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)