Category: What I’m Reading Today

Be in the know. 20 key reads for Saturday…

  1. Alibaba shares jump after it completes three-year regulatory overhaul (nbc)
  2. Intel is trading at ‘tangible book’: Thomas Hayes (foxbusiness)
  3. Biotech Stocks Are Showing Signs of Life. Why the Rally Could Continue. (barrons)
  4. He Raised Disney Park Prices—and Fans Still Love Him. Now He’s on the CEO Shortlist. (wsj)
  5. Intel working with bankers to present board with strategic options, sending shares up 10% (cnbc)
  6. Consumer sentiment improves a bit more in late August (marketwatch)
  7. Intel Weighs Options Including Foundry Split to Stem Losses (bloomberg)
  8. The North Face/Vans Parent Sees Big Insider Stock Buy (barrons)
  9. Dollar General Blamed the Economy for Poor Earnings, but This Was the Cause (barrons)
  10. A population decline stemming from falling birthrates and tighter immigration policies could derail America’s prosperity. Politicians of both persuasions are promising to help families. (barrons)
  11. Fed’s Preferred Inflation Gauge Stays on Cooling Trend (barrons)
  12. Intel Considers a Radical Reform, Report Says. Why It Could Spell the End for CEO Pat Gelsinger. (barrons)
  13. Eurozone Inflation Closes in on ECB Target (wsj)
  14. The Threat to OpenAI Is Growing (wsj)
  15. How a Corporate Tax Rate Change Could Impact Companies’ Growth, Investment (wsj)
  16. Lululemon promises to crank out new styles after ‘Breezethrough’ fiasco, embarrassing reviews (nypost)
  17. Chinese central bank’s $56bn debt purchase sparks talk of bond market intervention (ft)
  18. How Nike Ran Into Trouble (bloomberg)
  19. 94 Investing Lessons from Warren Buffett (dgi)
  20. Check Into These Classic Italian Luxury Hotels in Tuscany and Milan (maxim)

 

Be in the know. 13 key reads for Friday…

  1. Alibaba wins Beijing’s approval in end to years-long scrutiny (finance.yahoo)
  2. IBM Cloud to offer Intel’s Gaudi 3 AI chips next year (techcrunch)
  3. Intel Weighs Options Including Foundry Split to Stem Losses (finance.yahoo)
  4. Yuan Hits Strongest in Over a Year as Flows Offset Fundamentals (bloomberg)
  5. Disney CEO Bob Iger says he’s ‘obsessed’ with finding his replacement. The clock is ticking. (finance.yahoo)
  6. China PBOC Starts Bond Trading After Warning of Market Stampede (bloomberg)
  7. Dell Stock Rises on Strong Earnings. AI Server Demand Is Booming. (barrons)
  8. Lululemon’s diagnosis of its current woes? Not enough ‘newness.’ (marketwatch)
  9. ‘The Claman Countdown’ panelists Scott Bauer and Thomas Hayes react to Nvidia beating estimates. (foxbusiness)
  10. Yen’s Rapid Advance Pressures Earnings Once Thought Easy to Beat (bloomberg)
  11. Chinese central bank’s $56bn debt purchase sparks talk of bond market intervention (ft)
  12. China’s internet users near 1.1 billion, driven by short videos and mobile payments (scmp)
  13. How golfing — and putting in particular — can be applied to investing, according to one strategist (marketwatch)

 

Be in the know. 17 key reads for Thursday…

  1. Tool Up for Lower Rates With Stanley Black & Decker (wsj)
  2. “Nguyen said that rivals, such as Intel, could “chip away” at Nvidia’s market share” (bbc)
  3. Nvidia Tumbles After Disappointing Forecast, Blackwell Snags (bloomberg)
  4. Nvidia’s earnings report shows the problem of being priced for perfection (cnbc)
  5. Nvidia CEO Jensen Huang Sold $580 Million of Stock. How Much More He Can Sell. (barrons)
  6. NVIDIA Earnings: Here’s What You Need to Know (247wallstreet)
  7. Friday’s PCE inflation report: Here’s how financial markets may react (marketwatch)
  8. Retail investors are bullish on stocks ahead of the Fed’s rate cut next month (marketwatch)
  9. Retail investors loaded up on Nvidia ahead of the microchip maker’s poorly received results. (marketwatch)
  10. This $100 Million Tournament Gives Scottie Scheffler a Head Start. It Also Gives Him Fits. (wsj)
  11. Canada Goose, Known for Heavyweight Parkas, Leans Into T-Shirts and Shorts (wsj)
  12. AI Is Learning to Predict the Weather (wsj)
  13. Bosses Are Finding Ways to Pay Workers Less (wsj)
  14. California lawmakers pass controversial AI bill opposed by most of tech industry (nypost)
  15. Layoffs remain low as first-time jobless claims decline (marketwatch)
  16. China’s international use of renminbi surges to record highs (ft)
  17. Alibaba announced its conversion to a Hong Kong and New York dual primary listing, paving the way for a September inclusion in the Southbound Stock Connect. (chinalastnight)

