Category: What I’m Reading Today

Be in the know. 11 key reads for Monday…

  1. Alibaba taps into China’s ‘chat to buy’ trend via Qwen AI and Taobao integration (scmp)
  2. Nobody Owns Enough China Tech (zerohedge)
  3. Goldman Says Yuan 20% Undervalued, Boosts Currency Forecasts (bloomberg)
  4. Emerging-Market Stocks Set for Record High on Technology Rally (bloomberg)
  5. China Exports More EVs Than Traditional Cars for First Time in April (wsj)
  6. QXO Posts Investor Q&A to Website (qxo)
  7. To say this logistics stock is undervalued is an understatement – Jefferies (investing)
  8. Big Tech’s AI spending is depriving investors of juicy payouts (marketwatch)
  9. ‘Devil Wears Prada 2’ tops ‘Mortal Kombat II’ in box-office battle of sequels (marketwatch)
  10. Why Kevin Warsh Thinks Inflation Isn’t Being Measured Correctly (barrons)
  11. Papa John’s offering free pizza to former Spirit Airlines’ flyers (usatoday)

Be in the know. 12 key reads for Mother’s Day…

  1. Advance Auto Parts President & CEO Shane O’Kelly on Saying ‘Yes’ to Customers (youtube)
  2. Alibaba to integrate Qwen AI with Taobao, launch agentic shopping, source says (reuters)
  3. Alibaba’s Qwen Glasses Upgrades with Proactive AI Capabilities and Spatial 3D Display to Elevate Intuitive AI experiences (alizila)
  4. Pending Home Sales Hit Highest Level in Nearly 4 Years (redfin)
  5. New homes haven’t been this cheap since 2021. Buyers are starting to take notice. (yahoo)
  6. Can a beauty mega-deal save Estée Lauder? (economist)
  7. Disney’s Recent Layoffs May Not Be One-Offs As Company Touts “Culture Of Efficiency” (deadline)
  8. Etsy launches its app within ChatGPT as it continues its AI push (techcrunch)
  9. Papa Johns Sees Sales and Traffic Pressure, but Transformation Remains on Track (qsrmagazine)
  10. The EU wants to unshackle its economy. For real this time (economist)
  11. Why This Bull Market Could Have Years Left (carsongroup)
  12. Hyperscaler Capex +91% vs Buybacks -64% (zerohedge)

Be in the know. 10 key reads for Saturday…

  1. Papa Johns’ CMO on driving cultural relevance with a ‘Toy Story’ tie-up (marketingdive)
  2. ‘Devil Wears Prada’ Kicks Off What Could Be Hollywood’s Best Summer Since ‘Barbenheimer’ (barrons)
  3. ‘The Devil Wears Prada 2’ Handbag Popcorn Bucket Becomes A Hot Collectible (forbes)
  4. Exclusive: GXO CEO Kelleher says Amazon not a threat, geopolitics a tailwind (investing)
  5. Home-Improvement Spending Is, Well, Improving. Lowe’s Stock Looks Cheap. (barrons)
  6. Whisky business: Investors pin hopes on Trump’s Scotch tariff reversal after dire three years (cnbc)
  7. Consumer Sentiment Falls to New Record Lows Amid War in Iran (wsj)
  8. US Jobs Rise 115,000 in Strongest Two-Month Gain Since 2024 (bloomberg)
  9. China’s Top Economic Planner Urges Stronger Coordination on AI (bloomberg)
  10. China exports jump 14.1% as AI boom outpaces war disruptions (investing)

Be in the know. 18 key reads for Friday…

  1. Boeing Shares Rise As CEO Set To Join Trump On China Trip, Fueling Aircraft Order Speculation (zerohedge)
  2. Alibaba, Baidu Stocks Have an Epic Week. Why It’s Not Just U.S. Tech on a Tear. (barrons)
  3. Investors Recognize Internet Stocks As AI Plays (chinalastnight)
  4. 8 multibillion-dollar companies later, this serial entrepreneur shares his proven blueprint for massive returns (marketwatch)
  5. US construction spending rebounds in March (reuters)
  6. This sector is poised to benefit from AI, defense and housing boom: BofA (investing)
  7. BofA’s Hartnett Says US Stock Gains Have Rarely Been This Strong (bloomberg)
  8. “Stunning Quarter”: Highest Earnings Growth In Over Two Decades (zerohedge)
  9. Corporate earnings surge means a ‘resilient’ Trump economy (nypost)
  10. Record-Shattering Call Options Activity Sparks Goldman Partner Warning Of Market’s “Semi-Irrational Chase Mode” (zerohedge)
  11. Big Tech’s $725bn AI spending spree sends free cash flow to a decade low (ft)
  12. AI Giants Keep Making Circular Deals. Here’s Why That’s a Risk (morningstar)
  13. US hybrid-car sales soar, along with gas prices (reuters)
  14. US Consumer Borrowing Increased in March by Most Since 2022 (bloomberg)
  15. Disney CEO unveils entertainment giant’s new 3-pillar growth plan (foxbusiness)
  16. Estee Lauder reaches $210 million settlement over China sales practices (reuters)
  17. Papa John’s Says Inflation-Weary Consumers Are Trading Down (wsj)
  18. Trade Court Rules Against Trump’s New Global Tariffs (wsj)

