Category: What I’m Reading Today

Be in the know. 12 key reads for Tuesday…

  1. Will Ferrell Goes Shopping ‘Everywhere’ in PayPal’s Biggest US Campaign Ever (paypal)
  2. Alibaba to join Stock Connect from Tuesday (scmp)
  3. Boeing’s stock bounces as averted strike and return of Starliner remove headwinds (marketwatch)
  4. Morgan Stanley’s Wilson Says Yen Carry Risk Lingers for Stocks (bloomberg)
  5. Apple to Unveil a New iPhone. Will Upgrades Make a Comeback? (barrons)
  6. Why Now May Be the Time to Invest in Small-Cap Stocks (wsj)
  7. Storm Forming in Gulf of Mexico Forecast to Hit US as Hurricane (bloomberg)
  8. Wealthy Americans Are Spiking Portugal’s Algarve Housing Market (bloomberg)
  9. Six issues Brian Niccol will have to fix at Starbucks as he takes over as CEO (cnbc)
  10. Carry trade unwind could replicate August mayhem, suggests currency strategist, as yen strengthens (cnbc)
  11. PayPal Expands Role In Shopify Payments (benzinga)
  12. Alibaba Added to Southbound Stock Connect (chinalastnight)

Be in the know. 11 key reads for Monday…

  1. Boeing Reaches Deal With Union After Marathon Weekend Talks (bloomberg)
  2. The Palace Coup at the Magic Kingdom (nytimes)
  3. Google is losing its status as a verb (businessinsider)
  4. Apple’s iPhone 16 event is coming up Monday. What investors need to know. (marketwatch)
  5. The Texas Billionaire Who Has Greenpeace USA on the Verge of Bankruptcy (wsj)
  6. The Downside of Falling Interest Rates (nytimes)
  7. Elon Musk’s China dream stalls as hybrids rush past Tesla (finance.yahoo)
  8. Competition Is Coming to Nvidia, Says J.P. Morgan’s Michael Cembalest (institutionalinvestor)
  9. China’s new AI app stirs dreams of Iron Man’s virtual assistant becoming reality (scmp)
  10. Typhoon Gives Hong Kong Three-Day Weekend, Week in Review (chinalastnight)
  11. Ant Group Upgrades AI Financial Butler ‘Maxiaocai’ w/ 70M Monthly Active Users (aastocks)

Be in the know. 7 key reads for Sunday…

  1. Intel Core Ultra 200V aka Lunar Lake goes official, takes on ARM SoCs for the ultimate AI laptop experience. The Intel Core Ultra 200V series is more than just an incremental upgrade; it’s a massive technological leap. (firstpost)
  2. The stock market is stumbling because investors suspect a Fed mistake (marketwatch)
  3. The Fed is taking a risk it doesn’t have to take if it cuts too slow, says Wharton’s Jeremy Siegel (cnbc)
  4. “If Intel can ride out the storm, Hutcheson said, it could reach a “very profitable state” in 2026 or 2027 if it succeeds with a new manufacturing process called 18A, designed to create the latest cutting-edge chips.” (ft)
  5. Alibaba yields “good results” from three-year inspection, says regulator (technode)
  6. Intel announces new standards for Evo laptops, to be powered by Core Ultra 200V Lunar Lake SoCs (firstpost)
  7. Yellen Says She Would Welcome Visit by Her Chinese Counterpart (bloomberg)

Be in the know. 10 key reads for Saturday…

  1. Jobs Report Points to a Smaller Fed Rate Cut (barrons)
  2. Get Ready for the New Nuclear Age. It Could Help Solve America’s Electricity Problems. (barrons)
  3. Fed’s Waller: ‘The Time Has Come’ to Cut Interest Rates (barrons)
  4. This Energy Drink Is Everywhere. Its Stock Can Still Provide a Jolt. (barrons)
  5. Starbucks Finally Gets Its New CEO. 4 Must-Do Tasks for a Turnaround. (barrons)
  6. Nvidia Stock Is Falling. CEO Jensen Huang Sold Another Chunk of Shares. (barrons)
  7. Hiring Softened This Summer, Teeing Up Fed Rate Cuts (wsj)
  8. Top Fed officials leave door open for large interest rate cuts if data worsens (ft)
  9. Buyers catch a break – more homes on the market are seeing prices cut as sellers get impatient (businessinsider)
  10. Chicago Fed’s Goolsbee says jobs, inflation trends justify multiple rate cuts — and soon (marketwatch)

