Category: What I’m Reading Today

Be in the know. 14 key reads for Friday…

  1. The U.S. Is Discussing Taking a Stake in Intel (wsj)
  2. Intel shares skyrocket following report Trump admin is mulling taking stake in chipmaker (nypost)
  3. Intel: A US Financial Stake in Intel Would Be Good for Shareholders (morningstar)
  4. Tepper’s Appaloosa Raises Stake in UnitedHealth, Adds Intel (barrons)
  5. QXO Sees Early Gains from $10.6B Beacon Acquisition (roofingcontractor)
  6. Advance Auto Parts Stock Skids After Earnings Beat. Here’s Why. (barrons)
  7. Money Is Rotating Away From Big Tech Stocks. It’s a Good Sign. (barrons)
  8. Small-caps are finally setting up for the market breadth expansion, says Needham’s Chris Retzler (youtube)
  9. Potential Fed chair pick David Zervos of Jefferies backs aggressive interest rate cuts (cnbc)
  10. The Inflation Panic Is All Wrong. How Tariffs Could Lead to Interest Rate Cuts. (barrons)
  11. Mortgage Rates Slip to Lowest Level of 2025 (wsj)
  12. Data Centers Need Own Power Supply, US Grid Watchdog Says (bloomberg)
  13. Retail Investors Have “Changed The Game” And Goldman Flows Gurus Don’t See It Ending Anytime Soon (zerohedge)
  14. UBS assesses which themes should be more or less favored (streetinsider)

Be in the know. 22 key reads for Thursday…

  1. Bessent Urges Fed to Lower Rates by 150 Basis Points or More (bloomberg)
  2. Traders see 99% chance of September rate cut (streetinsider)
  3. Fed’s Goolsbee Says Upcoming Policy Meetings Will Be ‘Live’ (bloomberg)
  4. Trump Signals He’ll Announce Fed Chair Pick ‘A Little Bit Early’ (bloomberg)
  5. Why Investors Are Again Euphoric About Interest Rates (nytimes)
  6. Homeowners rush to refinance as mortgage-rate plunge opens window of opportunity (marketwatch)
  7. Why Piper is bullish on home improvement stocks for the rest of 2025 (streetinsider)
  8. Small caps rally as Magnificent 7 stocks roll over in market rotation (cnbc)
  9. Is It Time For Small Caps? (zerohedge)
  10. China Consumer Loan Subsidy Seen Driving Trillions in New Credit (bloomberg)
  11. China Stocks Turnover Tops $300 Billion as Bulls Take Charge (bloomberg)
  12. China’s JD.com tops quarterly revenue estimates on steady e-commerce demand (reuters)
  13. China’s $11 Trillion Market Is Quietly Surging (zerohedge)
  14. Alibaba’s new AI agent to ‘revolutionise’ how merchants source goods online (scmp)
  15. “Price-Spikes & Blackouts”: America’s Power Crisis Is Just Getting Started (zerohedge)
  16. Big Tech’s A.I. Boom Is Reordering the U.S. Power Grid (nytimes)
  17. July Consumer Spending Unexpectedly Surges, Signals Big Retail Sales Beat: BofA Card Data (zerohedge)
  18. The Market’s Fear Gauge Is at Its Lowest Level This Year. Why Investors Are Feeling Zen. (barrons)
  19. A Secret to Buffett’s Success at Berkshire: Issue Little Stock for Deals, None to Employees (barrons)
  20. No More Offshore. Startups Look to Spend and Hire in U.S. Due to Trump Tax Change. (wsj)
  21. Advance Auto Parts earnings beat by $0.16, revenue topped estimates (investing)
  22. Cooper Standard at J.P. Morgan Auto Conference: Strong Recovery and Growth Outlook (investing)

