Category: What I’m Reading Today

Be in the know. 12 key reads for Saturday…

  1. PayPal’s Honey to integrate with ChatGPT and other AIs for shopping assistance (techcrunch)
  2. AI Chatbots Move Toward a Future With Advertising and Online Shopping (barrons)
  3. Spending on AI is increasingly fueled by debt, Goldman Sachs says (fortune)
  4. Goldman Clients Most Bullish in 10 Months as AI Rally Spurs FOMO (bloomberg)
  5. Global equity fund inflows hit 11-month high on Fed rate cut bets (reuters)
  6. Exclusive: Trump considering significant tariff relief for US vehicle production, senator says (reuters)
  7. Ford and GM extend $7,500 EV tax credit for leases into fourth quarter (usatoday)
  8. Exclusive: Trump targets deals in pharma, AI, energy, mining before midterm elections (reuters)
  9. Hormel Foods further optimizes manufacturing footprint (supplychaindive)
  10. Exclusive: Citadel in Talks to Buy Haynesville Assets from Comstock (hartenergy)
  11. These Retailers Wring Profits From Every Cent. 2 Stocks to Buy. (barrons)
  12. Erste Group upgrades Alibaba stock rating to Buy from Hold on AI progress (investing)

Be in the know. 13 key reads for Friday…

  1. FOMO Builds as Alibaba Extends $250 Billion AI-Fueled Comeback (bloomberg)
  2. Alibaba’s Amap hits 400 million users with new AI ranking feature in local services push (scmp)
  3. Share Repurchase Update as of September 30, 2025 (alibaba)
  4. A.I. Is Driving a Stock Market Rally in China, Too (nytimes)
  5. Foreign investors eye China one again — but capital controls and policy risks keep them on edge (cnbc)
  6. Multinationals race ahead as dollar slump divides US stock market (ft)
  7. There’s value in value stocks (ft)
  8. Behind Job Weakness Are Hints of a Productivity Revival. Is AI the Reason? (wsj)
  9. BofA’s Hartnett Recommends Resources, UK Stocks to Bet on AI (bloomberg)
  10. After firing fewer workers last month, US companies plan lowest hiring since 2009 (nypost)
  11. This Is the Mortgage Rate Needed to Revitalize the Housing Market (barrons)
  12. Boeing Likely to Record Billions in Charges Over 777X Debut Delay (bloomberg)
  13. UBS raises GXO Logistics stock price target to $63 on steady growth outlook (investing)

Be in the know. 20 key reads for Thursday…

  1. U.S. auto sales up 5.8% in September, buoyed by rush ahead of EV tax credit expiration (marklines)
  2. Intel stock pops on news company is in early talks to add AMD as a customer (cnbc)
  3. Alibaba Price Target Lifted by JPMorgan to Street High on Cloud (bloomberg)
  4. Alibaba stock price target raised to $200 from $155 at CLSA on AI growth (investing)
  5. Alibaba’s Amap hits record 360 million users as China’s National Day ‘golden week’ begins (scmp)
  6. Alibaba Stock Is on a Tear. Why China AI Excitement Is Building. (barrons)
  7. Emerging Stocks Jump to 2021 High as AI Frenzy Fuels Tech Rally (bloomberg)
  8. Strategists Bet on Asia to Outperform US Stocks, Survey Finds (bloomberg)
  9. Boeing stock rises as UBS reiterates Buy rating amid next-gen aircraft development (investing)
  10. ‘Not So Fast.’ A New Boeing Jet Would Take a Long, Long Time. (barrons)
  11. Disney Parks Chief Is Looking Very Much Like the CEO in Waiting (bloomberg)
  12. BofA’s Sell Side Indicator stays neutral as S&P 500 around record highs (streetinsider)
  13. US government shutdowns raise uncertainty but rarely have lasting effect on economy (reuters)
  14. ADP reports biggest private payroll drop in 2.5 years, fueling Fed cut bets (streetinsider)
  15. Why Pfizer’s Trump Deal Is Good News for All of Big Pharma (wsj)
  16. Trump sees Lithium Americas as a vital investment. Here’s why Wall Street agrees. (marketwatch)
  17. AI-Driven Demand for Gas Turbines Risks a New Energy Crunch (bloomberg)
  18. Trump Keeps Oil Permits Moving in Shutdown, Halts Renewables (bloomberg)
  19. Natural Gas Surges on Short-Covering Rally (wsj)
  20. 10 Cheap Wide-Moat Stocks for 2025 (morningstar)