Be in the know. 25 key reads for Friday…

  1. China’s Central Bank Sees Room to Lower Banks’ Reserve-Requirement Ratio (wsj)
  2. Alibaba launched a new AI platform and co-branded credit card with Mastercard to entice more global buyers and sellers to its platform. (yahoo)
  3. Alibaba merchants hail WeChat Pay adoption on Taobao and Tmall (scmp)
  4. PBOC Considers RRR Cut Ahead of US Fed Cuts (chinalastnight)
  5. Billionaire Mark Cuban warns taxing unrealized gains will ‘kill the stock market’ (foxbusiness)
  6. CEO Jensen Huang has sold more than $633 million in Nvidia stock since June (marketwatch)
  7. Fed’s Goolsbee says trend of economic data justifies multiple rate cuts, starting soon (marketwatch)
  8. This Energy Drink Is Everywhere. Its Stock Can Still Provide a Jolt. (barrons)
  9. Berkshire Hathaway Sells $760 Million of Bank of America Stock as Stake Keeps Shrinking (barrons)
  10. China buys US$12 billion worth of chip-making tools in a quarter (scmp)
  11. Competition Is Coming to Nvidia, Says J.P. Morgan’s Michael Cembalest (institutionalinvestor)
  12. The Japanese yen still poses ‘a very big risk’ to global markets. Here’s why. (marketwatch)
  13. Little-known Florida couple with GameStop winnings continues to build stake in JetBlue (marketwatch)
  14. Fintech giant Ant Group launches AI personal assistant app in China (scmp)
  15. Oracle billionaire Larry Ellison will control Paramount after Skydance deal: filing (nypost)
  16. Nordstrom Family Bids Again to Take Retailer Private (wsj)
  17. Alibaba allowing access to WeChat Pay would help Alibaba acquire users, especially people from smaller cities, the people said. WeChat has 1.37 billion users. (wsj)
  18. Intel Is Exploring Sale of Part of Stake in Mobileye (bloomberg)
  19. Paulson Sees Fed Cutting Rates to as Low as 2.5% by End of 2025 (bloomberg)
  20. The Yield Curve Is Disinverting. Why Should I Care? (bloomberg)
  21. Trump Tax Plan Lifts S&P Profit, Harris’ Would Cut, Goldman Says (bloomberg)
  22. August private payrolls rose by 99,000, smallest gain since 2021 and far below estimates, ADP says (cnbc)
  23. Family offices are about to surpass hedge funds, with $5.4 trillion in assets by 2030 (cnbc)
  24. Robby Starbuck: the activist pushing US companies to ditch their DEI vows (ft)
  25. Trump Vows 15% Corporate Tax and Taps Musk for Federal Audit (bloomberg)

Be in the know. 12 key reads for Thursday…

  1. Boeing Speeds 737 Deliveries to China in Respite for New CEO (bloomberg)
  2. Boeing says China’s commercial air fleet predicted to double in the next two decades (militaryaerospace)
  3. Nvidia Falls Despite AI Giant Saying It Didn’t Get DOJ Subpoena In Antitrust Probe (investors)
  4. The Best Way to Play the Stock Market’s Worst Sector (barrons)
  5. Google Is Losing Market Share to ChatGPT. What It Means for Alphabet Stock. (barrons)
  6. Ultra-Rich Families Set to Control $9.5 Trillion by 2030, Deloitte Says (bloomberg)
  7. S. safety regulator calls for probe of Temu, Shein over unsafe products (cnbc)
  8. S. auto sales shrink as high interest rates discourage buyers (marketwatch)
  9. Bank of Japan board member Takata sees the need to ‘shift gears’ (marketwatch)
  10. US job openings fall to lowest level since January 2021 as labor market cools (foxbusiness)
  11. Chip war: Taiwan accuses 8 mainland Chinese firms of poaching talent, stealing secrets (scmp)
  12. A 50bps cut is far more likely now, says Grant’s Interest’s Jim Grant (cnbc)

