Category: What I’m Reading Today

Be in the know. 16 key reads for Sunday…

  1. Kelley Blue Book Report: August New-Vehicle Prices Rise as 2026 Models Hit Lots, EV Sales Accelerate (coxauto)
  2. China’s August vehicle production, sales volumes increase 13% y/y, 16.4% y/y, respectively (marklines)
  3. Why the Time for Tiny EVs in America Is Now (thedrive)
  4. Volvo CEO Says ‘The Industry Will Be Electric – There’s No Turning Back:’ TDS (thedrive)
  5. Mortgage Rates Are Finally Falling. Here’s Why They Can Move Fast. (wsj)
  6. Housing markets with falling home prices just hit highest level since 2012 (fastcompany)
  7. Inflation is not a virus, and it’s not going up (scottgrannis)
  8. How Alibaba builds its most efficient AI model to date (yahoo)
  9. Alibaba challenges Meituan with Amap Street Stars (technode)
  10. Chinese trade is thriving despite America’s attacks (economist)
  11. What if the $3trn AI investment boom goes wrong? (economist)
  12. Intel: If it pans it, this could certainly be a good move for Intel. Hearing the words “custom silicon” for “external customers” in 2025 triggers obvious thoughts of AI, as well as chasing down TSMC’s foundry dollar (pcgamer)
  13. The U.S. now owns a big chunk of Intel. That’s a huge deal. (npr)
  14. PayPal CEO rejects stablecoin threat (paymentsdive)
  15. How Old Is This Bull Market? Younger Than You Think (carsongroup)
  16. Europe’s economy at last shows signs of a recovery (economist)

Be in the know. 12 key reads for Saturday…

  1. Believe in A.I.? Buy Beaten-Down Value Stocks. (nytimes)
  2. $7 trillion ‘wall of cash’ worry is looming for investors once Fed interest rate cuts start (cnbc)
  3. Morgan Stanley, Deutsche Bank Boost Forecasts for Fed Cuts (bloomberg)
  4. As Fed nears highly anticipated rate cut, the market ‘really hinges’ on 10-year Treasury yield (marketwatch)
  5. Can the Fed Cut Fast Enough to Save a Weakening Jobs Market? Some Are Worried. (barrons)
  6. Tariffs Call for Cuts. The Fed Is Finally Coming Around. (barrons)
  7. Emerging-Market Investor Inflows Are a 2026 Story, BofA Says (bloomberg)
  8. Goldman’s Kaplan Says Some Investors Questioning US Allocations (bloomberg)
  9. US equity funds record biggest weekly outflow in five weeks (reuters)
  10. The S&P isn’t the broad-based index it used to be, says Oakmark Fund’s Bill Nygren (youtube)
  11. Jeep’s Comeback Plan: First, Bring Back the Cherokee (wsj)
  12. America’s Grid Is Nearing Its Breaking Point (zerohedge)

Be in the know. 20 key reads for Friday…

  1. Hong Kong Stock ETFs Get Record China Money on AI, Biotech Craze (bloomberg)
  2. Alibaba Shares Surge on Increased AI Efforts (wsj)
  3. Alibaba releases record-setting next-generation Qwen3 model to cut costs by 90% (scmp)
  4. Amap, Alibaba’s answer to Google Maps, sees over 40 million users test new ranking service (scmp)
  5. Alibaba, Baidu begin using own chips to train AI models, The Information reports (reuters)
  6. BofA raises price target for Alibaba amid “robust” AI demand (investing)
  7. Bessent to Talk Trade, TikTok With Chinese Officials in Madrid (bloomberg)
  8. Record $1.5T buybacks may swell by another $600B: JPMorgan (streetinsider)
  9. US household net worth rebounds to record high in second quarter, Fed data shows (reuters)
  10. Mortgage Rates Are at an 11-Month Low. Will That Save This Housing Market? (wsj)
  11. Jacobs says QXO can thrive even as giants Home Depot and Lowe’s loom over deals (investing)
  12. QXO offers a peek behind the strategic curtain (hbsdealer)
  13. Treasury Yields Near 2025 Lows as More Fed Easing Is Priced In (bloomberg)
  14. US Initial Jobless Claims Jump to Highest in Almost Four Years (bloomberg)
  15. Morgan Stanley expects Fed to cut rates in all three meetings in 2025 (reuters)
  16. Trump Pushes to Remove Fed’s Lisa Cook Before Next Policy Meeting (barrons)
  17. Natural Gas Is Not A Bridge To Tomorrow. It’s The Superhighway Of The Future (zerohedge)
  18. From Retail To Restaurants: Goldman Names Ten Consumer Themes, Stocks To Track In Back-to-School Season (zerohedge)
  19. Crown Castle at Goldman Sachs Conference: Strategic Shift to U.S. Towers (investing)
  20. Boeing Falling Behind Certification Timeline for 777X Jet (bloomberg)