Be in the know. 18 key reads for Wednesday…

  1. China’s $11 Trillion Stock Market Is Staging a Steady Resurgence (bloomberg)
  2. How China Is Bringing Hong Kong’s IPO Market Back to Life (bloomberg)
  3. Alibaba tops Meituan’s China on-demand delivery, fuelled by 1 million cups of tea daily (scmp)
  4. Bets on Outsize Fed Cut Gain Steam as Inflation Data Backs Doves (bloomberg)
  5. Investors double down on September Fed cut after CPI (reuters)
  6. Bessent Hints Fed Should Be Open to a Half-Point Rate Cut (bloomberg)
  7. US Mortgage Rates Tumble To Lowest Level Since April (zerohedge)
  8. Intel’s CEO seems to have made nice with Trump. What comes next? (marketwatch)
  9. BofA: Intel’s new approach may ease execution pressure (investing)
  10. Electric vehicle sales growth eases to 21% in July, research firm says (reuters)
  11. Ford Is Leaning Into Cheap EVs. What Wall Street Is Saying. (barrons)
  12. These Are The Best-Selling Cars In The US So Far In 2025 (zerohedge)
  13. Albemarle Lithium Plant Is Operating After Incident in Chile (bloomberg)
  14. Why Boeing Stock Had Such a Great Day (barrons)
  15. OPEC Lifts 2026 Oil Demand View as It Continues to Boost Output (wsj)
  16. Should you buy the pullback in Russell 2000? (streetinsider)
  17. BofA: The e-commerce surge continued in July, early data constructive for Amazon (streetinsider)
  18. Buffett Shows Value of Working Past 65. That’s When He Really Got Rich. (barrons)

Be in the know. 18 key reads for Tuesday…

  1. CEOs Are Hardly Talking About a Recession This Reporting Season (bloomberg)
  2. US Small-Business Optimism Rises to Five-Month High on Economy (bloomberg)
  3. President Trump Calls Intel C.E.O. a ‘Success’ After Meeting (nytimes)
  4. Forget the White House Sideshow. Intel Must Decide What It Wants to Be. (wsj)
  5. Albemarle Names New COO, Restructures as Lithium Market Struggles (wsj)
  6. Ford Boosts EV Investment Plans With Focus on Budget Models (bloomberg)
  7. Car Buyers Are Showing Up to Auto Lots With Cash to Spend (wsj)
  8. ESPN Ditches Pay-TV First Model With $30-a-Month Streaming App (bloomberg)
  9. Fox, Disney join forces to bundle new ESPN and FOX One streaming services (nypost)
  10. Investors pile into ‘cheap’ emerging market stocks, BofA survey shows (ft)
  11. China Trade Deal Deadline Extended to Nov. 9 (barrons)
  12. Beijing demands Chinese tech giants justify purchases of Nvidia’s H20 chips (ft)
  13. The tech sector hasn’t been this top-heavy in decades. That could be an opportunity for investors hunting for bargains. (marketwatch)
  14. The Best Consumer Cyclical Stocks to Buy (morningstar)
  15. The US Oil Shale Industry Is Doing More With Less (bloomberg)
  16. Tropical Storm Erin Forms on Path to Becoming Major Hurricane (bloomberg)
  17. The Generac ’story has changed’ says Jefferies (investing)
  18. Citigroup, UBS lift S&P 500 year-end targets echoing Wall Street peers (reuters)

Be in the know. 19 key reads for Monday…

  1. Lithium Market Soars as CATL Shuts One of World’s Biggest Mines (bloomberg)
  2. Lithium Stocks Including Albemarle Are Soaring. Here’s Why. (barrons)
  3. American Companies Are Buying Their Own Stocks at a Record Pace (wsj)
  4. BofA Says Record Number of Investors See Stocks Overvalued (bloomberg)
  5. “Long Magnificent 7” once again world’s most crowded trade, BofA survey finds (reuters)
  6. Hedge Funds Have Never Been This Short Small Caps (zerohedge)
  7. S&P 500 Healthcare Weighting At Multi-Decade Lows (zerohedge)
  8. Citi Strategists Raise S&P 500 Target on Resilient Earnings (bloomberg)
  9. US$2.7 bn of global funds swarmed Chinese stocks in July, and the flow will be ‘stronger’ (scmp)
  10. Trump’s Fed Pick Is a Dove. How Miran Could Move the Market. (barrons)
  11. A voice breaking from the Fed ranks just heightened her push for cutting interest rates fast (marketwatch)
  12. Carry Traders Ramp Up Bets in Emerging Markets as Fed Cuts Loom (bloomberg)
  13. Why It’s Actually a Good Time to Buy a House, According to a Zillow Economist (bloomberg)
  14. Here’s what U.S. automakers are saying about Trump’s changing EV policies (cnbc)
  15. Intel CEO Singled Out by Trump to Visit White House on Monday (wsj)
  16. Exclusive: Former Intel CEO Craig Barrett outlines plan to save Intel and America’s advanced chip manufacturing (yahoo)
  17. Big Oil heeds call to ‘drill, baby, drill’ as green transition slows (ft)
  18. US FDA says country’s IV, injectable saline shortage is resolved (reuters)
  19. A New Generation of ‘Buy the Dip’ Investors Is Propping Up the Market (wsj)

