Be in the know. 14 key reads for Wednesday…

  1. China Tech Ambitions Won’t Hurt Consumption Pivot, Keyu Jin Says (bloomberg)
  2. Alibaba Weighs Options to Reduce Stake in ZTO Express (bloomberg)
  3. Alibaba touts rapid growth in fast-delivery service in heated race with Meituan, JD.com (scmp)
  4. Alibaba’s healthcare AI model scores as high as senior-level doctors in medical exams (scmp)
  5. DeepSeek Gave China AI a Jumpstart. How Today’s Players Stack Up. (barrons)
  6. Why Value Investing Has Worked Better Outside the US (morningstar)
  7. Path of Least Resistance for Stocks Is Higher, Barclays Says (bloomberg)
  8. Wall Street Bets the Worst of Trump’s Trade War Is Behind It (wsj)
  9. A dollar crunch is looming — but probably not until next year, says strategist (marketwatch)
  10. Hollywood Notches Record Memorial Day Weekend at Box Office (barrons)
  11. Home Prices Keep Climbing. What Could Slow Them Down. (barrons)
  12. Why Berkshire, Coca-Cola, and Other Low-Volatility Stocks Are Killing It in 2025 (barrons)
  13. Goldman Unexpectedly Finds Signs Of Life In Working-Poor Consumer (zerohedge)
  14. Conference Board Consumer Expectations Surge Most In 14 Years After Tariff ‘Pause’ (zerohedge)

Be in the know. 13 key reads for Tuesday…

  1. China Turns to Consumers to Boost Growth, but Households Are Wary (wsj)
  2. Alibaba’s new ‘instant commerce’ portal passes 40 million daily orders (reuters)
  3. Don’t underestimate the Chinese consumer (ft)
  4. China’s Industrial Profit Growth Picks Up Despite US Tariffs (bloomberg)
  5. Temu-Owner PDD Misses Earnings Estimates. The Stock Falls 14%. (barrons)
  6. Bernstein says U.S. gas supercycle is coming (streetinsider)
  7. Corporate America Forging Ahead With Capex Plans Buoys Stocks (bloomberg)
  8. EU Agrees to Fast-Track Trade Talks With U.S. (wsj)
  9. Eurozone’s Economic Outlook Picks Up After Tariff Turmoil Abates (wsj)
  10. Businesses are finding a workaround for tariffs — and it’s entirely legal (cnbc)
  11. My underlying bullishness remains intact, says Ed Yardeni (youtube)
  12. Exclusive: Nvidia to launch cheaper Blackwell AI chip for China after US export curbs, sources say (reuters)
  13. Investors With $7 Trillion Cash on the Sidelines Await Nvidia (bloomberg)