Category: What I’m Reading Today

Be in the know. 15 key reads for Friday…

  1. Estee Lauder to Cut More Jobs in Restructuring, Raises Outlook (wsj)
  2. Estée Lauder to Cut 3,000 More Jobs as CEO Pushes Overhaul (bloomberg)
  3. Estee Lauder surges on earnings beat and raised guidance (investing)
  4. Diageo’s Dave Lewis bets big on canned cocktails (ft)
  5. U.S. to Remove Tariffs on Scotch Whisky After King Charles-Trump Meeting (wsj)
  6. Diageo stock climbs as Trump lifts whisky tariffs after King Charles visit (investing)
  7. The Bull Case For A China Macro Comeback Is Getting Harder To Ignore (zerohedge)
  8. China’s EV price war turns into AI arms race beyond cheaper cars (cnbc)
  9. Greer Discusses ‘Board of Trade’ in Call With China’s He Lifeng (bloomberg)
  10. US Economy Grows Solid 2%, Boosted by Surging AI Investment (bloomberg)
  11. Unprecedented AI Spending Is Rewriting Big Tech’s Earnings Season Playbook (barrons)
  12. Consumers Are Still Spending, for Now. These Companies Show It. (barrons)
  13. Why the U.S. Economy Isn’t Sliding Into 1970s-Style Stagflation (barrons)
  14. Runners Got Bored With the Road. So They Moved to the Trail. (wsj)
  15. These Oil Giants Had Written Off Venezuela. Now They Are Taking a Second Look. (wsj)

Be in the know. 15 key reads for Thursday…

  1. PayPal’s new CEO makes Venmo a standalone business unit as potential buyers circle (cnbc)
  2. PayPal to Reorganize Into Three Business Units in Streamlining Effort (wsj)
  3. PayPal says AI shopping agents are creating an invisible storefront economy (fastcompany)
  4. Baxter beats estimates as revenue rises, shares jump 6% (investing)
  5. Diageo CEO Dave Lewis Reveals Plan to Pare Back Management (bloomberg)
  6. Estee Lauder considers bid for Puig at 18-19 euros per share, source says (reuters)
  7. Needham raises Etsy stock price target to $85 on growth outlook (investing)
  8. The Clock Is Ticking for Big Tech to Make AI Pay (wsj)
  9. US Big Tech Ratchets Up AI Spending Past $700 Billion This Year (bloomberg)
  10. US Core Capital Goods Orders Jump by Most Since 2020 (bloomberg)
  11. U.S. Housing Starts Rose in March (wsj)
  12. US economy ‘quite resilient’, should keep growing above 2%, Fed’s Powell says (reuters)
  13. Warsh Clears an Early Hurdle on Path to Fed Chair (nytimes)
  14. Ford Raises Profit Outlook Despite Rising Commodity Costs (bloomberg)
  15. Bangladesh set to sign Boeing jet deal, shifting from Airbus (reuters)

Be in the know. 17 key reads for Wednesday…

  1. Power equipment maker Generac raises annual sales forecast on growing data center backlog (reuters)
  2. Generac shares soar 14% on earnings beat, raised guidance (investing)
  3. AI Power-Gear Spending in US Surging Up to $65 Billion (bloomberg)
  4. The US Grid Wasn’t Built For This (zerohedge)
  5. Online marketplace Etsy beats revenue estimates on steady demand (reuters)
  6. Stanley Black & Decker beats estimates on revenue growth (investing)
  7. Pfizer’s blood cancer drug meets main goal in late-stage trial (reuters)
  8. Pfizer secures deals to keep heart drug free of generic rivals until 2031 (reuters)
  9. Mortgage rates are rising again, but homebuyers are trickling back (cnbc)
  10. U.S. Home Price Growth Slowed in February (wsj)
  11. Conference Board Confidence Unexpectedly Jumps To Highest In 2026 (zerohedge)
  12. Disney has decided to keep ESPN (businessinsider)
  13. FCC launches review of Disney broadcast licenses years ahead of schedule (cnbc)
  14. GM Says Iran War, High Gas Prices Aren’t Denting Sales (wsj)
  15. Panama’s Copa Airlines to buy 60 Boeing 737 Max jets (reuters)
  16. Alibaba doubles down on healthcare AI with new tool for early colorectal cancer detection (scmp)
  17. TD Cowen raises NOV stock price target on offshore momentum (investing)