Be in the know. 11 key reads for Wednesday…

  1. Alibaba’s Connect Membership May Be a Boon for Overseas Stocks (bloomberg)
  2. Fed’s annual Jackson Hole conference confirmed a regime change: Thomas Hayes (Fox Business)
  3. Hayes points to seasonality factors at play as the next few months could see heightened volatility (^VIX) ahead of the election. (Yahoo! Finance)
  4. New Boeing CEO’s engineer background ‘helpful’ to turnaround (Yahoo! Finance)
  5. Protests in China on the Rise Amid Housing Crisis (bloomberg)
  6. Warren Buffett’s Berkshire Hathaway Is Selling Bank of America Stock Again (barrons)
  7. Chewy Stock Rises. Earnings Jump After Customers Spend More on Pets. (barrons)
  8. Food Is Getting Cheaper. The ‘Price Gouging’ Fight Has Nothing to Do with It. (barrons)
  9. Can a Closed Nuclear Power Plant From the ’70s Be Brought Back to Life? (wsj)
  10. US Mortgage Rates Drop Again to Lowest Level Since April 2023 (bloomberg)
  11. Reliance, Disney India’s $8.5 Billion Merger Wins Antitrust Nod (bloomberg)

Be in the know. 20 key reads for Tuesday…

  1. Will stocks rally or fade after the Fed cuts rates? Here’s what history tells us. (marketwatch)
  2. There Are Opportunities in Beaten-Down Office Buildings. Where to Find Them. (barrons)
  3. Boeing Says a Travel Boom in China Will Double Demand for Planes (barrons)
  4. Fed Cut Could Lift Chinese Stocks. Here’s Who Could Benefit. (barrons)
  5. China’s PDD (Temu) suffers $55 bln market cap wipeout (reuters)
  6. Nvidia Earnings Arrive Tomorrow. What the Stock Needs to See. (barrons)
  7. Ford Says Its Pulling Back on EVs. That’s Not the Whole Story. (barrons)
  8. The Stock Market Rally Can Expand Beyond Big Tech. This Earnings Season Shows Why. (barrons)
  9. 6 Stocks That Look Like Buys for a Soft Landing (barrons)
  10. ‘FOMO’ returns to the options market as traders chase stocks higher (marketwatch)
  11. Pound hits more than two-year high, dollar back under pressure (streetinsider)
  12. Watch out for weaker seasonality in September, BofA says (streetinsider)
  13. Elliott Investment Critiques Southwest Leadership, Overdue Changes (wsj)
  14. Eli Lilly to sell half-price version of Zepbound weight loss drug (ft)
  15. China’s export curbs on semiconductor materials stoke chip output fears (ft)
  16. Temu’s global expansion now looks fraught with difficulty (ft)
  17. Investors’ expectations for European inflation fall to lowest since 2022 (ft)
  18. ‘T-Bill and Chill’ Is a Hard Habit for Investors to Break (bloomberg)
  19. JD.com Unveils $5 Billion Share Buyback as China Concerns Grow (bloomberg)
  20. The starter home is making a comeback as the housing market thaws for first-time buyers (businessinsider)

Be in the know. 14 key reads for Monday…

  1. Temu parent PDD’s stock tumbles after a revenue miss as competition intensified (marketwatch)
  2. Alibaba Shareholders Approve Dual Primary Listing, Paving The Way For September Southbound Inclusion (chinalastnight)
  3. The inside story of the secret backchannel between the US and China (ft)
  4. How Banks Offload Risk From Their Balance Sheets (bloomberg)
  5. Mortgage rate relief is coming (scottgrannis)
  6. To Google or Not to Google? (ps)
  7. Frank Lloyd Wright’s Only Skyscraper Is Heading to Auction (smithsonian)
  8. “Black Myth: Wukong” Sparks Video Gaming Surge and Tourism Bookings in China (alizila)
  9. Milton Friedman’s Shower Scene Is Back (bloomberg)
  10. Why dividend stocks should be a hot play into fall (cnbc)
  11. Hilton aims to add 100 new China hotels a year (scmp)
  12. Nvidia Earnings Are Coming. Big Tech Needs Them to Be Good. (barrons)
  13. China’s AI Engineers Are Secretly Accessing Banned Nvidia Chips (wsj)
  14. Intel hiring Morgan Stanley, other advisors for activist defense (cnbc)

Be in the know. 15 key reads for Sunday…

  1. The Big Number: 818,000 (nytimes)
  2. Ban on Doctor-Owned Hospitals Has Backfired: Opinion (bloomberg)
  3. US Natural Gas Is America’s Clean Energy Standard (zerohedge)
  4. The End of Fabulous Money Market Rates Is Near (nytimes)
  5. Hedge funds are consciously uncoupling from the Mag7 (ft)
  6. Inflation Usually Hits Harder for Poor Families. For a Couple of Years, It Didn’t. (wsj)
  7. Lululemon ‘Dupes’ Are Just as Cool With the TikTok Crowd (wsj)
  8. Legendary Investor Bill Miller (forbes)
  9. Investors rush to money market funds before Fed rate cut, BofA says (reuters)
  10. PayPal partners with crypto platform Anchorage Digital to offer stablecoin rewards (fortune)
  11. Here’s What the Old Farmer’s Almanac Says to Expect for Winter 2025 (mensjournal)
  12. Nelly Korda Proves She Is Not Simply a “Dome Golfer” (mensjournal)
  13. Hennessey Performance Unveils ‘Stealth Series’ Carbon Fiber Hypercar (maxim)
  14. Junk Bond Maturity Wall Erodes as Money Managers Seek Yield (bloomberg)
  15. Key Takeaways From the Fed’s Annual Jackson Hole Conference (bloomberg)

