- Disney Stock Gets Upgraded. Why Parks and Cruises Can Power It Higher. (barrons)
- Jefferies upgrades Disney to “buy,” raises price target to $144 (streetinsider)
- Why Investors Are Right to Love Dividends (wsj)
- FOMO-Driven Call Buying Soars as Traders Chase S&P 500’s Furious Run (bloomberg)
- US dollar suffers worst start to year since 1973 (ft)
- What Goldman’s Top Traders Think About The Market As It Hits A New Record High (zerohedge)
- The Fed Bar To Cutting Is Slowly Being Lowered; Goldman Macro Traders (zerohedge)
- S&P 500 to continue rallying on expected Fed rate cuts: Morgan Stanley’s Wilson (streetinsider)
- Stanley Black & Decker taps COO Christopher Nelson as next CEO (reuters)
- A Third Of American Households Are Over-Burdened By Housing Costs (zerohedge)
- Can Oil And Gas Solve The AI Power Dilemma (zerohedge)
- US energy groups spend record sums on power plants to feed data centres (ft)
- Hong Kong’s first-half IPOs soar eightfold, returning HKEX to world’s top spot for capital (scmp)
- China Shows Off Tech Resilience in Face of Trump Export Controls (bloomberg)
- Global Funds May Shift From Indian Stock Market to China on Improving Sentiment (bloomberg)
- Standard Chartered and UBS bullish on Hong Kong, China stocks on policy support, earnings (scmp)
- US shoppers ditch Shein and Temu as Trump closes tax loophole (ft)
- Chinese money fires up Hong Kong shares (reuters)
- The US can beat China on critical minerals but not by copying it (ft)
- European Markets Are Becoming Increasingly Difficult to Ignore (bloomberg)
- UK business confidence levels hit highest since 2015, Lloyds says (reuters)
- The Best Financial-Services Stocks to Buy (morningstar)
- Nvidia insiders cash out $1bn worth of shares (ft)
- Inside Stellantis’ plan to revive its Ram Trucks brand after yearslong sales declines (cnbc)
- Buffett donates $6B in Berkshire stock to 5 foundations: Lifetime giving tops $60B (foxbusiness)
Be in the know. 25 key reads for Monday…
