Category: What I’m Reading Today

Be in the know. 16 key reads for Tuesday…

  1. Big Tech’s ‘Spend Little, Earn Lots’ Formula Is Threatened By AI (bloomberg)
  2. Why Alibaba Stock Is Standing Strong in a Weak Market (barrons)
  3. Morgan Stanley lists 3 ‘actionable ideas’ in the Asian market (streetinsider)
  4. China delivers record 180 billion parcels in 11 months as shoppers chase deals (scmp)
  5. Zhipu Grows Revenue and Users on Path to China’s First AI IPO (bloomberg)
  6. These 2 were the busiest U.S. apparel and beauty stores on Black Friday (investing)
  7. Black Friday Turnout Solid: Goldman, UBS Highlight Decent Start To Holiday Spending Season (zerohedge)
  8. US Cyber Monday online sales hit $9.1 billion, Adobe Analytics says (reuters)
  9. How Estée Lauder and Google Taught AI to Sell Fragrances (wsj)
  10. Estee Lauder Restructuring Has Cost $1.14 Billion (wsj)
  11. US LNG exports hit record high in November on cooler weather, strong output (reuters)
  12. Disney’s Succession Race Enters Final Stage as Iger’s Reign Draws to End (wsj)
  13. Why 2026 Could Be a Breakout Year for Dividend Stocks (morningstar)
  14. Exxon and 15 More ‘Quality’ Stocks to Own for a Volatile Market (barrons)
  15. There’s an Oil Glut. That Might Not Tank Prices. (barrons)
  16. Hassett Odds-On Favorite as Trump’s Next Fed Chief. The Stock Market Might Be on Board With That. (barrons)

Be in the know. 10 key reads for Monday…

  1. Intel stock holds 10% rise after analyst predicts major Apple deal (cnbc)
  2. ‘Zootopia 2’ Opens to More Than Half a Billion Dollars Globally (wsj)
  3. Black Friday online spending surges as Americans embrace AI to assist with holiday shopping (nypost)
  4. A Historic Housing Disconnect Is Forcing Prices Down (bloomberg)
  5. The best time to buy quality stocks is now (ft)
  6. HSBC tips Hong Kong and mainland Chinese shares to maintain recovery momentum in 2026 (scmp)
  7. Tariff Revenue Surges To Record High Of $31.4 Billion In October (zerohedge)
  8. Trump Says He Has Made His Choice to Lead the Federal Reserve (bloomberg)
  9. What AI Bubble? BNEF Outlook for Data Center Power Use Rises 36% (bloomberg)
  10. Wall Street Gets Its Groove Back for December. Not Everybody Is Feelin’ It. (barrons)

Be in the know. 10 key reads for Sunday…

  1. Intel could finally return to Apple computers in 2027 (theverge)
  2. American consumers are miserable. But they keep spending (economist)
  3. Black Friday sets online spending record of $11.8B, Adobe says (techcrunch)
  4. ‘Zootopia 2’ Hopping To $525M+ Global Opening; Overtakes ‘Avengers: Endgame’ Record For Biggest Hollywood Single-Day In China – International Box Office (deadline)
  5. Alibaba Launches New Quark AI Glasses Series in China, Deeply Integrated with Qwen (alizila)
  6. December will begin with investors owning little stock. Is a year-end rally at play? (cnbc)
  7. Homebuyers score record discounts as sellers slash prices nationwide (foxbusiness)
  8. European beverage stocks trades at deep discounts (yahoo)
  9. Why Oil Prices Could Defy Sellers and The Bears (seeitmarket)
  10. America Loves a $13 Lunch Bowl. Don’t Bet Against It. (wsj)

Be in the know. 11 key reads for Saturday…

  1. ‘Zootopia 2’ Feasts On 2nd Best Thanksgiving At Box Office With Close To $20M, 5-Day Outlook Now $140M-$150M+ – Update (deadline)
  2. Intel Stock Pops As Analyst Sounds Alarm On Potential Apple Partnership (forbes)
  3. US Black Friday online sales hit $8.6 billion, says Adobe Analytics (reuters)
  4. Holiday Spending To Hit Record High Despite Economic Doubts In The US (zerohedge)
  5. 4 Reasons Consumer Spending Will Stay Strong (barrons)
  6. The North Face Opens New Global Flagship in NYC (shopeatsurf)
  7. Timberland’s Fan-Favorite Premium Woven 6-Inch Boot Is Back in a New Black Style (wwd)
  8. China’s tech giants take AI model training offshore to tap Nvidia chips (ft)
  9. Goldman Traders Say Market Enters December With ‘Cleaner’ Setup (bloomberg)
  10. The Untold Story of Charlie Munger’s Final Years (wsj)
  11. Few investors copy Warren Buffett’s investment strategy ‘because no one wants to get rich slow,’ the retiring Berkshire Hathaway CEO says (fortune)

