Category: What I’m Reading Today

Be in the know. 12 key reads for Saturday…

  1. Disney Stock Has Struggled. One Solution: Go Big on Cruise Ships. (barrons)
  2. Hollywood Is Reeling—and These Movies Have Never Been So Popular (wsj)
  3. K-POP Demon Hunters x Vans Collaboration Is Happening (sneakernews)
  4. Timberland’s $85,000 Louis Vuitton 6-Inch Boot Is So Rare You Can’t Buy It (wwd)
  5. Ford Says Latest Fire at Aluminum Plant Won’t Hurt 2025 Profits (bloomberg)
  6. Natural Gas Prices are Jumping. Consumers Beware. (barrons)
  7. Texas data center expansion raises blackout risk during extreme winter weather (cnbc)
  8. The A.I. Boom Is Driving the Economy. What Happens if It Falters? (nytimes)
  9. US Consumer Sentiment Falls to Near Lowest on Record (bloomberg)
  10. Live Cattle Futures See Sharpest Monthly Slide In Five Years As Trump’s “Operation Affordability” Begins (zerohedge)
  11. Fed Divisions Show Powell Isn’t the Biggest Hurdle to a Rate Cut (wsj)
  12. Trump needs to tackle housing supply, not mortgage rates (ft)

Be in the know. 11 key reads for Friday…

  1. Home Sales in October Rose to Highest Level Since February (wsj)
  2. US ‘Not Making Enough Houses,’ Says Generac CEO (bloomberg)
  3. Fed’s Williams says Fed can still cut rates in the “near term” (reuters)
  4. Softness in cyclical stocks ‘looks overdone’ (streetinsider)
  5. Holiday Shoppers Boost Spending as Consumer Resilience Persists (bloomberg)
  6. The business behind Alibaba: How China’s tech titan makes billions (cnbc)
  7. China’s Moonshot AI Raising Fresh Funds That Could Value It at About $4 Billion (wsj)
  8. Big Tech’s Debt Binge Raises Risk in Race to Create an AI World (bloomberg)
  9. CATL Aims to Restart Key Chinese Lithium Mine by Early December (bloomberg)
  10. Aluminum Plant Supplying Ford Pickups Erupts in Fire Again (bloomberg)
  11. Trump plans huge oil drilling expansion off California and Alaska coasts (cnbc)

Be in the know. 15 key reads for Thursday…

  1. Perplexity announces free product to streamline online shopping (cnbc)
  2. Luxury Goods Market to Return to Growth in 2026, Bain Predicts (bloomberg)
  3. The tide is turning on China’s savings glut (ft)
  4. Fed’s Miran calls for exempting Treasuries from bank leverage rule (reuters)
  5. Hassett Says Tariff Rebate Check Proposal Should Be on the Table (bloomberg)
  6. Corporate Insiders Buying Stock Dip at Fastest Pace Since May (bloomberg)
  7. 15 Dividend Stocks to Buy in a Market That Hates Payouts (barrons)
  8. LVMH and 11 More Stocks to Ride Europe’s Revival (barrons)
  9. Major League Baseball Taps New Deals With NBC, ESPN, Netflix (bloomberg)
  10. Chile’s SQM expects 25% lithium demand growth in 2025 (reuters)
  11. 10 Things We Can Learn From Warren Buffett That Have Nothing to Do With Money (morningstar)
  12. Oracle Was an AI Darling on Wall Street. Then Reality Set In. (wsj)
  13. Nvidia says there’s ‘no assurance’ of final agreement with OpenAI despite $100 billion pact (cnbc)
  14. Nvidia CEO Jensen Huang rejects talk of AI bubble: ‘We see something very different’ (cnbc)
  15. Walmart Lifts Outlook as Online Gains Overcome Economic Woes (bloomberg)

Be in the know. 14 key reads for Wednesday…

  1. Alibaba founder Jack Ma visits Ant Group campus as fintech giant ramps up AI efforts (scmp)
  2. Rotation From Tech Leads Investors to Dividend-Paying Stocks (bloomberg)
  3. Trillion-Dollar AI Valuations? Yes. Productivity Boom? Not Yet (bloomberg)
  4. Oracle and Other AI Stocks Are Spending Too Much Cash. These Companies Are Returning It in Spades. (barrons)
  5. Two more ‘Magnificent Seven’ stocks are now in correction territory as the AI trade unwinds (marketwatch)
  6. Dutch halt state intervention at Chinese-owned chipmaker Nexperia, paving way for exports to resume (cnbc)
  7. Toyota Motor to Invest $912 Million to Boost Hybrid Production in U.S. (wsj)
  8. Disney Investors Are Looking for More Than Just Streaming Growth. Keep an Eye on Cruises. (barrons)
  9. Boeing Signs $13 Billion Deal With Flydubai for 737 Max Jets (bloomberg)
  10. Lowe’s Sales Rise, Boosted by Growth in Pro Builder Business (wsj)
  11. US data center demand raising power risks this winter, regulator says (reuters)
  12. Trump says potential $2,000 tariff dividend checks could come mid-2026. See latest. (usatoday)
  13. Foreign Holdings of US Treasuries Near Record High in September (bloomberg)
  14. Albemarle stock price target raised to $136 from $125 at BMO Capital (investing)

