Category: What I’m Reading Today

Be in the know. 17 key reads for Tuesday…

  1. China’s Alibaba launches AI model to power robots as tech giants talk up ‘physical AI’ (cnbc)
  2. Alibaba Pushes Into Robotics AI With Open-Source ‘RynnBrain’ (bloomberg)
  3. Wall Street Gets On Board With the Hype Over China AI Stocks (bloomberg)
  4. Record 9.5 Billion Passenger-Trips Expected During China’s Spring Festival (zerohedge)
  5. Wall Street’s Hunt for Cheaper Stocks Goes Global (wsj)
  6. U.S. Stocks Are Being Trounced by Foreign Rivals. Play It Like Buffett. (barrons)
  7. Holiday returns surge 11%: Reverse logistics boom (youtube)
  8. How Hershey, United Airlines, and Others Unseated AI to Become the New Stock Market Darlings (barrons)
  9. US companies post strong earnings growth, broadening beyond tech: DB (investing)
  10. U.S. Frackers Explore New Frontier: Shale Abroad (wsj)
  11. Housing affordability package set to advance in Congress amid home-cost concerns (cnbc)
  12. Retail Sales Data Should Confirm a Robust Holiday Season (barrons)
  13. Ford Earnings Are Coming. Reasons for Optimism After Tariffs, Fires, EV Woes. (barrons)
  14. Fed’s Miran Optimistic on U.S. Fiscal Outlook and Economic Growth (barrons)
  15. Trump Says Fed Pick Warsh Can Get Economy to Hit 15% Growth (bloomberg)
  16. Hassett Sees Leaner Jobs Numbers Ahead on Less Population Growth (bloomberg)
  17. Alphabet Plans Tech’s First 100-Year Bond Since Dot-Com Era (yahoo)

Be in the know. 16 key reads for Monday…

  1. The Seahawks Win the Super Bowl With a Defensive Showing for the Ages (wsj)
  2. Small Caps Flourish as US Earnings Growth Broadens Beyond Tech (bloomberg)
  3. Investors chase cheaper, smaller companies as risk aversion hits tech sector (reuters)
  4. Big Tech groups race to fund unprecedented $660bn AI spending spree (ft)
  5. ‘It’s existential’: How Big Tech found itself in a $650 billion spending spiral (marketwatch)
  6. Picks and Shovels Still Rule the AI Tech Trade (wsj)
  7. Alibaba’s Qwen pauses AI shopping coupons after 10 mln orders flood system (investing)
  8. China Digital Exports Surge As Alibaba, Tencent Lead Global Push (bloomberg)
  9. China Is Pumping Cash to Fill a $456 Billion Liquidity Shortfall (bloomberg)
  10. Gen Z is obsessed with 2016, and beauty stocks like e.l.f. and Ulta are riding the nostalgia wave (marketwatch)
  11. GXO Selected to Manage Operations at BMW Group’s Swindon Site (gxo)
  12. GXO Announces Formation of Defense Advisory Board (gxo)
  13. How to Be a Better Investor? Watch Game Shows. (wsj)
  14. The Beautiful Chart That Busts 3 Stock Market Myths (morningstar)
  15. Private credit worries resurface in $3 trillion market as AI pressures software firms (cnbc)
  16. Bash All Day, Buy All Night (ft)

Be in the know. 11 key reads for Super Bowl Sunday…

  1. Do Stocks Want the Seahawks or Patriots To Win? (carsongroup)
  2. How the NFL became America’s true national pastime (ft)
  3. Joe Tsai on the Future of Open-Source AI:  Why Full-Stack Companies Will Excel (alizila)
  4. Alibaba Brings Cloud-Based AI Innovation to the Olympic Winter Games Milano Cortina 2026 (alizila)
  5. Can emerging markets’ stellar run continue? (economist)
  6. Hong Kong is getting its financial mojo back (economist)
  7. 2026 Housing Market Mood: Buyers Are Cautious, Sellers Are Showing Up, and Agents See Signs of Busier Spring Ahead (redfin)
  8. Gen Z is nostalgic for 2016 amid economic unease. Mall brands like Abercrombie & Fitch may see a revival (cnbc)
  9. Disney’s magic might find a home in Big Tech’s kingdom (ft)
  10. Pfizer Bets Big on Obesity and Oncology With 2026 Pipeline Push (yahoo)
  11. Ford Promises 5 New Cars Under $40K by 2030, Including Midsize Electric Truck (thedrive)