Be in the know. 16 key reads for Thursday…

  1. Alibaba Shares Outpace Tencent’s as Chip Exposure Fuels Demand (bloomberg)
  2. Alibaba Chip Unit Spin Off? (chinalastnight)
  3. Chinese Consumers Open Wallets as Malaise Lifted During Holidays (bloomberg)
  4. Emerging Market Stocks Are Outperforming the S&P 500. How to Play the Rally. (barrons)
  5. The Most Hated Tech Trade Is Waking Up (zerohedge)
  6. US Senator Thanks China for Iran Efforts, Calls for Boeing Deal (bloomberg)
  7. Cooper Standard Reports Solid First Quarter 2026 Results and Strong New Business Awards; Remains on Track to Achieve or Exceed Full Year Plans (cooperstandard)
  8. Turnaround in motion: Why VF Corp is back on investors’ radar (investing)
  9. Papa Johns Announces First Quarter 2026 Financial Results (papajohns)
  10. Josh D’Amaro’s ‘super app’ could be Disney’s next big catalyst (yahoo)
  11. Disney Earnings: Firm Strong on All the Most Important Fronts and Poised to Accelerate (morningstar)
  12. America’s Weight-Loss Drug Boom Is Going Global (wsj)
  13. Frackers Are Finally Ready to Drill. Trump Won’t See a Return of the Go-Go Days. (wsj)
  14. Iran, U.S. Working on Talks to End Fighting (wsj)
  15. UBS Says Transport Stock Rout Is “Overdone” After Amazon News (zerohedge)
  16. The mysterious $53bn ‘other income’ boost to AI hyperscaler earnings (ft)

Be in the know. 16 key reads for Wednesday…

  1. New Disney CEO Gives Vision for Company as Revenue Rises (wsj)
  2. Disney Films, Parks Lift Profit in Debut Quarter for New CEO (bloomberg)
  3. Diageo posts sales boost as buyers load up on drinks ahead of World Cup (ft)
  4. Diageo Sales Lift Shares as U.S. Recovery Efforts Continue (wsj)
  5. First look: GXO Logistics posts Q1 double-digit revenue growth (freightwaves)
  6. Dentsply Sirona Reports First Quarter 2026 Results (dentsplysirona)
  7. PayPal to Cut 20% of Staff Amid Turnaround Push (wsj)
  8. Pfizer CEO on Drug Pipeline, Trump’s Pick to Lead CDC (youtube)
  9. US New-Home Sales Increased in March to Fastest Pace of Year (bloomberg)
  10. Buying a Home Got a Little Cheaper in the First Quarter. Where Prices Are Falling the Most. (barrons)
  11. Storied Toolmaker Closes Its Last Hometown Plant—and Blames Its Tape Measures (wsj)
  12. Kevin Warsh Has More Room to Maneuver at the Fed Than Markets See (barrons)
  13. Iran Evaluating US Proposal to End War as China Calls for Peace (bloomberg)
  14. After Setbacks, Ford Says Its Affordable Electric Truck Is on Track (nytimes)
  15. Higher Costs Are Raising AI’s Profit Bar (wsj)
  16. Walmart and 8 More Old Economy Stocks for an AI Melt Up (barrons)

