Category: What I’m Reading Today

Be in the know. 19 key reads for Thursday…

  1. Alibaba prices AI glasses at $660 to rival Meta and launches ChatGPT challenger (cnbc)
  2. Alibaba’s Quark app adds AI chatbot in challenge to ByteDance’s Doubao, Tencent’s Yuanbao (scmp)
  3. China Must Set ‘Aggressive’ Consumption Goal, Stephen Roach Says (bloomberg)
  4. China to step up push for ‘self-reliance’ in tech (ft)
  5. China Says Trade Talks With US Set for Friday in Malaysia (bloomberg)
  6. L’Oréal chief says Chinese market stabilising as beauty giant eyes more deals (ft)
  7. Boeing names a Mandarin-speaking, ex-white house advisor as its new China president (cnbc)
  8. Crown Castle Earnings: Healthy Organic Site Rental Billings as the Firm Awaits Its Fiber Sale (morningstar)
  9. Meta lays off 600 employees within AI unit (cnbc)
  10. Oracle, OpenAI to Build $15 Billion Data Center Site in Wisconsin (wsj)
  11. Meta Raised $27 Billion for an AI Data Center. Who’s Backing the Deal. (barrons)
  12. Mortgage Rates and Home Prices Are Changing. How to Get Ready. (barrons)
  13. Ford has a secret weapon that could help its earnings as EV concerns swirl (marketwatch)
  14. O’Reilly Raises Full-Year Outlook Amid Auto Supplier Bankruptcy Concerns (bloomberg)
  15. Intel Reports Earnings Today. The PC Chip Business Might Be Improving. (barrons)
  16. US Oil Production Is Booming. So Is Demand. (bloomberg)
  17. Spain’s Gas Demand Skyrockets After Major Blackout (zerohedge)
  18. BofA’s clients are back to selling stocks after buying the dip (streetinsider)
  19. Needham initiates Generac stock with Buy rating, $248 price target (investing)

Be in the know. 16 key reads for Wednesday…

  1. Why Warren Buffett’s Investing Style Will Outlast AI (barrons)
  2. Early US Earnings Point to Best Corporate Results in Four Years (bloomberg)
  3. American Corporations Are Crushing It. This Stock Rally Isn’t Just About Tech. (barrons)
  4. Are We Due for a Market Rotation? (morningstar)
  5. Is the Magnificent Seven’s Earnings Edge Fading? (yahoo)
  6. It’s time to scoop up undervalued stocks in this critical sector of the economy (marketwatch)
  7. Airbnb picks Alibaba’s Qwen over ChatGPT in a win for Chinese open-source AI (scmp)
  8. Hong Kong Proposes Easing Fund Rules to Attract Global Managers (bloomberg)
  9. Goldman Sachs Sees 30% Upside for China Stocks Through 2027 (bloomberg)
  10. Refinance demand is 81% higher than it was a year ago, thanks to falling mortgage rates (cnbc)
  11. Uncle Sam Is Taking Stakes in Companies. This New Activism Is Here to Stay. (barrons)
  12. Trump administration on track to narrow deficit, Treasury analysis finds (ft)
  13. Lithium Miner PLS Says Power Storage Offsetting US EV Gloom (bloomberg)
  14. Hermes Sales Growth Gains Pace as Hopes of Luxury Rebound Mount (wsj)
  15. Is the Flurry of Circular AI Deals a Win-Win—or Sign of a Bubble? (wsj)
  16. Boeing receives US Army orders for nine Chinook helicopters worth $461 million (reuters)

Be in the know. 15 key reads for Tuesday…

  1. How Depop Captured the Heart of Gen Z (nytimes)
  2. Commerce Introduces BigCommerce Payments Powered by PayPal (paypal)
  3. PayPal to Take Over Carlyle Stake in E-Commerce Firm Shopware (bloomberg)
  4. Alibaba’s Singles’ Day shows ‘faster growth’ as 80 brands hit US$14 million in an hour (scmp)
  5. Alibaba shares surge on report of AI project to rival ByteDance’s Doubao (investing)
  6. China’s Unitree Robotics unveils latest humanoid ahead of US$7 billion IPO (scmp)
  7. China’s generative AI user base doubles to 515 million in H1 2025 (techinasia)
  8. China fires top trade negotiator after Treasury Secretary Scott Bessent calls him ‘unhinged’ (nypost)
  9. 2025 Stands Out: Goldman Sentiment Signal Turns Red With Stocks At Record Highs (zerohedge)
  10. US 10-Year Yields May Hit 3.75% on Oil Slide, Yardeni Says (bloomberg)
  11. Oil Companies Want In on the Data-Center Boom. One Stock Has Jumped. (barrons)
  12. Trump administration weighing Fannie, Freddie offering as soon as end-2025, FHFA director says (reuters)
  13. Disney Stock Caught a Price Target Upgrade. Three Things to Watch Ahead of Earnings. (barrons)
  14. GM Raises Outlook as Strong Truck Demand Dulls Tariff Pain (bloomberg)
  15. Hassett optimistic about shutdown resolution this week (streetinsider)

