Be in the know. 22 key reads for Friday…

  1. Warren Buffett proves, once again, why he’s the best (marketwatch)
  2. Warren Buffett, Mum So Far on the Trade War, Steps Up to the Mic (wsj)
  3. 10 Burning Questions for Warren Buffett at the Annual Berkshire Meeting (barrons)
  4. Cooper Standard Reports Robust Operating Performance and Significant Margin Improvement in the First Quarter of 2025 (investing)
  5. Ford’s April sales, led by pickups, surged 16% ahead of tariffs (usatoday)
  6. Inside Ford’s Kentucky Truck Plant, It’s About as American as Can Be (barrons)
  7. General Motors to deploy ‘Covid playbook’ to offset $5bn tariff hit (ft)
  8. Chinese EV makers sell more plugin-hybrids in the EU to avoid tariffs, research firm says (reuters)
  9. China Signals Readiness to Respond to U.S. Trade Overtures (wsj)
  10. China Says Its ‘Door Is Wide Open’ for Trade Talks. What It Means for the Market. (barrons)
  11. China Quietly Exempts About a Quarter of US Imports from Tariffs (bloomberg)
  12. Hong Kong’s Growth Unexpectedly Picks Up on Tourism, Export Boom (bloomberg)
  13. Alibaba launches Taobao fast-delivery service ahead of time to challenge JD.com, Meituan (scmp)
  14. Emerging-Market Stocks Roar Back a Month After Tariff Shock (bloomberg)
  15. EU Could Offer to Buy $56 Billion of U.S. Products to End Trade War, Top Negotiator Says (wsj)
  16. Venmo gaining ground in payments as Cash App struggles (cnbc)
  17. Etsy is leveraging AI to boost personalization (yahoo)
  18. Baxter tops quarterly estimates on strong demand for medical devices (reuters)
  19. Trump Plans Record $1.01 Trillion National Security Budget (bloomberg)
  20. Amazon Shares Drop on Tariff Concerns Despite Strong Quarter (wsj)
  21. Why the dollar doom is overdone (ft)
  22. Investing Pros Haven’t Been This Worried About the Stock Market in at Least 28 Years, Our Exclusive Poll Finds (barrons)

Be in the know. 26 key reads for Thursday…

  1. Chinese Stocks Look Like an Opportunity Amid Trump’s Tariff Chaos (barrons)
  2. China signals opening for trade talks with US (ft)
  3. US Has Reached Out to China to Initiate Tariff Talks, CCTV Says (bloomberg)
  4. Alibaba’s Qwen3 AI model family helps narrow tech gap between China and US: analysts (scmp)
  5. Goldman’s First-Take On Alibaba’s Hybrid Qwen3 Model (zerohedge)
  6. Chinese Automakers Report Robust Sales Growth in April (wsj)
  7. How the New Trump Tariffs on Car Parts Will Work (wsj)
  8. A Small, Affordable Pickup Truck? It’s Finally Here (wsj)
  9. Ford to Delay Price Increases to See How Rivals React to Tariffs (bloomberg)
  10. Home Builders Are Piling on Discounts as They Struggle to Entice Buyers (wsj)
  11. America’s housing crisis: Realtor.com CEO says there is way to solve it (foxbusiness)
  12. US Pending Sales of Existing Homes Increase by Most Since 2023 (bloomberg)
  13. US Treasury chief urges Fed to cut rates (reuters)
  14. U.S. Treasury Won’t Boost Bond Sizes for Refunding, Signals Changes to Buybacks (barrons)
  15. Small-Cap Stocks Have Suffered. It’s Time to Be Cautiously Optimistic. (barrons)
  16. EU to Present Trade Proposals to US Negotiators Next Week (bloomberg)
  17. Millions of people in Europe lost power for hours on Monday, and no one knows why (marketwatch)
  18. Biggest Dollar Slump Since 2022 Hints at More Losses Ahead (bloomberg)
  19. U.S. Economy Shrank in First Quarter as Imports Surged Ahead of Tariffs (wsj)
  20. E-Commerce Sellers Brace for End of De Minimis (wsj)
  21. The 10 Best Companies to Invest in Now (morningstar)
  22. Estée Lauder Forecasts Return to Sales Growth in 2026 (bloomberg)
  23. Albemarle maintains 2025 outlook due to lithium tariff exemptions (reuters)
  24. Baxter shares rise as Q1 earnings top estimates, guidance raised (investing)
  25. Crown Castle Reports First Quarter 2025 Results and Maintains Outlook for Full Year 2025 (investing)
  26. Comstock Resources beats Q1 estimates, stock rises 3.5% (investing)

