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- 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)
- S&P 500 Has Jumped 14% Since Trump Said ‘Great Time to Buy’ (bloomberg)
- Bearish Stock Investors Left to Chase Rally, BofA Poll Shows (bloomberg)
- CTAs Now Buyers In Every Scenario As Buybacks Accelerate And Bearish Funds Capitulate (zerohedge)
- Short Squeeze Could Be Giving Stocks a Boost (barrons)
- JD.com’s Sales Rise 16% After China Stimulus Draws Shoppers Out (bloomberg)
- Alibaba pushes global adoption of Qwen3 AI models via more developer platforms online (scmp)
- China Removes Ban on Boeing Deliveries After US Trade Truce (bloomberg)
- Shipping demand set to explode as firms rush to exploit US-China tariff pause (scmp)
- Trump signals he could speak with China’s Xi by end of the week (reuters)
- How far is China from becoming self-sufficient in AI? (investing)
- Nomura Turns Bullish on China’s Stocks After Trade Truce With US (bloomberg)
- What the U.S.-China Trade Agreement Means for Markets (wsj)
- Nike and 3 More Top Stocks for the U.S.-China Tariffs Pause (barrons)
- Small Caps Soar on the U.S.-China Trade Deal. They Can Rally a Whole Lot More. (barrons)
- Goodbye, EV Tax Credit. Hello, Aid for Buyers of U.S.-Made Cars. (barrons)
- Traders See Fed Cutting Rates Just Twice in 2025 on Cooling Trade War (bloomberg)
- Trump’s Drug-Price Crackdown, Like His Trade War, Could Be More Bark Than Bite (wsj)
- Trump Executive Order Could Reshape How Americans Pay for Drugs. Why It Isn’t Bad for Pharma Stocks. (barrons)
- Boeing Stock Is Rising. Why It’s Getting a Boost From Tariff Talks Breakthrough. (barrons)
- NRG Buys 18 Natural-Gas Power Plants in Bet on Soaring Energy Demand (wsj)
- Are We Entering the Golden Age of Secondhand Shopping? (wsj)
- U.S. and China agree to slash tariffs for 90 days in major trade breakthrough (cnbc)
- Alibaba Stock Soars. It’s Not Just the China Trade Deal. (barrons)
- Surprise U.S.-China Trade Deal Gives Global Economy a Big Reprieve (wsj)
- ‘Decisive Moment’ in Trade Talks Puts China Rally Back on Track (bloomberg)
- US-China Trade Talks to Boost Sentiment in Asia, Strategists Say (bloomberg)
- New Alibaba method slashes costs of training AI for search by 88% (scmp)
- HEDGE FLOW Hedge funds re-enter Chinese equities on trade talk optimism, Morgan Stanley says (reuters)
- Nvidia, Intel, Marvell Stocks Jump. Why China Trade Progress Is Good for Chip Makers. (barrons)
- ‘Buy America’ Sweeps Across Global Markets After China-US Talk (bloomberg)
- Bullish Sign for S&P Flashes With More Stocks Shouldering Rally (bloomberg)
- The rally is real. The exposure? Still missing (zerohedge)
- The Ominous “Other”: Record Bearish Liquidation Is Misery For The Bears (zerohedge)
- Why JPMorgan says the U.S. lag vs. European stocks is just beginning (marketwatch)
- Investors Are Still Betting the Euro’s Rally Is in its Infancy (bloomberg)
- Americans Embrace Road Trips as Economic Fears Discourage Flying (bloomberg)
- Disney, Abu Dhabi and a growing theme park capital at ‘crossroads’ of world (cnbc)
- How to Think About the Stock Market When Earnings Guidance Becomes Meaningless (wsj)
- Spain’s unprecedented power outage sparks a blackout blame game over green energy (cnbc)
- Trump Touts “Great Progress” In China Tariff Talks, Suggests “Total Reset” On The Table (zerohedge)
- Stakes Rise as U.S. and China Open Second Day of Trade Talks (wsj)
- AI will be the mainstay of Alibaba’s business in next 3-5 years, chairman Joe Tsai says (scmp)
- Why the World Keeps Getting Shocked by China’s Technological Progress (bloomberg)
- China’s May Day holiday travel rebounds with surge in domestic, inbound, and outbound activity (technode)
- Donald Trump is right to ditch Joe Biden’s chip-export rules (economist)
- Huawei and other Chinese chip firms are catching up fast (economist)
