Be in the know. 14 key reads for Monday…

  1. Why brokers believe China’s AI-driven stock run will find fresh legs (scmp)
  2. China Tech ETF Sees Record Inflow Despite Global Chip Selloff (bloomberg)
  3. PBOC’s New Overnight Rate Said Below Forecasts in Hint at Easing (bloomberg)
  4. China’s economy picks up in June on rebounding U.S. exports, analysts say (cnbc)
  5. Ant International-Backed Fintech Unicorn Files for Philippines’ Largest-Ever IPO (wsj)
  6. Cheaper AI is better: Soaring bills are reshaping how businesses choose models (reuters)
  7. Wall Street Weans Itself From Tech in Early Summer Rotation (barrons)
  8. Hedge Funds Sold The Most Tech Stocks On Record Last Week Amid “Explosive” Volumes (zerohedge)
  9. Magnificent Seven slump sent momentum stocks to their fourth worst performance in 22 years. Here’s what happens 70% of the time. (marketwatch)
  10. The Trillion-Dollar Borrowing Binge Lifting the Stock Market to Risky Heights (wsj)
  11. AI Will Drive a Strong US Earnings Season, Goldman’s Snider Says (bloomberg)
  12. U.S. and Iran Agree to Halt Days of Fighting Over Strait (wsj)
  13. Automakers Built Ever-Larger Trucks. Can Cheap, Small Pickups Make a Comeback? (wsj)
  14. Warsh’s Words Could Prove the Best Tool for Fighting Inflation. They’re Already Working. (barrons)

Be in the know. 10 key reads for Sunday…

  1. Alexa Is Becoming a Shopping Agent for Advertisers Outside Amazon (adweek)
  2. Takeaways from Cannes: Don’t forget about the power of the US consumer (yahoo)
  3. Amazon Prime Day Total Online Spending Surpasses Adobe Estimate (bloomberg)
  4. Cox Automotive Forecast: New-Vehicle Sales Pace Holds Strong Through First Half of 2026 Despite Continued Economic and Policy Uncertainty (coxauto)
  5. Your Dream Home Is Out There. A Glut Is on the Way. (barrons)
  6. America’s First-Time Homebuyer Is Now 40 Years Old. A Shocking New Report Explains Why (inc)
  7. China is having another AI moment (economist)
  8. Alibaba reportedly seeks sale of gaming unit Lingxi Games, valuation starts at $1.03 billion (technode)
  9. New Products, New Niches, New Giants: Inside Tmall’s 6.18 Growth Playbook for Brands (alizila)
  10. Anthropic’s Alibaba fight raises a trillion-dollar question for IPO: How defensible is a frontier AI moat against China with Washington’s toolbox? (fortune)