Be in the know. 15 key reads for Saturday…

  1. Dow Jones Industrial Average Exceeds 50,000 for First Time (bloomberg)
  2. ‘Dow Theory’ Sends a Buy Signal as Transportation Stocks Rally (barrons)
  3. Revenge of the Real. Why Energy, Materials and Staples Stocks Are Beating the Market. (barrons)
  4. Tech Had an Awful Earnings Season. Other Stocks Are Saving the Day. (barrons)
  5. Wall Street Drama Punishes Speculation and Rewards Steady Bets (bloomberg)
  6. Tech AI spending may approach $700 billion this year, but the blow to cash raises red flags (cnbc)
  7. Chart of the Week: A diverging Magnificent Seven (ft)
  8. Big Tech’s AI Push Is Costing a Lot More Than the Moon Landing (wsj)
  9. Is Intel closing the AI packaging gap with TSMC – and who wins? (investing)
  10. Trump Says He’s Still Looking ‘Seriously’ At Sending $2,000 Tariff Rebate Payments (zerohedge)
  11. White House Explores Opening Antitrust Probe on Homebuilders (bloomberg)
  12. Hedge Funds Hike Bullish Oil Bets to 10-Month High on Iran Risks (bloomberg)
  13. Chinese AI progress has been ‘astounding’ over past year, Barclays says (streetinsider)
  14. Europe, Asia lead global equity fund inflows as investors cut US tech exposure (reuters)
  15. Citi upgrades Estée Lauder as post-earnings selloff creates entry point (investing)

Be in the know. 18 key reads for Friday…

  1. Boeing Stock Rises. Thank China. (barrons)
  2. India is reportedly ‘ready’ to buy up to $80 billion in Boeing aircraft following trade deal with U.S. (cnbc)
  3. Saudi Arabia Explores Giant Jet Purchase From Airbus, Boeing (bloomberg)
  4. These 10 industrial stocks look ripe as investors rotate toward the sector (marketwatch)
  5. Walt Disney’s CEO Roller Coaster: Why Josh D’Amaro Can Smooth the Ride (barrons)
  6. Why Diageo’s Slump Is an Opportunity for Investors (morningstar)
  7. Estée Lauder Sank After Earnings. Better-Looking Days Are Ahead. (barrons)
  8. BofA’s Hartnett Says Midcaps Are Best Play Ahead of US Midterms (bloomberg)
  9. Share of US Firms Reporting Earnings Growth Hits Four-Year High (bloomberg)
  10. Oil Servicers Look to Middle East for Growth on Shale Slowdown (bloomberg)
  11. As software sinks, US oil majors are regaining their lustre (ft)
  12. Weak Hiring, Layoff Plans Paint a Gloomy Labor-Market Picture (wsj)
  13. Amazon’s $200 Billion Spending Plan Raises Stakes in A.I. Race (nytimes)
  14. Big Tech’s ‘breathtaking’ $660bn spending spree reignites AI bubble fears (ft)
  15. Private Markets’ AI Panic: When ‘Recurring Revenue’ Isn’t (wsj)
  16. Momentum Trade Suffers Historic Drawdown Amid Rotation to Value (bloomberg)
  17. Credit Market’s Reality Check Follows Decade of Loose Lending (bloomberg)
  18. Alibaba’s bubble tea giveaway pushes Qwen past Tencent’s Yuanbao to top of China App Store (scmp)

