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)

Be in the know. 11 key reads for Monday…

  1. Chinese tech giants, from Alibaba to Tencent, race to dominate AI-powered digital gateways (scmp)
  2. China ramps up building a national computing power network as AI token demand surges (scmp)
  3. China Home Price Slump Eases in Sign Market Is Stabilizing (bloomberg)
  4. China Says It Has Agreed With U.S. to Set Up Trade and Investment Bodies (wsj)
  5. Baidu AI Sales Eclipse Waning Legacy Ads for the First Time (bloomberg)
  6. Global banks raise yuan forecasts, fuelled by China’s export strength and stable US ties (reuters)
  7. Williams Trading upgrades VF Corp. stock rating on Vans momentum (investing)
  8. Memorial Day Travel Expected to Set Records Despite Higher Fuel Prices (barrons)
  9. Evercore ISI raises Advance Auto Parts stock price target on margin outlook (investing)
  10. Ford Bets on Bronco SUV to Revive Flagging European Sales (bloomberg)
  11. Venezuela Circulates Draft of Oil Law Regulations for Companies (bloomberg)