Be in the know. 10 key reads for Monday…

  1. Disney’s ‘The Devil Wears Prada 2’ Cat Walks to the Top of the Box Office (barrons)
  2. Morgan Stanley survey: This name is seen as top AI winner in China (investing)
  3. International Diversification Is Finally Paying Off (morningstar)
  4. Morgan Stanley Sees Tech Earnings Eclipsing Iran War for Stocks (bloomberg)
  5. S&P 500 profits haven’t been this rich in at least 15 years — but there’s more to the story (marketwatch)
  6. No, We Are Still Not There Yet (zerohedge)
  7. Global equity funds attract inflows for sixth week on earnings optimism (reuters)
  8. Trump Says U.S. Will Guide Stranded Ships Through Strait of Hormuz (wsj)
  9. ‘It’s crucial’: how AI is reshaping the fragrance industry (ft)
  10. Morgan Stanley: With $1.1 Trillion In AI 2027 Capex, The Stakes Between Being First And Fourth Are Enormous (zerohedge)

Be in the know. 12 key reads for Sunday…

  1. VF Corp CEO Pledges To Deep Brand Turnaround At Berlin Congress (forbes)
  2. Vans’ Fifth Avenue Store Closes After Police Response to Satoshi Nakamoto Sneaker Release (wwd)
  3. Swashbuckling oil-services firms are preparing for a boom (economist)
  4. ‘Devil Wears Prada 2’ in Box Office Heaven, Heads for $75M-$80M U.S. Opening, $180M Globally (hollywoodreporter)
  5. Etsy Bets on AI to Attract the Shoppers It’s Been Losing (pymnts)
  6. Israel approves plan to buy F-35 and F-15IA fighter jets from Lockheed, Boeing (cnbc)
  7. Homebuying Demand Ticks Up, Mortgage Rates Tick Down (redfin)
  8. M2 update: still looking like inflation will remain low (scottgrannis)
  9. The Quest to Use AI to Help Find New Drugs (wsj)
  10. Sedans Are Back as Honda Accord Sales Soar 42% and the Camry Isn’t Far Behind (thedrive)
  11. Alibaba Named to TIME Top 10 Most Influential AI Companies (alizila)
  12. Ant Group’s bank adds stock trading to Alipay app in Hong Kong (scmp)