Be in the know. 17 key reads for Tuesday…

  1. PayPal Plans Job Cuts as Fintech’s New CEO Pursues Turnaround Strategy (bloomberg)
  2. PayPal beats first-quarter estimates on resilient consumer spending (reuters)
  3. Pfizer Stock Rises on Earnings. The Drugmaker Is Finding Life After Covid. (barrons)
  4. Pfizer Tops Sales Estimates as Older Blockbusters Outperform (bloomberg)
  5. Alibaba and TSMC Stocks Jump. Three Reasons Asia’s AI Rally Got Another Boost. (barrons)
  6. Hong Kong’s Economy Expands at Strongest Pace in Nearly Five Years (wsj)
  7. Dentsply Sirona expands U.S. distribution through Atlanta Dental Supply deal (investing)
  8. Henry Schein reaffirms annual profit forecast, beats Q1 estimates on dental strength (reuters)
  9. Amazon Built a Massive Supply Chain for Itself. Now It’s for Hire. (wsj)
  10. Amazon opens supply chain services to all shippers; stocks plunge, reaction overdone says Stifel (investing)
  11. Double Digit Earnings Growth Is Now the New Median (zerohedge)
  12. Core US Factory Orders Surged In March To Best YoY Growth Since Nov 2022 (zerohedge)
  13. ‘Ultimate Dip-Buyers’ of Stocks Remain Strong as Buybacks Surge (bloomberg)
  14. Fed’s Williams Says Rates Will Need to Be Lower ‘At Some Point’ (bloomberg)
  15. Maersk says ship passed through Strait of Hormuz under U.S. military protection (cnbc)
  16. Electric Vehicle Sales Roar Quietly (chinalastnight)
  17. First refunds of Trump tariffs to start as early as May 12, customs agency says (reuters)

Be in the know. 10 key reads for Monday…

  1. Disney’s ‘The Devil Wears Prada 2’ Cat Walks to the Top of the Box Office (barrons)
  2. Morgan Stanley survey: This name is seen as top AI winner in China (investing)
  3. International Diversification Is Finally Paying Off (morningstar)
  4. Morgan Stanley Sees Tech Earnings Eclipsing Iran War for Stocks (bloomberg)
  5. S&P 500 profits haven’t been this rich in at least 15 years — but there’s more to the story (marketwatch)
  6. No, We Are Still Not There Yet (zerohedge)
  7. Global equity funds attract inflows for sixth week on earnings optimism (reuters)
  8. Trump Says U.S. Will Guide Stranded Ships Through Strait of Hormuz (wsj)
  9. ‘It’s crucial’: how AI is reshaping the fragrance industry (ft)
  10. Morgan Stanley: With $1.1 Trillion In AI 2027 Capex, The Stakes Between Being First And Fourth Are Enormous (zerohedge)

Be in the know. 12 key reads for Sunday…

  1. VF Corp CEO Pledges To Deep Brand Turnaround At Berlin Congress (forbes)
  2. Vans’ Fifth Avenue Store Closes After Police Response to Satoshi Nakamoto Sneaker Release (wwd)
  3. Swashbuckling oil-services firms are preparing for a boom (economist)
  4. ‘Devil Wears Prada 2’ in Box Office Heaven, Heads for $75M-$80M U.S. Opening, $180M Globally (hollywoodreporter)
  5. Etsy Bets on AI to Attract the Shoppers It’s Been Losing (pymnts)
  6. Israel approves plan to buy F-35 and F-15IA fighter jets from Lockheed, Boeing (cnbc)
  7. Homebuying Demand Ticks Up, Mortgage Rates Tick Down (redfin)
  8. M2 update: still looking like inflation will remain low (scottgrannis)
  9. The Quest to Use AI to Help Find New Drugs (wsj)
  10. Sedans Are Back as Honda Accord Sales Soar 42% and the Camry Isn’t Far Behind (thedrive)
  11. Alibaba Named to TIME Top 10 Most Influential AI Companies (alizila)
  12. Ant Group’s bank adds stock trading to Alipay app in Hong Kong (scmp)

Be in the know. 14 key reads for Saturday…

  1. US FDA approves Pfizer, Arvinas’ breast cancer drug (reuters)
  2. Big Pharma M&A set for mega year as patent expiries drive deal urgency (reuters)
  3. Disney’s New CEO Is Exploring a ‘Super App’ For Theme Park Tickets, Movies and More (bloomberg)
  4. Crown Castle completes $8.4 billion fiber, small cell sale (investing)
  5. Ford opens employee pricing to all US buyers in nationwide sales push (foxbusiness)
  6. BYD Exports Jump as Soaring Fuel Prices Spur EV Demand (bloomberg)
  7. Trump Says He Will Raise Tariffs on EU Cars and Trucks (wsj)
  8. U.S. Factory Activity Expands in April (wsj)
  9. So far the spring homebuying market is showing ‘surprising resilience’ (yahoo)
  10. S&P 500 profit eyes sharpest quarterly growth in four years after Big Tech results (reuters)
  11. What investors should be buying and selling in May, according to Bank of America’s ‘Flow Show’ strategist (marketwatch)
  12. After Dumping At The Lows, Retail Is Back, Chasing Energy And Tech (zerohedge)
  13. The Estée Lauder Companies will reduce department store footprint as it focuses on ‘high-growth’ online channels (glossy)
  14. Trump’s Tariff Reversal Reopens a Major Market for Scotch Whisky (nytimes)