Category: What I’m Reading Today

Be in the know. 18 key reads for Tuesday…

  1. QXO’s Jacobs Sees TopBuild Deal as Key Step to $50 Billion Path (bloomberg)
  2. Brad Jacobs’ QXO takes a high-speed approach to permanent capital (ft)
  3. QXO CEO on plans to acquire TopBuild for $17 billion: The deal is ‘exciting’ (youtube)
  4. Benchmark reiterates QXO stock Buy rating after TopBuild deal (investing)
  5. D.R. Horton Stock Rises on Earnings Beat. Have Home Builders Hit Bottom? (barrons)
  6. Mizuho reiterates Stanley Black & Decker stock rating on tariffs (investing)
  7. Estée Lauder Seeking €5 Billion for Puig Deal, Report Says (bloomberg)
  8. CTAs poised to quadruple S&P exposure by end of April: UBS (streetinsider)
  9. Tom Lee: Retail investors will fuel this stock rally by re-entering markets following war panic (youtube)
  10. Tariff refunds begin on Monday. These retailers are due big paydays (cnbc)
  11. A Little Pressure Helped Pepsi. Can the Rest of the Food Industry Follow? (wsj)
  12. 16 Dividend Darlings for This Volatile Stock Market (barrons)
  13. Clear Street reiterates Comstock Resources stock rating ahead of earnings (investing)
  14. Data Centers Drove Half Of All Growth In US Electricity Use In 2025 (zerohedge)
  15. Outlook for China stocks brightens on capital flows, rebounding home prices (scmp)
  16. Europe’s EV Sales Jump 51% As Iran War Sends Gasoline Prices Soaring (zerohedge)
  17. Ethiopian Airlines buying six more Boeing 787-9 airplanes (reuters)
  18. Pfizer’s Strategy and Innovation Officer Andrew Baum to leave drugmaker, analyst note says (reuters)

Be in the know. 15 key reads for Monday…

  1. QXO to Buy Insulation Company TopBuild for $17 Billion (wsj)
  2. Latest acquisition by Brad Jacobs’ QXO building products rollup is largest so far (freightwaves)
  3. QXO Announces Investor Presentation Regarding Acquisition of TopBuild (qxo)
  4. Morgan Stanley sees agentic AI widening chip spending beyond graphics processors to CPUs (reuters)
  5. Big Tech’s giant headache: billions in AI capital spending and investors demanding quick results (marketwatch)
  6. AI boom poised to be ‘massively disinflationary’, Northern Trust says (ft)
  7. Global 2025 Power Demand Rose as EV, Data Centers Grew, IEA Says (bloomberg)
  8. Wall Street Strategists Bullish on the US Earnings Outlook (bloomberg)
  9. Trump Administration to Begin Refunding $166 Billion in Tariffs (nytimes)
  10. Stanley Black & Decker says tariff changes won’t affect guidance (investing)
  11. Big Oil Plows Billions Into Far-Flung Drilling Sites to Escape Iran Turmoil (wsj)
  12. Short-Covering Rally… Or Something More? (zerohedge)
  13. AI’s Token Economy Revolution Creates New China Tech Winners (bloomberg)
  14. China keeps benchmark lending rates unchanged as economic growth revs up (cnbc)
  15. China does have one powerful lever to boost consumption (ft)

Be in the know. 11 key reads for Sunday…

  1. Astronaut Victor Glover Wears NASA x Vans Old Skool Voyager After Artemis II Splashdown (soleretriever)
  2. Can AI Chip Design Help Baidu & Alibaba Unlock Shareholder Value? (kraneshares)
  3. From AI shopping to video, Alibaba is making the investments analysts want to see (cnbc)
  4. China authority says daily AI token usage exceeds 140 trillion in March, up over 40% vs end-2025 (technode)
  5. Amap Demonstrates the Future of Physical AI with Robotic Guide Showcase (alizila)
  6. America Is in the Middle of a Stealth Manufacturing Boom (wsj)
  7. With Incomes Rising, New-Vehicle Affordability Continues to Improve in March (coxauto)
  8. U.S. Homeowners Are Remodeling Instead of Relocating (redfin)
  9. Intel hires tenured Samsung exec to lead Foundry Services — signals company focus on winning business from potential Foundry suitors (tomshardware)
  10. Intel Is Making Progress. But It Isn’t Out of the Woods Yet. (wsj)
  11. AI traffic to US retailers rose 393% in Q1, and it’s boosting their revenue too (techcrunch)