Be in the know. 17 key reads for Tuesday…

  1. Emerging Stocks an Even Better Bargain After Best Rally in Years (bloomberg)
  2. Alibaba’s plan to list Cainiao logistics hub as Reit will ‘unlock’ value, analysts say (scmp)
  3. In China, AI is moving into the physical world — fast (cnbc)
  4. Intel Stock Rally Rages On. What UBS Says It Underestimated. (barrons)
  5. Intel $6.5 Billion Bond Sale Signals Investor Hope in Turnaround (bloomberg)
  6. PayPal Brings New Commerce-Grade Identity Solution to Advertising Industry (paypal)
  7. Wall Street banks boost Treasury holdings to highest level since 2007 (ft)
  8. Trump Cancels More Wind Leases to Spur Oil and Gas Investment (bloomberg)
  9. Abu Dhabi state energy group to invest ‘tens of billions’ in US push (ft)
  10. The World Needs Natural Gas Now, but the U.S. Is Exporting All It Can (nytimes)
  11. GM Boosts Profit Outlook as Truck Sales Buck Rising Gas Prices (bloomberg)
  12. Spiking Oil Prices Spurred a EV Buying Spree in March (bloomberg)
  13. There’s a pizza price war going on, and Domino’s is feeling the pain (marketwatch)
  14. OpenAI Misses Revenue, User Targets As CFO Fears $1.5 Trillion In Commitments Can’t Be Paid (zerohedge)
  15. Tom Lee: Upside case for stocks the rest of this year is strengthening (youtube)
  16. Boeing, US Navy achieve successful test flight of unmanned refueling plane (reuters)
  17. UBS raises Etsy stock price target to $72 on Depop sale proceeds (investing)

Be in the know. 12 key reads for Monday…

  1. Healthcare is driving America’s economy (ft)
  2. Beer Stocks Set for Billion-Pint World Cup Boost, Jefferies Says (bloomberg)
  3. Corporate America Is Minting Money—and Not Just in Tech and Finance (wsj)
  4. How US investors should think about tariffs as Trump braces for a fresh round of haggling (nypost)
  5. Pullbacks will be shallow as market risks diminish, says Morgan Stanley (marketwatch)
  6. China equities set for boost as Trump-Xi meeting raises hopes of thaw (scmp)
  7. Moody’s Upgrades China’s Outlook, Citing Resilience in Face of Challenges (wsj)
  8. China industrial profits jump 15.8% in March, fueled by AI and chip boom despite oil shock risks (cnbc)
  9. Exclusive: Companies dust off oil rigs in storage in Venezuela as contracts are overhauled (reuters)
  10. Domino’s Pizza falls short of US sales estimates as diners curb spending (reuters)
  11. The AI Splurge Is Costing Big Tech Its Workforce (wsj)
  12. Largest Hedge Fund Selling In 7 Months (zerohedge)

