Be in the know. 18 key reads for Tuesday…

  1. Emerging-Market Profit Forecasts at Record as AI Boom Defies War (bloomberg)
  2. Corporate America set to deliver bumper earnings despite Iran war (ft)
  3. Why two Wall Street titans just turned bullish on U.S. stocks (marketwatch)
  4. Tom Lee breaks down why ‘the war is actually helping earnings right now’ (youtube)
  5. What’s Behind The Meltup: Complete Hedge Fund, Institutional And Retail Flows And Positioning (zerohedge)
  6. From De-Risk To Re-Risk (zerohedge)
  7. HSBC remains ‘max’ bullish on stocks, says geopolitical fears are overdone (streetinsider)
  8. US and Iran Mull Second Meeting in Bid to Revive Ceasefire Talks (bloomberg)
  9. The Bond Market Is ‘Moving On’ From the Iran War (barrons)
  10. BofA Survey Shows Investors Brace for Economic Growth Shock (bloomberg)
  11. Fed’s Miran Sees Inflation Close to Target a Year From Now (bloomberg)
  12. Housing Shortage Is at Least 10 Million Homes, White House Says (bloomberg)
  13. Home Sales Are Sluggish. Buy These 2 Builder Stocks Anyway. (barrons)
  14. Intel Stock Can Gain Another 20%, Analyst Says. Here’s Why. (barrons)
  15. Chinese EV stocks jump on surging exports, hopes of domestic demand recovery (scmp)
  16. What Higher Oil Prices Mean for Nissan, EVs and Auto Demand (wsj)
  17. Why Portfolio Diversification Has Paid Off—but More Isn’t Always Better (morningstar)
  18. Fed nominee Warsh clears a hurdle to Senate hearing (cnbc)