Be in the know. 14 key reads for Friday…

  1. US LNG Exports at Record High Just in Time for Winter Demand (bloomberg)
  2. Shoppers’ Holiday Spending Could Help Keep the Economy Humming (nytimes)
  3. Small Retailers Enter Holiday Season Optimistic (zerohedge)
  4. US Thanksgiving online sales expected to rise 6%, Salesforce data shows (reuters)
  5. Uneven economy will drive investors’ Black Friday stock picking (reuters)
  6. Wall Street Maintains Bullish Emerging-Markets Outlook for 2026 (bloomberg)
  7. Alibaba Is a Window Into China’s Two-Speed Economy (bloomberg)
  8. Alibaba Cloud team wins top AI award for breakthrough in model efficiency (scmp)
  9. Alibaba’s AI glasses to rival Meta go on sale for $500 (cnbc)
  10. Silver Shift: How China’s Older Consumers Are Becoming Reliable Spenders (barrons)
  11. Nexperia Urges China Unit to Restore Supply Chain (wsj)
  12. Midterm elections are coming in 2026. Here’s what 100 years of data tell us about how stocks may react. (marketwatch)
  13. Bear Markets Don’t Happen When Liquidity’s Like This (zerohedge)
  14. OpenAI partners amass $100bn debt pile to fund its ambitions (ft)

Be in the know. 11 key reads for Thanksgiving…

  1. ‘Zootopia 2,’ ‘Wicked: For Good’ lead Thanksgiving box office (cnbc)
  2. Alibaba Earnings: Quick Commerce Loss Disappoints; Long-Term Positive Outlook Maintained (morningstar)
  3. Fed’s Beige Book Shows Cooling Labor Market, Softer Spending Ahead of December Rate Decision (barrons)
  4. JPMorgan Flips Forecast, Sees Fed Cutting Rates in December (bloomberg)
  5. Hassett at the Fed helm could pressure the dollar, investors say (reuters)
  6. S&P 500 could hit 8,000 in 2026 on more easing from Fed: JPMorgan (streetinsider)
  7. Megadeals hit new record as Wall Street’s animal spirits roar back (ft)
  8. Storm Knocks Out Midwest Power, Delays Thanksgiving Travel (bloomberg)
  9. VW Is Reviving Scout to Be Mostly Hybrids Rather Than EVs (bloomberg)
  10. Healthcare Mania – Hedge Funds All-In, XLV Most Overbought Since 2018 (zerohedge)
  11. Boeing to build Apache helicopters for Poland as part of $4.7 billion contract (reuters)

Be in the know. 20 key reads for Wednesday…

  1. PayPal and Perplexity Launch Instant Buy Ahead of Black Friday (paypal)
  2. AI Is Remaking Shopping. These Companies Are the Leaders. (barrons)
  3. China leapfrogs US in global market for ‘open’ AI models (ft)
  4. Bessent Says Trump and Xi May Meet Four Times Next Year (bloomberg)
  5. Alibaba to lead AI capital spending among China’s Big Tech firms amid strong market demand (scmp)
  6. Alibaba Results On Cloud 9 (chinalastnight)
  7. Foreign investors warm to China’s cheaper AI valuations despite fears of a U.S. bubble (cnbc)
  8. Macquarie maintains Outperform rating on Alibaba stock with $218.80 price target (investing)
  9. OpenAI needs to raise at least $207bn by 2030 so it can continue to lose money, HSBC estimates (ft)
  10. Can Disney Animation Reclaim Its Magic? (nytimes)
  11. Grid-Scale Battery Boom Sparks Lithium’s Comeback (zerohedge)
  12. Health-Care Earnings Top S&P 500 on Strong Drug, Hospital Demand (bloomberg)
  13. Hedge Funds Pile Into Health Stocks Leading Market in Rotation (bloomberg)
  14. Deutsche Bank still sees a 25bp rate cut in December (streetinsider)
  15. Hassett Emerges as Frontrunner in Trump Fed Chair Audition (bloomberg)
  16. U.S. Home Prices Slow Further Amid Affordability Concerns (wsj)
  17. US Home-Purchase Applications Surge to Highest Since 2023 (bloomberg)
  18. Homebuyers See Record Discounts In October: Report (zerohedge)
  19. Pentagon says Boeing awarded more than $7 billion in military contracts (reuters)
  20. Vans Warped Tour Adds 2026 International Stops in Montreal and Mexico City (rollingstone)

