Category: What I’m Reading Today

Be in the know. 11 key reads for Sunday…

  1. Led by Nvidia, the AI industry has plans to reindustrialise America (economist)
  2. Big Tech Earnings Reveal Cracks in Case for Massive AI Spending (bloomberg)
  3. Alibaba expands instant commerce efforts with US$281 million Taobao convenience store push (scmp)
  4. Timberland Unveils Elevated Take On Classic 6-Inch Boot (maxim)
  5. Higher beef prices are biting into profits, but there early signs that relief is on the way (marketwatch)
  6. A $30,000 American EV is possible. GM just did it (fastcompany)
  7. Ram Will Launch Its First SUV in 2028 with Gas and PHEV Setups (caranddriver)
  8. Here Comes the Best Month (and Best Six Months) Historically of the Year (carsongroup)
  9. Only 28 Out of Every 1,000 U.S. Homes Changed Hands This Year—The Lowest Turnover in Decades (redfin)
  10. The Los Angeles Dodgers Win the World Series (wsj)
  11. Gary Player at 90: The Black Knight’s lessons in health and happiness (golf)

Be in the know. 13 key reads for Saturday…

  1. OTW by Vans Links Up With American Football for a Limited Shoe Release (skateboarding)
  2. US to Announce Nexperia Chip Shipments From China to Resume (bloomberg)
  3. A Hopeful Sign of Investor Sanity in the AI Boom (wsj)
  4. The Last Time Tech Looked This “Can’t-Lose,” It Did (zerohedge)
  5. How OpenAI Uses Complex and Circular Deals to Fuel Its Multibillion-Dollar Rise (nytimes)
  6. JPMorgan, Disney, and 8 Other Quality Stocks for a Teetery Market (barrons)
  7. The 10 Best Companies to Invest in Now (morningstar)
  8. Fed’s Waller Says He’s Still Advocating a Rate Cut in December (bloomberg)
  9. How the Rise of ‘Spiritual Consumption’ in China Is Reshaping Retail (barrons)
  10. Low Prices Aren’t Stopping Exxon and Chevron From Pumping More Oil (nytimes)
  11. Brad Jacobs, QXO, XPO, United Rentals & United Waste | David Senra (youtube)
  12. Boeing outlook revised to stable by S&P on increasing production (investing)
  13. Wix Merchants to Join PayPal’s Agentic Commerce Solution (pymnts)

Be in the know. 15 key reads for Friday…

  1. The great AI buildout shows no sign of slowing (reuters)
  2. Big Tech Is Spending More Than Ever on AI and It’s Still Not Enough (wsj)
  3. Meta to raise $30 billion in its biggest bond sale as AI expansion costs rack up (reuters)
  4. AI companies are downplaying amount of energy and capital they need, Joe Lonsdale says (cnbc)
  5. Big Tech earnings: profits and cash still matter (ft)
  6. Why the AI Spending Spree Could Spell Trouble for Investors (morningstar)
  7. Chinese Stocks Have Rallied. Why They’re Not Done Yet. (barrons)
  8. Hong Kong Economy Grows Most Since 2023 on Strong Exports, Retail (bloomberg)
  9. China signals sharper pivot to consumption as imbalances worsen (reuters)
  10. US Is Ready to Sell More Oil and Gas to China, Energy Chief Says (bloomberg)
  11. Boeing’s Road to Redemption—and a Higher Stock Price (barrons)
  12. Intel in Talks to Acquire AI Chip Startup SambaNova (bloomberg)
  13. Continued Year-over-year Margin Expansion and Improved Cash Flow Highlight Cooper Standard’s Third Quarter Results (cooperstandard)
  14. ‘December Rate-Cut Still Looks Likely’: Goldman Sees Shift In Consumer Health, AI Impact On Labor Market (zerohedge)
  15. YouTube TV Users Lose Access to Disney and ESPN (nytimes)

