Be in the know. 19 key reads for Thursday…

  1. Nvidia Forecasts Decelerating Growth After Two-Year AI Boom (bloomberg)
  2. Even Nvidia Has Speed Limits (wsj)
  3. Morgan Stanley: AI Adoption Rate To Outpace Past Tech Cycles, But Measurable Economic Impact May Not Arrive Until Late Decade (zerohedge)
  4. China Gets Closer to Finding Its Own Nvidia (bloomberg)
  5. How China’s electric vehicle juggernaut is reshaping the global car market (cnbc)
  6. Europe Car Sales Gain Most in 15 Months as Consumers Warm to EVs (bloomberg)
  7. Europe to Remove Duties on U.S. Industrial Goods to Get Lower Car Tariffs: Report (barrons)
  8. Toyota’s July sales rise for seventh month on strong N.America, China EV demand (reuters)
  9. The Russell 2000 Is a Laggard. Why It Could Be Headed for Its First High in 2 Years. (barrons)
  10. Small Cap Futures Just Saw The Biggest Hedge Fund Short-Cover Since 2023 (zerohedge)
  11. Fed’s Williams Says Every Policy Meeting Is ‘Live’ for Rates (bloomberg)
  12. US Firms Racing Through $1 Trillion Buyback Spree in Record Time (bloomberg)
  13. Ryanair expects Boeing to boost 737 output to 42 per month by October (reuters)
  14. Why Intel investors have embraced an interventionist White House (ft)
  15. Hormel Foods to Raise Prices After ‘Disappointing’ 3Q Earnings (wsj)
  16. PayPal Says Service Disruption Caused Irregularities in Germany (bloomberg)
  17. Alibaba Seeks to Refinance $6.5 Billion Bank Loan Due Next Year (bloomberg)
  18. Lithium Shares Plunge in Australia as Miners Swing to Losses (bloomberg)
  19. The Best Energy Stocks to Buy Now (morningstar)