Be in the know. 18 key reads for Tuesday…

  1. Alibaba Stock Surges After Earnings Beat. How It’s Becoming a Big AI Player. (barrons)
  2. Alibaba’s AI Arm Surges 34% While China Commerce Bounces Back (bloomberg)
  3. Jack Ma-Backed Ant’s Profit Grew 10% After AI, Global Expansion (bloomberg)
  4. How Alibaba overcame Beijing’s crackdown to become an AI giant (cnbc)
  5. Alibaba Draws Mainland Buyers as AI Frenzy, Cloud Drive Outlook (bloomberg)
  6. Donald Trump and Xi Jinping hold first call since trade truce (ft)
  7. Singapore picks Alibaba’s Qwen to drive regional language model in big win for China tech (scmp)
  8. Fed Chair Powell’s Allies Provide Opening for December Rate Cut (wsj)
  9. Goldman: December Rate-Cut “Feels Sealed” (zerohedge)
  10. A.I. Can Do More of Your Shopping This Holiday Season (nytimes)
  11. Boeing Tackles Quality With a ‘War on Defects’ (nytimes)
  12. Europe Car Sales Keep Climbing as Automakers Tout Budget EVs (bloomberg)
  13. When Home Sellers Set Prices Too High, They’re Paying for It (wsj)
  14. Home Prices Have Chilled Out. What’s Coming in 2026. (barrons)
  15. Goldman: As Panic Index Nears Record, Chase For Downside Protection Is Off The Charts (zerohedge)
  16. The Best Healthcare Stocks to Buy (morningstar)
  17. Amazon to Invest $50 Billion Building Data Centers to Support U.S. Government (wsj)
  18. Dick’s Raises Outlook, Offering More Signs of Consumer Strength (bloomberg)

Be in the know. 15 key reads for Monday…

  1. Alibaba’s Main AI App Debuts Strongly in Effort to Rival ChatGPT (bloomberg)
  2. Alibaba’s Qwen chatbot exceeds 10 million downloads, faster than ChatGPT and DeepSeek (scmp)
  3. Alibaba’s Cainiao expands parcel service in Africa as demand for Chinese goods surges (scmp)
  4. China’s AI stock rally has room to run as valuations lag US giants, Goldman Sachs says (scmp)
  5. China National Team-Tied ETFs Were Among Most Bought in Selloff (bloomberg)
  6. We Have Not Seen Goldman This Bullish on China in a Long Time (zerohedge)
  7. The AI Industry Is Built on a Big Unproven Assumption (bloomberg)
  8. AI Meets Aggressive Accounting at Meta’s Gigantic New Data Center (wsj)
  9. For Software Stocks, It’s Been an AI Bust, Not a Boom (morningstar)
  10. Morgan Stanley’s Wilson Sees US Stock Pullback Coming to an End (bloomberg)
  11. No recession risk for US economy as a whole after $11 billion shutdown hit, Bessent says (reuters)
  12. Howard Marks: ‘People are shakily optimistic’ (ft)
  13. LNG Freight Rates Extend Rally on Strong North American Exports (bloomberg)
  14. Stellantis Boosts Citroën Output on Affordable Car Demand (bloomberg)
  15. GXO Logistics completes €500m European bond offering (investing)

Be in the know. 10 key reads for Sunday…

  1. ‘The next China is China’: Estée Lauder chief doubles down in the east (ft)
  2. Estée Lauder CFO on driving a turnaround led by consumer-first innovation (fortune)
  3. Americans Are On a Year-End Shopping Spree (wsj)
  4. The Consumer Sentiment vs. Consumer Spending Puzzle (npr)
  5. How Alibaba quietly became a leader in AI (cnbc)
  6. Alibaba Launches Qwen App to Boost its Consumer AI Efforts (alizila)
  7. It’s the Strongest Buyer’s Market in Records Dating Back Over a Decade (redfin)
  8. Cracks are appearing in OpenAI’s dominant façade (economist)
  9. Thinking About 2026 (carsongroup)
  10. Odd Lots: What Susan Collins Wants to See Before Supporting Another Rate Cut (bloomberg)