- Why Warren Buffett matters beyond Wall Street (npr)
- Warren Buffett has created a $348bn question for his successor (economist)
- America’s Largest Grid Operator Warns Of Summer Power Shortages (zerohedge)
- Two online retailers think they have the key to beating tariffs (yahoo)
- Buy the dip: the trend that keeps stocks from crashing (economist)
- Why The Classic Ferrari 275 Is More Coveted Than Ever (maxim)
- 5 collector cars to put into your garage this week (classicdriver)
- Stockpickers: How investors can take a leaf out of Warren Buffett’s book (ft)
- Warren Buffett’s Unparalleled Investing Record—in Charts (wsj)
- Why the Fed Should Be Easing—Even In the Face of Tariffs (barrons)
- Ex Fed’s Warsh highlights a path to lower rates, takes a fresh dig at the Fed (reuters)
- Pain trades are inevitable (ft)
- China and US kick off high-stakes trade talks in Geneva (ft)
- Fear Of Economic Collapse Forced China To Negotiate With Trump, Quietly Reach Out First: Reuters Report (zerohedge)
- What to Watch During the U.S.-China Talks This Weekend (wsj)
- Jack Ma’s Alibaba visit and replica flat spark nostalgia over company’s humble start (scmp)
- Alibaba’s Quark, China’s most popular AI app, launches ‘deep search’ (scmp)
- Trump Says 10% Tariff Baseline Unless ‘Exceptional’ Offer Made (bloomberg)
- Extreme Heat Risks Summer Power Shortages, Warns Largest US Grid (bloomberg)
- Big Wall Street Comeback Is Upending a Slew of Bear Market Bets (bloomberg)
- ‘The Only Material Buyer Of This Dip Was Mr & Mrs Retail’; Goldman Macro Trader Sees ‘Path To Real Market Tailwinds’ (zerohedge)
- Boeing Stock Rises. Trump Was Right. (barrons)
- ESPN will call its forthcoming flagship streaming app simply ‘ESPN,’ sources say (cnbc)
- Trump suggests cutting China tariff to still-high 80% ahead of U.S.-Beijing trade talks (cnbc)
- How a China Trade Deal Would Put Stocks on Course for New Records (barrons)
- Trump Team Seeks Tariff Cuts, Rare Earths Relief in China Talks (bloomberg)
- Mr. Ahern Goes to Washington (chinalastnight)
- Alibaba breaks down barriers as CEO Eddie Wu calls for a return to entrepreneurial roots (scmp)
- China’s e-commerce giants to kick off midyear shopping festival next week (scmp)
- Exclusive: Nvidia modifies H20 chip for China to overcome US export controls, sources say (reuters)
- Trump Makes a Deal With the U.K. Now Comes the Hard Part. (barrons)
- IAG Orders 71 Large Jets from Boeing, Airbus to Grow Network (bloomberg)
- Boeing Stock Jumps on Trade News. It Isn’t About Plane Sales to the U.K. (barrons)
- With U.K. Deal, U.S. Signals That 10% Tariff on World Is New Baseline (wsj)
- Boeing is the first winner in new era of piecemeal trade deals (yahoo)
- UBS lifts Boeing stock target, doesn’t sees tariffs impacting FCF recovery (investing)
- Exclusive: India offers to slash tariff gap by two-thirds in dash to seal trade pact with Trump (reuters)
- Commerce Secretary Howard Lutnick: We’re going to roll out dozens of trade deals over the next month (youtube)
- Markets Soar As Trump Says “Better Go Buy Stocks Now” (zerohedge)
- How Global Carmakers Are Responding To Tariffs: Full Summary (zerohedge)
- Shock: Surging US Power Demand Suggests GDP Growth Over 3% (zerohedge)
- Corporate share buybacks were a shock absorber in April’s sell-off (ft)
- The Best Consumer Cyclical Stocks to Buy (morningstar)
- The Secret Thread Between Warren Buffett and Other Game Changers (barrons)
- Disney CEO Bob Iger delivers new magic for investors (foxbusiness)
- Stifel maintains Buy rating and $66 target on GXO Logistics stock (investing)
- The GOP Tax Bill Could Solve the Tariff Problem (wsj)
- Disney Makes It Official: The Middle East Is the New Theme-Park Hot Spot (wsj)
- Disney Earnings: Stellar Results with No Inkling of Recession Fears (morningstar)