Be in the know. 14 key reads for Saturday…

  1. Fed’s Powell Declares ‘Time Has Come’ for Rate Cuts (wsj)
  2. Why Disney+ Has Succeeded While Other Netflix Rivals Struggle (vulture)
  3. Powell: It’s Time for a Rate Cut. Inflation, Jobs Are in Good Shape. (barrons)
  4. 10 Best Dividend Aristocrats to Buy Now (morningstar)
  5. Nvidia Earnings Are Coming. Big Tech Needs Them to Be Good. (barrons)
  6. Temu has thrived in the U.S. but is now finding it more difficult to continue that success in a country where shoppers are more accustomed to higher-quality goods. (barrons)
  7. Google Is Vulnerable in AI Race. This Could Help Change That. (barrons)
  8. Buy Roku Stock. ‘Enthusiasm’ for Its Story Could Grow. (barrons)
  9. At Jackson Hole, Powell Hopes the Fed Hasn’t Waited Too Long to Cut Rates (barrons)
  10. How Costco Hacked the American Shopping Psyche (nytimes)
  11. Long Win Streaks Happen in Bull Markets (carsongroup)
  12. Bank of Japan governor warns global markets are ‘unstable’ (ft)
  13. The 17 Top New York City Restaurant Tables to Book This Fall (bloomberg)
  14. Intel has hired Morgan Stanley, other advisers for activist defense (cnbc)

Be in the know. 14 key reads for Friday…

    1. Shareholders of Chinese e-commerce giant Alibaba have approved a plan to upgrade its Hong Kong listing to primary status, the company said on Friday, a move that is expected to attract huge investments from mainland China. (reuters)
    2. Alibaba gains as it swaps Hong Kong listing status to tap China funds (scmp)
    3. Alibaba swaps its listing status in Hong Kong, clears the way for mainland investments. The move would qualify the technology behemoth to sell shares to mainland China’s 220 million stock investors (scmp)
    4. China Vows to Quicken Buying Unsold Homes for Public Housing (bloomberg)
    5. China Bond Trading Collapses Amid PBOC Crackdown on Record Rally (bloomberg)
    6. ‘It’s Just Atrocious’: Jobs Data Snafu Stirs Fury on Wall Street (bloomberg)
    7. Here’s everything to expect from Fed Chair Powell’s speech Friday in Jackson Hole (cnbc)
    8. Yen Climbs as Ueda Indicates That Rates Can Go Higher in Japan (bloomberg)
    9. US 30-year fixed-rate mortgage slips to lowest level since May 2023 (reuters)
    10. Auto Industry’s EV Retreat Hastens (wsj)
    11. Advance Auto Parts to Sell Worldpac to Carlyle for $1.5 Billion (wsj)
    12. Jackson Hole History Points to Powell Sidestepping Market Shocks (bloomberg)
    13. Estee Lauder has ‘lots of positives ahead’ – Piper Sandler (streetinsider)
    14. Investors’ expectations for European inflation fall to lowest since 2022 (ft)

Be in the know. 16 key reads for Thursday…

  1. Alibaba, Tencent Cast Wide Net for AI Upstarts (wsj)
  2. Fed policymakers see job market key to rate-cut decision (reuters)
  3. July home sales break a four-month losing streak as supply rises nearly 20% over last year (cnbc)
  4. Disney puts Morgan Stanley’s James Gorman in charge of finding Bob Iger’s successor (nypost)
  5. S. Added 818,000 Fewer Jobs Than Reported Earlier (nytimes)
  6. Fed Minutes Show a Cut ‘Likely’ to Come in September (nytimes)
  7. Summer spending boom showcases China’s service consumption potential (cn)
  8. The Fed is taking on risk they don’t have to take, says Wharton’s Jeremy Siegel (cnbc)
  9. The key to a soft landing is the Fed getting off data dependence, says Fundstrat’s Tom Lee (cnbc)
  10. com: No. of Overseas Payment Buyers Mount 30%+ YoY in 1H (aastocks)
  11. China names healthcare, education, tech as likely venues for more foreign investment (scmp)
  12. Major retail stores are cutting prices to entice customers as inflation soars (foxbusiness)
  13. Why China Is Battling Its Own Government Bond Market (barrons)
  14. Advance Auto Stock Skids. Earnings Miss Overshadows $1.5 Billion Sale of Worldpac. (barrons)
  15. Discount-Hungry Shoppers Propel Sales Gains for Target, T.J. Maxx (wsj)
  16. McDonald’s to Invest $1.30 Billion in U.K., Ireland Over Next 4 Years (wsj)