Category: What I’m Reading Today

Be in the know. 18 key reads for Wednesday…

  1. Alibaba integrates Nvidia’s AI robotics tools on cloud platform (scmp)
  2. Alibaba Stock Soars on AI Spending Hike. It’s Not Been This Hot Since 2017. It Can Keep Going. (barrons)
  3. Alibaba Shares Surge as It Boosts AI Bet, Rolls Out New Model (wsj)
  4. BABA Boom Meets China’s AI Fever (zerohedge)
  5. Baidu or Alibaba? Why This Is the Stock to Play China’s AI Boom. (barrons)
  6. AI’s big power problem sets natural gas up for a boom (yahoo)
  7. OpenAI Unveils Plans for Seemingly Limitless Expansion of Computing Power (wsj)
  8. Fed’s Bowman Says FOMC Needs to Act Decisively to Support Jobs (bloomberg)
  9. Powell Describes Rates as ‘Modestly Restrictive,’ Keeping Door Open to Cuts (wsj)
  10. Fed’s Goolsbee, on CNBC, says Fed has room to cut rates (reuters)
  11. PayPal partners with Blue Owl to sell $7 billion in pay later loans (investing)
  12. Trump Administration Is Said to Seek Stake in Lithium Americas (bloomberg)
  13. Boeing Stock Rises on $8 Billion Uzbekistan Deal. More Orders May Be on the Way. (barrons)
  14. Boeing Taps Palantir to Bring AI to Defense, Space Factories (bloomberg)
  15. Disney Raises Prices for Streaming Plans in the U.S. (nytimes)
  16. Ford Courts Riskier Borrowers With Lower Rates for F-150 Pickups (wsj)
  17. 10 Cheap Dividend-Growth Stocks to Buy (morningstar)
  18. When It Pays to Buy Stocks of Companies Clouded in Controversy (morningstar)

Be in the know. 19 key reads for Tuesday…

  1. Asian Stocks Primed for Best Year Against US Peers Since 2017 (bloomberg)
  2. Trump-Xi meeting likely to happen next year, says U.S. ambassador to China (cnbc)
  3. Trump’s U-turn on China (ft)
  4. Alibaba challenges OpenAI’s GPT-4o and Google’s Nano Banana with new multimodal AI model (scmp)
  5. US-China Talks for ‘Huge’ Boeing Aircraft Order in Final Stages (bloomberg)
  6. Trump says Uzbekistan Airways to buy up to 22 Boeing 787 Dreamliners for over $8 billion (reuters)
  7. Boeing offers remedies in bid for EU approval for Spirit deal (reuters)
  8. America’s top companies keep talking about AI — but can’t explain the upsides (ft)
  9. AI industry faces US$800 billion revenue shortfall amid data centre expansion: Bain (scmp)
  10. Companies pouring billions to advance AI infrastructure (reuters)
  11. How Nvidia Is Backstopping America’s AI Boom (wsj)
  12. Stifel reaffirms Buy rating on Generac stock, maintains $210 price target (investing)
  13. The Near Term Pain-Trade Remains Higher From Here; Goldman’s Flows Gurus (zerohedge)
  14. Wall Street Strategists Chase S&P 500 Like Few Times in History (bloomberg)
  15. Fed’s Miran Says Rates Should Be 2 Points Lower, Explains Dissent (barrons)
  16. U.S. and global growth forecast lifted by OECD as economies surprise to the upside (cnbc)
  17. Euro-Zone Private Sector Grows at Fastest Pace in 16 Months (bloomberg)
  18. Volvo cars to begin production of new hybrid model in the United States by 2030 (reuters)
  19. The Best Consumer Defensive Stocks to Buy (morningstar)

Be in the know. 10 key reads for Monday…

  1. Alibaba Tries to Draw Brands on Amazon to Its Global Site (bloomberg)
  2. Hong Kong Dollar Strengthening at Fastest Pace in Two Decades (bloomberg)
  3. Chinese Savers Have $23 Trillion And Few Options (zerohedge)
  4. Alibaba-Meituan battle heats up as rivalry expands into in-store dining: report (scmp)
  5. China’s Central Bank Revives Liquidity Tool Before Long Holiday (bloomberg)
  6. China leaves benchmark lending rates unchanged as expected, despite Fed rate cut (cnbc)
  7. Deal to Keep TikTok in U.S. Is Near. These Are the Details. (wsj)
  8. Fed’s Miran sees no material inflation from tariffs (streetinsider)
  9. Lower Rates Are Set to Juice the Commercial-Property Market (wsj)
  10. How could ESPN streaming impact Disney financials? (investing)