Be in the know. 17 key reads for Wednesday…

  1. China Weighs Cutting Mortgage Rates in Two Steps to Shield Banks. Officials proposed rate cuts of about 80 basis points. Move to boost household consumption, ease pressure on banks (bloomberg)
  2. Nvidia Stock Drops Again. ‘Its Valuation Is Out of Control.’ (barrons)
  3. Boeing Speeds 737 Deliveries to China in Respite for New CEO (bloomberg)
  4. The average analyst price target for Boeing shares is about $214. (barrons)
  5. How Immigration Remade the U.S. Labor Force (wsj)
  6. Qualcomm-Arm processor chips have compatibility problems with ‘Fortnite’ and other titles (wsj)
  7. Intel will evaluate its next steps at a board meeting in mid-September, according to people familiar with the matter. (bloomberg)
  8. China Is Trading Its Own Bonds to Stifle a Runaway Bond Rally (bloomberg)
  9. The Black Hole of Private Credit That’s Swallowing the Economy (bloomberg)
  10. China Stocks Listed in US Near Cheapest Ever Versus Nasdaq Peers (bloomberg)
  11. Alibaba Embraces Tencent’s WeChat Pay as China’s Tech Walls Fall (bloomberg)
  12. Atlanta Fed President Bostic says officials can’t wait for inflation to hit 2% before cutting (cnbc)
  13. Nvidia, beware — the top spot in S&P 500 valuations is often a slippery slope (marketwatch)
  14. Temu’s Parent, a Victim of Competition or Its Own Success? (wsj)
  15. Fed’s Bostic: Economy is ‘losing momentum’ but there is no sense of looming crash or panic from business leaders (marketwatch)
  16. Alibaba sets up new ‘digital technology’ firm under e-commerce unit Taobao and Tmall Group (scmp)
  17. Growth Stocks Rebound As Banks’ Balance Sheets Face Mortgage Refinancing (chinalastnight)

Be in the know. 15 key reads for Tuesday…

  1. Stock Laggards Are Due a Catch Up (bloomberg)
  2. Discretionary Stocks Are Set to Rally. Why Amazon and Tesla Hold the Key. (barrons)
  3. Stocks Typically Suffer in September. Why Markets Face More Pain This Year. (barrons)
  4. Biotech Stocks Are Showing Signs of Life. Why the Rally Could Continue. (barrons)
  5. Septembers in presidential-election years aren’t so bad for the stock market. (marketwatch)
  6. Treasury yields edge lower as traders await start of four-day data dump (marketwatch)
  7. Boeing Investors Weigh Cost of a Strike as Clock Ticks on Contract (barrons)
  8. Disney Narrows Search for the Next Bob Iger. How the Top 2 CEO Candidates Stack Up. (barrons)
  9. Americans Are Really, Really Bullish on Stocks (wsj)
  10. Americans’ Economic Mood Brightens—a Bit (wsj)
  11. Shorts Are Circling Some of the AI Boom’s Biggest Question Marks (bloomberg)
  12. Investors should be cautious for the next 8 weeks, says Fundstrat’s Tom Lee (cnbc)
  13. Chinese e-commerce giant Pinduoduo updates rules to kick out sellers of shoddy products (scmp)
  14. Alibaba-backed e-wallet operator buys Ant Bank Macao, eyes financial services for tourists (scmp)
  15. Google, DOJ Trial Drama To Hit Earnings By Up To 10%, Says JPMorgan: ‘Status Quo Is No Longer Possible’ (benzinga)

Be in the know. 8 key reads for Labor Day…

  1. New report offers more details into Intel’s possible plans to slash costs, sell units (marketwatch)
  2. Banks May Think Twice Before Lowering Savings Account Rates in Lockstep with the Fed (barrons)
  3. Chinese EV Makers Boost Deliveries by 30% in August (barrons)
  4. China’s Sputtering Growth Engines Raise Urgency for Stimulus (bloomberg)
  5. Yen Forecasters Chart Path Past 140 as Global Rate Tracks Emerge (bloomberg)
  6. Ant Group’s blockchain arm Zan wants to be the Google or Microsoft of Web3 in Hong Kong (scmp)
  7. Hong Kong property: cash-rich buyers make most of Peak distress amid 50% price slump (scmp)
  8. U.S. stock-market rebound faces ‘huge’ jobs reports after Labor Day weekend (marketwatch)

Be in the know. 10 key reads for Sunday…

  1. Anil Kashyap on the Two Types of Fed Balance Sheet Operations (bloomberg)
  2. Luscious Views, Perfect Pasta, and Secret Hideaways: 4-Day Weekend on the Amalfi Coast (mensjournal)
  3. Retail Needs Some Therapy as Cautious Consumers Trade Down (wsj)
  4. Airbnb Should Be a Sleeper Hit (wsj)
  5. Why Interest Rate Cuts Won’t Fix a Global Housing Affordability Crisis (nytimes)
  6. How to fix a housing shortage (npr)
  7. Kamala’s tax proposals (scottgrannis)
  8. Pagani Will Keep Making V-12 Hypercars Because Its Customers Don’t Want Hybrids or EVs (robbreport)
  9. What to Watch For Next When the Fed Starts Cutting Rates (bloomberg)
  10. Jeff Bezos’ new $80 million ride (foxbusiness)