Category: What I’m Reading Today

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)

Be in the know. 15 key reads for Monday…

  1. Bessent Still Sees Xi-Trump Meeting, Says All Options Are Open (bloomberg)
  2. Trump, Vance Open Door to China Deal as Trade Spat Drags On (bloomberg)
  3. Expect De-escalation And Concessions From Both Sides: Goldman Breaks Down The Latest US-China Spat, And What Happens Next (zerohedge)
  4. China Stocks Selloff to Present a Buying Opportunity: Analysts (bloomberg)
  5. China September exports beat expectations, imports rise at fastest pace since April 2024 (cnbc)
  6. China’s pure-EV sales hit all-time high as new models, expiring tax breaks lure buyers (scmp)
  7. Goldman Sachs upgrades Estee Lauder stock to Buy on China recovery (investing)
  8. MP Materials, Other Rare Earth Stocks Surge. How Trump, China Are Driving the Rally. (barrons)
  9. JPMorgan to Invest $10 Billion in U.S. Companies Critical to National Security (wsj)
  10. How mega batteries are unlocking an energy revolution (ft)
  11. Mizuho raises Intel stock price target to $39 on advanced packaging potential (investing)
  12. Why Biotech’s Rally Can Last This Time (wsj)
  13. AI Is Juicing the Economy. Is It Making American Workers More Productive? (wsj)
  14. Bull Market Turns Three, More Stocks Have to Join to Keep it Going (bloomberg)
  15. Nor’easter Knocks Out Power, Snarls Travel Across East Coast (bloomberg)

Be in the know. 10 key reads for Sunday…

  1. Record High: Electric Vehicle Sales Hit 438,000 in Q3 as Buyers Rushed to Beat Expiring Incentives (coxauto)
  2. Housing markets where deals are emerging as homebuilder inventory piles up to 16-year high (fastcompany)
  3. Where Have All the Young Home Buyers Gone? Check the Stock Market (wsj)
  4. The stockmarket is fuelling America’s economy (economist)
  5. The billion-dollar infrastructure deals powering the AI boom (techcrunch)
  6. James van Geelen on the Next Phase of the AI Buildout (bloomberg)
  7. Who benefits from AI Agentic commerce, and who loses? (investing)
  8. Chinese stocks race ahead as reforms take hold (ft)
  9. China Processed Over 7.2 Billion Parcels During the Eight-Day Holiday (technode)
  10. Alibaba’s Joe Tsai on US-China Rivalry, AI Future, Owning the Nets/Liberty, Caitlin Clark’s Impact (youtube)

Be in the know. 10 key reads for Saturday…

  1. A Great Year for US Stocks? Not Compared to Rest of the World (bloomberg)
  2. Bernstein raises Alibaba stock price target to $200 on AI capabilities (investing)
  3. Trump to Hit China With Additional 100% Tariff, Citing Restrictions on Rare-Earth Elements (wsj)
  4. Chinese battery shares slide after Beijing imposes export controls over supply chain (reuters)
  5. The Bull Market Celebrates Third Anniversary. It Has Everything, Except Trust. (barrons)
  6. Biotech Stocks Have Struggled Since 2021. Why They’re Coming Back. (barrons)
  7. Trump wants more homebuilding: Can Fannie Mae, Freddie Mac help? (yahoo)
  8. Record LNG Wave Will Breed Long-Term Demand, Says Adnoc Gas CEO (bloomberg)
  9. Top 5 US Internet Stocks to Watch According to Wolfe Research (investing)
  10. Want a Stock Market Boost? Mention AI on Your Conference Call. (barrons)

