Category: What I’m Reading Today

Be in the know. 16 key reads for Wednesday…

  1. Goldman Strategists See US Stocks Lagging All Peers Next Decade (bloomberg)
  2. Alibaba’s Singles Day Sees Consumers, Brands Turn to AI (yahoo)
  3. 2 Mortgage Overhauls That Could Unchain Home Sales (barrons)
  4. Mortgage demand from homebuyers hits highest level since September, despite rising interest rates (cnbc)
  5. Data centres to drive energy storage ‘boom cycle’ in next five years, UBS says (reuters)
  6. Oil and Gas Demand Could Grow Until 2050, IEA Says (wsj)
  7. U.S. Natural Gas Settles At Multi-Year High (wsj)
  8. Trump Admin Expands Oil & Gas Drilling In Gulf Of America, Eyes Alaska Next (zerohedge)
  9. Boeing’s 777x Takes a Step Ahead, Report Says. What It Means for the Stock. (barrons)
  10. Boeing keeps up strong delivery pace in October (reuters)
  11. Inside Disney’s CEO Search: Succession Plan and Bob Iger’s 2026 Exit (wsj)
  12. PayPal re-launches in the UK after nearly two years (reuters)
  13. Global EV sales growth hits 23% in October, research firm says (reuters)
  14. BofA lists 16 stock opportunities away from AI (streetinsider)
  15. The AI Boom Is Looking More and More Fragile (wsj)
  16. Oracle Is First AI Domino To Fall After Barclays Downgrades Its Debt To Sell (zerohedge)

Be in the know. 20 key reads for Tuesday…

  1. Warren Buffett’s Berkshire Hathaway Farewell: ‘I’m Going Quiet’ (nytimes)
  2. Best Earnings Season in Years Validates Stock Bulls’ Case (bloomberg)
  3. The bull case for stocks is broadening beyond AI (yahoo)
  4. CEOs Sound Least Worried About an Economic Slowdown Since 2007 (bloomberg)
  5. Fed’s Miran Says He’d Favor Half-Point Rate Cut in December (bloomberg)
  6. Investor angst over Big Tech’s AI spending spills into bond market (ft)
  7. Why Debt Funding Is Ratcheting Up the Risks of the A.I. Boom (nytimes)
  8. BlackRock Faces 100% Loss on Private Loan, Adding to Credit Market Pain (bloomberg)
  9. Diageo drafts in ‘Drastic Dave’ to revive spirits giant (ft)
  10. Lithium Watchers Shift Focus From Supply Fears to Storage Demand (bloomberg)
  11. Albemarle stock price target raised by RBC Capital to $120 on improving demand (investing)
  12. Boeing gets nod to start next phase of 777X certification trials, Air Current reports (reuters)
  13. Intel CEO to oversee its AI efforts after executive departs for OpenAI (reuters)
  14. Alibaba-backed Kimi AI model reignites U.S., China race (youtube)
  15. Inflation & Consumption Tailwinds Lift Stocks (chinalastnight)
  16. China’s BYD aims to sell up to 1.6 million vehicles abroad in 2026, Citi says (reuters)
  17. China Stock Fund Launches Beat 2024 Tally in Sign of Confidence (bloomberg)
  18. Disney’s newest cruise ship, the Destiny, is getting ready to set sail (cnbc)
  19. As Cold Weather Looms, Generac Urges Homeowners to Prepare for Power Outages (yahoo)
  20. 10 Best Value Stocks to Buy for the Long Term (morningstar)

