Category: What I’m Reading Today

Be in the know. 24 key reads for Thursday…

  1. U.S. auto sales rise 2.1% in August as demand for EVs surges as subsidies end in September (marklines)
  2. Ford Sales Grow in August. It Can’t Build This Expensive SUV Fast Enough. (barrons)
  3. Car industry calls for EU to copy China and include hybrids in emissions push (ft)
  4. Exclusive: Japan, US near deal to bring lower auto tariffs into effect, source says (reuters)
  5. Fed Gov. Waller Eyes Multiple Rate Cuts. Other Officials Are Less Certain. (barrons)
  6. Economists Expect Another Tepid US Jobs Report, Supporting Rate Cut (bloomberg)
  7. US Job Openings Fell in July to Lowest Level in Nearly a Year (bloomberg)
  8. A weak August jobs report will tee up the Fed to reduce interest rates. A worse one may spur even more cuts. (marketwatch)
  9. Interest-Rate Anxiety No Deterrent to Money-Making Small Caps (bloomberg)
  10. How the Trump administration could lower mortgage rates and bypass the Treasury market entirely (marketwatch)
  11. Lowe’s CEO Marvin Ellison Is Prepared for a Housing Rebound (barrons)
  12. US Tariffs Top $31 Billion In August, A New Record High (zerohedge)
  13. Trump Administration Seeks Swift Supreme Court Review on Tariffs (wsj)
  14. Don’t Call Them Comebacks. Ulta Beauty Stock and 4 More Turnarounds to Watch. (barrons)
  15. What’s Behind the Boom in Buy Now Pay Later (bloomberg)
  16. PayPal, Venmo users to gain early access to Perplexity’s Comet AI browser (reuters)
  17. Xi Has No Choice But to Love Chinese Stocks (bloomberg)
  18. Rare Chinese Huddle on Policy Stokes Talk of Economy, Bond Boost (bloomberg)
  19. China’s Tourism Surge May Net $42 Billion for Economy This Year (bloomberg)
  20. China Eyes Curbs on Stock Speculation to Foster Steady Gains (bloomberg)
  21. China Stock and Yuan Rally Spurs Hopes of Virtuous Feedback Loop (bloomberg)
  22. WestJet Makes Huge Boeing Order, Citing Canada and US Benefits (bloomberg)
  23. Detrick: It’s a healthy market, the baton getting passed around (youtube)
  24. Etsy names Rafe Colburn as chief product and technology officer (investing)

Be in the know. 13 key reads for Wednesday…

  1. Goldman’s Top Asia Banker Says China Stock Rally Has Room to Run (bloomberg)
  2. Alibaba Stock Gets a Boost. Wall Street Sees an AI Winner. (barrons)
  3. Investors Love Alibaba’s AI & Cloud Growth (chinalastnight)
  4. China’s All-In FOMO (zerohedge)
  5. China Services PMI Expands at Fastest Pace in Over a Year (wsj)
  6. Ant Group acquires stake in Chinese memory chip firm InnoStar in self-sufficiency push (scmp)
  7. US records highest ever LNG exports in August (reuters)
  8. Everyone Expects Oil to Fall. 3 Reasons Why It Hasn’t. (barrons)
  9. GM August EV sales jump to monthly record (generalmotors)
  10. Equity sentiment ‘still more bullish than bearish’ says BofA (streetinsider)
  11. Trump’s Drive to Reshape the Fed Progresses With Rapid Senate Hearing (bloomberg)
  12. Food Giants Are Struggling. Could Mergers, Spinoffs, and Activist Stakes Help? (barrons)
  13. Before Intel and Trump, There Was Boeing and Truman. Presidents Like to Meddle in Business. (barrons)

