Be in the know. 24 key reads for Thursday…

  1. Alibaba Revenue Grows Despite Competition, Boosting Profit (wsj)
  2. Alibaba’s quarterly revenue grows 7% as AI-driven cloud business remains buoyant (scmp)
  3. Alibaba’s financial health in 12 charts (techinasia)
  4. Alibaba Sustains AI Frenzy With Second Video Upgrade in Weeks (bloomberg)
  5. Boeing inks record-breaking deal for Qatar Airways to buy up to 210 planes (cnbc)
  6. Boeing stock target raised at Wolfe after ’a big beautiful order’ from Qatar (investing)
  7. Boeing Booms From Trump’s Trade Deals. This Can Lift Aerospace, Defense Stocks Higher. (barrons)
  8. AI Boom Has Generac Looking to Data Centers for Growth (bloomberg)
  9. Millions of Americans at Risk of Summer Power Shortfall, Regulator Says (bloomberg)
  10. Generac Rethinking Supply Chain Amid Tariffs, CEO Jagdfeld Says (youtube)
  11. A Less-Generous Warren Buffett Would Be $67 Billion Richer Than Elon Musk (bloomberg)
  12. There Are Still Stock Bears Left To Throw In The Towel (zerohedge)
  13. Wall Street’s sudden rebound catches investors ‘offside’ (ft)
  14. US poised to dial back bank rules imposed in wake of 2008 crisis (ft)
  15. Why Trade Deals and Tax Cuts May Be a Recipe for US Success (bloomberg)
  16. Trump’s Tax Bill Could Give Babies $1,000 ‘MAGA’ Accounts. How It Works. (barrons)
  17. A Trade War Winner? The Booming Business of Returned Products. (nytimes)
  18. Ford and Tesla Are Best-Positioned for Trump’s Car Tariffs. These Companies Are the Worst. (barrons)
  19. Ford CEO Jim Farley says company will be ‘advantaged’ around tariffs: ‘Fairest fight in decades’ (nypost)
  20. EU Trade Officials See Signs of Optimism for US Tariff Deal (bloomberg)
  21. Trump Says India Offered to Remove All Tariffs on US Goods (bloomberg)
  22. UK Economy Has Best Quarter in a Year With 0.7% Expansion (bloomberg)
  23. Perplexity, PayPal partner to provide easy payment checkouts to users (reuters)
  24. BofA lifts Albemarle stock price target to $93 on cost cuts (investing)

Be in the know. 25 key reads for Wednesday…

  1. Perplexity partners with PayPal for in-chat shopping as AI race heats up (cnbc)
  2. ESPN’s New Streaming Service Will Cost $29.99 a Month (wsj)
  3. Will ESPN’s new streaming service spell the end for cable television? (marketwatch)
  4. Disney Entertainment Co-Chair Dana Walden goes one-on-one with Jim Cramer (youtube)
  5. JD.com Stock Is Rising. How China’s Economic Rebound Boosted Earnings. (barrons)
  6. Chinese Stocks Advance on Growing Optimism Over Tech Earnings (bloomberg)
  7. Tencent Grows Fastest Since 2021 in Solid Start to Rocky Year (bloomberg)
  8. Alibaba pushes global adoption of Qwen3 AI models via more developer platforms online (scmp)
  9. U.S. Scraps ‘AI Diffusion’ Rule in Revamp of Biden-Era Chip Curbs (wsj)
  10. Top Asia Advisers at Morgan Stanley, UBS See China Revival (bloomberg)
  11. Funds Kept Shifting Out of U.S. Stocks as Rally Picked Up (barrons)
  12. Global EV sales rise in April despite trade disruptions, research finds (reuters)
  13. Banking sector says easing of US leverage rules could support Treasury market (reuters)
  14. Boeing delivered 45 jets in April, nearly double last year (investing)
  15. Saudi Wealth Fund to Order 30 Boeing 737s During Trump Visit (bloomberg)
  16. Trump and MBS Tout $1 Trillion Pledge as Details Remain Elusive (bloomberg)
  17. Intel’s New CEO to Focus on Executing Its Existing Strategy (bloomberg)
  18. Hedge Funds Capitulate With Second Biggest Short Covering Panic On Record During Monday Meltup (zerohedge)
  19. Investors Chasing Stock Rally Will Find It Gets Harder From Here (bloomberg)
  20. US inflation slows unexpectedly to 2.3% in April — Trump presses Fed to slash rates: ‘Just let it all happen’ (nypost)
  21. The 10 Best Dividend Stocks (morningstar)
  22. Yardeni cuts U.S. recession odds to 25%, lifts S&P 500 target to 6,500 (streetinsider)
  23. There won’t be another Buffett because no one will have his advantages (ft)
  24. Citi lifts Cooper-Standard price target to $25 from $12, keeps neutral (investing)
  25. UnitedHealth Places New Bet on Old CEO Who Made It a Giant (wsj)

“The Magic’s Still There” Stock Market (and Sentiment Results)…

Key Market Outlook(s) and Pick(s)

On Monday, I joined Brian Brenberg, Taylor Riggs, Jackie DeAngelis, and Dagen McDowell on Fox Business “The Big Money Show” for the full hour to discuss markets, the China deal, Saudi Arabia, Trump’s Middle East trip, $UAL, the FAA, Digital detox, and outlook. Thanks to Brian, Taylor, Jackie, Dagen, Madison Murtagh, and Cassie Loeloff for having me on:

Watch in HD directly on Fox Business

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