Be in the know. 12 key reads for Monday…

  1. Diageo Names Lewis CEO as British Distiller Seeks Revamp (bloomberg)
  2. Diageo’s New CEO Arrives With a Handy Playbook (bloomberg)
  3. Diageo appoints Sir Dave Lewis as CEO; RBC describes move as ‘ a pleasant surprise (investing)
  4. Senate Clears Key Hurdle Toward Ending Government Shutdown (wsj)
  5. Trump floats idea of $2,000 tariff dividend checks to most Americans (marketwatch)
  6. Disney’s ‘Predator: Badlands’ Kicks Off November With $40 Million Box Office Haul (barrons)
  7. China Resumes Nexperia Chip Exports to Ease Supply Crunch (bloomberg)
  8. China’s internet firms cautiously revive lending as Beijing pushes consumer loans (reuters)
  9. Hong Kong stocks rise as China’s consumer prices boost investor confidence (scmp)
  10. Funds cut consumer stocks to global pandemic lows, Goldman data shows (reuters)
  11. PayPal Brings No-Fee Buy Now Pay Later Offering to Canada (paypal)
  12. Morgan Stanley’s Wilson Says Solid Earnings to Fuel Stock Rally (bloomberg)

Be in the know. 13 key reads for Sunday…

  1. News Roundup: 11.11 Updates on Comprehensive Consumption, AI Innovation, New Brand Champions, and Amap’s Partnership with XPeng (alizila)
  2. China Consumer Prices Unexpectedly Rise on Holiday Demand (bloomberg)
  3. Debt Has Entered the A.I. Boom (nytimes)
  4. AI’s Power Rush Lifts Smaller, Pricier Equipment Makers (wsj)
  5. Corporate Earnings Were Great This Quarter. Wall Street Is Still Not Impressed. (wsj)
  6. The Rotation No One Believes In (allstarcharts)
  7. Lots More on the Worsening State of the US Labor Market (bloomberg)
  8. Many would-be buyers are frozen out of the housing market (npr)
  9. Investors are telling Britain to cheer up a bit (economist)
  10. Toyota Can ‘Barely Cover the Demand’ As Sales Skyrocket: TDS (thedrive)
  11. America’s 25 most beautiful golf courses, ranked (golfdigest)
  12. Timberland Just Released a New Luxe Version of Its Iconic Premium Boots (wwd)
  13. Bob Iger Reflects on Walt Disney’s Enduring Legacy in ‘The Rest is History’ Podcast Interview (waltdisney)

Be in the know. 16 key reads for Saturday…

  1. Musk plans Tesla mega AI chip fab, mulls potential Intel partnership (reuters)
  2. OpenAI Asks US to Expand Chips Tax Credit to AI Data Centers (bloomberg)
  3. Tech stocks suffer worst week since April after $800bn AI sell-off (ft)
  4. Alibaba doubles down on ‘super-scale’ computing infrastructure plans as AI demand grows (scmp)
  5. Alibaba-backed Moonshot releases its second AI update in four months as China’s AI race heats up (cnbc)
  6. China’s Stocks Are Flying as Beijing Doubles Down on Tech. Why the Economy Is Still Struggling. (barrons)
  7. More Homes Equal Lower Prices. Bill Pulte Wants Builders to Step on the Gas. (barrons)
  8. Fed’s Miran says stablecoin surge could help push interest rates lower (cnbc)
  9. Boeing Bets Big on South Carolina Plant to Double 787 Output (bloomberg)
  10. Diageo battles investor disquiet on prolonged CEO search (ft)
  11. Vans Casts a ‘Bunch of Misfits’ in Quirky Holiday Campaign (wwd)
  12. Timberland and Supreme Are Linking Up for New Limited-Edition Boots With Patchwork Logos (wwd)
  13. Etsy spotlights importance of personalized gifting for holiday ads (marketingdive)
  14. Consumer Sentiment Falls to Near-Record Lows. Why it’s too Soon to Panic About Spending. (barrons)
  15. Disney execs give status update on talks with YouTube TV ahead of jam-packed sports weekend (nypost)
  16. Cockroaches in the Coal Mine (oaktree)