Be in the know. 16 key reads for Tuesday…

  1. Morgan Stanley’s Wilson Says US Stock Rally Has Further to Run (bloomberg)
  2. Improving Breadth Gives Stock Bulls Solace Into Murky September (bloomberg)
  3. How Intel’s turnaround strategy could create a ‘monopoly’ (yahoo)
  4. Trump Weighs Declaring National Housing Emergency, Bessent Says (bloomberg)
  5. Bessent says Trump administration will tackle high housing costs with new measures (reuters)
  6. QXO stock rating initiated at Overweight by Morgan Stanley with $35 target (investing)
  7. Bessent expects Supreme Court to uphold legality of Trump’s tariffs but eyes Plan B (reuters)
  8. Tariff Ruling Cements Fed Rate Cut Bets but Stokes Uncertainty in Stocks (barrons)
  9. Federal Reserve should be independent but has ‘made a lot of mistakes,’ Bessent says (nypost)
  10. China’s EV maker deliveries rebound, buoyed by cheaper new models (cnbc)
  11. $23 Trillion Cash Pile Holds Key For China’s Stock Run (zerohedge)
  12. How to Go From ‘Anywhere But China’ to ‘Buy China’ (bloomberg)
  13. China’s Margin Trades Surge to a Record Amid Stock Rally (bloomberg)
  14. Alibaba-Backed Robot Firm Quicktron Is Said to File for Hong Kong IPO (bloomberg)
  15. Alibaba: Mizuho hikes PT on stronger cloud, commerce momentum (investing)
  16. The 10 Best Companies to Invest in Now (morningstar)

Be in the know. 20 key reads for Labor Day…

  1. Alibaba’s AI Revenue Surge Triggers $50 Billion Stock Rally (bloomberg)
  2. Alibaba shares jump 19% on cloud unit acceleration, report of new AI chip (cnbc)
  3. Alibaba rises most in 3 years on outlook for on-demand delivery and cloud business (scmp)
  4. Alibaba Takes One Small Step For E-Commerce & One Giant Leap Forward on AI + Cloud, Week in Review (chinalastnight)
  5. JPMorgan raises Alibaba stock price target to $170 on quick commerce growth (investing)
  6. Morgan Stanley raises Alibaba stock price target to $165 on cloud growth (investing)
  7. Emerging Equities Gain First Time in Five Days on Alibaba Surge (bloomberg)
  8. China Stock ETFs See First Inflows in Months Ahead of Parade (bloomberg)
  9. Hedge Funds Boost Options Bets for Yuan to Strengthen Past 7 (bloomberg)
  10. China’s August factory activity beats estimates, expanding at fastest pace in five months: private survey (cnbc)
  11. Dan Wang on China’s Breakneck Economic Growth (bloomberg)
  12. Chinese Hybrids, EVs Storm Munich in Latest European Push (bloomberg)
  13. EV Deals Are Booming Ahead of Tax-Credit Expiration (wsj)
  14. EVs Are Entering Their Model T Moment (barrons)
  15. Companies Reap Cash Savings From Trump’s New Tax Law (wsj)
  16. Is the stock-market tide turning in favor of small caps? (marketwatch)
  17. How—and Why—U.S. Capitalism Is Unlike Any Other (wsj)
  18. Data Centers That Don’t Exist Yet Are Already Haunting the Grid (wsj)
  19. Mortgage Rates Could Shrug Off a Fed Cut—but Not This One (barrons)
  20. Goldman, JPMorgan Say European Stocks Are Set for Year-End Gains (bloomberg)

Be in the know. 13 key reads for Sunday…

  1. Warren Buffett Turns 95 Today. 10 of His Biggest Investing Lessons. (barrons)
  2. AliViews: Eddie Wu on Alibaba’s Q1 Earnings (alizila)
  3. The Animal Spirits in China (allstarcharts)
  4. Alibaba sees strong consumer mindshare reviving e-commerce momentum (yahoo)
  5. How China became an innovation powerhouse (economist)
  6. China Has a Different Vision for AI. It Might Be Smarter. (wsj)
  7. Even as China’s economy suffers, stocks soar. What’s going on? (economist)
  8. Cox Automotive Forecast: August New-Vehicle Sales Maintain Strong 16.0 Million Pace as EV Demand Surges Ahead of Tax Credit Expiration (coxauto)
  9. Donald Trump, friend of the EV? (economist)
  10. September Is the Worst Month for Stocks. This Year Might be Different. (barrons)
  11. Stock Market Turns To Russell 2000 And Small Caps For Strength (seeitmarket)
  12. Pending Home Sales Rise 2% As Mortgage Rates Sit At Lowest Level in 10 Months (redfin)
  13. The 1 thing every player needs to be a better ballstriker (golf)