Be in the know. 17 key reads for Friday…

  1. Intel Unveils Panther Lake Architecture: First AI PC Platform Built on 18A (intel)
  2. Intel’s Next-Generation Chip to Enter ‘High Volume’ Production by End of Year (barrons)
  3. Intel’s Big Bet: Inside the Chipmaker’s Make-or-Break Factory (nytimes)
  4. Intel Got a Trump Bump. Now It Has to Capitalize on It. (bloomberg)
  5. Alibaba Is a Top Pick of Analysts. Why the Stock Could Rise 32%. (barrons)
  6. Chinese Regulators Unveil Measures to Rein in Price Wars (bloomberg)
  7. Why China’s Plenum on Its Five-Year Plan Matters for the Global Economy (bloomberg)
  8. Mainland Markets Reopen In Good Spirits, Reaching Decade High (chinalastnight)
  9. China Moves to Limit Rare Earth Exports. These Mining Stocks Are Gaining. (barrons)
  10. GM relaunches affordable Bolt EV (reuters)
  11. Stellantis Shipments Rise After Strong Rebound in North America (wsj)
  12. Bubble or Not, the AI Spending Binge Is Unprecedented in Every Way (barrons)
  13. Global ‘value’ tilt intensifies as US outflows hit ‘growth’ stock funds hardest (reuters)
  14. Estée Lauder names Nia Long as first North America brand ambassador (investing)
  15. Fed Governor Waller sees more rate cuts but says central bank needs to be ‘cautious about it’ (cnbc)
  16. Mortgage Rates in the US Decline for First Time in Three Weeks (bloomberg)
  17. Bessent Touts Drop in Deficit-to-GDP Ratio, Sees Tax-Refund Wave (bloomberg)

Be in the know. 13 key reads for Thursday…

  1. JPMorgan Strategists Say Hedge Funds Cautious on Equity Exposure (bloomberg)
  2. Wells Fargo lifts U.S. growth outlook, expects two additional Fed rate cuts (streetinsider)
  3. Divided Fed officials saw another two interest rate cuts by the end of 2025, minutes show (cnbc)
  4. A Top Fed Official Favors More Interest Rate Cuts (nytimes)
  5. Small-Cap Stocks, Gold, and 3 More Trades for a ‘Great Releveraging’ (barrons)
  6. Mapping a Way Out of the US Housing Affordability Crisis (bloomberg)
  7. Retail Stock Pullback May Be a Holiday Buying Opportunity (barrons)
  8. Merger-shy US regional banks are finally taking plunge (ft)
  9. Alibaba Cloud inks multi-year deal with NBA China in latest sports-related collaboration (scmp)
  10. Alibaba chairman Joe Tsai says US-China AI competition is not ‘winner takes all’ (scmp)
  11. Disney raises admission prices for its theme parks during key holidays (reuters)
  12. Major Boeing customer Ryanair sees 737 production hitting 48 per month by April (reuters)
  13. PayPal CEO Says the ‘Granddaddy of Fintech’ is Ready to Disrupt Itself (newsweek)

Be in the know. 15 key reads for Wednesday…

  1. PayPal Unleashes the Power of Retail Media for Small Businesses, Enabling Them to Join Billion-Dollar Advertising Boom (paypal)
  2. PayPal Wants to Turn Small Retailers Into Amazon Ads. The Stock Is Rising. (barrons)
  3. Intel to reveal tech details on forthcoming PC chip, sources say (reuters)
  4. Dell Lifts Long-Term Growth Targets on Surging AI Demand (wsj)
  5. OpenAI, Nvidia Fuel $1 Trillion AI Market With Web of Circular Deals (bloomberg)
  6. Is A.I. Investment Getting Too Circular? (nytimes)
  7. US power use to reach record highs in 2025 and 2026, EIA says (reuters)
  8. Homeowners Are Pouncing on the Tiniest Drop in Mortgage Rates (wsj)
  9. Borrowers head back to riskier mortgages, looking for any potential savings (cnbc)
  10. The global M&A engine is roaring, fueled by megadeals and rate-cut bets (cnbc)
  11. The Unofficial Jobs Numbers Are In and It’s Rough Out There (wsj)
  12. Alibaba’s Qwen Technology Lead Sets Up In-House Robot AI Team (bloomberg)
  13. Exclusive: Boeing set to win conditional EU okay for $4.7 billion Spirit deal, sources say (reuters)
  14. 33 Undervalued Stocks to Buy in Q4 2025 (morningstar)
  15. Calls Gone Wild: Bullish Bets Near Record Highs (zerohedge)