Be in the know. 14 key reads for Monday…

  1. 65 Years of Excellence and Driving Innovation Forward: Jeff Edwards Reflects on Cooper Standard’s Journey in an Exclusive Podcast Interview (cooperstandard)
  2. Cooper-Standard Holdings Inc. (CPS) PT Raised to $41 at Stifel on Growth, Margin Expansion (streetinsider)
  3. China reports 4.8% quarterly GDP growth, moving closer to annual target (scmp)
  4. Goldman names 25 Chinese stocks set to benefit from overseas expansion (scmp)
  5. Hedge funds return to Hong Kong listings (ft)
  6. Trump signals easing stance on China tariffs ahead of Xi meeting (streetinsider)
  7. China set to push high tech in 5-year plan as tensions with US intensify (ft)
  8. Fed Rate Cut in October Is as Good as Done. December Is Where It Gets Interesting. (barrons)
  9. The Warning Signs Lurking Below the Surface of a Record Market (wsj)
  10. Rally Into Year-End? 3 Reasons To “Buy Dips” (zerohedge)
  11. Cruises Ride a Record Wave as Americans Seek Cheaper Vacations (bloomberg)
  12. Data Centers Rise in Fracking Country (wsj)
  13. EU Nations Strike Deal to Ban Russian Gas by End of 2027 (bloomberg)
  14. UBS raises Etsy stock price target to $75 on improved sales data (investing)

Be in the know. 10 key reads for Sunday…

  1. AI Powers Large-scale Applications at the World’s Largest Shopping Festival (alizila)
  2. Estée Lauder Companies’ CEO Says Fragrance Is Key to its Turnaround (businessoffashion)
  3. Boeing Just Received Good 737 MAX News. The Stock Should React Well. (barrons)
  4. Why Taxpayers Now Own Parts of Intel and MP (bloomberg)
  5. OpenAI’s deals are looking a little frothy (npr)
  6. Never mind America’s real economy. Its deal economy is booming (economist)
  7. An entry-level homebuilding boom in the Southeast smacks into a shifted housing market (fastcompany)
  8. California tries to fix its housing mess (economist)
  9. Anthony Van Engelen Teases the Long-Awaited Comeback of the Vans ‘AVE Classic’ (skateboarding)
  10. Albemarle stock price target raised by RBC Capital to $117 on lithium recovery (investing)

Be in the know. 15 key reads for Saturday…

  1. Telfar, The Internet’s Favorite Bag Brand, Just Teamed Up With Timberland & It’s Selling Out Fast (rollingstone)
  2. Jordan Chiles Brings Height to Courtside Fashion with Timberland x Telfar Boots at Lakers Game (wwd)
  3. FAA Lets Boeing Increase Production Cap on 737 MAX by 10% (wsj)
  4. Intel Foundry secures contract to build Microsoft’s Maia 2 next-gen AI processor on 18A/18A-P node, claims report — could be first step in ongoing partnership (tomshardware)
  5. Bessent, Chinese vice premier to meet to try to defuse escalation of U.S. tariffs (cnbc)
  6. Alibaba Cloud claims to slash Nvidia GPU use by 82% with new pooling system (scmp)
  7. Alibaba Stock Falls on U.S.-China Tensions. It May Be an AI Buying Opportunity. (barrons)
  8. Fitch affirms Alibaba at ’A’ with stable outlook (investing)
  9. Trump offers US automakers additional relief from his tariffs (yahoo)
  10. Porsche’s New CEO Is a Luxury Leader Big on Hybrids (bloomberg)
  11. Fed Likely to Cut Rates By a ‘Safe’ Quarter Point, Absent Data (barrons)
  12. AI Is Driving Growth. But It Isn’t the Only Game in Town. (barrons)
  13. Scoop: Estée Lauder to bring Too Faced to market (axios)
  14. North America’s LNG export capacity could more than double by 2029 (eia)
  15. Biotech Is Finally Rallying. Why Mizuho’s Jared Holz Is Optimistic This Time. (barrons)

Be in the know. 16 key reads for Friday…

  1. US Homebuilder Sentiment Rises By Most Since 2024 (bloomberg)
  2. U.S. Treasury Yields Sink to Lowest Level Since 2024 (barrons)
  3. The Era of the Illiquid Millionaire Is Here (bloomberg)
  4. Fed’s Waller Calls for Quarter-Point Rate Cut at October Meeting (barrons)
  5. Fed’s Stephen Miran says he wants half-point interest rate cut this month (nypost)
  6. US Nears Tariff Relief for Auto Industry After Lobbying Push (bloomberg)
  7. Morgan Stanley issues dip-buying call on Chinese stocks even as savings rotation stalls (scmp)
  8. A Strong Start For Alibaba’s Singles Day (chinalastnight)
  9. Alibaba’s Zhang on AI in E-Commerce (youtube)
  10. Alibaba and Ant to Buy Hong Kong Office Space for $925 Million (bloomberg)
  11. North America’s LNG export capacity could more than double by 2029, EIA says (reuters)
  12. US Reports Biggest Ever Budget Surplus For Month Of September Thanks To Record Tariffs (zerohedge)
  13. Analysts Grow More Confident About Strength of Corporate Profits (bloomberg)
  14. AI Is Punishing Quality Stocks. They’re About to Fight Back. (barrons)
  15. Oracle Isn’t Answering the Hardest Questions About Its AI Plans (wsj)
  16. Regional Banks Tumble as Traders Sell First, Ask Questions Later (bloomberg)