Be in the know. 12 key reads for Sunday…

  1. PayPal Links The ‘Fan Economy’ Into A Payments Network With The NFL (forbes)
  2. PayPal Goes After Streaming TV Advertisers With New Adtech Deals (adweek)
  3. How Intel’s CEO brought the storied company back from the brink (marketwatch)
  4. Cox Automotive Forecast: April New-Vehicle Sales Pace to Reach 16.1 Million, Despite Declining Consumer Sentiment, Rising Economic Uncertainty (coxauto)
  5. Q1 Earnings Off To Strong Start; Record CEO Confidence Anchor Market (seeitmarket)
  6. American corporate profits keep shrugging off global tumult (economist)
  7. QXO Eyes Builders FirstSource — Lumber Giant Next on Jacobs’ List (woodcentral)
  8. More Homeowners Are Putting Up ‘For Sale’ Signs As the Days Get Warmer (redfin)
  9. Leading Chinese Automakers Announce Integration with Qwen at 2026 Beijing Auto Show (alizila)
  10. Alibaba to integrate its AI into cars (cnbc)
  11. Crown Castle counts the cost of Dish payment dispute, but identifies opportunities at the Edge (datacenterdynamics)
  12. The Greatest Entrepreneurs in U.S. History, According to Business Historians (wsj)

Be in the know. 15 key reads for Saturday…

  1. US Government Stake in Intel Has Jumped 300% to $36 Billion (bloomberg)
  2. Why the party for Intel and other chip stocks could last a long time (marketwatch)
  3. Intel’s stock extends its spectacular run by posting its best day in nearly four decades (marketwatch)
  4. Intel Plans Multi-Billion Dollar Bond Sale Tied to Apollo Deal (bloomberg)
  5. U.S. Energy Exports Hit Records as World Adjusts to a Closed Persian Gulf (wsj)
  6. Baker Hughes CEO Sees Upstream Oil and Gas Investment Picking Up (bloomberg)
  7. April’s Consumer Sentiment Is the Lowest on Record (wsj)
  8. Forgotten no more: Generation X is driving beauty sales (cnbc)
  9. EV ownership at ‘tipping point’ in many parts of the world, experts say (ft)
  10. Justice Department Will End Probe of Jerome Powell, Opening Path for Kevin Warsh (wsj)
  11. Kevin Warsh Wants to Fix the Fed. Can He Realize His Ambitions? (barrons)
  12. Stanley Black & Decker approves $0.83 dividend and $500 million buyback plan (investing)
  13. QXO Continues to Tumble Following TopBuild Deal (barrons)
  14. Hollywood Writers Approve Four-Year Deal With Studios (wsj)
  15. Hormel Foods completes sale of whole-bird turkey business to LSI (investing)

Be in the know. 17 key reads for Friday…

  1. Intel soars on signs AI boom for CPUs is here (streetinsider)
  2. Intel shares set to hit record high on AI sales boom (ft)
  3. Intel Stock Surges 29% After Stellar Earnings. Why AI Can Drive the Rally Further. (barrons)
  4. Intel CEO Lip Bu Tan crushed Wall Street targets on his 1-year anniversary: We are embracing our ‘paranoid’ roots (fortune)
  5. HSBC raises Intel stock price target to $100 on server CPU outlook (investing)
  6. Elon Musk lays out Terafab AI chip project plan (reuters)
  7. Alibaba’s Qwen AI is coming to cars, allowing drivers to order food and book hotels by voice (cnbc)
  8. Global equity fund inflows surge to 17-month high on AI optimism (reuters)
  9. Institutions Just Bought The Most Nasdaq Futures Ever (zerohedge)
  10. BofA’s Hartnett names his five best trades for Q2 (investing)
  11. Mortgage rates inch lower — and chip away at the ‘lock-in effect’ that has hurt home buyers (marketwatch)
  12. Iran War to Keep Gas Market Tight for Two More Years, IEA Says (bloomberg)
  13. Don’t Fret the War. Why ‘Big Money’ Investors Are Bullish—and Where They’re Investing Now. (barrons)
  14. Big Food’s Fat Dividends—Which Are Safe? (barrons)
  15. KeyBanc raises Crown Castle stock price target on earnings beat (investing)
  16. China’s Carmakers Grab 30% of Europe’s Plug-In Hybrid Sales (bloomberg)
  17. Volvo Reports Rising Truck Demand Across Major Markets (wsj)

