Be in the know. 20 key reads for Thursday…

  1. U.S. auto sales up 5.8% in September, buoyed by rush ahead of EV tax credit expiration (marklines)
  2. Intel stock pops on news company is in early talks to add AMD as a customer (cnbc)
  3. Alibaba Price Target Lifted by JPMorgan to Street High on Cloud (bloomberg)
  4. Alibaba stock price target raised to $200 from $155 at CLSA on AI growth (investing)
  5. Alibaba’s Amap hits record 360 million users as China’s National Day ‘golden week’ begins (scmp)
  6. Alibaba Stock Is on a Tear. Why China AI Excitement Is Building. (barrons)
  7. Emerging Stocks Jump to 2021 High as AI Frenzy Fuels Tech Rally (bloomberg)
  8. Strategists Bet on Asia to Outperform US Stocks, Survey Finds (bloomberg)
  9. Boeing stock rises as UBS reiterates Buy rating amid next-gen aircraft development (investing)
  10. ‘Not So Fast.’ A New Boeing Jet Would Take a Long, Long Time. (barrons)
  11. Disney Parks Chief Is Looking Very Much Like the CEO in Waiting (bloomberg)
  12. BofA’s Sell Side Indicator stays neutral as S&P 500 around record highs (streetinsider)
  13. US government shutdowns raise uncertainty but rarely have lasting effect on economy (reuters)
  14. ADP reports biggest private payroll drop in 2.5 years, fueling Fed cut bets (streetinsider)
  15. Why Pfizer’s Trump Deal Is Good News for All of Big Pharma (wsj)
  16. Trump sees Lithium Americas as a vital investment. Here’s why Wall Street agrees. (marketwatch)
  17. AI-Driven Demand for Gas Turbines Risks a New Energy Crunch (bloomberg)
  18. Trump Keeps Oil Permits Moving in Shutdown, Halts Renewables (bloomberg)
  19. Natural Gas Surges on Short-Covering Rally (wsj)
  20. 10 Cheap Wide-Moat Stocks for 2025 (morningstar)