Be in the know. 18 key reads for Friday…

  1. Gen Z shoppers can’t get enough of perfumes. Coty, Estee are benefiting (reuters)
  2. Luxury and lifestyle giants signal renewed confidence in China’s consumer recovery (scmp)
  3. Holiday Sales Will Exceed $1 Trillion for the First Time, NRF Predicts (barrons)
  4. Lululemon China Head Discusses Consumption Outlook (youtube)
  5. Ant Group picks AI-assisted healthcare as new growth area amid China’s rapid ageing (scmp)
  6. Buy Alibaba, Sell Meituan Pair Trade Thrives on Price War Bets (bloomberg)
  7. Growth Rebounds On Jensen’s Jab (chinalastnight)
  8. Nexperia Spat Eases as Chip Flows Open Door to Dutch Retreat (bloomberg)
  9. Honda plans 13 new hybrid models by 2030 amid EV uncertainty (usatoday)
  10. Ford Considers Scrapping Electric Version of F-150 Truck (wsj)
  11. Trump administration announces Boeing deals in Central Asia (reuters)
  12. Boeing Avoids US Criminal Charge in 737 Max Jet Crash Case (bloomberg)
  13. Restaurant Chains Feel the Squeeze as Customers Pinch Pennies (barrons)
  14. Diageo “working hard” to respond to US Tequila slowdown (yahoo)
  15. Shale Operators Defy $60 Oil to Keep Increasing Production (bloomberg)
  16. Albemarle Earnings: Shares Rise on Improved Free Cash Flow Generation (morningstar)
  17. US Companies to Boost Their Borrowing in 2026, Wells Fargo Says (bloomberg)
  18. Is AI Too Big to Fail? OpenAI’s Finance Chief May Have Said the Quiet Part Out Loud. (barrons)

Be in the know. 21 key reads for Thursday…

  1. Big Tech’s AI power needs left a Jerry Jones-backed Texas gas giant sitting on the ‘holy grail’ of supply (yahoo)
  2. US LNG producers ink near record contract volumes, even as fees climb (reuters)
  3. Want AI? BofA says buy these 2 non-tech sectors (streetinsider)
  4. GXO Eyes Expansion as Tariffs Bolster Demand for Foreign Trade Zones (wsj)
  5. Jefferies raises GXO Logistics stock price target to $68 on strong medium-term outlook (investing)
  6. GXO Logistics stock rating upgraded by Deutsche Bank on European exposure (investing)
  7. Albemarle’s cost cuts, steady volumes fuel smaller loss amid weak lithium prices (reuters)
  8. Honda bets on hybrids with lighter platform for next-generation models (reuters)
  9. 2026 Subaru SUV lineup adds Trailseeker and Uncharted as brand triples EV offerings (usatoday)
  10. Cooper-Standard CFO Banas buys shares worth $29,083 (investing)
  11. Homebuilders Bet on 1% Mortgage Rates to Wake Up US Buyers (bloomberg)
  12. Disney Signs DraftKings as ESPN’s New Sports-Betting Partner (bloomberg)
  13. PC Chips Are Making a Big Comeback. How to Play It. (barrons)
  14. Alibaba’s ‘instant commerce’ bet pays off as Taobao attracts over 100 million new non-food orders (scmp)
  15. China’s MSCI Presence Grows for First Time Since Early 2024 (bloomberg)
  16. Exclusive: China bans foreign AI chips from state-funded data centres, sources say (reuters)
  17. Nvidia’s Jensen Huang says China ‘will win’ AI race with US (ft)
  18. Diageo cuts sales and profit forecast on lower US and China demand (ft)
  19. Canada Goose misses quarterly sales estimates on softening demand (reuters)
  20. AI, Cost Cuts Fuel the Most October Layoffs in US Since 2003 (bloomberg)
  21. BofA’s clients were near-record net sellers of U.S. stocks last week (streetinsider)