Be in the know. 22 key reads for Thursday…

  1. Trump and Xi, Hoping to Ease Trade War, Agree to 1-Year Truce (nytimes)
  2. Trump Hails “Amazing” Xi Meeting – Trade Concessions, U.S. Soybean Farmers Win, China Eases Rare-Earth Controls (zerohedge)
  3. Trump Says China to Purchase More US Energy, Touts Alaska Deal (bloomberg)
  4. Chinese e-commerce giants now dominate Southeast Asia’s online shopping scene (cnbc)
  5. Jack Ma-Backed Ant Makes Fresh LatAm Bet With Fintech Investment (bloomberg)
  6. Estee Lauder beats quarterly estimates on robust growth in fragrances (reuters)
  7. Advance Auto Parts Races Past Earnings Estimates. The Stock Jumps 21%. (barrons)
  8. Jerry Jones Says He Has Unlocked a $100 Billion Gas Bounty in This Drilling Inferno (wsj)
  9. Boeing Plots Taking 787 Dreamliner Production Beyond Pre-Covid Record Rates (bloomberg)
  10. Boeing CEO: We have $600B of backlog (youtube)
  11. Carmakers’ answer to US EV lull: hybrids, cheaper models (reuters)
  12. 2026 Toyota RAV4 debuts with standard hybrid power and smarter tech (usatoday)
  13. Fed cuts rates for second time this year, tees up end of QT (streetinsider)
  14. Bank of America Sees US Bill Supply Boost Curbing 10-Year Yield (bloomberg)
  15. US Pending Home Sales Rise Most In Almost A Year As Mortgage Rates Slide (zerohedge)
  16. 10 Cheap Dividend Stocks With Fortress-Like Businesses (barrons)
  17. It’s Time to Go on the Defensive in This Market (barrons)
  18. Exclusive: OpenAI lays groundwork for juggernaut IPO at up to $1 trillion valuation (reuters)
  19. Meta Raises Its Spending Forecast on A.I. to Above $70 Billion (nytimes)
  20. Meta, Microsoft Test Investors With 89% AI-Fueled Spending Surge (bloomberg)
  21. Microsoft to Double Data Center Footprint in Two Years (wsj)
  22. Eurozone’s Economy Picks Up Speed as Hopes for Revival Gather Pace (wsj)

Be in the know. 24 key reads for Wednesday…

  1. Boeing posts Q3 revenue beat, improving cash flow burn rate as CEO Ortberg’s turnaround plan takes off (yahoo)
  2. Boeing stems cash burn for first time since 2023 but takes $4.9 billion charge on 777X delays (cnbc)
  3. Etsy Taps Chief Growth Officer as CEO to Navigate the AI Era (bloomberg)
  4. E-commerce consumption could bump 20% because of agentic AI, says Mizuho’s Dan Dolev (youtube)
  5. Estée Lauder partners with Shopify for digital commerce overhaul (investing)
  6. Hormel Foods to spin off Justin’s brand in private-equity agreement (yahoo)
  7. Hormel Foods Lowers Adjusted Earnings Guidance Citing Fire, Inflationary Pressures (wsj)
  8. Generac cuts full-year sales forecast on weak residential demand for generators (reuters)
  9. Mortgage rates drop to the lowest level in over a year, pushing refinancing 111% higher annually (cnbc)
  10. US Home Prices Post Weakest Gain in More Than Two Years (bloomberg)
  11. Venmo users will soon be able to pay rent, mortgages as PayPal announces Bilt partnership (nypost)
  12. JPMorgan Sees Fed Reviving 2019 Playbook to Ease Market Strains (bloomberg)
  13. Fed Preview: Rate Cut And End Of QT Will Be “Broadly Supportive Of Risk” (zerohedge)
  14. The Fed Is Looking for Signals From Job Market. Amazon May Have Sent a Message. (barrons)
  15. Wells Fargo calls for an ‘everything rally’ into year-end (streetinsider)
  16. Profit Margins Aren’t Just Higher in Tech. Call It a ‘Moneyball’ Rally. (barrons)
  17. The US Dollar’s Value Is Down—and These 3 Investments Are Way, Way Up (morningstar)
  18. Trump Expects to Sign China Trade Deal at Xi Summit (wsj)
  19. Foreign investors show renewed interest in China equities, HSBC report says (scmp)
  20. China Blows Past Record for Europe Car Sales on Hybrids, EVs (bloomberg)
  21. Lithium Prices Boosted by China’s Policy Drive on Energy Storage (bloomberg)
  22. Toyota pledges $10B toward new auto plants in US: ‘Go out and buy a Toyota,’ Trump says (nypost)
  23. US and South Korea seal trade deal (ft)
  24. 15th 5-Year Plan – AI & Tech Self-Reliance, AI & Tech Self-Reliance, AI & Tech Self-Reliance (Don’t Bury The Headline) (chinalastnight)