Be in the know. 20 key reads for Tuesday…

  1. Emerging markets roar back with biggest stock rally in 15 years (ft)
  2. Why China’s ‘slow’ bull market could turn into a stampede, according to strategist (marketwatch)
  3. World Bank raises China growth forecast to 4.8% despite U.S. trade tensions (cnbc)
  4. Energy companies to spend $50bn on new US pipelines as they tap into gas boom (ft)
  5. IEA Cuts U.S. Renewable Energy Growth Outlook on Trump Policies (wsj)
  6. European Union’s US gas use set to soar, increasing price volatility (reuters)
  7. What Rally? These Stocks Are Still Historically Cheap. (barrons)
  8. OpenAI Deals With AMD and Nvidia May Lead to a ‘Show Me The Money’ Moment (barrons)
  9. OpenAI’s computing deals top $1tn (ft)
  10. Online Holiday Spending Expected to Rise 5.3%, Fueled by Debt (bloomberg)
  11. The 2025 box office is headed for its best post-Covid haul as winter releases heat up (cnbc)
  12. Biotech Stocks Are Up. The Sector Is Looking Better Than It Has in Years. (barrons)
  13. William P. Lauder on Legacy, Leadership, and the Future of Estée Lauder (businesstraveler)
  14. Kris Jenner Fronts Her First M.A.C Campaign (elle)
  15. GXO renews logistics partnership with Dolce&Gabbana Beauty (investing)
  16. PayPal CEO: India’s UPI is its platform’s first onboard payments system partner (reuters)
  17. PayPal Is Turning Small Businesses’ Websites Into Ad Networks (adweek)
  18. The Best Companies to Own: 2025 Edition (morningstar)
  19. U.S. consumer concerns about inflation at lowest level since early 2022: survey (streetinsider)
  20. Morgan Stanley’s Wilson says U.S. valuations supported as earnings recovery builds (streetinsider)

Be in the know. 10 key reads for Monday…

  1. Goldman’s Kostin Says S&P 500 Firms to Beat Low Earnings Bar (bloomberg)
  2. Thriving Emerging Markets Look Poised to Wrap Up Banner Year (bloomberg)
  3. J.P. Morgan upgrades euro zone to ‘overweight’, cites attractive equities (reuters)
  4. Trump calls on Fannie Mae and Freddie Mac to get big homebuilders ‘going’ (reuters)
  5. We will get a housing cycle if interest rates continue to come down: Hightower’s Stephanie Link (youtube)
  6. Boeing Said to Prepare to Hike 737 Output as Soon as October (bloomberg)
  7. Boeing, Airbus say no immediate plans to launch new jets (reuters)
  8. PayPal stock price target maintained at $100 by Citizens on ad potential (investing)
  9. Goldman On NatGas: “From US Congestion Concerns To Tight 2026” (zerohedge)
  10. OpenAI, AMD Announce Massive Computing Deal, Marking New Phase of AI Boom (wsj)

Be in the know. 13 key reads for Sunday…

  1. The murky economics of the data-centre investment boom (economist)
  2. BofA expects annual AI investments to nearly triple between CY25-30E to over $1.2T (streetinsider)
  3. AI Investors Are Chasing a Big Prize. Here’s What Can Go Wrong. (wsj)
  4. Why Fears of a Trillion-Dollar AI Bubble Are Growing (bloomberg)
  5. Ant Group Open-Sources Ring-1T-Preview, a Trillion-Parameter Reasoning Model Scoring Higher Than GPT-5 (technode)
  6. Half of America’s major housing markets now have falling home prices (fastcompany)
  7. Home Sellers Are Cutting Prices at a Record Rate to Lure Skittish Buyers (redfin)
  8. Venmo and PayPal users will finally be able to send money to each other (techcrunch)
  9. Fast-Casual Restaurant Stocks Lost Their Sizzle. What Could Bring Them Back. (barrons)
  10. A Quarter for the History Books. Now What? (carsongroup)
  11. Healthcare Came to Party (allstarcharts)
  12. Nissan Xterra Will Return by 2028 as a Hybrid, and Infiniti May Have Its Own Version Too (roadandtrack)
  13. Stellantis Said to Plan $10 Billion in US Turnaround Investments (bloomberg)