Be in the know. 14 key reads for Sunday…

  1. How QXO is Using AI to Streamline Distribution (roofingcontractor)
  2. With Mortgage Rates Declining, Homebuyers Must Decide: Buy Now With Little Competition, Or Bet on Rates Falling More? (redfin)
  3. Bank of America: Mortgage rates could hit 5% under these conditions (fastcompany)
  4. Nvidia’s $5bn stake in Intel is a shrewd political move (economist)
  5. What Wall Street Sees in the Data Center Boom (nytimes)
  6. America’s economy defies gloomy expectations (economist)
  7. US IPO Activity On Track For Best Quarter Since Q1 2022 (seeitmarket)
  8. U.S. House lawmakers make rare China visit to stabilize ties (cnbc)
  9. Chinese Savers Have $23 Trillion and Few Options Beyond Stocks (bloomberg)
  10. China’s NEV Sales Hit 1.395 Million in August, Up 26.8% Year-on-Year (technode)
  11. Emerging Markets Analysis: Earnings, Valuations, and Currency Correlations (seeitmarket)
  12. China’s Consumers Are Surprising Economists. Meet the ‘Bifurcated Shopper.’ (barrons)
  13. Chinese tech stocks surge past Nasdaq on the back of AI advance (ft)
  14. Alibaba’s Taobao Instant Commerce, Ele.me to Launch Group-Buying Service (technode)

Be in the know. 10 key reads for Saturday…

  1. Valentino’s Just-Launched Collab With Vans Turns the Humble Skate Shoe Into a Status Symbol — Here’s How to Shop (wwd)
  2. From shopping carts to superchips: Alibaba rediscovers edge with bold billion-dollar AI pivot (cnbc)
  3. Donald Trump and Xi Jinping to meet in South Korea as US president hails TikTok deal (ft)
  4. Trump Hails ‘Very Good’ Call With Xi: ‘I Appreciate The TikTok Approval’ (zerohedge)
  5. Benchmark upgrades Intel after ‘watershed’ Nvidia pact (investing)
  6. Nvidia Solves 4 of Intel’s 5 Big Problems. The Final One Is a Doozy. (barrons)
  7. Boeing Closing In on 250-Jet Order as Trump to Host Erdogan (bloomberg)
  8. Wall Street Bets Rates Will Drop Much More Than the Fed’s Forecasts (wsj)
  9. Stephen Miran Makes His Case for More—and Bigger—Interest Rate Cuts (wsj)
  10. The Best Consumer Cyclical Stocks to Buy (morningstar)

Be in the know. 20 key reads for Friday…

  1. US Mortgage Rates Decline to Lowest Point in Nearly a Year (bloomberg)
  2. US housing shares shine as Fed restarts rate cuts (yahoo)
  3. Builders Say Deconstructing ‘Green’ Building Codes Will Lower New Housing Costs (zerohedge)
  4. Nvidia investment seen as ‘a game changer’ for Intel (streetinsider)
  5. Nvidia’s Intel stake shows Lip-Bu Tan knows the art of the deal (yahoo)
  6. How Intel’s Nvidia deal could help Intel’s next generation of chip manufacturing (reuters)
  7. Nvidia CEO Huang says $5 billion stake in rival Intel will be ‘an incredible investment’ (cnbc)
  8. China Bull… But Most Missed It (zerohedge)
  9. Alibaba releases open-source AI agent to rival OpenAI’s flagship Deep Research (scmp)
  10. Here’s What Could Come Out of Xi-Trump Call. It’s More Than TikTok. (barrons)
  11. Foreign Holdings of Treasuries Climb to Record Level (bloomberg)
  12. Trump Seeks to Speed Large Power Projects to Meet AI Demand (bloomberg)
  13. Trump’s Team Explores Government-Backed Manufacturing Boost (wsj)
  14. As inflows to U.S. stocks crest to biggest in more than a year, Bank of America says it’s time to ‘chase the laggards’ (marketwatch)
  15. Russell 2000 scores fresh record for the first time in 4 years. Why the small-cap rally still has room to run. (marketwatch)
  16. Europe’s EV Revolution Is on Track. How Auto Makers Plan to Win. (barrons)
  17. Hyundai to launch 10 new EV and hybrid models by 2030 to offset US tariffs (usatoday)
  18. Rising August Retail Sales Cap Summer of Growth in UK (bloomberg)
  19. Cooper Standard appoints Venkat as SVP and chief IT and AI officer (investing)
  20. PayPal-Backed Pine Labs Plans Up to $700 Million IPO in October (bloomberg)

