working overtime to close face-saving trade deals (nypost)
- US Seeks India Trade Deal on E-Commerce, Crops and Data Storage (bloomberg)
- Bessent Sees US, Korea Trade ‘Understanding’ by Next Week (bloomberg)
- China Ramps Up Cash Injection as It Braces for Tariff Impact (bloomberg)
- China grants some tariff exemptions for US imports as trade war bites (ft)
- China Aims to Step Up Policy Support Amid Trade Uncertainty (wsj)
- Cutting Off Chinese Companies Risks a US Policy Own Goal (bloomberg)
- China pledges to ramp up targeted support for businesses as U.S. trade war hits (cnbc)
- Automakers rush to meet surging China demand for long-range hybrids (reuters)
- Air India in talks with Boeing to take 10 planes snubbed by Chinese airlines, sources say (reuters)
- Massive Buying Of Boeing Aircraft Sends US Durable Goods Orders Soaring In March (zerohedge)
- Boeing Sees Skies Clear After MAX, Covid, and Quality Woes Took a $240 Billion Toll (barrons)
- Bessent Says He Wants Treasury Yields Down. Believe Him. (barrons)
- US Bonds Rally as Fed’s Hammack Revives Odds of a June Rate Cut (bloomberg)
- A couple of Fed heads hint at rate cuts (streetinsider)
- Hedge Funds Walk, Retail Talks When It Comes To US Stocks (zerohedge)
- U.S. Needs More Power for AI—but Critical Equipment Is Pricey and Scarce (wsj)
- Buy Healthcare Stocks Despite RFK Jr., Tariffs, and UnitedHealth (barrons)
- Dividends Could Be Under Threat. Here Are 9 Stocks With Safe 5% Yields. (barrons)
- American liquor exports hit record high in 2024, driven by tariffs (cnbc)
- U.K. Retailers Post Surprise Rise in Sales Ahead of Tariff Turmoil (wsj)
- US Officials Mull Easing Tariffs Targeting the Auto Industry (bloomberg)
- Europe Car Sales Rebound as UK Demand Boosts Battered Industry (bloomberg)
- Japanese Carmakers’ US Sales Surge Ahead of Trump Tariffs (bloomberg)
- As Tesla Falters, These New EVs Are Picking Up the Pace (bloomberg)
- White House Considers Slashing China Tariffs to De-Escalate Trade War (wsj)
- Ejecting China Inc from US exchanges would be an own goal (ft)
- China pushes for tariff cancellation to end US trade war (reuters)
- Chinese Firms Rush to Announce Buybacks as Tariff War Deepens (bloomberg)
- Indonesia plans to import more from the U.S. to ‘narrow’ trade surplus, finance minister says (cnbc)
- Customers canceled 30% of US orders from China but demand in shipments from other countries have massively increased (nypost)
- Vietnam Kicks Off Trade Talks With US as Plane Deal Takes Shape (bloomberg)
- Vietnam Airlines to finalise 50 Boeing narrow-body order soon, sources say (reuters)
- Boeing CEO Confirms China Halted Orders; Goldman Notes “Improved Earnings Results” For Planemaker (zerohedge)
- Boeing Earnings: Recovery Plan Progresses, Shares Undervalued (morningstar)
- Trump Meets His Match: The Markets (wsj)
- Deutsche Sees ‘Major’ Dollar Decline as Investors Dump US Assets (bloomberg)
- UBS Cuts Dollar Outlook Again, Says US-China Is Key for Its Path (bloomberg)
- New Data Show Foreign Investors Are Still Buying U.S. Treasuries (barrons)
- It’s hedge funds, not foreign investors, that have been dumping stocks, says JPMorgan (marketwatch)
- US New-Home Sales Top All Estimates on Surge in the South (bloomberg)
- Whirlpool Says Tariffs to Benefit Business Going Forward (bloomberg)
- Tariffs Could Boost the Market for Secondhand Goods. These Stocks Could Benefit. (barrons)
- It’s Electricity Realism, Not Climate Denialism (bloomberg)
- Intel partners with AI firm ModelBest, chip designer Black Sesame on smart car systems (scmp)
- Mobileye Global beats revenue estimates on strong self-driving tech demand (reuters)
- Here’s How Big the AI Revolution Really Is, in Four Charts (wsj)
- Coinbase waives fees on PayPal’s stablecoin in crypto payments push (reuters)
- Dow Logs Loss, Launches Cost-Cutting Measures Due to Slowdown (wsj)
- Trump Rejects Millionaires Tax Hike (wsj)
- Boeing Loss Narrows as Backlog and Sales Grow (wsj)
- Boeing to seek FAA approval to increase 737 Max production as losses narrow (cnbc)
- Boeing to Sell Some of Its Navigation Business in $10.55 Billion Deal (wsj)
- Boeing’s Earnings Were Better Than Expected. It’s a Relief for the Stock. (barrons)
- Auto groups lobby Trump administration against parts tariffs in rare unified message (cnbc)
- Trump’s Tariff Threats Spark Retail, Auto Lobbying Blitz (bloomberg)
- Bessent says he expects ‘de-escalation’ in U.S.-China tariff fight in the ‘very near future’ (cnbc)
- US markets rally as Treasury secretary says China trade war is ‘unsustainable’ (ft)
- Trump Floats ‘Substantial’ China Tariffs Cuts in Trade Deal (bloomberg)
- China Signals Openness to U.S. Trade Talks—but Not Under Duress (wsj)
- Chinese Stocks in Hong Kong Rally on Bets Trade Tensions to Ease (bloomberg)
- Flurry of Chinese AI updates come from Big Tech amid further restrictions on Nvidia chips (scmp)