Be in the know. 11 key reads for Sunday…

  1. Auto Credit Access Climbs for Third Straight Month in July, Driven by Higher Approvals and Competitive Rates (coxauto)
  2. After the Mustang, Ford Is Teasing the Return of Another Beloved Car As an EV (gizmodo)
  3. Buyers, Take Note: Mortgage Rates Are Falling, Home-Price Growth Is Cooling and Supply Is Outpacing Demand (redfin)
  4. Housing market reality check: Homeowners finally accept 3% mortgage rates aren’t coming back (fastcompany)
  5. Fed’s Bowman Favors Three Interest-Rate Cuts This Year (bloomberg)
  6. Buy now, pay later is taking over the world. Good (economist)
  7. Back-to-School Spending Season in Full Swing and Key Retail Events (seeitmarket)
  8. Here’s where Boeing stands after Kelly Ortberg’s first year as CEO (youtube)
  9. GXO encouraged by pre-peak season activity, well positioned for 2026 (yahoo)
  10. Six months after DeepSeek’s breakthrough, China speeds on with AI (economist)
  11. Alibaba expands 88VIP into super membership covering food, travel, and retail (technode)

Be in the know. 12 key reads for Saturday…

  1. JPMorgan says it now sees four Fed rate cuts on the horizon as Trump nominates Miran to Fed (marketwatch)
  2. Trump’s Team Expands Search for Fed Chair, Adding New Names to List (wsj)
  3. Stablecoin issuers like Circle and Tether are gobbling up more Treasuries than most countries. Here’s how that could reshape the U.S. economy (fortune)
  4. EV sales soar as Trump axes $7,500 tax credit: ‘People are rushing out’ to buy, analyst says (cnbc)
  5. How Much Power Do Data Centers Use? (zerohedge)
  6. AI’s endless thirst for power is driving a natural gas boom in Appalachia—and industry stocks are booming along with it (fortune)
  7. Is booze making a comeback? The sober craze may have run its course. (marketwatch)
  8. Is the Luxury Goods Market a Good Investment? Here’s the Latest Data (morningstar)
  9. Mid-Caps: The Market’s Overlooked Sweet Spot (forbes)
  10. J.Crew Jumps on Skate Shoe Trend With Exclusive Vans Authentic Sneaker (wwd)
  11. Yeti Might Be Out of the Woods After a Drinkware Spill (barrons)
  12. China’s Baby Bonus Is Creating a Child-Care Economy. These Companies Could Benefit. (barrons)

Be in the know. 16 key reads for Friday…

  1. Intel CEO Says Has Board Support as Trump Calls for Resignation (bloomberg)
  2. Intel CEO responds after Trump calls for resignation (yahoo)
  3. Five Things to Know About the Intel CEO’s Links to China (wsj)
  4. China Equity Market Value Nears Watershed Level on Fund Inflow (bloomberg)
  5. China’s star tech companies rush to list in Hong Kong (ft)
  6. Ant Digital promotes blockchain platform as Hong Kong implements stablecoin law (scmp)
  7. Waller Emerges as Favorite for Fed Chair Among Trump Team (bloomberg)
  8. J.P.Morgan brings forward Fed rate cut forecast to September (streetinsider)
  9. US Continuing Jobless Claims Rise to Highest Since End of 2021 (bloomberg)
  10. Trump picks Stephen Miran to fill open spot on Fed Board (reuters)
  11. Mortgage Rates Tumble to Early April Levels. Thank the Softer Jobs Report. (barrons)
  12. Want to Beat the Nasdaq? Try Dividends. (barrons)
  13. Boeing’s $4.7 Billion Spirit AeroSystems Deal Cleared in U.K. (wsj)
  14. Ford delays electric pickup, van to 2028 as it chases smaller, affordable options (reuters)
  15. Struggling US healthcare stocks endure rough 2025 but draw some bargain hunters (reuters)
  16. 10 Best Blue-Chip Stocks to Buy for the Long Term (morningstar)

