Be in the know. 16 key reads for Sunday…

  1. As Donald Trump’s trade war heats up, China is surprisingly confident (economist)
  2. China and America are racing to develop the best AI. But who is ahead in using it? (economist)
  3. Alibaba’s Qwen2.5-Omni tops Hugging Face’s open-source Ai model list (technode)
  4. Employee Pricing Returns at Stellantis and Ford Amid Customer Uncertainty (thedrive)
  5. Automakers jump on Tesla’s brand woes with discount EV offers (techcrunch)
  6. New Auto Tariffs Are Now in Place, Driving the Industry into Uncharted Territory (coxautomotive)
  7. Are there any business winners in Trump 2? (economist)
  8. Cautious Optimism for Building Products Distribution Rising as Sustained Demand for New Residential Construction Expected (morningstar)
  9. More homes are finally hitting the spring market. Will buyers take the plunge? (npr)
  10. How Investing Will Change if the Dollar No Longer Rules the World (wsj)
  11. The Complicated Relationship Between Consumer Sentiment and Stocks (wsj)
  12. ‘Keep Your Head When All About You Are Losing Theirs’: Here’s Warren Buffett’s Classic Advice As Stock Market Plunges on Tariff Announcement (entrepreneur)
  13. Alex Ovechkin has tied Wayne Gretzky’s all-time NHL goals record (npr)
  14. The Launch of the Torpedo Bat (newyorker)
  15. 5 collector cars to put into your garage this week (classicdriver)
  16. 5 holes that will decide the Masters (hint: not on the back 9) (golf)

Be in the know. 19 key reads for Saturday…

  1. Dalio Sees US, China Push for Yuan Deal as Part of Trade Relief (bloomberg)
  2. How Alibaba is transforming into a catalyst for China’s AI boom (scmp)
  3. Nike, Lululemon Rebound as Trump Touts Call With Vietnam Leader (bloomberg)
  4. Mortgage Rates Are Heading Lower. Is It a Good Time to Buy a Home? (barrons)
  5. The Fed Is In ‘No Hurry’ to Lower Interest Rates. Don’t Be Surprised by Multiple Cuts. (barrons)
  6. The Big Losers in Trump’s Tariff Chaos—and a Couple of Survivors (wsj)
  7. Energy Tanked on Trump’s Tariffs. Natural-Gas Stocks Could Still Fire Back Up. (barrons)
  8. U.S. natural gas consumption set new winter and summer monthly records in 2024 (eia)
  9. Stellantis gives employee discount to US buyers as tariffs take effect (nypost)
  10. General Motors, Nissan to boost production at US plants due to Trump tariffs (nypost)
  11. Hedge funds hit with steepest margin calls since 2020 Covid crisis (ft)
  12. Goldman: Biggest. Selling. Ever! (zerohedge)
  13. With value investing back in vogue, I’m taking a leaf out of Warren Buffett’s playbook (yahoo)
  14. Trump is calling for a rate cut to rescue markets. Why he might be right. (marketwatch)
  15. A weaker dollar and lower rates are part of Trump’s plan. Don’t say you weren’t warned. (marketwatch)
  16. Flight to safety pushes 10-year Treasury yield below 4% (ft)
  17. The Stock Market Had Its Worst Week Since the Pandemic. Keep Hope Alive. (barrons)
  18. Tariff impact manageable for commercial aero; Boeing exposure limited: Wells Fargo (investing)
  19. Something’s Gone Wrong With Microsoft’s Huge AI Data Center Investments (futurism)