Be in the know. 17 key reads for Thursday…

  1. Estée Lauder Raises Outlook in Sign CEO’s Turnaround Paying Off (bloomberg)
  2. Estee Lauder raises annual profit forecast on improving China sales (reuters)
  3. From chatbots to replays: Alibaba rolls out AI suite for 2026 Winter Olympics (scmp)
  4. Why International Stocks May Win Gold Again in 2026 (morningstar)
  5. Behind Disney’s Search for a Lasting Successor to Bob Iger (wsj)
  6. Home Buyers Finally Catch a Break (wsj)
  7. GXO accelerates aerospace & defence expansion with BAE Systems renewal in UK (gxo)
  8. ADP Employment Report Confirms ‘No Hire, No Fire’ Labor Market (zerohedge)
  9. Kevin Warsh channels Alan Greenspan in AI productivity bet (ft)
  10. Boeing to Cut About 300 Defense Supply-Chain Jobs (bloomberg)
  11. Canada Goose Profit Slips on Higher Costs (wsj)
  12. Dental sector may steady in 2026, but full recovery remains distant, analysts say (reuters)
  13. Google Plans to Double Spending Amid A.I. Race (nytimes)
  14. Trillion-Dollar Tech Wipeout Ensnares All Stocks in AI’s Path (bloomberg)
  15. From Mag 7 Slides to Software Selloffs: Has the AI Reckoning Arrived? (bloomberg)
  16. Four Biotechs Hit US IPO Market as Sector Prospects Brighten (bloomberg)
  17. ’700 miles of range’: What Ford and Ram replaced their EV pickups with (cnbc)

Be in the know. 21 key reads for Wednesday…

  1. Disney Names Josh D’Amaro as Next C.E.O. (nytimes)
  2. Disney’s Future Now Depends on the Ultimate Theme Park Insider (wsj)
  3. Disney’s Next C-Suite Task Is Keeping Dana Walden in the Empire (bloomberg)
  4. Why Disney Is Betting $60 Billion on This Secret Team (wsj)
  5. Disney Chairman James Gorman: ‘Strategically, there’s nothing wrong with this company’ (youtube)
  6. Bob Iger’s Second Time as CEO Wasn’t Great for the Stock. He Still Leaves Behind A Strong Legacy. (barrons)
  7. PayPal bulls set to win big as spooked investors ‘puke in the hole’: Analyst (yahoo)
  8. Intel CEO says company will make GPUs, popularized by Nvidia (reuters)
  9. Intel CEO Says There’s ‘No Relief’ on Memory Shortage Until 2028 (bloomberg)
  10. Boeing expects to start delivering improved 787 Dreamliners in first half (reuters)
  11. Homebuilders Working On Massive Program To Build Up To 1 Million “Trump Homes” To Boost Affordability (zerohedge)
  12. Toyota plans 30% boost to 2026 hybrid vehicle output by 2028, Nikkei says (reuters)
  13. Automakers in China roll-out longer-term financing plans to spur demand (reuters)
  14. Top China Official Vows to Boost Consumption to Overhaul Economy (bloomberg)
  15. China Stock Rally Draws 4.9 Million Retail Accounts in January (bloomberg)
  16. Wall Street’s Rotation Into Value Has a Dot-Com Warning to It (bloomberg)
  17. Once the Hottest Bet on Wall St., Private Credit Has Started to Crack (nytimes)
  18. Real Estate Has Been Terrible. It Might Soon Be Less Bad. (barrons)
  19. Texas Grid Shows How Batteries Can Help Avoid Winter Blackouts (bloomberg)
  20. Stanley Black & Decker Q4 earnings beat, revenue falls short of estimates (investing)
  21. Barclays upgrades NOV stock rating to Equalweight on new CEO vision (investing)