- Disney CEO Bob Iger on new Abu Dhabi theme park: A momentous occasion for the company (youtube)
- Disney CFO: We have confidence from what we’re seeing in data (youtube)
- Lights, camera, inaction: why film tariffs would be a flop (ft)
- Trump to Announce Trade Agreement With Britain (wsj)
- Trump says trade deal with U.K. will be ‘full and comprehensive’ and that more deals will follow (marketwatch)
- Hong Kong stocks rise after Beijing unveils support plan; US-China trade talks loom (scmp)
- Bessent Working on Clear Rules for US Investment in China (bloomberg)
- Beijing pours tens of millions of dollars into fostering Nvidia-free AI ecosystem in China (scmp)
- U.S. to Overhaul Curbs on AI Chip Exports After Industry Backlash (wsj)
- America’s Self-Defeating AI Export Controls (wsj)
- Chinese Automakers Crank Up Sales of Cars With Combustion Engines in Europe (bloomberg)
- Vietnam Says It Wants to Buy More From US as Trade Talks Begin (bloomberg)
- JLR, Diageo Among Winners as UK-India Sign Model Trade Deal (bloomberg)
- U.S. exports of natural gas liquids touch record high in April (reuters)
- LNG Is A Key Bargaining Chip In Tariff Talks With Asian Nations (zerohedge)
- A Russian Gas Ban Will Boost These Companies (barrons)
- Interior Secretary Warns U.S. At Risk Of Spain-Style Blackouts (zerohedge)
- US Consumer Borrowing Rises Most in Three Months in Broad Pickup (bloomberg)
- US Mortgage Applications Climbed Last Week as Rates Eased (bloomberg)
- Taiwan’s China Airlines orders 14 Boeing 777X planes (reuters)
- Boeing taps Wisk Aero CEO to head commercial airplane product development (reuters)
- GXO Logistics earnings beat by $0.04, revenue topped estimates (investing)
- Recession Warnings Are Everywhere, Except in the Data (nytimes)
- Why the Fed Isn’t Ready to Join Other Central Banks in Cutting Rates (wsj)
- Ford hikes prices on these Mexico-produced models, citing Trump’s tariffs (nypost)
- Disney Raises Profit Forecast on Strong Parks, Streaming (bloomberg)
- Disney reports surprise uptick in streaming subscribers, beats on top and bottom lines (cnbc)
- Alibaba’s Qwen3 topples DeepSeek’s R1 as world’s highest-ranked open-source AI model (scmp)
- Trump officials Bessent and Greer to meet with Chinese counterparts on trade, economic issues (cnbc)
- China injects ‘tactical’ monetary stimulus ahead of US trade meeting (reuters)
- China Cuts Key Rate, Reserve Ratio to Aid Economy Hit by Tariffs (bloomberg)
- Alibaba collaborates with social media platform RedNote in fresh domestic e-commerce push (scmp)
- US-China Tariff Pause Reasonable to Expect, Council Head Says (bloomberg)
- Post-Holiday Rebound Driven By Consumer Stocks (chinalastnight)
- Bessent Says Good Trade Offers Made, Sees Deal Soon as This Week (bloomberg)
- So Much For “Not A Safe Asset”: Yields Tumble After Stellar 10Y Treasury Auction Stops Through On Soaring Direct Demand (zerohedge)
- UK and US in Intensive Talks on Economic Deal to Reduce Tariffs (bloomberg)
- Rush to beat tariffs boosts US trade deficit to record high in March (reuters)
- The economy is resilient enough to handle this uncertainty, says Ed Yardeni (youtube)
- Europe Is a Safe Haven. 5 Stocks—and 3 ETFs—to Buy for Turbulent Markets. (barrons)
- EU Lays Out Plan to Cut Russian Energy Imports by 2027 (wsj)
- BMW chief predicts lower tariffs from July (ft)
- US companies plot $500bn share buyback spree (ft)
- What’s in Buffett’s Berkshire Empire? Cowboy Boots, Candy and Railroads (wsj)
- Baby boomers are buying more homes than millennials. Is that backwards? (usatoday)
- Traders Most Bullish Loonie Since 2009 as Carney, Trump Meet (bloomberg)
- Intel shareholders approve equity incentive plan, new CEO pay (reuters)
- PayPal to introduce contactless mobile wallet in Germany (yahoo)
- Temu, Shein See US Sales Drop in Week After Tariff Price Hikes (bloomberg)