Be in the know. 16 key reads for Thursday…

  1. Alibaba says its AI spending in e-commerce is already breaking even (cnbc)
  2. Alibaba banks on AI to boost Singles’ Day sales on Taobao, Tmall (scmp)
  3. China’s retailers extend Singles’ Day to five weeks to revive spending (reuters)
  4. Ant Group unveils AI framework that is 10 times faster than Nvidia’s (techinasia)
  5. Bessent Floats Longer-Term China Truce After Rare Earths Gambit (bloomberg)
  6. US may seek more stakes in strategic companies to counter China, Bessent says (reuters)
  7. Critical mineral firms boost Washington lobbying as US expands investments (reuters)
  8. Electric Vehicles Make Up 11 Percent of US Car Sales (bloomberg)
  9. Hyundai Pivots to Hybrids as It Unveils $5 Billion India Plan (bloomberg)
  10. US retail sales likely rose in September; higher-income consumers drive growth (reuters)
  11. The Nation’s Biggest Banks Are Saying the Economy Is Still Strong (wsj)
  12. 3 reasons why the S&P 500 bull market has further to go: UBS (streetinsider)
  13. Institutional and retail clients are buying the dip in stocks, BofA’s data shows (streetinsider)
  14. Traders Ramp Up Bets on Half-Point Fed Rate Cut by Year-End (bloomberg)
  15. AI Data Centers, Desperate for Electricity, Are Building Their Own Power Plants (wsj)
  16. A Giant New AI Data Center Is Coming to the Epicenter of America’s Fracking Boom (wsj)

Be in the know. 17 key reads for Wednesday…

  1. Boeing delivers 55 planes in September, on track for most in a year since 2018 (cnbc)
  2. Boeing’s $4.7 Billion Spirit Deal Cleared in EU, With Conditions (wsj)
  3. Boeing awarded $2.7 billion in contracts for Patriot missile seekers (reuters)
  4. Jeep Maker Stellantis Plans $13 Billion Investment to Boost U.S. Manufacturing (wsj)
  5. Nissan, Ford and Stellantis explore hybrid Rogue SUV partnership (usatoday)
  6. Global EV sales hit monthly record of 2.1 million, with 62% Chinese-made (scmp)
  7. Intel signals return to AI race with new chip to launch next year (reuters)
  8. The AI boom is lifting the stock market, but it may be masking a weaker economy (cnbc)
  9. Powell Signals Fed Is on Track to Keep Cutting Rates (nytimes)
  10. Fed’s Powell signals quantitative tightening may end in coming months (streetinsider)
  11. Boston Fed President Susan Collins Makes the Case for More Rate Cuts (barrons)
  12. Housing Policies Are in Focus. What Trump Could Have in Store, According to These Analysts (barrons)
  13. China’s Li Renews Call to Boost Consumption Side of Economy (bloomberg)
  14. Chinese firms pull back from listing in the U.S. as Hong Kong IPOs see a surge (cnbc)
  15. LVMH sales beat on improved China sparks luxury sector rally (reuters)
  16. The real value trade is abroad (ft)
  17. Concerns Mount Over Europe’s Below-Average NatGas Storage Levels Ahead Of Winter (zerohedge)

Be in the know. 17 key reads for Tuesday…

  1. Taylor Swift Brings the Streaming Event of an Era to Disney+ December 12 (waltdisney)
  2. How China and the U.S. Are Racing to De-Escalate the Trade War (wsj)
  3. Trump and Xi still plan to meet this month, Bessent says (ft)
  4. China Keeps US Communication Lines Open as Tensions Flare Up (bloomberg)
  5. US, China leaders will avoid ‘race to the bottom’ on trade, Alibaba’s Joe Tsai says (scmp)
  6. Alibaba’s cloud business launches second data centre in Dubai (reuters)
  7. These Chinese Consumers Are Splurging. Little Luxuries Are Big Business. (barrons)
  8. Amazon and TikTok are helping Estee Lauder reinvent itself, Goldman Sachs says (marketwatch)
  9. OpenAI extends chip spending spree with multibillion-dollar Broadcom deal (ft)
  10. From OpenAI to Meta, firms channel billions into AI infrastructure as demand booms (reuters)
  11. Measuring risk in the AI financing boom (ft)
  12. Economists Are More Optimistic About Growth in the U.S. (barrons)
  13. Philly Fed President Anna Paulson Backs Two More Rate Cuts This Year (barrons)
  14. Foreign buyers flock to US shale gas (ft)
  15. Ford Cuts Production of Five Trucks, SUVs After Fire at Aluminum Supplier (wsj)
  16. October volatility is perfectly normal, says Carson Group’s Ryan Detrick (youtube)
  17. The New York City Office Market Is Roaring Back, and It’s Pricier Than Ever (wsj)