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- U.S. and China Hold First Call Since Geneva. Why It’s a Good Sign for Trade Talks. (barrons)
- Alibaba CEO doubles down on ‘unified global cloud network’ as Chinese firms expand abroad (scmp)
- Emerging market equity funds lure investors fleeing overvalued U.S. assets (reuters)
- How the US plans to break China’s stranglehold on lithium (ft)
- US Tariff Countdown Has Nations Racing to Turn Talks Into Deals (bloomberg)
- U.K. Retail Sales Rise for Fourth-Straight Month, Boosted by Warm Weather (wsj)
- Japan inflation climbs at fastest rate in more than 2 years (ft)
- It’s Time to Worry About Japan and the Yen Carry Trade Again (barrons)
- Dollar Could Drop Another 10%, Says Morgan Stanley’s Wilson (youtube)
- Bond Market Sees Trump Tax Bill as Big, and Not Beautiful (barrons)
- House budget bill effectively halts US clean energy boom (reuters)
- Hybrids still in the mix despite boom in fully electric cars (ft)
- Gas prices hit 4-year low ahead of Memorial Day weekend (nypost)
- Buyers are gaining the upper hand in a shifting housing market. ‘Everybody wants a deal.’ (marketwatch)
- Housing affordability is showing marginal improvement in some parts of U.S., says ICE’s Andy Walden (youtube)
- Home Price Declines Could Be on the Horizon. Don’t Expect Them to Crater. (barrons)
- Boeing back in ‘dynamic’ production mode, engine supplier Safran says (reuters)
- Advance Auto Parts Stock Soars 55%. Guidance Is Holding Up in the Face of Tariffs. (barrons)
- Consumer Stocks Have Taken It on the Chin. Buy These 8. (barrons)
- 10 Stocks with the Largest Fair Value Estimate Increases During Q1 Earnings (morningstar)
- UBS raises S&P year end target, eyes more gains in 2026 (reuters)
- Advance Auto Parts Maintains 2025 Outlook (wsj)
- Canada Goose Sales Unexpectedly Rise as Luxury Spending Holds Up (wsj)
- Canada Goose Avoids Tariff Woes With Made-in-Canada Supply Chain (bloomberg)
- Boeing’s Internal Safety Plan: Make Problems Easier to Report (wsj)
- Boeing increases 737 production pace as quality, safety culture improves (reuters)
- A Turnaround Stock to Buy Before It Rebounds Further (morningstar)
- A Building Boom on Federal Land? It Just Might Work. (bloomberg)
- The Best Financial-Services Stocks to Buy (morningstar)
- Resilient European Earnings Support the Bull Case for Stocks (bloomberg)
- U.K. Consumer Sentiment Lifts From Post-Trump-Tariff Lows, BRC Says (wsj)
- Why it Isn’t Time to Panic About the 20-Year Treasury Auction Yet (barrons)
- Hedge funds are shorting stocks again, boosting leverage to new record (marketwatch)
- Hedge Fund Trend Monitor: Q1 Short Interest Soars To 6 Year High (zerohedge)
- House Narrowly Passes Trump Tax-and-Spending Bill, Sends Legislation to Senate (barrons)
- Emerging markets said to see the next bull run as the ‘sell U.S.’ narrative gains ground (cnbc)
- Vietnam Cites Progress in US Trade Talks, Will Continue in June (bloomberg)
- Alibaba.com sees more US buyers after tariff pause (techinasia)
- Ultra Rich Wanted More China Exposure Before Trade War, UBS Says (bloomberg)
- Nvidia’s Jensen Huang thinks U.S. chip curbs failed — and he’s not alone (cnbc)
- Toyota Goes All-Hybrid With Its Best-Selling US Vehicle (bloomberg)
- Toyota Mulls Making Tiny Trucks for US Market as Demand Booms (bloomberg)
- Toll Maintains Home Sales Forecast as Luxury Demand Holds Up (bloomberg)
- Lowe’s sticks by full-year forecast as sales from home professionals boost business (cnbc)
- Dimon slams mortgage regulations for pushing rates higher, hurting lower-income homebuyers (foxbusiness)
- Great News DIYers: Home Depot CFO Reveals No Tariff Price Hikes (zerohedge)
- Home Sellers Are Dropping Prices But Buyers Aren’t Budging. What Could Change That. (barrons)
- QXO targets $50 billion in annual revenue, plans to double Beacon EBITDA (investing)
- Why Disney’s ‘Lilo & Stitch’ Is Set to Beat ‘Mission: Impossible’ at the Box Office (wsj)
- Streamers Are Finally Making Money. For Consumers, It’s Getting Messier. (wsj)