Be in the know. 26 key reads for Wednesday…

  1. Trump Softens Blow of Automotive Tariffs (wsj)
  2. For Ford, Tesla, the Worst Auto Tariff Case Is Off the Table (barrons)
  3. Trump eases auto tariffs burden as Lutnick touts first foreign trade deal (reuters)
  4. Stanley Black & Decker Raising Prices to Offset Tariff Costs (wsj)
  5. Generac tops Q1 forecasts, lowers bottom end of 2025 outlook (investing)
  6. Etsy tops quarterly revenue estimates on steady demand for apparel, gifts (reuters)
  7. Etsy shares pop on revenue beat as company says it’s ‘staying nimble’ to tariff uncertainty (cnbc)
  8. Intel Says Clients Preparing to Test New Production Process (bloomberg)
  9. Intel CEO Lip-Bu Tan charts foundry roadmap (streetinsider)
  10. PayPal Is Launching Programmatic Ads Powered By Shopping Data (adweek)
  11. Disney, Universal Films to Screen in China Despite Trade Dispute (bloomberg)
  12. Alibaba Rolls Out ‘Instant Commerce’ Feature as China Delivery Battle Heats Up (wsj)
  13. Demand for Chinese stocks lifts Hong Kong exchange’s profits (ft)
  14. Alibaba gives Taobao on-demand delivery an upgrade in Meituan, JD.com competition (scmp)
  15. Huawei delivers advanced AI chip ‘cluster’ to Chinese clients cut off from Nvidia (ft)
  16. Chinese Set to Spend Record $1 Trillion in Local Travel Boom (bloomberg)
  17. A Weak Dollar Is A Blessing for Emerging Markets (zerohedge)
  18. Bessent Cites Digital Services Tax as Sticking Point in EU Talks (bloomberg)
  19. Tariff-Frontrunning Sends US Trade Deficit To New Record High In March (zerohedge)
  20. Hedge Funds Lose Market Conviction, Except for Shorting US Stocks (bloomberg)
  21. The Best Basic Materials Stocks to Buy (morningstar)
  22. US NatGas Deemed “Oversold” By Goldman Ahead Of Summer (zerohedge)
  23. Bank of America, Mattel, and 5 Other Stocks Have Priced in Recession. Buy Them. (barrons)
  24. Starbucks’ Sales Keep Falling, Amping Up Turnaround Stakes (bloomberg)
  25. US Economy Contracts for First Time Since 2022 on Imports Surge (bloomberg)
  26. US Firms Add 62,000 Jobs, Smallest Gain Since July in ADP Data (bloomberg)

Be in the know. 26 key reads for Tuesday…

  1. PayPal Reports Strong First-Quarter Earnings. Turnaround Strategy is Working, CEO Says. (barrons)
  2. PayPal Profit Gauge Tops Estimates in Sign of Turnaround Success (bloomberg)
  3. Venmo revenue grows 20%, with debit card payment volume soaring (cnbc)
  4. Alibaba launches new Qwen LLMs in China’s latest open-source AI breakthrough (cnbc)
  5. Alibaba Rolls Out Latest Flagship AI Model in Post-DeepSeek Race (bloomberg)
  6. China Offers Olive Branch to U.S. Firms After Boeing Delivery Halt (wsj)
  7. Bessent Says China Must Take Lead on Tariffs Talks, Hints at India Deal (barrons)
  8. The Best Chinese Stocks to Buy (morningstar)
  9. China’s E-Commerce Giants Are Putting Up a Fight (bloomberg)
  10. What’s the De Minimis Tariff Loophole Trump Is Closing? (bloomberg)
  11. Huawei Races To Replace Nvidia: New Ascend 910D AI Chip Will Begin Testing Next Month In China (zerohedge)
  12. Nvidia’s Chip Market Problems Aren’t Just in China (wsj)
  13. Trump to Soften Blow of Automotive Tariffs (wsj)
  14. Boeing Removed From Credit Watch by S&P in Turnaround Boost (bloomberg)
  15. India Plans to Highlight Boeing Order Pipeline in US Trade Talks (bloomberg)
  16. Why Restarting a Power Grid After Massive Collapse Is So Hard (bloomberg)
  17. Housing on Federal Lands Aims to Ease Affordability Crisis (nytimes)
  18. How to Invest Like Warren Buffett (morningstar)
  19. Dollar on track for biggest two-month fall in more than two decades (streetinsider)
  20. Has sentiment bottomed out? (ft)
  21. Buyback Blackout Period Ends: Record Stock Repurchases On Deck (zerohedge)
  22. Woodside Energy Approves $17.5 Billion Louisiana LNG Development (wsj)
  23. GM Beats Earnings Estimates, Delays Conference Call. It’s Waiting for Trump Tariff Changes. (barrons)
  24. Royal Caribbean raises annual profit forecast on strong cruise demand (reuters)
  25. American Tower beats quarterly revenue estimate on strong telecom infrastructure leasing demand (reuters)
  26. Starbucks Is Reinventing Itself. Earnings Will Show the Progress. (barrons)

