Be in the know. 16 key reads for Wednesday…

  1. VF Returns to Revenue Growth, Issues Upbeat Outlook (wsj)
  2. VF Corp.’s Returned to Annual Growth With Surprise Q4 Gain (wwd)
  3. Vans owner VFC tops Q1 estimates and reinstates annual guidance; shares jump 10% (investing)
  4. Alibaba says its new AI chip is 3 times more powerful as China pushes local alternatives (cnbc)
  5. Alibaba Ramps Up AI Push With New Chip, Model Upgrades (wsj)
  6. China confirms order for 200 Boeing planes, calls aviation key area for U.S. cooperation (cnbc)
  7. China’s stocks have upside room as liquidity and earnings grow, JPMorgan says (scmp)
  8. US Pending Home Sales Increase for a Third Straight Month (bloomberg)
  9. Global EV and hybrid sales to hit 30% of car market this year, IEA forecasts (ft)
  10. Williams CEO Sees Gas Demand Outpacing Past Years on Powering AI (bloomberg)
  11. Pfizer Advances Pneumonia Shot After Getting Positive Results in Children (bloomberg)
  12. Investors haven’t been this bullish since the peak of the 2021 meme-stock frenzy, according to this chart (marketwatch)
  13. “Flow Fragility”: Citadel Securities Turns ‘Tactically Cautious’ (zerohedge)
  14. Cracks Are Starting to Appear in the Chip Stock Rally (barrons)
  15. Lowe’s Sales Boosted by Online Growth (wsj)
  16. Oil Prices Fall After Reports Supertankers Are Moving Through Strait of Hormuz (barrons)

Be in the know. 14 key reads for Tuesday…

  1. Guinness collaborates with Art of Football to deliver jersey exclusive to North America for FIFA World Cup (foxbusiness)
  2. Vans is Doing Everything Right (soleretriever)
  3. Home Depot says core shopper is resilient in the face of higher gas prices, sales rise 5% (cnbc)
  4. Home Depot beats earnings estimates as small DIY projects remain a ‘real source of strength’ (yahoo)
  5. Homebuilder sentiment improves on late spring surge in demand (cnbc)
  6. Estee Lauder CEO says Puig talks continue, no deal yet (investing)
  7. Alibaba teases new Qwen previews, highest-ranking Chinese AI models on Arena (scmp)
  8. Nvidia’s CEO Sees China Opening Market to AI Chips From US (bloomberg)
  9. Fund Managers Boost Stock Allocations by a Record in BofA Poll (bloomberg)
  10. Citadel Securities’ Rubner Sees Risk of Flow Unwind in US Stocks (bloomberg)
  11. Investors are piling into U.S. equity funds at the fastest pace in years. But now the pendulum may swing back, warns Barclays (marketwatch)
  12. Ford to launch new European models to try to boost car sales and fend off China (reuters)
  13. Stellantis to Start Production of New Small EVs in Italy (wsj)
  14. Hormel Foods Declares $0.2925 Quarterly Dividend; 5.7% Yield (investing)