Be in the know. 17 key reads for Wednesday…

  1. Xi-Trump meeting could lift Chinese stocks 12%: Morgan Stanley (scmp)
  2. What Trump and Xi Want to Achieve at Their High-Stakes Summit (wsj)
  3. Alibaba AI revenue logs triple-digit growth for 11th quarter amid strategic reshuffle (scmp)
  4. Alibaba’s cloud revenue jumps 40% on AI demand (techinasia)
  5. Alibaba’s Quarterly Profitability Still Under Pressure (wsj)
  6. Alibaba, Tencent AI Bets Face ‘Show Me the Profits’ Scrutiny (bloomberg)
  7. China AI Stocks Surge as Huang’s Visit Boosts Nvidia Supply Bets (bloomberg)
  8. China’s Profit Outlook to Improve Further, Morgan Stanley Says (bloomberg)
  9. Boeing could finally reignite its China business. Will that breathe new life into its stock? (marketwatch)
  10. Boeing’s new order bookings surge in April (reuters)
  11. The summer box office is off to a hot start as weekend ticket sales top $160 million (cnbc)
  12. The TV Ad Market Is Being Taken Over by Streaming Platforms (wsj)
  13. 10 Big Roofing Takeaways From Brad Jacobs’ QXO Investor Q&A (roofingcontractor)
  14. Senate confirms Kevin Warsh to Fed board as he clears another hurdle to becoming chairman (nypost)
  15. Tariff Refunds of $35.5 Billion Cleared for Importers So Far (bloomberg)
  16. Morgan Stanley boosts S&P 500 target. Why Mike Wilson says the market has already priced in the biggest risks. (marketwatch)
  17. Global EV demand rises for second month, data shows (reuters)

Be in the know. 19 key reads for Tuesday…

  1. Investors Bet on Xi-Trump Summit to Extend Trade-Truce Rally (bloomberg)
  2. Chinese Stocks See Risk Appetite Revival as Margin Loans Jump (bloomberg)
  3. Emerging markets rebound on inflows as Xi-Trump talks eyed for momentum (scmp)
  4. Boeing Bets Its Comeback on Trump, China and an Elusive New Plane (bloomberg)
  5. Boeing gets FAA approval to return MD-11 cargo planes to service (investing)
  6. A Trump-Xi deal could revive US energy exports to China (reuters)
  7. Despite the War, Energy Stocks Are Cheap (wsj)
  8. JD Profit Beats Estimates After China Curbs Food Delivery War (bloomberg)
  9. Cash-strapped homeowners may soon have no choice but to repair their aging houses. These stocks can benefit. (marketwatch)
  10. The Cost of Buying a Home Is Getting a Little Better. Why Sales Are Still Stuck. (barrons)
  11. Papa John’s tests drone delivery in North Carolina suburb (reuters)
  12. TJX, Gap and Other Retail Stocks That Could Be AI Winners (barrons)
  13. Gen Z Shoppers Driving Traffic Growth at Simon’s Malls, CEO Says (bloomberg)
  14. U.S. Small-Business Confidence Ticks Up (wsj)
  15. Trump Says He Supports Suspending the Federal Gas Tax (wsj)
  16. AAA Forecasts Record Memorial Day Drivers Despite High Gas Prices (bloomberg)
  17. The S&P 500 Is Following Earnings Higher—Perhaps a Lot Higher (barrons)
  18. Big Tech Keeps Piling On AI Debt. Spending Is Set to Soar. (barrons)
  19. Why ‘Buying the Crash’ Beats Buying the Dip (morningstar)