Be in the know. 12 key reads for Saturday…

  1. The North Face’s New 2000s-Inspired Sneaker Is Getting Lots of Love on Social Media (wwd)
  2. For Gen Z Apparel Brands, The Mall Is Fashion-Forward (forbes)
  3. Intel Shares Soar to Highest Since 2000 on Turnaround Optimism (bloomberg)
  4. AI Chips Used to Be Nvidia’s Game. Now More Winners Are Emerging. (barrons)
  5. Disney Debuts Giant Screen Brand for Cinemas to Rival Imax (bloomberg)
  6. U.S. natural gas exports to grow nearly 30% by 2027 as LNG facilities ramp up (eia)
  7. The Halo trade: a fad or the future? (ft)
  8. Trump says U.S. has ‘good news’ on Iran as Tehran says the Strait of Hormuz is closed again (cnbc)
  9. Trump Telegraphs End to Iran War as Focus Turns to Economy (bloomberg)
  10. What War? The Global Economy Is Poised for Even More Growth. (barrons)
  11. China’s Fast Money Is Back (zerohedge)
  12. US Weighs Tougher Auto Import Rules to Accelerate Reshoring (bloomberg)

Be in the know. 16 key reads for Friday…

  1. Intel Hires Samsung Executive Han in Push for Foundry Customers (bloomberg)
  2. TSMC warns of Intel Foundry’s growing prowess during the company’s latest earnings call — ‘We view Intel as our formidable competitor and do not underestimate them’ (tomshardware)
  3. Intel Stock Gains. Why Analysts Are Raising Their Estimates. (barrons)
  4. Intel launches Core Series 3 mobile processors for value market (investing)
  5. CTAs Bought $86BN Last Week; They Have Another $70BN In The Next Five Sessions (zerohedge)
  6. FOMO is what is driving stocks to new highs, Barclays says (investing)
  7. Markets Are Transitioning Back To Fundamentals: Citadel Securities Sees ‘Scope For Further Upside’ (zerohedge)
  8. Another ‘Stress Test’ Passed by U.S. Economy as Stocks Poised to Add to Record Highs (barrons)
  9. Trump says war in Iran is going ‘swimmingly’ and ‘should be ending pretty soon’ (cnbc)
  10. Boeing unveils satellite platform, targets 26 deliveries in 2026 (reuters)
  11. US Factory Output Rebound in First Quarter Extended Beyond AI (bloomberg)
  12. Ford Will Partner More With Chinese Automakers Overseas (wsj)
  13. New home prices in China’s biggest cities record first rise in 10 months (scmp)
  14. China Fines Alibaba and PDD for Food Delivery Oversight Failures (bloomberg)
  15. Data centre delays threaten to choke AI expansion (ft)
  16. Trump administration urges US oil bosses to increase drilling (ft)

Be in the know. 21 key reads for Thursday…

  1. China’s G.D.P. Stronger Than Expected, Led by Infrastructure Spending (nytimes)
  2. Alibaba Moves Onto Tencent’s Turf With AI Model for 3D Video (bloomberg)
  3. US investors pour into Hong Kong, China equities with largest quarterly inflow in 3 years (scmp)
  4. China Home Price Decline Eases in Boost for Recovery Hopes (bloomberg)
  5. Pizza chains Papa John’s and Pizza Hut edge closer to finding new owners, sources say (reuters)
  6. Boeing hiring more than 100 factory workers a week to grow output, replace retirees (reuters)
  7. Israel’s El Al to buy up to 12 more Boeing 787s for $1.5 billion (reuters)
  8. Boeing wins $1.19 billion UK contract for Apache and Chinook helicopters (investing)
  9. Disney and Comcast Are Locked in a Theme-Park Battle. Here’s Who’s Winning. (barrons)
  10. Big Bank Earnings Show Consumers Are on Solid Ground—Against All Odds (barrons)
  11. Americans Are Getting Big Tax Cuts, Whether They Know It or Not (wsj)
  12. A Wall of Capital Waits on the Sidelines (zerohedge)
  13. Citadel Securities’ Rubner Sees Lower Volatility Lifting Stocks (bloomberg)
  14. Retail investors missed the rally. Why strategist Tom Lee says they’ll lead the next one. (marketwatch)
  15. What War? US Stocks Hit Record Highs (morningstar)
  16. Investors Look Past War to Focus on Fundamentals, Yardeni Says (bloomberg)
  17. The Iran War Has Fired Up Value Investing. But What Next? (bloomberg)
  18. Mastercard and 16 More Stocks for a Market Rally (barrons)
  19. Texas Sees Power Demand Quadrupling by 2032 on Data Center Boom (bloomberg)
  20. NOV cuts Q1 guidance on Middle East war disruptions (investing)
  21. U.S. Home-Builder Sentiment Slips Amid Economic Uncertainty (wsj)