Be in the know. 19 key reads for Thursday…

  1. Intel surges 30% as Nvidia to invest $5 billion in chipmaker, co-develop data center and PC chips (cnbc)
  2. Nvidia bets big on Intel with $5 billion stake and chip partnership (reuters)
  3. Intel’s Granite Rapids processor seeing “meaningful ramp,” KeyBanc analysts say (investing)
  4. Google, PayPal Ink Multiyear Partnership on Digital Commerce (wsj)
  5. Rate Cuts After Long Pauses Have Been a Boon for Stocks (nytimes)
  6. Fed Lowers Rates by Quarter-Point, Signals More Cuts Are Likely (wsj)
  7. US Treasuries Resume Rally on Bets More Rate Cuts Are Coming (bloomberg)
  8. Homeowners pounce on falling mortgage rates, with more opting for risky, adjustable-rate loans (marketwatch)
  9. What Decides Where Mortgage Rates Go From Here (wsj)
  10. Tech Stocks Shudder as Rate Cut Sparks Rotation to Cheaper Bets (bloomberg)
  11. JPMorgan predicts small-caps to lead with 30–60% outperformance vs large-caps (streetinsider)
  12. Global Beauty Brands Have Struggled. Some Could Make a Comeback. (barrons)
  13. VF CEO Explains Dickies Sale, Elaborates on Vans, North Face Strategies (shopeatsurf)
  14. Tech war: Alibaba-developed AI processor on par with Nvidia’s H20 chip, CCTV report shows (scmp)
  15. China’s Showcase of AI Chip Prowess Triggers $240 Billion Rally (bloomberg)
  16. Chinese Tech Stocks Soar on AI Buying, Nvidia Ban Tailwind (bloomberg)
  17. Goldman Sachs: foreign investment surges as China adds US$3 trillion to the markets (scmp)
  18. Hong Kong matches US Fed’s first rate cut of 2025, in boon for mortgage borrowers, economy (scmp)
  19. Hyundai Motor Plans Boost in U.S. Production (wsj)

Be in the know. 22 key reads for Wednesday…

  1. China Tech Stocks Jump as AI Boom Pushes Index to Four-Year High (bloomberg)
  2. Alibaba’s shares jump after it lands a major customer for its AI chips (cnbc)
  3. China bans tech companies from buying Nvidia’s AI chips (ft)
  4. Jack Ma Returns to Alibaba Campus, President Xi Highlights “Purchase In China” Campaign (chinalastnight)
  5. Alibaba enters robotaxi market with investment in Ant Group-backed Hello (scmp)
  6. Yuan Rises Past Fixing in Bullish Signal Before Xi-Trump Call (bloomberg)
  7. Why China’s Tech Giants Have Gone on an AI Fundraising Spree (bloomberg)
  8. Fundraising Frenzy, AI Buzz Fuel Chinese Tech Rally (wsj)
  9. Key money-supply metric signals Chinese stock rally has more room to run: Nomura (scmp)
  10. See How China Is Dominating the Global EV Market (wsj)
  11. Trump Extends TikTok Ban Deadline as Details Emerge on Deal (barrons)
  12. Fed ‘Operation Mortgage Twist’ Would Boost Housing, Pimco Says (bloomberg)
  13. Mortgage rates drop to 3-year low ahead of Fed meeting (cnbc)
  14. Mortgage refinance demand spikes nearly 60%, as interest rates drop sharply (cnbc)
  15. Builders ramp up price cuts on new homes to five-year high. They’re hoping a rate cut will rescue them. (marketwatch)
  16. Treasury Secretary Bessent says Fed has been behind the curve (streetinsider)
  17. When The Fed Cuts With Stocks At All-Time Highs, The S&P Is ALWAYS Higher One Year Later (zerohedge)
  18. Fed Divisions Thrust Powell Into Uncharted Territory (wsj)
  19. Retail sales jump in August on surprisingly strong back-to-school season (nypost)
  20. Why the Next Winners in the AI Boom May Not Be AI Stocks (morningstar)
  21. Oil Needs $63 A Barrel To Bring Marginal Production Online (zerohedge)
  22. US manufacturing output unexpectedly rises on rebound in motor vehicle production (reuters)