Be in the know. 16 key reads for Wednesday…

  1. Car Sales Set to Surge as Buyers Race to Nab Lapsing EV Credit (bloomberg)
  2. US auto sales set to rise 6% in third quarter (reuters)
  3. Nissan to Reboot Xterra SUV as a Hybrid, Freezes Plans for US EV (bloomberg)
  4. Goldman Says Looser Land Rules May Ease US’s Housing Squeeze (bloomberg)
  5. U.S. Home Prices Continued to Cool Ahead of Fed’s Rate Cut (wsj)
  6. KeyBanc initiates QXO stock with Overweight rating on growth potential (investing)
  7. Fed’s Collins Says More Easing May Be Appropriate in 2025 (bloomberg)
  8. Lower Rates Could Help These Unloved Bank Stocks Shine (wsj)
  9. US Consumer Confidence Falls to Five-Month Low on Job Concerns (bloomberg)
  10. How Government Shutdowns Affect the Economy (wsj)
  11. With Shutdown All But Assured, Goldman’s Full Government Shutdown Q&A (zerohedge)
  12. AI’s Winners Aren’t All in Tech. 22 Cheaper Stocks to Consider. (barrons)
  13. Hong Kong’s huge year of IPOs continues, with annual crown all but assured (scmp)
  14. Hang Seng Tech Hits 4-Year High, Remains -40% Below All Time High (chinalastnight)
  15. Greer Sees Managed Trade With China. He Explains Case for U.S. Stakes in Companies. (barrons)
  16. Nike Tops Earnings Estimates and Posts Surprise Revenue Increase. The Stock Inches Higher. (barrons)

Be in the know. 18 key reads for Tuesday…

  1. OpenAI Says Users Can Now Shop for Etsy Products on ChatGPT (barrons)
  2. Etsy stock price target raised to $81 by BTIG on OpenAI partnership (investing)
  3. Citigroup forecasts Big Tech’s AI spending to cross $2.8 trillion by 2029 (reuters)
  4. Chinese Stocks in Best Monthly Run Since 2018 as Optimism Grows (bloomberg)
  5. China Tech Breakout: BABA Leads, Sideline Cash Chases (zerohedge)
  6. Alibaba stock target raised at Morgan Stanley on cloud business strength (streetinsider)
  7. China opens stock option market to foreign investors (reuters)
  8. Policy Tailwinds Lift Hong Kong Growth Stocks (chinalastnight)
  9. China Approves CATL Mine Reserves in Relief for Lithium Outlook (bloomberg)
  10. Intel is one of the hottest chip stocks this year. Here’s where things stand now. (marketwatch)
  11. U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally (cnbc)
  12. Housing market shows sudden strength as buyers take advantage of falling mortgage rates (marketwatch)
  13. Pending US Home Sales Jump to Highest Level in Five Months (bloomberg)
  14. Boeing Has Started Working on a 737 MAX Replacement (wsj)
  15. Delta, Comcast, and 4 More Stocks to Play the Experience Economy. There’s ‘Surprising Demand.’ (barrons)
  16. S&P 500 bull market to broaden beyond Magnificent 7: Yardeni (streetinsider)
  17. Never Mind the Shutdown. The Case for Stocks Rallying in the Fourth Quarter. (barrons)
  18. Exclusive: Ford, GM launch programs to extend use of $7,500 EV lease credit (reuters)