Be in the know. 22 key reads for Thursday…

  1. Alibaba Goes Big on AI With $3.2 Billion Convertible Bond. The Stock Is Rising. (barrons)
  2. Alibaba windfall prompts Hong Kong regulators to allow bond-funded buybacks (ft)
  3. Top Chinese and US Envoys’ Talks Pave Way for Xi, Trump Meeting (bloomberg)
  4. Top Beijing Adviser Says China Should Ditch Nvidia For Own Tech (bloomberg)
  5. Chinese Stocks Jump Most Since March, Led by AI-Linked Shares (bloomberg)
  6. Chinese stocks: 90% of US investors set to increase exposure, Morgan Stanley says (scmp)
  7. Jack Ma-Backed Ant Showcases Its First Humanoid Robot (bloomberg)
  8. Alibaba leads US$60 million investment in AI video generation start-up AIsphere (scmp)
  9. Trump says Fed chair Powell should make big rate cut now (reuters)
  10. Wholesale inflation unexpectedly fell in August, teeing up Fed for interest rate cut next week (nypost)
  11. Senate Panel Advances Trump’s Fed Pick. Miran Is on Track for September Meeting. (barrons)
  12. Blowout 10Y Auction: Lowest Yield Since Last September’s 50bps Jumbo Cut; Near-Record Foreign Demand (zerohedge)
  13. Lower Mortgage Rates Could Heat Up the Housing Market. What Needs to Go Right. (barrons)
  14. Homeowners dash to refinance as mortgage rates dive — with some home buyers coming off the sidelines (marketwatch)
  15. Boeing and Union for 3,200 Striking Workers Reach New Proposed Deal (nytimes)
  16. 777X the overlooked FCF catalyst in Boeing portfolio: Wolfe (investing)
  17. Rushing to Meet AI’s Energy Needs: Oil-Field Servicers (wsj)
  18. US data center build hits record as AI demand surges, Bank of America Institute says (reuters)
  19. Morgan Stanley lists top value stocks to own for 2026 (streetinsider)
  20. The Best Healthcare Stocks to Buy (morningstar)
  21. Disney’s Largest Cruise Ship Delays Maiden Voyage From Singapore (bloomberg)
  22. Nissan CEO Wants to Launch New Cars Faster to Speed Turnaround (bloomberg)

Be in the know. 22 key reads for Wednesday…

  1. Alibaba holds wide lead over rivals ByteDance, Huawei, Tencent in China’s AI cloud market (scmp)
  2. Alibaba’s Qwen3 and Moonshot’s Kimi-K2 crack top 10 AI rankings, closing in on US models (scmp)
  3. Alibaba’s Birthday Bash Announcement, Anti-Involution Comes to Restaurant Delivery (chinalastnight)
  4. Alibaba, Meituan Take China Commerce War Into Local Services (bloomberg)
  5. China’s AI Chip Boom Fuels Cambricon, Alibaba Stock Rallies (bloomberg)
  6. Asian Tech Breaking Out Everywhere (zerohedge)
  7. China Boosts Its ‘Night Economy.’ Investors Should Pay Attention. (barrons)
  8. Jefferies raises Alibaba stock price target to $178 on cloud growth (investing)
  9. Boeing steps up jet deliveries, surpassing 2024 total by August (reuters)
  10. Boeing delivers 57 jets in August, highest since 2018 (investing)
  11. Mortgage demand jumps to the highest level in three years, as interest rates drop sharply (cnbc)
  12. US Mortgage Rates at 11-Month Low Rekindle Home Finance Activity (bloomberg)
  13. Wells Fargo: Fed to deliver 5 rate cuts through mid-2026 (streetinsider)
  14. Employers Added Nearly a Million Fewer Jobs Than Believed, Data Shows (nytimes)
  15. Trump’s Fed Nominee Is Poised to Sail Through to Confirmation (barrons)
  16. The Fed Official Who Called the Jobs Slowdown and Became a Candidate for Chair (wsj)
  17. Judge Temporarily Blocks Trump From Firing Fed Gov. Cook Ahead of FOMC Meeting (barrons)
  18. Buybacks Hit Record in First Half of Year. These Stocks Are Benefiting the Most. (barrons)
  19. The Rally Has Legs. Earnings Show It. (barrons)
  20. Wall Street Pros Race to Lift S&P 500 Targets After Record Rally (bloomberg)
  21. Small-Cap Stocks Are on a Roll. What Could Push Them Higher. (barrons)
  22. Generac stock price target maintained at $220 by UBS on datacenter growth (investing)