Be in the know. 16 key reads for Monday…

  1. Unhedged and Burned, Stock Investors Brace for More Dollar Pain (bloomberg)
  2. The Dollar’s Weakness Creates an Opportunity for the Euro. Can It Last? (nytimes)
  3. Morgan Stanley’s Wilson Says Weak Dollar Will Buoy US Stocks (bloomberg)
  4. China moves to protect economy from trade war, vows to hit 5% growth target (scmp)
  5. China rolls out employment support and hints at more stimulus as U.S. tensions escalate (cnbc)
  6. Goldman says China funds to buy US$110 billion of Hong Kong-listed stocks (scmp)
  7. China’s Huawei Develops New AI Chip, Seeking to Match Nvidia (wsj)
  8. Goldman Sachs Offers Advice on Tariffs to Countries Scrambling to Please Trump (wsj)
  9. Philippines Aims to Lower US Tariff to Zero During Talks (bloomberg)
  10. Emerging-Market Stocks Extend Rally Amid Earnings Optimism (bloomberg)
  11. Riyadh Air willing to buy Boeing planes from cancelled Chinese orders, CEO says (reuters)
  12. Bernstein raises Boeing stock rating, price target to $218 (investing)
  13. Boeing Stock Is Rising for Two Reasons (barrons)
  14. Inflation Fear Is Making Some People Spend More—and Others Less (wsj)
  15. Home prices starting to crack: Here’s why (youtube)
  16. The 7-year car loan is here. Do you really want to be paying off your car in 2032? (usatoday)

Be in the know. 21 key reads for Sunday…

  1. It’s Becoming a Better Time to Buy a Home—If You Know Where to Look (barrons)
  2. Housing market inventory with a price cut just hit a decade high (fastcompany)
  3. California housing market shift: Buyers are gaining power (fastcompany)
  4. Ackman Says Time Is Friend of US, Enemy of China in Trade War (bloomberg)
  5. Will China’s shoppers cushion the Trumpian blow? (economist)
  6. This Is What President Biden’s CHIPS Office Actually Did (bloomberg)
  7. Loopholes, logistics, luck: Taobao and DHgate’s US moment (techinasia)
  8. China Widens Tax Rebates for Foreign Tourists to Boost Spending (bloomberg)
  9. China’s e-commerce giants dial back “no-return refunds” amid merchant backlash and regulatory pressure (technode)
  10. Boeing will find it ‘relatively easy’ to find customers for China’s rejected planes, says jet leasing CEO (yahoo)
  11. Lip-Bu Tan, the man trying to save Intel (economist)
  12. Why American tech stocks are newly vulnerable (economist)
  13. A Reckoning for the Magnificent Seven Tests the Market (wsj)
  14. Grid-Scale Battery Storage Is Quietly Revolutionizing the Energy System (wired)
  15. TikTok is changing the perfume business (economist)
  16. Warren Buffett Could Turn the Tariffs Chaos Into a Payday for Himself and Coca-Cola. Here’s How (inc)
  17. Houston, We Have A Zweig Breadth Thrust and Four More Bullish Developments (carsongroup)
  18. Drinks giants’ moves in no-and-low alcohol (yahoo)
  19. Jeff Bezos-backed automaker unveils affordable EV pickup truck (foxbusiness)
  20. Porsche Teases New Hypercar Inspired by the First Street-Legal 917 (thedrive)
  21. 50 best golf courses in the Northeast | GOLF’s 2024-25 ranking (golf)