Be in the know. 19 key reads for Tuesday…

  1. Jack Ma Returns With a Vengeance to ‘Make Alibaba Great Again’ (bloomberg)
  2. China’s $19 trillion stock market, once called uninvestable, lures foreigners again (reuters)
  3. Alibaba Shines On As Trade Talks Continue (chinalastnight)
  4. Bessent: TikTok deal ‘framework’ reached with China, Trump and Xi will finalize it Friday (cnbc)
  5. Hong Kong Equity Deals Boom as Chinese Firms Rush to Market (bloomberg)
  6. China Eases Cross-Border Financing Rules to Lure Foreign Capital (bloomberg)
  7. Decoupling between U.S.-China is unlikely, says KraneShares’ Brendan Ahern (youtube)
  8. Fast Money Is Jumping On An Accelerating EM Trade (zerohedge)
  9. Senate Votes to Confirm Trump Pick Stephen Miran to Fed Board (wsj)
  10. Money-Market Fund Assets Hit a Record. Fed Rate Cuts Could Change That. (barrons)
  11. Home Sales Are ‘Primed to Pop,’ as Mortgage Rates Fall, This Economist Says. What It Would Take for a Rebound. (barrons)
  12. To Make America Affordable, Start with Cars (barrons)
  13. Investors Cut Dollar Exposure at Record Pace, Deutsche Bank Says (bloomberg)
  14. Euro Poised for Four-Year High With $1.20 Level in Sight (bloomberg)
  15. BofA’s Hartnett Sees Stock Rally Extending as Growth Bets Surge (bloomberg)
  16. VF Corp. stock rating reiterated at Barclays after Dickies sale (investing)
  17. PayPal launches payment links feature for cross-platform money transfers (investing)
  18. Disney to Invest in Webtoon Entertainment With Plan for New Comics Platform (wsj)
  19. World Must Spend $540 Billion a Year Looking for Oil and Gas, IEA Says (bloomberg)

Be in the know. 14 key reads for Monday…

  1. VF Corporation to Sell Dickies® to Bluestar Alliance (vfcorp)
  2. VF Corp stock rises after $600 million Dickies brand sale to Bluestar (investing)
  3. China’s stock rally poised to run on as household savings pour into equities (scmp)
  4. China’s Broad Economic Slowdown Raises Stimulus Expectations (bloomberg)
  5. Asia’s Stock Benchmark Nears a Record Close as Rally Extends (bloomberg)
  6. China Pushes for Trump Visit as High-Stakes Trade Talks Begin (wsj)
  7. Nvidia probe and TikTok deadline loom over U.S.-China trade talks (cnbc)
  8. The Senate Is Due to Vote on Miran’s Confirmation to the Fed Board Tonight. He Could Be in Tomorrow’s Rate Meeting. (barrons)
  9. Trump Expects a ‘Big Cut’ From Federal Reserve This Week (bloomberg)
  10. Hedge Funds Turn Buyers After CPI Print, Flood Into Tech Stocks At Fastest Pace Since February (zerohedge)
  11. Market history shows strong equity gains after rate cuts (streetinsider)
  12. Intel trims full-year expense outlook following Altera stake sale (yahoo)
  13. The Best Basic Materials Stocks to Buy (morningstar)
  14. Ford launches ‘Ready, Set, Ford’ campaign with biggest marketing push since 2012 (usatoday)