Be in the know. 16 key reads for Tuesday…

  1. Hong Kong: a comeback with Chinese characteristics (ft)
  2. Citi raises Hang Seng Index forecast, citing improved earnings and Beijing support (scmp)
  3. Alibaba: AI and Customer Management Revenue Growth Drive 17% Valuation Increase (morningstar)
  4. Alibaba Stock Is Jumping. The Chinese Tech Giant Is Flexing Its AI Muscles. (barrons)
  5. Intel’s Tan Appoints New Leaders for Data Center, PC Chip Groups (bloomberg)
  6. Nvidia’s ‘Wow’ Factor Is Fading (wsj)
  7. An AI Spending Slowdown Would Drag Down the Market: Goldman Sachs (barrons)
  8. Vertical Research upgrades Boeing to Buy as supply chain and outlook improve (streetinsider)
  9. 10-Year Yields Are Lowest in Months in a Big Week for Treasuries (barrons)
  10. BLS Expected to Substantially Trim Annual Job Gains in Latest Report (barrons)
  11. Outlook for Job Seekers Seen at Record Low, NY Fed Says (bloomberg)
  12. Morgan Stanley’s Wilson: Weak jobs report supports shift to ‘rolling recovery’ (streetinsider)
  13. US Small-Business Optimism Edges Higher on Better Sales Outlook (bloomberg)
  14. September Doesn’t Need to Be Scary for Stocks. This Year Could Prove It. (barrons)
  15. 6 Real Estate Stocks That Yield 5% or More (barrons)
  16. Legacy car brands launch a product blitz to take the fight to China (cnbc)

Be in the know. 16 key reads for Monday…

  1. Alibaba Is No. 1 for China Traders Plowing $1.7 Billion in Stock (bloomberg)
  2. Alibaba leads $100 million investment in Chinese humanoid robot startup (cnbc)
  3. Exclusive: Chinese robotics firm Unitree eyeing $7 billion IPO valuation, sources say (reuters)
  4. Global investors shift from US equities drawn by Asia’s AI boom, looser Fed policy: BofA (scmp)
  5. Goldman’s Kostin Says US Stock Rally Set to Expand to Small Caps (bloomberg)
  6. Standard Chartered Now Expects Half-Point Fed Rate Cut Next Week (bloomberg)
  7. How to invest in the cheapest sector of the stock market for long-term gains (marketwatch)
  8. Why Oil Prices Are Rising Even After OPEC Hiked Production Again (barrons)
  9. Why Morgan Stanley Thinks The Dollar Bear Market Isn’t Over (zerohedge)
  10. Ford EV sales surge as buyers race to beat expiring $7,500 tax credit (usatoday)
  11. Detroit’s Carmakers to Save Billions in Trump Emissions Rollback (yahoo)
  12. Mercedes Electrifies Top-Selling SUV to Bolster Luxury Push (bloomberg)
  13. Volkswagen targets dominance in Europe with affordable EV push (cnbc)
  14. To EV or Not to EV (wsj)
  15. PayPal at Jefferies 2025 Global FinTech Conference: Strategic Growth Insights (investing)
  16. Canada Goose just upgraded at TD Cowen, here’s why (thefly)

