- China’s tech groups turn to stablecoins for growth (ft)
- Ant International eyes global stablecoin licenses (techinasia)
- The Hong Kong stock market’s tentative revival (ft)
- JPMorgan Says China’s Crackdown on Overcapacity May Boost Stocks (bloomberg)
- Cautionary Signals Emerge in Latest US Jobs Report (bloomberg)
- Homebuyers finally responded, after mortgage rates hit lowest level in three months (cnbc)
- Wolfe upgrades Stanley Black & Decker as earnings headwinds ease (investing)
- ‘Unloved’ Stocks Rally Is Luring Some Big Buyers Off Sidelines (bloomberg)
- ‘It’s dangerous to underestimate Corporate America’: BofA ups S&P 500 target (streetinsider)
- It Doesn’t Get Much Better For Stocks Over The Next Two Weeks (zerohedge)
- The dollar is having its worst year since Nixon. Three reasons it will get even weaker. (marketwatch)
- Increased Hedging of U.S. Exposure by Foreign Investors May Weaken Dollar, BOE Says (wsj)
- America’s largest power grid is struggling to meet demand from AI (reuters)
- DoE Warns Of 100x Increase In Black-Out Risk By 2030 On Same Day As Trump Energy Security EO (zerohedge)
- AI Infrastructure Drives $750 Billion in Data Center Investment (barrons)
- Boeing delivers most airplanes since late 2023 after ramping up 737 Max output (cnbc)
- Thai Airways could firm up Boeing order as part of tariff talks, CEO says (reuters)
- Intel Cuts Over 500 Jobs in Oregon as Part of Layoff Plan (bloomberg)
- Intel Stock Is Soaring. Analysts Don’t Know Why. (barrons)
- 33 Undervalued Stocks to Buy in Q3 2025 (morningstar)
- Healthcare: Policy Headwinds Continue to Weigh on the Sector, but Valuations Remain Attractive (morningstar)
- Bessent Steps Up Criticism of Fed as Auditions for Chair Intensify (nytimes)
- Market remains ‘most hated V-shaped rally ever,’ says Fundstrat’s Tom Lee (youtube)
Be in the know. 23 key reads for Wednesday…