Be in the know. 15 key reads for Saturday…

  1. A $23 Trillion Cash Pile Holds Key for Chinese Stocks’ Bull Run (bloomberg)
  2. China’s stock market outpaces global peers as local investors pile in (ft)
  3. China Flows on Fire – Shorts Burning (zerohedge)
  4. Consumer Spending Comes In Strong as Inflation Data Point to Rate Cut (barrons)
  5. Fed’s Daly Signals Openness to Interest-Rate Cut in September (bloomberg)
  6. Fed’s Preferred Inflation Gauge Stayed Stable in July (nytimes)
  7. Equal-weight S&P 500 sees longest winning streak since 2021 amid September rate-cut expectations (marketwatch)
  8. Falling Rates Breathe Life Into Regional Banking Stocks. What the Charts Are Saying. (barrons)
  9. Brace For Another Huge Negative Payrolls Revision, Greenlighting A 50bps September Rate Cut (zerohedge)
  10. Investors are turning to this neglected part of the stock market. And it’s still cheap. (marketwatch)
  11. Some Boring Stocks Are Beating Big Techs. Plus, You Can Sleep at Night. (barrons)
  12. These Were the Best & Worst S&P 500 Stocks in August (barrons)
  13. Intel’s CHIPS Act Requirements Waived After U.S. Government Takes Stake (wsj)
  14. EIA expects record U.S. natural gas consumption in 2025 (eia)
  15. PayPal says it is working with German banks after widespread payment disruption (reuters)

Be in the know. 22 key reads for Friday…

  1. Alibaba Creates AI Chip to Help China Fill Nvidia Void (wsj)
  2. Alibaba Stock Gains After Earnings Beat. How It Plans to Replace Nvidia Chips. (barrons)
  3. Alibaba’s AI Revenue Climbs Even as China Food War Hurts Profit (bloomberg)
  4. Alibaba’s cloud unit shines even as rivalry heats up in China’s ‘instant commerce’ space (cnbc)
  5. Alibaba’s quarterly profit surges 78% on equity investments, disposals (scmp)
  6. China Monthly Stock Turnover Set for Record as Bull Run Extends (bloomberg)
  7. The Best Chinese Stocks to Buy (morningstar)
  8. China Warns Against Excess Competition in Booming AI Race (bloomberg)
  9. Small-Cap Stocks Are Rallying Again. This Time It’s Real. (barrons)
  10. Healthcare Stocks Are ‘Priced at Panic Levels.’ It’s Time to Buy. (barrons)
  11. Consumer Discretionary Stocks Are Back in Fashion. There’s a Case for More Gains. (barrons)
  12. Fall Should Be Colorful. The Stock Market Outlook Calls for Bargain Buys and More Gains. (barrons)
  13. Fed’s Waller sees rate cuts over next 3-6 months, starting in September (reuters)
  14. Trump Pick Miran On Track for Confirmation Before Fed Meets (bloomberg)
  15. Boeing CEO Has Revived the Stock in His First Year. There’s More Work to Do. (barrons)
  16. Boeing Director Makes First Stock Purchase (barrons)
  17. How long can Airbus keep its edge over Boeing? (ft)
  18. Trump Is Right to Support Intel. There Should Still Be Limits. (barrons)
  19. Trump Intel deal designed to block sale of chipmaking unit, CFO says (ft)
  20. U.S. Economy Grew Faster in Second Quarter, New Estimate Shows (wsj)
  21. US Natural Gas Consumption To Hit New Record In 2025 (zerohedge)
  22. Spirits maker Diageo to close Ontario bottling plant by February 2026 (reuters)

Be in the know. 19 key reads for Thursday…

  1. Nvidia Forecasts Decelerating Growth After Two-Year AI Boom (bloomberg)
  2. Even Nvidia Has Speed Limits (wsj)
  3. Morgan Stanley: AI Adoption Rate To Outpace Past Tech Cycles, But Measurable Economic Impact May Not Arrive Until Late Decade (zerohedge)
  4. China Gets Closer to Finding Its Own Nvidia (bloomberg)
  5. How China’s electric vehicle juggernaut is reshaping the global car market (cnbc)
  6. Europe Car Sales Gain Most in 15 Months as Consumers Warm to EVs (bloomberg)
  7. Europe to Remove Duties on U.S. Industrial Goods to Get Lower Car Tariffs: Report (barrons)
  8. Toyota’s July sales rise for seventh month on strong N.America, China EV demand (reuters)
  9. The Russell 2000 Is a Laggard. Why It Could Be Headed for Its First High in 2 Years. (barrons)
  10. Small Cap Futures Just Saw The Biggest Hedge Fund Short-Cover Since 2023 (zerohedge)
  11. Fed’s Williams Says Every Policy Meeting Is ‘Live’ for Rates (bloomberg)
  12. US Firms Racing Through $1 Trillion Buyback Spree in Record Time (bloomberg)
  13. Ryanair expects Boeing to boost 737 output to 42 per month by October (reuters)
  14. Why Intel investors have embraced an interventionist White House (ft)
  15. Hormel Foods to Raise Prices After ‘Disappointing’ 3Q Earnings (wsj)
  16. PayPal Says Service Disruption Caused Irregularities in Germany (bloomberg)
  17. Alibaba Seeks to Refinance $6.5 Billion Bank Loan Due Next Year (bloomberg)
  18. Lithium Shares Plunge in Australia as Miners Swing to Losses (bloomberg)
  19. The Best Energy Stocks to Buy Now (morningstar)

