Be in the know. 17 key reads for Tuesday…

  1. Energy Stocks Set to Beat Broader Market by Biggest Margin Ever (bloomberg)
  2. Trump Tells Aides He’s Willing to End War Without Reopening Hormuz (wsj)
  3. Powell Says Fed Can Afford to Wait on Oil Shock (barrons)
  4. Powell Says Longer-Term Inflation Expectations Remain in Check (bloomberg)
  5. GM to Boost Heavy-Duty Truck Production (wsj)
  6. ‘Pump anxiety’ from soaring fuel prices prompts surge in EV interest (ft)
  7. Diageo upgraded to “buy” at Deutsche Bank as analysts signal “profitability reset” (investing)
  8. Trump’s Tax Cut Delivers at Least $65 Billion Windfall to Corporations (bloomberg)
  9. Big Tech’s $635 billion AI spending faces energy shock test, S&P Global says (reuters)
  10. Momentum Crushed By Worst Drawdown Since Covid (zerohedge)
  11. Chinese Stocks Fare Better Than Global Peers in Iran-Driven Rout (bloomberg)
  12. China’s factory activity returns to growth, expanding at its sharpest pace in a year (cnbc)
  13. China’s AI race enters a new phase (cnbc)
  14. Xiaomi, Alibaba ramp up AI recruitment amid global talent war (scmp)
  15. China’s BYD confident of reaching 1.5 million unit overseas sales in 2026 (reuters)
  16. Pharma Stocks Pfizer, GSK Offer Defensive Plays in an Uncertain Market: Charts (barrons)
  17. Baxter launches IV Verify automated labeling system for hospitals (investing)

Be in the know. 12 key reads for Monday…

  1. Hong Kong Tech ETF Draws Record Bets as Investors Defy Jitters (bloomberg)
  2. Goldman Traders See Signs Hedge Funds Are Capitulating on Stocks (bloomberg)
  3. Trend-following investors sell $190B in stocks, hit net short position: Goldman (investing)
  4. Earnings Hold Up, Even as Markets Waver (zerohedge)
  5. U.S. dividend funds draw strong flows as investors seek safety (reuters)
  6. Morgan Stanley’s Wilson Says S&P 500 Correction Nears End Stage (bloomberg)
  7. The market’s Iran war wobble has left world-beating U.S. stocks ‘extremely cheap,’ says Bill Ackman (marketwatch)
  8. Trump says U.S. will destroy Iran’s oil wells, Kharg Island without deal to ‘immediately’ reopen Hormuz Strait (cnbc)
  9. The Iran War Could Drag On. Where Investors Are Finding Winners Now. (barrons)
  10. GXO Expands Partnership with NHS England (gxo)
  11. BYD Signals It’s Confident Exports Will Beat 2026 Target By 15% (bloomberg)
  12. What Is Propelling the Fastest-Growing Metros? Plenty of Homes for Sale. (barrons)