Be in the know. 17 key reads for Wednesday…

  1. GXO Reports Third Quarter 2025 Results (gxo)
  2. Xpeng teams up with Alibaba’s Amap to launch robotaxi service (reuters)
  3. Alibaba’s Amap rides China car boom in challenge to Google Maps (scmp)
  4. China Premier Says Economy to Surpass $23.9 Trillion in Five Years (bloomberg)
  5. As US Rally Pauses, Global Stocks Enjoy Historic Outperformance (bloomberg)
  6. How Much AI Spending Is Too Much? Investors Are Starting to Wonder (wsj)
  7. Meta Slumps on AI Spending, Echoing 2022 Metaverse Rout (bloomberg)
  8. Retail Traders Post Worst Day Since April as Tech Rally Stumbles (bloomberg)
  9. The Buzzword ‘Powering’ This Earnings Season (barrons)
  10. NatGas Soars On Incoming Cold Snap, Snow For Eastern U.S. (zerohedge)
  11. US Homeownership Tenure Hits Highest Level In 25 Years (zerohedge)
  12. 40 and Finally Buying a Home. Why the Age of Ownership Keeps Creeping Up. (barrons)
  13. Hormel Foods to Cut 250 Jobs in Restructuring (wsj)
  14. Lauder Heir’s Family Seeks $1 Billion in Estee Lauder Share Sale (bloomberg)
  15. Diageo Unit Starts Review of Royal Challengers Bengaluru Ownership (bloomberg)
  16. BMW Expects Strong Demand in 2026 After Earnings Boosted by Lower Costs (wsj)
  17. 10 High-Yield Dividend Stocks You Can Count On (barrons)

Be in the know. 18 key reads for Tuesday…

  1. After China’s Long Retail Downturn, CEOs See Consumer Spending Coming Back (bloomberg)
  2. Alibaba rebrands food delivery app Ele.me as Taobao Shangou in instant retail push (scmp)
  3. Alibaba’s AI aces top global maths contests, challenging OpenAI’s dominance (scmp)
  4. China offers tech giants cheap power to boost domestic AI chips (ft)
  5. Mainland China, Hong Kong to lead Asia in attracting overseas capital: Wall Street bankers (scmp)
  6. OpenAI Signs $38 Billion Cloud Computing Deal With Amazon (nytimes)
  7. Big AI Companies Are Reviving a Crisis-Era Tool. Wall Street Is Paying Attention. (barrons)
  8. 80% Of Michael Burry’s 13F Is Palantir And Nvidia Puts (zerohedge)
  9. Boeing Stock Rises After Upgrade. Why It Remains a Wall Street Favorite. (barrons)
  10. Biotech stocks are coming back. Here’s what’s driving the sector higher. (marketwatch)
  11. Stanley Black & Decker Cuts Outlook Amid Tariffs and Weak Consumer Spending (wsj)
  12. U.S. earnings beat at record pace, says Goldman Sachs’ Kostin (streetinsider)
  13. Ford’s US October sales rise on demand for pickup trucks despite EV decline (reuters)
  14. Why Jeep and Ram parent Stellantis is investing $13 billion in the U.S. (cnbc)
  15. LNG shipping rates hit multi-month highs on tighter vessel availability, winter demand (reuters)
  16. Treasury Lowers U.S. Quarterly Borrowing Estimate to $569 Billion (barrons)
  17. Daly Says Fed Should ‘Keep an Open Mind’ About December Rate Cut (bloomberg)
  18. Fed’s Cook Says Labor Market Concerns Outweigh Inflation Risk (bloomberg)

Be in the know. 10 key reads for Monday…

  1. Auto giants rally as China says it will consider exemptions for Nexperia chip exports (cnbc)
  2. How the Ford F-150 could hold the key to diplomatic alliance with Japan (usatoday)
  3. High interest rates may have caused housing recession, Bessent says (nypost)
  4. Fed’s Miran Repeats View Policy Remains Too Restrictive (bloomberg)
  5. OPEC and Allies Agree to Boost Oil Production, Then Pause (wsj)
  6. Morgan Stanley Lifts Oil Forecast After OPEC+ Output Hike Pause (bloomberg)
  7. Emerging market is the hottest theme in global equities in 30 years (scmp)
  8. How the U.S. Economy Has Defied Doomsday Predictions on Tariffs (wsj)
  9. Buffett’s Berkshire Sits on Record Cash Pile. What That Means for Markets. (barrons)
  10. The S&P 500 could reach 7,500 by year-end, says Fundstrat’s Tom Lee (youtube)