Be in the know. 22 key reads for Tuesday…

  1. PayPal Replaces CEO Chriss After Profit Falls Short of Estimates (bloomberg)
  2. HP CEO Enrique Lores reveals why he is leaving to be the CEO of PayPal (yahoo)
  3. PayPal replaces CEO as board warns ‘pace of change’ not fast enough (ft)
  4. Pfizer Beats Sales Estimates on Demand for Older Drugs (bloomberg)
  5. Pfizer says obesity injection shows promise as monthly treatment in mid-stage trial (cnbc)
  6. Disney supercharged its parks. The booming division still has room to run (cnbc)
  7. Who Is Josh D’Amaro, the Potential Next CEO of Disney? (barrons)
  8. Disney Earnings: No Big Surprises in Solid Results; Areas of Ostensible Weakness Aren’t of Concern (morningstar)
  9. Goldman Sachs reiterates Buy rating on Walt Disney stock with $151 target (investing)
  10. U.S. Factory Activity Posts Fastest Gains Since 2022 (wsj)
  11. The Boring Bull Case No One Wants to Hear (zerohedge)
  12. Miran Says Fed Needs to Cut Rates by More Than a Point This Year (bloomberg)
  13. Five AI Value Stocks for Investors to Consider (barrons)
  14. Alibaba to spend $431 million for Lunar New Year AI push as chatbot war heats up (reuters)
  15. PBOC’s Key Bank Loan Rate Falls to Record Low Bolstering Growth (bloomberg)
  16. The dollar’s rebound probably won’t last (marketwatch)
  17. 10 Reasons Why We Are Bullish Europe (zerohedge)
  18. Europe’s gas storage falls to lowest level since 2022 (ft)
  19. Exclusive: Ford aluminum supplier has yet to resume full output after September fire (reuters)
  20. Boeing stock price target reiterated at $298 by Bernstein, citing strong case (investing)
  21. The Protein Trade: From Bodybuilders to GLP-1s to Wall Street (zerohedge)
  22. Trump Announces Trade Deal With India to Reduce Tariffs (nytimes)

Be in the know. 15 key reads for Monday…

  1. Disney’s Streaming Profit Surges as CEO Decision Approaches (wsj)
  2. Disney Tops Forecasts on Record Park Sales Ahead of CEO Pick (bloomberg)
  3. Disney Is Close to Picking Parks Chief D’Amaro as Next CEO (bloomberg)
  4. The Housing Market Is Swinging Toward Buyers (wsj)
  5. Saying You Want to Shrink the Fed Is One Thing. Doing It Is Another. (wsj)
  6. Oil and gas exploration back on Europe’s agenda, says Energean chief (ft)
  7. Global factory activity improves on growing demand (reuters)
  8. Alibaba’s Qwen ramps up AI app race with Spring Festival giveaway blitz (scmp)
  9. China’s Weak 2026 Start Bolsters Case for Early Policy Easing (bloomberg)
  10. China AI Deals Push Hong Kong Listings to Busiest Start of the Year (bloomberg)
  11. Move Fast, but Obey the Rules: China’s Vision for Dominating A.I. (nytimes)
  12. Emerging market stocks rally appears intact after buoyant January inflows (reuters)
  13. The $3 Trillion AI Data Center Build-Out Becomes All-Consuming For Debt Markets (bloomberg)
  14. Oracle Plans to Raise Up to $50 Billion for AI Infrastructure Buildout (wsj)
  15. Nvidia’s Jensen Huang urges TSMC to expand capacity amid AI chip crunch (scmp)

Be in the know. 14 key reads for Sunday…

  1. How AI Is Rewriting Consumer Commerce in China (barrons)
  2. China’s AI Boom Is Paying Off Behind the Scenes (barrons)
  3. So Long, GPT-5. Hello, Qwen (wired)
  4. Tmall Global Welcomed 2,415 New Overseas Brands in 2025 (alizila)
  5. AI Capex Was Supposed to Peak. It Didn’t. (zerohedge)
  6. Trump’s Dollar ‘Yo-Yo’ Has Stock Investors Looking Overseas (bloomberg)
  7. Slow M2 growth fuels stronger economic growth with low inflation (scottgrannis)
  8. Neil Dutta on Why the Inflation Hawks Are Likely Wrong (bloomberg)
  9. A Hawkish Kevin Warsh at the Fed Could Haunt Bessent (nytimes)
  10. An inventory boomerang just hit the housing market (fastcompany)
  11. How protein rose to the top of the food chain (ft)
  12. Disney board expected to meet next week to decide CEO Bob Iger’s successor (cnbc)
  13. Diageo completes sale of Sheridan’s to Casa Redondo (diageo)
  14. Here’s how much Trump Account balances could grow over time (foxbusiness)