Be in the know. 19 key reads for Tuesday…

  1. EV Sales Are Slowing. Why This Lithium Producer’s Stock Is on Fire. (barrons)
  2. Alibaba unveils major consumer AI upgrade with new Qwen chatbot (reuters)
  3. Temu-Owner PDD’s Sales Rise 9% in China Consumer Bounceback (bloomberg)
  4. Healthcare Wakes Up – Biggest Bid in 4 Years (zerohedge)
  5. This sector is heating up as investors get skittish on tech. Why it may be the dark horse for 2026. (marketwatch)
  6. US Home Builders Offer ‘Elevated’ Incentives Amid Affordability Challenges (zerohedge)
  7. Construction Spending Sped Up in August (wsj)
  8. Home Depot Cuts Outlook As Home Improvement Slowdown Continues (wsj)
  9. Fed’s Waller Backs Another Cut as Job Market Nears ‘Stall Speed’ (bloomberg)
  10. Fund managers alarmed by corporate investment boom as AI bubble fears grow (ft)
  11. Oracle’s astonishing $300bn OpenAI deal is now valued at minus $60bn (ft)
  12. Beef, Coffee, Cocoa Are Set to Get Cheaper. These Food Stocks Are Rising. (barrons)
  13. The Best Consumer Cyclical Stocks to Buy (morningstar)
  14. Atlantic LNG Freight Rates Surge to Highest Since Early 2024 (bloomberg)
  15. After Climate Push, Energy Companies Return to Fossil Fuels in Europe (nytimes)
  16. GXO’s State-of-the-Art Distribution Center in Germany Earns Aerospace Certification (gxo)
  17. Profit Margins Point to Winners. 30 Stocks to Play Now. (barrons)
  18. Honda to resume regular output at N. America plants after chip supply disruptions (reuters)
  19. Gulf Air finalises deal for at least 12 Boeing 787 Dreamliner planes (reuters)

Be in the know. 13 key reads for Monday…

  1. Emirates Throws Weight Behind Boeing With Top-Up Order for 777X (bloomberg)
  2. Boeing Expects Sharp Increase in Patriot Seeker Deliveries (bloomberg)
  3. Boeing targets industrial stability before new output rises (reuters)
  4. AI puts wind in the sales of Singles’ Day as China’s e-commerce giants hit records (scmp)
  5. Alibaba’s Qwen app challenges AI subscription models with free access (scmp)
  6. Lithium in China Spikes After Ganfeng Chief’s Bullish Forecast (bloomberg)
  7. Trump Can Make Starter Homes Great Again (wsj)
  8. Trump is considering portable mortgages — here’s how they work (nypost)
  9. Morgan Stanley’s 2026 Outlook: “The Year Of Risk Reboot” (zerohedge)
  10. Jeep eyes U.S. comeback following yearslong sales troubles (cnbc)
  11. Disney Earnings: Overreaction to Spots of Weakness That Have Little Consequence for Future Growth (morningstar)
  12. The Market Is Betting Big on the Magnificent Seven, And Your Portfolio Might Be Too (morningstar)
  13. Chevron, Exxon plan to keep boosting oil production, even as crude gets cheaper. What gives? (marketwatch)

Be in the know. 12 key reads for Sunday…

  1. Foreign investors return to China’s stock market (ft)
  2. Forget the China gloom — luxury bosses say shoppers are back (cnbc)
  3. The luxury industry will bounce back (economist)
  4. Alibaba.com to Add Agentic AI Capabilities to B2B eCommerce Platform (pymnts)
  5. Alibaba revamps Qwen chatbot as some see Silicon Valley ‘panic’ over firm’s AI progress (scmp)
  6. China’s new energy vehicle sales surpass gasoline cars for the first time in October (technode)
  7. New GXO Chief Sees Logistics Opportunities Amid Downturn (transporttopics)
  8. Generac CEO on rising electricity costs amid data center projects (yahoo)
  9. Stanley Black & Decker leans on supply chain to hit financial goals (supplychaindive)
  10. AI Is Making Big Tech Weaker (wsj)
  11. TSMC’s cautious expansion is frustrating the AI industry (economist)
  12. Jerry Neumann on the Problem With Investing in AI Right Now (bloomberg)