Be in the know. 18 key reads for Tuesday…

  1. PayPal signs deal with OpenAI to become the first payments wallet in ChatGPT (cnbc)
  2. PayPal Posts an Earnings Beat, Unveils OpenAI Partnership. Making Sense of It All. (barrons)
  3. PayPal launches AI commerce services with Perplexity integration (investing)
  4. PayPal Joins With Bilt to Use Venmo for Rent, Mortgage Payments (bloomberg)
  5. Here’s how much money PayPal is making from Venmo — and more earnings takeaways as the stock soars (marketwatch)
  6. Vans parent VF Corp beats quarterly estimates on strong demand amid tariff pressure (reuters)
  7. Intel CEO Says He Joined to ‘Refocus’ Chip Giant on AI, Foundry (bloomberg)
  8. The ‘Best Boeing Salesman’ Is at Work in Asia. The Stock Is Up. (barrons)
  9. Most S&P 500 Companies in Four Years Are Beating Sales Estimates (bloomberg)
  10. The Good Vibes Are Back on Wall Street (wsj)
  11. Federal Reserve nears end of QT amid signs of stress in money markets (ft)
  12. The Coming AI Debt Deluge (zerohedge)
  13. China Vows to Significantly Boost Household Consumption Rate (wsj)
  14. China Streamlines Foreign Investor Rules to Lure Long-Term Funds (bloomberg)
  15. Trump’s ‘hot truck’ becomes symbol of Japan trade talks (reuters)
  16. Europe Car Sales Jump on Growing Offering of Cheaper EVs (bloomberg)
  17. Home Prices Likely Cooled in August. That’s Good News for Some Buyers. (barrons)
  18. Exxon and 9 More Dividend Stocks to Buy for a Rocky Market (barrons)

Be in the know. 20 key reads for Monday…

  1. Albemarle to divest Ketjen control, Eurecat stake in $660 mln deal (reuters)
  2. Trump says US, China are going to come away with deal (reuters)
  3. Trump Suggests He May Drop Probe on First-Term China Trade Deal (bloomberg)
  4. China Urged to Weigh 2008-Style Mega Stimulus by Ex-PBOC Adviser (bloomberg)
  5. China’s industrial profits surge 21.6% in September, biggest jump in nearly two years (cnbc)
  6. Trump Reaches Trade Pacts With Southeast Asian Nations (wsj)
  7. Alibaba Affiliate Ant Group Files ‘AntCoin’ Trademark in Hong Kong, Hinting at Crypto Ambitions (coindesk)
  8. Mastercard and PayPal partner on AI agent payment platform (investing)
  9. Fed poised to cut rates this week, with more easing likely on tap (reuters)
  10. Bessent Names Fed Chair Finalists Ahead of Year-End Decision (bloomberg)
  11. Buybacks take backseat as AI drives record US capex spending (reuters)
  12. OpenAI shunned advisers on $1.5tn of deals (ft)
  13. Retail Leverage Goes To Extremes (zerohedge)
  14. U.S. sanctions on Russia could push Brent above $85, Barclays warns (streetinsider)
  15. Trump praises Ford’s F-150 as Japan’s new leader reportedly eyes major order (foxbusiness)
  16. Toyota Posts Record First-Half as US Offsets Japan, China (bloomberg)
  17. Why It’s Still So Expensive to Build Homes in America (bloomberg)
  18. History shows this year’s stock-market losers are actually likely to be November’s winners (marketwatch)
  19. Workers reject Boeing’s latest offer after nearly 3 months on strike (nypost)
  20. The Best Consumer Defensive Stocks to Buy (morningstar)

Be in the know. 15 key reads for Sunday…

  1. Chinese and U.S. Officials Reach Framework of a Trade Deal (nytimes)
  2. Trump Targets ‘Complete Deal’ With China When He Meets With Xi (bloomberg)
  3. China’s chipmakers are cleverly innovating around America’s limits (economist)
  4. China’s vehicle trade-in subsidy applications exceed ten million in 2025 (technode)
  5. News Roundup: 11.11 Brand Performance, Designer Brands Shine, and AI to Combat Extreme Heat (alizila)
  6. US, Vietnam agree to boost trade, tariffs on some Vietnamese goods may be removed (reuters)
  7. U.S. Stocks Are Breaking Records. The Rest of the World Is Doing Better. (wsj)
  8. Ford Bets It Can Sell Even More Pickups in 2026, So It’s Amping Up F-150, Super Duty Production (thedrive)
  9. Musk ready to ramp Tesla output “as fast as we reasonably can” (marklines)
  10. These New Patent Leather Timberlands Look Like One of the Brand’s Most Coveted Collaborations (wwd)
  11. Top stock picks: 2 small-cap names positioned to outperform (yahoo)
  12. Despite abstemious Gen Zs, the booze industry is going strong (economist)
  13. American big business faces a $1trn capex question (economist)
  14. Starter homes are scarce. But homebuyers can improve their odds (npr)
  15. Mortgage Rates Drop Near 3-Year Low, Opening Door For Homebuyers–But Few Are Walking Through (redfin)