- Boeing Nears Key 737 Factory Milestone as CEO Steadies Factories (bloomberg)
- Boeing Stock Price Targets Are Rising. Where Shares Can Go Now. (barrons)
- Goldman Says Hedge Funds Cut Magnificent Seven, Bought China Stocks (bloomberg)
- Alibaba lands US$250 million convertible bonds deal, AI pact with selfie app giant Meitu (scmp)
- Alibaba and DeepSeek’s home province launches AI spending spree to become innovation hub (scmp)
- Nvidia’s Chief Says U.S. Chip Controls on China Have Backfired (nytimes)
- The AI Diffusion Rule is Over. What That Means for Trump and China. (barrons)
- Morgan Stanley turns bullish on most US assets, except dollar (streetinsider)
- For Goldman’s Trading Desk, Only Three Things Matter: CTAs, Buyback And Retail Buying (zerohedge)
- Options Traders Are Boosting Bearish Dollar Views to Record (bloomberg)
- Travel to U.S. Rebounds After Slump. It’s a Boost for These Stocks. (barrons)
- Never Bet Against Corporate America (zerohedge)
- VF Falls After Vans Owner Rushes Products to US to Beat Tariffs (bloomberg)
- VF earnings beat by $0.01, revenue topped estimates (investing)
- Canada Goose shares surge over 6% as Q4 results top estimates (investing)
- Canada Goose Profit Up But Withholds Guidance, Cites Tariff Uncertainty (wsj)
- China cuts benchmark lending rates for the first time in 7 months in Beijing’s growth push (cnbc)
- Alibaba, JD, and Other China Stocks Rise. What’s Giving Them a Boost. (barrons)
- China Banks Cut Deposit Rates to Aid Margins, Drive Spending (bloomberg)
- Understanding the US Housing Market in 2025: Mortgage Rates, Affordability, and Growth Trends (morningstar)
- Home Depot Maintains Guidance as US Spending Holds Up (bloomberg)
- A Third Of Russell 3000 Energy Companies Trade Below Book Value (zerohedge)
- Natural Gas Power Plants are Energy’s Biggest Buyout Targets (barrons)
- JPMorgan and Citi See European Stocks Blowing Past the US (bloomberg)
- Citi Sees Weaker Dollar After G-7 Meeting as US Softens Tariffs (bloomberg)
- Dollar set for more weakness as ‘Brand USA’ falls further out of favor (reuters)
- Tax Cuts Are Coming. Moody’s Warning on Debt Won’t Make a Difference. (barrons)
- Fundstrat’s Tom Lee: There’s not much signal in Moody’s U.S. downgrade (youtube)
- 5 Stocks to Buy to Profit From Trump’s Trade Deals (morningstar)
- Exclusive: Intel explores sale of networking and edge unit, sources say (reuters)
- Goldman: Biopharma Valuation Discount Hits Extreme Lows; Key Near-Term Catalysts In Focus (zerohedge)
- Bernstein raises Boeing stock price target to $249, maintains Outperform (investing)
- Retail Traders Go on Record Dip Buying Spree, Calming a Jumpy Stock Market (bloomberg)
- UnitedHealth Built a Giant. Now Its Model Is Faltering. (wsj)
- Nike Will Be the Winner If Dick’s Can Revive Foot Locker (bloomberg)
- Wall Street Banks Bet on Emerging Markets After Wasted Years (bloomberg)
- Despite US Rebound, International Stock Funds Continue to Lead (morningstar)
- Alibaba cements AI leadership as cloud unit reports fastest growth since 2022 (scmp)
- Exclusive | ‘Still a good time to buy’: Goldman urges value investors to make ‘precise’ stock picks (scmp)
- Ant Group Global Unit Brings in $3 Billion Ahead of Spinoff (bloomberg)
- Breaking down the US and Chinese markets’ recoveries (ft)
- Morgan Stanley’s Wilson Says Buy US Stock Dips After Moody’s Cut (bloomberg)
- Goldman Prime: OWICs Galore, Hedge Funds Stopped-In During Biggest Squeeze Since Dec 2021 (zerohedge)
- M&A Target Stocks Surge in Bet on Wall Street Dealmaking Rebound (bloomberg)
- Big Tech Goes From Stock Market’s Safest Bet to Biggest Question (bloomberg)
- What are the key similarities and differences between 2025 and 2000 (streetinsider)
- Bessent Dismisses Moody’s Downgrade as ‘Lagging’ Indicator (barrons)
- Why the U.S. consumer may be more resilient than many think (marketwatch)
- Intel debuts AI GPUs for workstation system as it works to gain ground on Nvidia, AMD (yahoo)
- Johnnie Walker Maker Diageo Expects Tariff Hit, But Sticks With Guidance (wsj)