Be in the know. 15 key reads for Saturday…

  1. Warren Buffett Is Still at the Top of His Game at 94. Berkshire Hathaway Faces a Future Without Him. (barrons)
  2. Americans Are Downbeat on the Economy. They Keep Spending Anyway. (wsj)
  3. As Markets Swooned, Pros Sold—and Individuals Pounced (wsj)
  4. The Mistake You’re Making in Today’s Stock Market—Without Even Knowing It (wsj)
  5. America’s Factory Era Isn’t Coming Back. Where the Jobs of the Future Really Are. (barrons)
  6. Donald Trump claims to have received call from Xi Jinping and to have cut ‘200 deals’ on trade (ft)
  7. Trump Administration Lays Out Roadmap to Streamline Tariff Talks (wsj)
  8. China Quietly Exempts Some U.S.-Made Products From Tariffs (wsj)
  9. Alipay leads China’s payments apps with tap-and-pay service amassing 100 million users (scmp)
  10. China’s Xi calls for self sufficiency in AI development amid U.S. rivalry (reuters)
  11. China Reiterates Hitting 2025 Growth Target Amid Trade Tension (bloomberg)
  12. Asked about delisting Chinese companies, SEC Chair Atkins says agency will take action if companies do not abide by laws (investing)
  13. Reeves and Bessent can see ‘landing zone’ for a UK-US trade deal, say British officials (ft)
  14. Bullish Signal Coming From Stock Breadth (zerohedge)
  15. Etsy to sell music gear marketplace Reverb (retaildive)

Be in the know. 28 key reads for Friday…

  1. Intel’s older chips get a second life from US-China trade tensions (scmp)
  2. After years of failed AI deals, Intel plans homegrown challenge to Nvidia (reuters)
  3. Intel CEO says he met with TSMC CEO to discuss collaboration (reuters)
  4. Intel CEO Lip Bu Tan Takes Bold Steps To Revive Chipmaker, Says Bureaucracy Is ‘Suffocating The Innovation (benzinga)
  5. Intel’s new boss starts with wafer-thin expectations (ft)
  6. Trump Sees Trade Deals Coming in Three to Four Weeks (bloomberg)
  7. Trump says Xi called him, lays out trade and other deal plans in TIME interview (reuters)
  8. How Team Trump is working overtime to close face-saving trade deals (nypost)
  9. US Seeks India Trade Deal on E-Commerce, Crops and Data Storage (bloomberg)
  10. Bessent Sees US, Korea Trade ‘Understanding’ by Next Week (bloomberg)
  11. China Ramps Up Cash Injection as It Braces for Tariff Impact (bloomberg)
  12. China grants some tariff exemptions for US imports as trade war bites (ft)
  13. China Aims to Step Up Policy Support Amid Trade Uncertainty (wsj)
  14. Cutting Off Chinese Companies Risks a US Policy Own Goal (bloomberg)
  15. China pledges to ramp up targeted support for businesses as U.S. trade war hits (cnbc)
  16. Automakers rush to meet surging China demand for long-range hybrids (reuters)
  17. Air India in talks with Boeing to take 10 planes snubbed by Chinese airlines, sources say (reuters)
  18. Massive Buying Of Boeing Aircraft Sends US Durable Goods Orders Soaring In March (zerohedge)
  19. Boeing Sees Skies Clear After MAX, Covid, and Quality Woes Took a $240 Billion Toll (barrons)
  20. Bessent Says He Wants Treasury Yields Down. Believe Him. (barrons)
  21. US Bonds Rally as Fed’s Hammack Revives Odds of a June Rate Cut (bloomberg)
  22. A couple of Fed heads hint at rate cuts (streetinsider)
  23. Hedge Funds Walk, Retail Talks When It Comes To US Stocks (zerohedge)
  24. U.S. Needs More Power for AI—but Critical Equipment Is Pricey and Scarce (wsj)
  25. Buy Healthcare Stocks Despite RFK Jr., Tariffs, and UnitedHealth (barrons)
  26. Dividends Could Be Under Threat. Here Are 9 Stocks With Safe 5% Yields. (barrons)
  27. American liquor exports hit record high in 2024, driven by tariffs (cnbc)
  28. U.K. Retailers Post Surprise Rise in Sales Ahead of Tariff Turmoil (wsj)