Be in the know. 15 key reads for Saturday…

  1. Travis Barker Debuts Old Skool Sneaker Collab With Vans: Shop the Shoes (billboard)
  2. US and China start trade talks ahead of high-stakes Trump-Xi summit (ft)
  3. US Says China Talks ‘Very Constructive’ as Trump Jets to Asia (bloomberg)
  4. China Vows to Keep Markets Stable, Deepen Yuan Reform (bloomberg)
  5. U.S. natural gas sector deals surge in 2025 on AI, LNG demand from Asia (reuters)
  6. AI’s insatiable need for power is driving an unexpected boom in oil-fracking company stocks (fortune)
  7. Rothschild says lithium nearing bottom and supply crunch to lift Albemarle (streetinsider)
  8. ‘Cooler’ Than Expected CPI Data Leaves Fed On Track For Rate-Cuts (zerohedge)
  9. The Fed Will Soon End QT to Avoid a Financial ‘Plumbing’ Problem (barrons)
  10. US Consumer Sentiment Drops to Five-Month Low on Prices (bloomberg)
  11. With two months to Christmas, here’s what retail leaders expect for holiday shopping (cnbc)
  12. U.S. And European Business Activity Pick Up in Continued Show Of Resilience (wsj)
  13. ESPN, ABC risk going dark on YouTube TV as Disney contract fight heats up (nypost)
  14. Oracle-Linked Data Center Loan Deal Is a Test for AI Debt Market (barrons)
  15. Ned Davis Research Grows Wary on US Stocks Versus Rest of World (bloomberg)

Be in the know. 21 key reads for Friday…

  1. Intel Surges as First Earnings Report Since U.S. Investment Shows Momentum (wsj)
  2. Intel Rallies After Forecast Signals a Comeback Is Underway (bloomberg)
  3. Intel Stock Rises After Strong Earnings. CFO Says Chip Demand Will Outpace Supply Into Next Year. (barrons)
  4. Intel stock price target raised to $45 from $24.80 by Cantor Fitzgerald (investing)
  5. Intel stock price target raised to $40 from $20 at Baird on 14A progress (investing)
  6. Are Vans Cooler Than Sambas Now? (bloomberg)
  7. Alibaba Is Coming for Meta’s Smart Glasses and ChatGPT. The Stock Rises. (barrons)
  8. Trump, Xi to Meet Next Thursday at APEC Summit, White House Says (bloomberg)
  9. China Commerce Minister Says US and China Can Find Solutions (bloomberg)
  10. China Aims to Keep ‘Reasonable’ Growth, Boost Consumption Share (bloomberg)
  11. 4th Plenum Concludes, Bessent Meeting Confirmed (chinalastnight)
  12. Mortgage rates drop to the lowest level in a year, opening ‘an important window’ for buyers (marketwatch)
  13. Home Sales Rose in September, Boosted by Falling Mortgage Rates (wsj)
  14. CNBC Housing Market Survey: 44% of real estate agents say home prices are on the decline (youtube)
  15. Ford Profit More Than Doubles on Growth in Sales of Pickups, SUVs (wsj)
  16. Critical Auto-Aluminum Supplier Says Fire-Damaged Plant Will Restart This Year (wsj)
  17. U.K. Retail Sales Rise for Fourth Straight Month (wsj)
  18. Euro-Zone Business Activity Unexpectedly Hits Highest Since 2024 (bloomberg)
  19. Hedge funds boost AI tech bets to highest since 2016, Goldman Sachs says (reuters)
  20. Trump Plan Would Open Almost All Coast to Offshore Drilling (bloomberg)
  21. Albemarle stock initiated with Buy rating at Rothschild Redburn on lithium price outlook (investing)