Be in the know. 12 key reads for Monday…

  1. Healthcare is driving America’s economy (ft)
  2. Beer Stocks Set for Billion-Pint World Cup Boost, Jefferies Says (bloomberg)
  3. Corporate America Is Minting Money—and Not Just in Tech and Finance (wsj)
  4. How US investors should think about tariffs as Trump braces for a fresh round of haggling (nypost)
  5. Pullbacks will be shallow as market risks diminish, says Morgan Stanley (marketwatch)
  6. China equities set for boost as Trump-Xi meeting raises hopes of thaw (scmp)
  7. Moody’s Upgrades China’s Outlook, Citing Resilience in Face of Challenges (wsj)
  8. China industrial profits jump 15.8% in March, fueled by AI and chip boom despite oil shock risks (cnbc)
  9. Exclusive: Companies dust off oil rigs in storage in Venezuela as contracts are overhauled (reuters)
  10. Domino’s Pizza falls short of US sales estimates as diners curb spending (reuters)
  11. The AI Splurge Is Costing Big Tech Its Workforce (wsj)
  12. Largest Hedge Fund Selling In 7 Months (zerohedge)

Be in the know. 12 key reads for Sunday…

  1. PayPal Links The ‘Fan Economy’ Into A Payments Network With The NFL (forbes)
  2. PayPal Goes After Streaming TV Advertisers With New Adtech Deals (adweek)
  3. How Intel’s CEO brought the storied company back from the brink (marketwatch)
  4. Cox Automotive Forecast: April New-Vehicle Sales Pace to Reach 16.1 Million, Despite Declining Consumer Sentiment, Rising Economic Uncertainty (coxauto)
  5. Q1 Earnings Off To Strong Start; Record CEO Confidence Anchor Market (seeitmarket)
  6. American corporate profits keep shrugging off global tumult (economist)
  7. QXO Eyes Builders FirstSource — Lumber Giant Next on Jacobs’ List (woodcentral)
  8. More Homeowners Are Putting Up ‘For Sale’ Signs As the Days Get Warmer (redfin)
  9. Leading Chinese Automakers Announce Integration with Qwen at 2026 Beijing Auto Show (alizila)
  10. Alibaba to integrate its AI into cars (cnbc)
  11. Crown Castle counts the cost of Dish payment dispute, but identifies opportunities at the Edge (datacenterdynamics)
  12. The Greatest Entrepreneurs in U.S. History, According to Business Historians (wsj)