- Zhipu AI ramps up overseas expansion strategy ahead of IPO (reuters)
- EM Stocks Erase Loss for the Year, Extending Lead Over US Peers (bloomberg)
- Treasury Secretary Bessent Predicts Tax Cuts to Pass by July 4 (nytimes)
- Trump Says He Has ‘No Intention’ of Firing Fed Chair Powell (wsj)
- As Professional Traders Panic Sell, Retail Investors Just Can’t Stop Buying (zerohedge)
- How Market Turmoil Made Low-Volatility Stocks Great Again (morningstar)
- Tariffs Have Crushed Small-Cap Stocks. It’s Time for a Bounce. (barrons)
- Intel Plans to Slash More Than 20% of Workforce: Report. The Stock Is Rising. (barrons)
- PayPal Aims To Boost Stablecoin Use By Offering 3.7% on Balances (bloomberg)
- 10 Best Dividend Aristocrats to Buy Now (morningstar)
- Stocks That Pay Almost 10% Dividend Yields: Dow and Lyondell (barrons)
- Etsy Exits Reverb in Surprise Deal–Here’s Who’s Taking Over (yahoo)
- CEOs Haven’t Been This Gloomy About the US Economy Since the Financial Crisis (bloomberg)
- Nearly Half Of US Home-Sellers Are Offering Buyer Concessions (zerohedge)
- Nike Adds New Strategy Head to Aid Company Turnaround (bloomberg)
- Tesla Has a Deep Hole to Pull Out Of (wsj)
- Warren Buffett Timed His Apple Stock Sale to Perfection. What’s Next? (wsj)
- Trump’s FDA Sends a Bullish Signal to Biotech (wsj)
- Disney Stock Is Worth Buying. Don’t Sweat the Recession Risk, Analyst Says. (barrons)
- Trump Renews Call for Rate Cut, Slams Fed Chair (wsj)
- Dealmakers Are Struggling to Make Sense of Trump’s Antitrust Policy (wsj)
- The Dollar Is Plunging. 3 Stock Sectors to Buy Now as Fear Takes Hold. (barrons)
- PulteGroup beats quarterly results estimates as incentives lift housing demand (reuters)
- Home Remodels Are Next Target for Asset-Backed Bond Market (bloomberg)
- Boeing 737 MAX Jets in China Head Home. Can They Be Resold? (barrons)
- Air India Keen to Take Boeing Jets Refused by China Airlines (bloomberg)
- Thoma Bravo in advanced talks to buy Boeing’s Jeppesen unit, source says (reuters)
- Retail Inventories Are Rising. Watch the Margins. (barrons)
- Trump team needs a trade deal to stop investor panic (nypost)
- 4 Long-Term Stocks to Buy on the Dip (morningstar)
- Why Portfolio Diversification Has Helped in 2025 (morningstar)
- Intel results to spotlight new CEO Tan’s strategy to reverse years of missteps (reuters)
- AI Power Demand Is Remaking Our Energy Ecosystem, While Painting A Target On Its Own Back (zerohedge)
- US Says Major Trade Progress Made With India During Vance Visit (bloomberg)
- Vietnam PM Says US Trade Talks Should Not Hurt Other Markets (bloomberg)
- Bank of Japan likely to continue interest rate hikes despite U.S. tariffs – report (streetinsider)
- China Trade Immune So Far to Tariffs With Growth Pickup in April (bloomberg)
- Hong Kong stocks rise on China stimulus hopes, ignore Wall Street sell-off (scmp)
- Exclusive: Huawei readies new AI chip for mass shipment as China seeks Nvidia alternatives, sources say (reuters)
- China’s Q1 automobile exports up 16% y/y, industry official says (reuters)
- ‘For our country’: China’s patriots are buying the dip (reuters)
- EM Stocks Extend Lead Over S&P 500 as Trump Rattles US Markets (bloomberg)
- Emerging Market Assets Rally, Boosted by ‘Sell America’ Trade (bloomberg)
- Amazon has paused some data center lease commitments, Wells Fargo says (cnbc)
- Wedbush’s Dan Ives warns of “code red” for Tesla (streetinsider)
- Tesla sweetens 0% loan offer for EV buyers in China amid global sales slump (scmp)
- Emerging Market Currencies Gain as Fed Worries Depress Dollar (bloomberg)
- U.S. dollar falls to three-year low as Trump’s Powell threats further dent investor confidence (cnbc)
- Hartnett: Amid Apocalyptic Sentiment, A Bullish Roadmap Emerges (zerohedge)
- Overly bearish investors risk writing off 2025 too soon (marketwatch)
- US Profit Outlook Rarely This Sour, Morgan Stanley’s Wilson Says (bloomberg)
- Markets Are Depending on Trade Deals. Why Earnings Season Will Be an Afterthought. (barrons)
- India Finance Chief to Meet Bessent This Week Amid Trade Talks (bloomberg)
- US, South Korea Set for Trade Negotiation as Tariffs Hit Economy (bloomberg)
- Malaysia Air Seeks Boeing Jets as China Pulls Delivery: Bernama (bloomberg)
- Boeing eases latest 737 MAX headache – a shortage of nuts and bolts (reuters)
- U.S. chip controls will benefit China’s Nvidia rivals like Huawei: Analysts (cnbc)
- Western carmakers plot China comeback with local knowhow (ft)
- Chinese stocks rise by most in a week as trade war with US fuels stimulus hopes (scmp)
- Alibaba’s AI cancer detection tool clears FDA hurdle for faster approval process (scmp)
- China Warns Against Trade Deal With U.S. at Beijing’s Expense (wsj)
- Pope Francis, Advocate for Economic and Social Justice, Dies at 88 (wsj)
- Why It’s So Difficult for Robots to Make Your Nike Sneakers (wsj)
