Be in the know. 15 key reads for Thursday…

  1. Perplexity announces free product to streamline online shopping (cnbc)
  2. Luxury Goods Market to Return to Growth in 2026, Bain Predicts (bloomberg)
  3. The tide is turning on China’s savings glut (ft)
  4. Fed’s Miran calls for exempting Treasuries from bank leverage rule (reuters)
  5. Hassett Says Tariff Rebate Check Proposal Should Be on the Table (bloomberg)
  6. Corporate Insiders Buying Stock Dip at Fastest Pace Since May (bloomberg)
  7. 15 Dividend Stocks to Buy in a Market That Hates Payouts (barrons)
  8. LVMH and 11 More Stocks to Ride Europe’s Revival (barrons)
  9. Major League Baseball Taps New Deals With NBC, ESPN, Netflix (bloomberg)
  10. Chile’s SQM expects 25% lithium demand growth in 2025 (reuters)
  11. 10 Things We Can Learn From Warren Buffett That Have Nothing to Do With Money (morningstar)
  12. Oracle Was an AI Darling on Wall Street. Then Reality Set In. (wsj)
  13. Nvidia says there’s ‘no assurance’ of final agreement with OpenAI despite $100 billion pact (cnbc)
  14. Nvidia CEO Jensen Huang rejects talk of AI bubble: ‘We see something very different’ (cnbc)
  15. Walmart Lifts Outlook as Online Gains Overcome Economic Woes (bloomberg)