Be in the know. 12 key reads for Saturday…

  1. Disney and YouTube TV Agree to Multi-Year Deal, Ending Two-Week Blackout (barrons)
  2. Generac putting ‘best foot forward’ on AI data centers: CEO (yahoo)
  3. AI Data Centers Need Juice. The Next Hot Stocks Give It. (barrons)
  4. Google plans $40 billion Texas data center investment amid AI boom (reuters)
  5. JPMorgan Sees AI Boom Driving Record $1.8 Trillion Bond Sales in 2026 (bloomberg)
  6. AI Debt Megadeals: A Lot of Risk, a Lot of Uncertainty (barrons)
  7. China’s AI models achieve 90% of U.S. performance with fraction of capex (investing)
  8. China Plans Stronger, Proactive Fiscal Policy Amid Slowdown (bloomberg)
  9. These Chinese Cities Are the Silent Engine Powering a Consumer Revival (barrons)
  10. Alibaba condemns FT report on firm’s alleged PLA ties as ‘completely false’, ‘malicious’ (scmp)
  11. Trump Implements Major Rollback of Food Tariffs (wsj)
  12. Boeing Leads for 300-Jet Dubai Order Though Airbus Still in Play (bloomberg)

Be in the know. 16 key reads for Friday…

  1. Alibaba cross-border arm plans AI subscriptions and stablecoin-like payments with JPMorgan (cnbc)
  2. Chinese Investors Pile Back Into Stocks After September Retreat (bloomberg)
  3. China’s tech giants set to lead AI growth in 2026 despite chip shortage: JPMorgan (scmp)
  4. Stick with emerging-market stocks, especially in China and AI, UBS advises (scmp)
  5. Hong Kong Lifts GDP Forecast on Exports, Retail Recovery (bloomberg)
  6. David Tepper is still betting big on China — and now this American appliance maker (marketwatch)
  7. Trump Admin Considering ‘Portable Mortgages’: Top US Housing Regulator (zerohedge)
  8. D.R. Horton is tapping a startup’s AI zoning tool to build more homes (cnbc)
  9. Healthcare Stocks Are Blowing Past the S&P 500. What Could Be Behind the Rally. (barrons)
  10. Boeing Defense Workers Approve New Contract (nytimes)
  11. U.S. Kicks Off Winter With Ample Natural Gas Stocks, But Tighter Market Seen (wsj)
  12. Cooper-Standard stock rating reiterated at Buy by Stifel on growth outlook (investing)
  13. Disney+ Wants to Add More Short-Form Programming Like ‘Bluey’ (bloomberg)
  14. When AI Hype Meets AI Reality: A Reckoning in 6 Charts (wsj)
  15. Big Tech’s Soaring Profits Have an Ugly Underside: OpenAI’s Losses (wsj)
  16. Burry’s Depreciation Gripe Shines Spotlight on Big Tech Profits (bloomberg)

Be in the know. 21 key reads for Thursday…

  1. Disney raises dividend and buybacks as theme parks defy downturn fears (ft)
  2. Disney CFO Hugh Johnston on Q4 results, streaming strategy and YouTube TV negotiations (youtube)
  3. Disney Eyes Sports, Anime to Boost Asia Streaming Business (bloomberg)
  4. Alibaba Preps Big Revamp of Flagship AI App to Rival ChatGPT (bloomberg)
  5. China ‘Singles’ Day’ Sales Show Modest Growth (wsj)
  6. Chinese tech giant Tencent’s quarterly revenue rises 15%, fueled by AI (cnbc)
  7. China stocks remain a key Overweight at UBS for the 2nd year running (streetinsider)
  8. Worried About AI Stocks? Look Abroad for Dividends and Value. (barrons)
  9. Earnings, M&A Potential Have Small-Cap Investors Turning Bullish (bloomberg)
  10. M&A Is Back and Surging. Why More Deals Are Coming. (barrons)
  11. Bessent Says ‘Tenfold’ Growth in Stablecoins Will Lift Demand for Treasurys (barrons)
  12. Hassett Says He Would Accept Fed Chair Job, Wants Lower Rates (bloomberg)
  13. Atlanta Fed President Raphael Bostic to retire, giving Trump chance for more influence (nypost)
  14. Trump Signs Spending Bill, Ending Longest Shutdown in U.S. History (wsj)
  15. Investors Flock Back To Natural Gas As Demand Soars (zerohedge)
  16. Morgan Stanley sees up to 20% shortage of US power for data centers through 2028 (streetinsider)
  17. Anthropic to invest $50 billion to build data centers in US (reuters)
  18. Toyota Doubles Down on Hybrids in the U.S. With $14 Billion Battery Push (wsj)
  19. The FDA Has a New Drug Chief. What it Means for Biotech Stocks. (barrons)
  20. US Card Spending Rises Most Since Early 2024, BofA Data Show (bloomberg)
  21. Retail Stock Buyers Are Courageously Climbing The Wall Of Worry (zerohedge)