Be in the know. 14 key reads for Monday…

  1. Alibaba’s Shares Climb After Bullish Analyst Calls on AI, Cloud (bloomberg)
  2. Alibaba: Increasing Investment as AI Infrastructure Demand Exceeds Expectations; Valuation Rises 49% (morningstar)
  3. Alibaba stock price target raised to $230 by Jefferies on cloud and ecommerce synergies (investing)
  4. China’s Holiday Spree, Service Pivot May Revive Consumer Stocks (bloomberg)
  5. China’s Markets Shed ‘Uninvestable’ Tag as Global Funds Return (bloomberg)
  6. Alibaba’s Qwen3-Omni tops Hugging Face AI ranking as Chinese open systems flourish (scmp)
  7. China is ‘nanoseconds behind’ US in chips, Nvidia’s Jensen Huang says (scmp)
  8. Debt Is Fueling the Next Wave of the AI Boom (wsj)
  9. ‘It’s a Verb Across the U.S.’: PayPal CEO on Venmo | At Barron’s (youtube)
  10. Electric vehicle shoppers race to claim $7,500 tax credit before September 30 (usatoday)
  11. Toyota’s August sales grow for eighth month on robust US demand (reuters)
  12. How the Trump administration is boosting stock buybacks (marketwatch)
  13. Goldman Strategists Turn Bullish on Stocks as Recession Risk Low (bloomberg)
  14. Goldman Sachs reiterates Buy rating on Walt Disney stock ahead of expected earnings beat (investing)

Be in the know. 15 key reads for Sunday…

  1. 2025 Cox Automotive Forecasts (coxauto)
  2. Global EV sales up 19.4％ to 1.52 million units in August (marklines)
  3. Volvo’s Most Popular Vehicle in America Will Soon Be Made Here, Too (wsj)
  4. A Ford Mustang Hybrid May Be in the Cards After All, Report Claims (roadandtrack)
  5. Alibaba Cloud’s Apsara Conference 2025: Full Stack AI + Cloud Leads the Way to the Future of AI (alizila)
  6. Alibaba Pitches Qwen as ‘Android of the AI Era,’ Advances US$52B Infrastructure Plan (technode)
  7. The $4trn accounting puzzle at the heart of the AI cloud (economist)
  8. White House may give Intel a huge gift (yahoo)
  9. Trump is wielding the power of the state to back critical mineral companies. These are the possible next targets (cnbc)
  10. 10 Dividend Growers Whose Stocks Look Cheap (barrons)
  11. Global Dividend Growth Accelerates As Bull Market Turns Three (seeitmarket)
  12. A brief update on M2 (scottgrannis)
  13. Summer 2025 Was the Strongest Buyer’s Market in Records Dating Back Over a Decade (redfin)
  14. ‘Rockstar CEO’ and Housing Market Catalysts: Analyst Explains Why She Loves QXO (finviz)
  15. Etsy adds new AI-driven seller features (retaildive)

Be in the know. 14 key reads for Saturday…

  1. Boeing Stock Pops as Its ‘Best Sales Person’ Lands Another Order (barrons)
  2. Boeing Clears Key Hurdle From 737 MAX Crashes (wsj)
  3. 777X charge seen as a clearing event for Boeing stock (streetinsider)
  4. Boeing to Resume Talks With Defense Union in Bid to End Strike (bloomberg)
  5. Consumer sentiment is back to near-record lows. But Americans are still spending. Here’s why (cnnbusiness)
  6. Consumer spending is strong — and the U.S. economy is all right (marketwatch)
  7. Inflation rises again, PCE shows, but not enough to alarm the Fed (marketwatch)
  8. Washington Is Disrupting Healthcare. 16 Stocks From Roundtable Pros That Can Win. (barrons)
  9. Intel Stock Is Soaring. This Chip Giant Could Be the Latest to Invest. (barrons)
  10. Vans Just Proved Yet Again That It’s a Major Player in Technical Trail Shoes (gearpatrol)
  11. Generators, Gas, and Grid Strategy: Inside Generac’s Data Center Play (datacenterfrontier)
  12. Euro’s rally has further to run, Wall Street banks predict (ft)
  13. After a 32% Dividend Cut, This Stock Is a Buy (morningstar)
  14. How Capital Gains Taxes Are Freezing America’s Housing Market (forbes)