Be in the know. 29 key reads for Thursday…

  1. US Officials Mull Easing Tariffs Targeting the Auto Industry (bloomberg)
  2. Europe Car Sales Rebound as UK Demand Boosts Battered Industry (bloomberg)
  3. Japanese Carmakers’ US Sales Surge Ahead of Trump Tariffs (bloomberg)
  4. As Tesla Falters, These New EVs Are Picking Up the Pace (bloomberg)
  5. White House Considers Slashing China Tariffs to De-Escalate Trade War (wsj)
  6. Ejecting China Inc from US exchanges would be an own goal (ft)
  7. China pushes for tariff cancellation to end US trade war (reuters)
  8. Chinese Firms Rush to Announce Buybacks as Tariff War Deepens (bloomberg)
  9. Indonesia plans to import more from the U.S. to ‘narrow’ trade surplus, finance minister says (cnbc)
  10. Customers canceled 30% of US orders from China but demand in shipments from other countries have massively increased (nypost)
  11. Vietnam Kicks Off Trade Talks With US as Plane Deal Takes Shape (bloomberg)
  12. Vietnam Airlines to finalise 50 Boeing narrow-body order soon, sources say (reuters)
  13. Boeing CEO Confirms China Halted Orders; Goldman Notes “Improved Earnings Results” For Planemaker (zerohedge)
  14. Boeing Earnings: Recovery Plan Progresses, Shares Undervalued (morningstar)
  15. Trump Meets His Match: The Markets (wsj)
  16. Deutsche Sees ‘Major’ Dollar Decline as Investors Dump US Assets (bloomberg)
  17. UBS Cuts Dollar Outlook Again, Says US-China Is Key for Its Path (bloomberg)
  18. New Data Show Foreign Investors Are Still Buying U.S. Treasuries (barrons)
  19. It’s hedge funds, not foreign investors, that have been dumping stocks, says JPMorgan (marketwatch)
  20. US New-Home Sales Top All Estimates on Surge in the South (bloomberg)
  21. Whirlpool Says Tariffs to Benefit Business Going Forward (bloomberg)
  22. Tariffs Could Boost the Market for Secondhand Goods. These Stocks Could Benefit. (barrons)
  23. It’s Electricity Realism, Not Climate Denialism (bloomberg)
  24. Intel partners with AI firm ModelBest, chip designer Black Sesame on smart car systems (scmp)
  25. Mobileye Global beats revenue estimates on strong self-driving tech demand (reuters)
  26. Here’s How Big the AI Revolution Really Is, in Four Charts (wsj)
  27. Coinbase waives fees on PayPal’s stablecoin in crypto payments push (reuters)
  28. Dow Logs Loss, Launches Cost-Cutting Measures Due to Slowdown (wsj)
  29. Trump Rejects Millionaires Tax Hike (wsj)

Be in the know. 28 key reads for Wednesday…

  1. Boeing Loss Narrows as Backlog and Sales Grow (wsj)
  2. Boeing to seek FAA approval to increase 737 Max production as losses narrow (cnbc)
  3. Boeing to Sell Some of Its Navigation Business in $10.55 Billion Deal (wsj)
  4. Boeing’s Earnings Were Better Than Expected. It’s a Relief for the Stock. (barrons)
  5. Auto groups lobby Trump administration against parts tariffs in rare unified message (cnbc)
  6. Trump’s Tariff Threats Spark Retail, Auto Lobbying Blitz (bloomberg)
  7. Bessent says he expects ‘de-escalation’ in U.S.-China tariff fight in the ‘very near future’ (cnbc)
  8. US markets rally as Treasury secretary says China trade war is ‘unsustainable’ (ft)
  9. Trump Floats ‘Substantial’ China Tariffs Cuts in Trade Deal (bloomberg)
  10. China Signals Openness to U.S. Trade Talks—but Not Under Duress (wsj)
  11. Chinese Stocks in Hong Kong Rally on Bets Trade Tensions to Ease (bloomberg)
  12. Flurry of Chinese AI updates come from Big Tech amid further restrictions on Nvidia chips (scmp)
  13. Zhipu AI ramps up overseas expansion strategy ahead of IPO (reuters)
  14. EM Stocks Erase Loss for the Year, Extending Lead Over US Peers (bloomberg)
  15. Treasury Secretary Bessent Predicts Tax Cuts to Pass by July 4 (nytimes)
  16. Trump Says He Has ‘No Intention’ of Firing Fed Chair Powell (wsj)
  17. As Professional Traders Panic Sell, Retail Investors Just Can’t Stop Buying (zerohedge)
  18. How Market Turmoil Made Low-Volatility Stocks Great Again (morningstar)
  19. Tariffs Have Crushed Small-Cap Stocks. It’s Time for a Bounce. (barrons)
  20. Intel Plans to Slash More Than 20% of Workforce: Report. The Stock Is Rising. (barrons)
  21. PayPal Aims To Boost Stablecoin Use By Offering 3.7% on Balances (bloomberg)
  22. 10 Best Dividend Aristocrats to Buy Now (morningstar)
  23. Stocks That Pay Almost 10% Dividend Yields: Dow and Lyondell (barrons)
  24. Etsy Exits Reverb in Surprise Deal–Here’s Who’s Taking Over (yahoo)
  25. CEOs Haven’t Been This Gloomy About the US Economy Since the Financial Crisis (bloomberg)
  26. Nearly Half Of US Home-Sellers Are Offering Buyer Concessions (zerohedge)
  27. Nike Adds New Strategy Head to Aid Company Turnaround (bloomberg)
  28. Tesla Has a Deep Hole to Pull Out Of (wsj)