- Diageo plans $500 million in cost savings by 2028, lowers tariff impact view (reuters)
- House Republicans Advance Trump’s “Big, Beautiful Bill” After Weekend Of Negotiations (zerohedge)
- Will Anyone Take the Factory Jobs Trump Wants to Bring Back to America? (wsj)
- Spain Boosts Costlier Gas Power to Secure Grid After Blackout (bloomberg)
- Clean Energy Is Under Attack Even Where It’s Booming (wsj)
- First LNG ship bunkering hub in US Gulf Coast secures permits to start work (reuters)
- Hartnett: How To Trade The “Next Big Bull Market” (zerohedge)
- The U.S. Doesn’t Have a Perfect Credit Rating Anymore. Investors Shouldn’t Worry Yet. (barrons)
- Does Moody’s US downgrade matter? (ft)
- M2 charts look good (scottgrannis)
- The Trump Administration’s New ‘Big Star’ Could Make All the Difference for Markets (barrons)
- Housing market shift explained—and where it’s happening the fastest (fastcompany)
- Housing market standoff: Gen Z wants in, but boomers are staying put (fastcompany)
- Why aren’t Americans filling the manufacturing jobs we already have? (npr)
- Is the market up or down? Republicans and Democrats disagree (economist)
- America has given China a strangely good tariff deal (economist)
- AliViews: Eddie Wu on Alibaba’s Q4 Earnings (alizila)
- The invisible tech revolution poised to make in-chat AI shopping real (yahoo)
- Disney parks boss Josh D’Amaro touts Mouse House bona fides as succession chatter rages (yahoo)
- Consumers Face Challenges as New-Vehicle Inventory Drops 7.4% in April Amid Tariff Uncertainty (coxauto)
- Scottie Scheffler took control of PGA Championship with 4 superhuman swings (golf)
- After more than a decade of little change, U.S. electricity consumption is rising again (eia)
- Data Centers’ Hunger for Energy Could Raise All Electric Bills (nytimes)
- 13 Energy Stocks to Buy Even as Oil Prices Fall, According to Roundtable Pros (barrons)
- Builder Stocks Shrug Off Bad Construction Data. Mortgage Rates Matter More. (barrons)
- U.S. Housing Starts Ticked Up in April (wsj)
- Hedge Fund Insider Sees Dollar Rout as Biggest Players Eye Exit (bloomberg)
- What a Weaker US Dollar Means for the Economy (bloomberg)
- Businesses Made a Big Tax-Cut Request. Republicans Said Yes—and Then Some. (wsj)
- Value investing is poised to rise from the dead (reuters)
- There’s a big disconnect between US economic vibes and what the data actually says (marketsinsider)
- Elite CEOs Don’t Need Earnings Guidance (wsj)
- Why Small Cap Stocks Are Ready For A Rebound (forbes)
- Push To Exempt Treasuries From Liquidity Ratio Is Boon For Bond Rally (zerohedge)
- Here’s What Hedge Funds Bought And Sold In Q1: 13F Summary (zerohedge)
- Trump Says He’s Willing to Travel to China for Xi Meeting (bloomberg)
- Alibaba Earnings: Results In Line, With Cloud Business to Drive Growth (morningstar)
- Vietnam steps up talks with US to reduce hefty tariff (reuters)
- U.S. Credit Gets Downgraded by Moody’s, the Last Triple-A Rating (barrons)
- U.S. Won’t Prosecute Boeing Over 737 MAX Crashes, WSJ Reports (barrons)
- BofA’s Hartnett Says EM Stocks Will Outperform Everything Else (bloomberg)
- Earnings Sank Alibaba. The Stock Can Make a Comeback. (barrons)
- Big Chinese companies like Alibaba show that AI-powered ads are giving shopping a boost (cnbc)
- China calls U.S. trade talks ‘good’ but quiet on next steps, as Trump hints at Xi call (cnbc)
- Capital flows back to US-listed China ETFs post big selloff (reuters)
- Alibaba, NetEase, & KE Holdings Report Q1 (chinalastnight)
- A Trade Made for Buffett: Energy Stocks Priced Below Book Value (bloomberg)
- US set to cut capital requirements for banks, FT reports (reuters)
- Boeing Stock Rises Again. Wall Street Is More Positive on Sales. (barrons)
- Trump announces $14.5 billion Etihad order for 28 Boeing planes with GE engines (reuters)
- Boeing stock target raised to $230 by TD Cowen (investing)
- Goldman Unveils New ‘Trump Trade’ (zerohedge)
- From Panic to FOMO: Wall Street’s Sentiment Whiplash (zerohedge)
- Smart Money Loses to Retail Crowd That Bet on Stock Rebound (bloomberg)