Be in the know. 11 key reads for Sunday…

  1. Apparel Company VF Corp Puts Focus on Brand Growth (bloomberg)
  2. Rate cuts would be boon for 2026 retail spending: Goldman Sachs (yahoo)
  3. The Labor Market Is Making a Clear Case for Fed Rate Cuts (inc)
  4. There’s a housing market shift afoot—just ask Realtors (fastcompany)
  5. U.S. Homeowner Population Stops Growing for First Time in Nearly a Decade (redfin)
  6. Starter homes are scarce, so Utah set a target to build more. Here’s how it’s going (npr)
  7. Odd Lots: What’s Behind the Boom in Buy Now Pay Later (bloomberg)
  8. Q3 2025 Cox Automotive Dealer Sentiment Index Shows Steady Confidence Amid Economic Headwinds (coxauto)
  9. Who is winning in AI—China or America? (economist)
  10. How a power shortage could short-circuit Nvidia’s rise (economist)
  11. 10 boring things tour pros do to get better at golf (golfdigest)

Be in the know. 14 key reads for Saturday…

  1. Dismal Jobs Report Fuels Expectations of Faster Rate Cuts (wsj)
  2. 10-year Treasury tumbles to early April low as weak jobs report raises chances of a half-point Fed rate cut (marketwatch)
  3. The Treasury Market Predicted a Soft Jobs Report. It Still Got a Jolt. (barrons)
  4. Bank of America Sees Two Fed Rate Cuts This Year vs. None Before (bloomberg)
  5. Mortgage rates hit 11-month low, increasing optimism for buyers (nypost)
  6. Mortgage rates see biggest one-day drop in over a year (cnbc)
  7. The winners and losers of Stablecoins, according to BofA (investing)
  8. Treasury Secretary Bessent calls for big changes at Fed (cnbc)
  9. Trump Says Hassett, Warsh and Waller Are Finalists for Fed Chair (bloomberg)
  10. Alibaba stock rises as company launches trillion-parameter AI model (investing)
  11. China Stages Massive Rebound, Dismissing The Margin Misnomer, Week in Review (chinalastnight)
  12. China Plans to Sideline Lithium Competition. Albemarle Stock Rises. (barrons)
  13. Ford, Boeing, and Other Surprising Stocks That Could Be the Next AI Winners (barrons)
  14. Disney Races to Keep Promises Made in Launch of ESPN Online (bloomberg)

Be in the know. 19 key reads for Friday…

  1. Trump Might Declare a Housing Emergency. How He Could Fix It. (barrons)
  2. 5 ways the Trump administration could use declaring a national housing emergency to help home buyers (marketwatch)
  3. Raymond James initiates QXO stock with Outperform rating on acquisition strategy (investing)
  4. BofA sees deep FOMC divisions ahead of September meeting (streetinsider)
  5. Fed’s Williams Says It’s Appropriate to Cut Rates Over Time (bloomberg)
  6. August Payrolls Preview: Will It Be Ugly Enough For A 50bps Cut (zerohedge)
  7. Record EV Sales Drive Auto Market Ahead of Credit End (wsj)
  8. Intel Says 2026 Will Be Pivotal Year for Its Manufacturing Tech (bloomberg)
  9. What PayPal, Affirm, and Klarna Reveal About the New Money Game (barrons)
  10. Tariffs Might Be Reversed. A New North American Trade Deal Could Offer a Workaround. (barrons)
  11. Trump Signs Order Sealing Japan Tariff Deal With 15% Rate (bloomberg)
  12. Emerging Markets Stocks Are Outperforming the U.S. Why the Rally Can Continue. (barrons)
  13. Chinese Funds Look to Beijing to Engineer Rally That Keeps Going (bloomberg)
  14. Healthcare Stocks Are Just Starting Their Resurgence. Hold On to Them. (barrons)
  15. Make Your September Shopping List. Which Consumer Stocks Make the Cut. (barrons)
  16. Stock Market Outlook: Where We See Investing Opportunities in September (morningstar)
  17. The Market Is Pricey. Dividends Can Provide a Cushion in a Pullback. (barrons)
  18. Are You Ready for Some Football? These Streaming Stocks Are. (barrons)
  19. Boeing Plans to Hire Replacements for Striking Workers (nytimes)