Be in the know. 15 key reads for Monday…

  1. QXO to Buy Insulation Company TopBuild for $17 Billion (wsj)
  2. Latest acquisition by Brad Jacobs’ QXO building products rollup is largest so far (freightwaves)
  3. QXO Announces Investor Presentation Regarding Acquisition of TopBuild (qxo)
  4. Morgan Stanley sees agentic AI widening chip spending beyond graphics processors to CPUs (reuters)
  5. Big Tech’s giant headache: billions in AI capital spending and investors demanding quick results (marketwatch)
  6. AI boom poised to be ‘massively disinflationary’, Northern Trust says (ft)
  7. Global 2025 Power Demand Rose as EV, Data Centers Grew, IEA Says (bloomberg)
  8. Wall Street Strategists Bullish on the US Earnings Outlook (bloomberg)
  9. Trump Administration to Begin Refunding $166 Billion in Tariffs (nytimes)
  10. Stanley Black & Decker says tariff changes won’t affect guidance (investing)
  11. Big Oil Plows Billions Into Far-Flung Drilling Sites to Escape Iran Turmoil (wsj)
  12. Short-Covering Rally… Or Something More? (zerohedge)
  13. AI’s Token Economy Revolution Creates New China Tech Winners (bloomberg)
  14. China keeps benchmark lending rates unchanged as economic growth revs up (cnbc)
  15. China does have one powerful lever to boost consumption (ft)

Be in the know. 11 key reads for Sunday…

  1. Astronaut Victor Glover Wears NASA x Vans Old Skool Voyager After Artemis II Splashdown (soleretriever)
  2. Can AI Chip Design Help Baidu & Alibaba Unlock Shareholder Value? (kraneshares)
  3. From AI shopping to video, Alibaba is making the investments analysts want to see (cnbc)
  4. China authority says daily AI token usage exceeds 140 trillion in March, up over 40% vs end-2025 (technode)
  5. Amap Demonstrates the Future of Physical AI with Robotic Guide Showcase (alizila)
  6. America Is in the Middle of a Stealth Manufacturing Boom (wsj)
  7. With Incomes Rising, New-Vehicle Affordability Continues to Improve in March (coxauto)
  8. U.S. Homeowners Are Remodeling Instead of Relocating (redfin)
  9. Intel hires tenured Samsung exec to lead Foundry Services — signals company focus on winning business from potential Foundry suitors (tomshardware)
  10. Intel Is Making Progress. But It Isn’t Out of the Woods Yet. (wsj)
  11. AI traffic to US retailers rose 393% in Q1, and it’s boosting their revenue too (techcrunch)