- How to Invest Like Warren Buffett (morningstar)
- EU Exports to U.S. Surge Ahead of Trump Tariffs (wsj)
- Weight-Loss Drugs Providing a Boost to US Meat Demand, JBS Says (bloomberg)
- Alibaba Revenue Grows Despite Competition, Boosting Profit (wsj)
- Alibaba’s quarterly revenue grows 7% as AI-driven cloud business remains buoyant (scmp)
- Alibaba’s financial health in 12 charts (techinasia)
- Alibaba Sustains AI Frenzy With Second Video Upgrade in Weeks (bloomberg)
- Boeing inks record-breaking deal for Qatar Airways to buy up to 210 planes (cnbc)
- Boeing stock target raised at Wolfe after ’a big beautiful order’ from Qatar (investing)
- Boeing Booms From Trump’s Trade Deals. This Can Lift Aerospace, Defense Stocks Higher. (barrons)
- AI Boom Has Generac Looking to Data Centers for Growth (bloomberg)
- Millions of Americans at Risk of Summer Power Shortfall, Regulator Says (bloomberg)
- Generac Rethinking Supply Chain Amid Tariffs, CEO Jagdfeld Says (youtube)
- A Less-Generous Warren Buffett Would Be $67 Billion Richer Than Elon Musk (bloomberg)
- There Are Still Stock Bears Left To Throw In The Towel (zerohedge)
- Wall Street’s sudden rebound catches investors ‘offside’ (ft)
- US poised to dial back bank rules imposed in wake of 2008 crisis (ft)
- Why Trade Deals and Tax Cuts May Be a Recipe for US Success (bloomberg)
- Trump’s Tax Bill Could Give Babies $1,000 ‘MAGA’ Accounts. How It Works. (barrons)
- A Trade War Winner? The Booming Business of Returned Products. (nytimes)
- Ford and Tesla Are Best-Positioned for Trump’s Car Tariffs. These Companies Are the Worst. (barrons)
- Ford CEO Jim Farley says company will be ‘advantaged’ around tariffs: ‘Fairest fight in decades’ (nypost)
- EU Trade Officials See Signs of Optimism for US Tariff Deal (bloomberg)
- Trump Says India Offered to Remove All Tariffs on US Goods (bloomberg)
- UK Economy Has Best Quarter in a Year With 0.7% Expansion (bloomberg)
- Perplexity, PayPal partner to provide easy payment checkouts to users (reuters)
- BofA lifts Albemarle stock price target to $93 on cost cuts (investing)
- Perplexity partners with PayPal for in-chat shopping as AI race heats up (cnbc)
- ESPN’s New Streaming Service Will Cost $29.99 a Month (wsj)
- Will ESPN’s new streaming service spell the end for cable television? (marketwatch)
- Disney Entertainment Co-Chair Dana Walden goes one-on-one with Jim Cramer (youtube)
- JD.com Stock Is Rising. How China’s Economic Rebound Boosted Earnings. (barrons)
- Chinese Stocks Advance on Growing Optimism Over Tech Earnings (bloomberg)
- Tencent Grows Fastest Since 2021 in Solid Start to Rocky Year (bloomberg)
- Alibaba pushes global adoption of Qwen3 AI models via more developer platforms online (scmp)
- U.S. Scraps ‘AI Diffusion’ Rule in Revamp of Biden-Era Chip Curbs (wsj)
- Top Asia Advisers at Morgan Stanley, UBS See China Revival (bloomberg)
- Funds Kept Shifting Out of U.S. Stocks as Rally Picked Up (barrons)
- Global EV sales rise in April despite trade disruptions, research finds (reuters)
- Banking sector says easing of US leverage rules could support Treasury market (reuters)
- Boeing delivered 45 jets in April, nearly double last year (investing)
- Saudi Wealth Fund to Order 30 Boeing 737s During Trump Visit (bloomberg)
- Trump and MBS Tout $1 Trillion Pledge as Details Remain Elusive (bloomberg)
- Intel’s New CEO to Focus on Executing Its Existing Strategy (bloomberg)
- Hedge Funds Capitulate With Second Biggest Short Covering Panic On Record During Monday Meltup (zerohedge)
- Investors Chasing Stock Rally Will Find It Gets Harder From Here (bloomberg)
- US inflation slows unexpectedly to 2.3% in April — Trump presses Fed to slash rates: ‘Just let it all happen’ (nypost)
- The 10 Best Dividend Stocks (morningstar)
- Yardeni cuts U.S. recession odds to 25%, lifts S&P 500 target to 6,500 (streetinsider)
- There won’t be another Buffett because no one will have his advantages (ft)
- Citi lifts Cooper-Standard price target to $25 from $12, keeps neutral (investing)
- UnitedHealth Places New Bet on Old CEO Who Made It a Giant (wsj)