Be in the know. 19 key reads for Friday…

  1. Intel rises premarket on report of U.S. plan to reduce reliance on chip imports (investing)
  2. Trump Takes Aim at Chip Makers With New Plan to Throttle Imports (wsj)
  3. Intel’s comeback is fueled by the promise of more deals (yahoo)
  4. Intel approaches TSMC for investments or partnership, WSJ reports (reuters)
  5. Intel Investors Snap Up Bullish Options to Chase Furious Rally (bloomberg)
  6. Cox Automotive Forecast: September New-Vehicle Sales Up 6% Year Over Year; Record Electric Sales Help Charge Strong Third Quarter (coxauto)
  7. Boeing Bags Large Orders From Turkish Airlines, Norwegian Air (wsj)
  8. Durable-Goods Orders Bounce Back on Surge in Aircraft Demand (wsj)
  9. Alibaba Stock’s AI-Powered Run Isn’t Done (barrons)
  10. Jack Ma-Backed Fintech Giant Has an AI to Manage Your Company’s Money (bloomberg)
  11. White House adviser Hassett cites enormous progress on China-US trade talks (reuters)
  12. Chinese Premier Signals Desire for Stable U.S. Relations in New York Visit (wsj)
  13. Spending on AI Is at Epic Levels. Will It Ever Pay Off? (wsj)
  14. US economy grows at fastest pace in nearly two years as spending roars back (nypost)
  15. U.S. economists raise GDP growth forecast for third quarter- survey (streetinsider)
  16. Economists Lower US Job Growth Through 2026, Fueling Rate Cuts (bloomberg)
  17. No, Markets Are Not “Priced For Perfection”; Deutsche Bank (zerohedge)
  18. Foreigners Are Buying US Stocks at Record Pace Despite Trade War (bloomberg)
  19. Atlantic Hurricane Season Awakens After Sleepy Start (bloomberg)

Be in the know. 19 key reads for Thursday…

  1. Alibaba’s AI Ambitions Make It Top-Performing China Tech Stock (bloomberg)
  2. China’s AI Boom Could Outlast the U.S. Why Alibaba’s Bet Is Just the Start. (barrons)
  3. China’s state buyers hold US$553 billion in stocks, buttressing bull run (scmp)
  4. Alibaba Cloud to launch new data centers in eight countries (techinasia)
  5. BofA raises Alibaba target amid Artificial Superintelligence era push (investing)
  6. US, Chinese officials to meet at Treasury for technical talks on trade, source says (reuters)
  7. On The One Year Anniversary Of China’s Stealthy But Stunning Stock Market Rally (zerohedge)
  8. How the AI boom could unleash billions for some of America’s biggest retailers (yahoo)
  9. AI Arms Race Intensifies Again. Here Are the 2 Big Takeaways For Investors. (barrons)
  10. Intel Said to Seek Investment From Apple (nytimes)
  11. Goldman Sachs upgrades GXO Logistics stock to Buy on improved growth outlook (investing)
  12. Boeing delivers first plane in China since the start of the tariffs war (investing)
  13. Ryanair confident Boeing will deliver first MAX 10 jets on time (reuters)
  14. New home sales surge over 20% to 3-year high as lower mortgage rates spurred demand (nypost)
  15. Europe Car Sales Keep Rising as EVs, Hybrids Lure Consumers (bloomberg)
  16. Here’s how stocks historically perform after Fed rate cuts when trading near record highs (marketwatch)
  17. BofA on why Q4 tends to be the ‘most wonderful time of the year’ for stocks (streetinsider)
  18. Global investors, blindsided by stunning US comeback, jump back in (reuters)
  19. Shareholder Yields Are Better Than Dividend Yields. 10 Stocks That Fit the Bill. (barrons)