Be in the know. 18 key reads for Thursday…

  1. China’s ‘National Team’ Perfects the Art of Dip Buying (bloomberg)
  2. China’s July exports top expectations, rising over 7%; imports record biggest jump in a year (cnbc)
  3. Alibaba’s Taobao debuts multi-tier loyalty scheme offering shopping discounts, hotel perks (scmp)
  4. Disney’s Thriving Parks Are Buying It Time to Figure Out Streaming (wsj)
  5. Disney’s NFL deal finally gives fans a reason to buy ESPN’s new $29.99 streaming service: NFL RedZone (marketwatch)
  6. Disney CFO Hugh Johnston on Q3 results: Our consumer is doing very, very well (youtube)
  7. NFL-ESPN deal is a big win for Disney, says MoffettNathanson’s Robert Fishman (youtube)
  8. Three Fed Officials Voice Fresh Concerns Over US Labor Market (bloomberg)
  9. Fed’s Kashkari sees two rate cuts this year as US labor market cools (streetinsider)
  10. Donald Trump says Hassett and Warsh are leading contenders for top Fed job (ft)
  11. BOE Cuts Interest Rates Again. Why It’s Ahead of the Fed. (barrons)
  12. The Housing Market Is ‘Out of Whack.’ How to Make Sense of It All. (barrons)
  13. Buyers’ strike by international investors for U.S. equities is over: JPMorgan (marketwatch)
  14. The Best Healthcare Stocks to Buy (morningstar)
  15. When healthcare was healthy (zerohedge)
  16. Trump Exempts Tech Companies That Invest in U.S. From 100% Chip Tariffs (wsj)
  17. General Motors, Hyundai to develop vehicles together amid China EV competition (reuters)
  18. Trump Urges Intel CEO to Resign, Calls Him ‘Conflicted’ (bloomberg)

Be in the know. 20 key reads for Wednesday…

  1. Disney tops earnings forecasts with streaming gains, raises guidance (streetinsider)
  2. Disney’s ESPN to acquire NFL media assets in major deal (cnbc)
  3. ESPN’s Streaming Era Will Start on Aug. 21 (nytimes)
  4. Disney Paying $1.6 Billion for WWE Rights (wsj)
  5. GXO Logistics Posts Higher Second-Quarter Revenue on New Contracts (wsj)
  6. Diageo’s new chief signals a spirited turnaround plan (ft)
  7. Euro zone retail sales grow quicker than thought after revisions (reuters)
  8. Healthcare Stocks Have Been Beaten Up. The Case for Buying Now. (barrons)
  9. Buybacks Reach $166 Billion for Biggest July Ever, Birinyi Says (bloomberg)
  10. Trump Says He Will Decide on Fed Governor Before End of the Week (bloomberg)
  11. Bets on Fed Rate Cuts Are Sweeping Through US Bond Market (bloomberg)
  12. Trump Has a Fed Opening. Timing Is Everything. (barrons)
  13. Trump Says ‘Getting Very Close’ on Extending China Trade Truce (bloomberg)
  14. Massive Inflow Into Hong Kong Stocks From Mainland China Overnight (chinalastnight)
  15. Alibaba seeks to reclaim e-commerce dominance in China with cross-service loyalty scheme (scmp)
  16. The AI Showdown: How the US and China Stack Up (bloomberg)
  17. Detroit Rediscovers Its Love for Giant Gas Guzzlers (wsj)
  18. 5% Yields Are Hard to Find. Here Are 4 Stocks You Can Count On. (barrons)
  19. August 2025 Stock Market Outlook: Where We See Investing Opportunities (morningstar)
  20. QXO stock initiated at Overweight by Wells Fargo with $30 price target (investing)