Be in the know. 21 key reads for Wednesday…

  1. Canada Goose draws take-private bids valuing it at $1.35 billion as Bain Capital weighs exit (cnbc)
  2. Canada Goose Pushes Beyond Parkas in Bid to Become a Luxury Brand for Every Season (wsj)
  3. Canada Goose Stock Is Soaring. Here’s Why. (barrons)
  4. Trump Is Seeking Control of the Fed. He Says He’ll Have a ‘Majority’ Soon. (barrons)
  5. Jobs Are Harder to Get. What It Signals for Rates. (barrons)
  6. Bessent says US tariff revenue could be well over $500 billion a year (reuters)
  7. Small cap rally is positive signal for the market, says Bespoke’s Paul Hickey (youtube)
  8. US Home Prices Plunge For 4th Straight Month In June (zerohedge)
  9. Stock buybacks just passed the $1 trillion mark at the quickest rate ever (marketwatch)
  10. Chinese savers are a booming stock market’s next catalyst (reuters)
  11. China’s Local Hedge Funds Rush Into Liquidity-Driven Stock Rally (bloomberg)
  12. Chinese stocks at decade high lure hesitant retail investors (reuters)
  13. Yuan Reaches Highest Since November on Weak Dollar, Stock Gains (bloomberg)
  14. China seeks to triple output of AI chips in race with the US (ft)
  15. Meituan’s Profit Crumbles During Food Delivery War With Alibaba (bloomberg)
  16. Alibaba Upgrades Video AI Model to Keep Pace with Global Rivals (bloomberg)
  17. Boeing Has the Upper Hand in the Latest Labor Strike (bloomberg)
  18. Europe Is Spending Big on Defense. Will That Help Its Ailing Economy? (nytimes)
  19. Software’s Death by AI Has Been Greatly Exaggerated (wsj)
  20. The Best Basic Materials Stocks to Buy (morningstar)
  21. 6 Key Takeaways From Examining 10 Years of Stock Performance by Sector (morningstar)

Be in the know. 18 key reads for Tuesday…

  1. BofA, UBS Latest to Join Push for Small-Cap Outperformance (bloomberg)
  2. Baird upgrades VF Corp stock to Outperform on Vans brand recovery potential (investing)
  3. Baird upgrades Canada Goose stock rating to Outperform on brand momentum (investing)
  4. Strategas’ Chris Verrone says consumer discretionary could be at start of a bull run (youtube)
  5. Is It a Good Time to Buy a Home? Prices Are Losing Steam and Mortgage Rates Are Down. (barrons)
  6. US New-Home Sales Exceed Forecast Following Upward Revision (bloomberg)
  7. As Housing Demand Continues to Fall, Builders Get Creative (nytimes)
  8. Boeing Plans to Sell 103 Planes to Korean Air (wsj)
  9. Boeing Stock Pops as Korean Air Doubles Fleet. Why Its Jet Orders Are Now Soaring. (barrons)
  10. South Korea’s Hyundai Motor Increases U.S. Investment to $26 Billion (wsj)
  11. Stellantis bets big on hybrid SUVs with 2026 Jeep Cherokee comeback (usatoday)
  12. Top Chinese Trade Negotiator Set to Head to U.S. as Talks Resume (wsj)
  13. China’s Stock Boom Is Not a Repeat of 2015 (bloomberg)
  14. Boring Is Better. These 3 Stocks Prove It. (barrons)
  15. 5 Stocks to Buy Before Their Big Discounts Disappear (morningstar)
  16. Disney World opening ‘immersive’ Pirates of the Caribbean tavern — and reservations are already booked months in advance (nypost)
  17. Cable TV Isn’t Dead Yet. How It Survives in a Streaming World. (barrons)
  18. Palantir CEO Alex Karp Sells More than $60 Million in Stock (barrons)