Be in the know. 17 key reads for Thursday…

  1. Intel lands Tesla as first major customer for 14A chip technology (reuters)
  2. Tesla to Spend $3 Billion on Chip Fab, Taps Intel for Support (bloomberg)
  3. Intel Stock Rises Again Ahead of Earnings. Thank Tesla and Elon Musk. (barrons)
  4. Mobileye reports 27% revenue growth, raises 2026 guidance (investing)
  5. Boeing CEO: Trump is key to closing major plane order from Chinese airlines (reuters)
  6. “All Systems Go”: Goldman Sees Improvement As Boeing Turnaround Gains Momo (zerohedge)
  7. China’s DeepSeek Looks to Tap External Investors Including Alibaba, Tencent (wsj)
  8. Alibaba opens Qwen app to outside partners with China Eastern Airlines tie-up (scmp)
  9. Alibaba-Backed Zelos Is Said to Plan Hong Kong IPO to Raise About $600 Million (bloomberg)
  10. Crown Castle Earnings: Leasing Activity Remains Muted as the EchoStar Dispute Continues (morningstar)
  11. Crown Castle Reports First Quarter 2026 Results and Maintains Outlook for Full Year 2026 (crowncastle)
  12. L’Oréal hails ‘lipstick effect’ as crises drive sales of small beauty comforts (ft)
  13. In a Slow Market, Some Houses Are Still Selling Fast (wsj)
  14. How Expensive Is Alcohol? Grown-Ups Are Pregaming. (wsj)
  15. The Iran Cease-Fire Rallied Markets but There Are 4 Other Factors Keeping Investors Optimistic (barrons)
  16. Who Will Win the Midterm Elections? The Energy Sector. (barrons)
  17. Why Wall Street is growing optimistic about Kevin Warsh’s Fed chair nomination (nypost)

Be in the know. 20 key reads for Wednesday…

  1. Boeing narrows loss as aircraft deliveries rise, says it expects new 737 Max certifications this year (cnbc)
  2. Boeing’s Commercial Jet Business Improves, Reducing Quarterly Loss (wsj)
  3. Boeing Narrows Cash Burn in First Quarter as Deliveries Rise (bloomberg)
  4. Boeing 737 Max 7, 10 Models on Track for 2026 Certification, FAA Says (bloomberg)
  5. Trump’s $1.5 trillion defense budget includes $750 billion for ships, jets and Golden Dome (reuters)
  6. Intel Stock Just Got Two Upgrades. The ‘Real’ AI Recovery Is Only Starting. (barrons)
  7. HSBC upgrades Intel to Buy as server CPU upside not yet priced in (investing)
  8. US Retail Sales Surge by Most in a Year as Spending Extends Beyond Gas (bloomberg)
  9. Consumers Just Keep Spending. Deckers And 6 Other Retail Stocks for Your Shopping List. (barrons)
  10. U.S. Inventory Cycle Shows Signs of Turning (zerohedge)
  11. Brad Jacobs on His Big Bet on Building Insulation (bloomberg)
  12. U.S. Pending-Home Sales Rose in March (wsj)
  13. Mortgage rates sink again, and home buyers jump back in (cnbc)
  14. Will softer growth open door to Fed cuts? (streetinsider)
  15. Tencent, Alibaba in talks to invest in DeepSeek at over $20 billion valuation, The Information reports (yahoo)
  16. JPMorgan Says China Property Tipping Point Will Drive Up Stocks (bloomberg)
  17. Earnings Are Set to Surge 18% This Year. The Bull Market Still Has Room to Run. (barrons)
  18. Five Reasons An Oil Capex Upcycle Is Coming And Could Echo 2000s Boom (zerohedge)
  19. Texas Electricity Demand Could Quadruple Due To Soaring Data Center Demand: ERCOT (zerohedge)
  20. The AI Spending Spree Is Far from Over (wsj)