Be in the know. 22 key reads for Wednesday…

  1. Boeing Beats Airbus in Deliveries to Further Comeback Story (bloomberg)
  2. Boeing Announces First Quarter Deliveries (boeing)
  3. Seaport upgrades VF Corp. stock rating on Vans bottoming outlook (investing)
  4. Why Intel Stock Is a Buy Even After a 220% Rally (barrons)
  5. Disney Is Cutting 1,000 Jobs in First Layoffs Under New CEO (bloomberg)
  6. Alibaba Readies Robots for Foray Into Crowded Chinese Arena (bloomberg)
  7. Alibaba shares rise on cloud cybersecurity price hikes (investing)
  8. GXO and Electro Dépôt Extend Strategic Logistics Partnership in France (gxo)
  9. White House lays out fixes for housing affordability problem (foxbusiness)
  10. Mortgage applications rise as rates fall to one-month low (cnbc)
  11. COVID-era homeowners are still hanging on to their ultra-low-rate mortgages (yahoo)
  12. U.S. Economy Remains Resilient in Face of Iran War, Banks Say (wsj)
  13. Treasury chief says US growth may exceed 3% or 3.5% this year despite Iran war (reuters)
  14. Iran war ‘very close to over,’ Trump says — and the stock market ‘is going to boom’ (cnbc)
  15. Stocks Are Back to Pre-Iran War Levels. Earnings Will Dictate Where They Go Next. (barrons)
  16. Fund Managers Are the Most Bearish in Nearly a Year. Why That Could Be Bullish. (barrons)
  17. “The Largest In Over A Decade”: CTAs Unleash Historic Buying Spree (zerohedge)
  18. The Playbook Pays Off… Again! (zerohedge)
  19. Wholesale Inflation Surprisingly Tame in March (barrons)
  20. Process to Refund Tariffs to Begin Next Week (wsj)
  21. Stellantis Shipments Rise on Strong Growth in North America and Europe (wsj)
  22. Kevin Warsh’s Fed Chair Hearing Is Set for Next Tuesday (barrons)

Be in the know. 18 key reads for Tuesday…

  1. Emerging-Market Profit Forecasts at Record as AI Boom Defies War (bloomberg)
  2. Corporate America set to deliver bumper earnings despite Iran war (ft)
  3. Why two Wall Street titans just turned bullish on U.S. stocks (marketwatch)
  4. Tom Lee breaks down why ‘the war is actually helping earnings right now’ (youtube)
  5. What’s Behind The Meltup: Complete Hedge Fund, Institutional And Retail Flows And Positioning (zerohedge)
  6. From De-Risk To Re-Risk (zerohedge)
  7. HSBC remains ‘max’ bullish on stocks, says geopolitical fears are overdone (streetinsider)
  8. US and Iran Mull Second Meeting in Bid to Revive Ceasefire Talks (bloomberg)
  9. The Bond Market Is ‘Moving On’ From the Iran War (barrons)
  10. BofA Survey Shows Investors Brace for Economic Growth Shock (bloomberg)
  11. Fed’s Miran Sees Inflation Close to Target a Year From Now (bloomberg)
  12. Housing Shortage Is at Least 10 Million Homes, White House Says (bloomberg)
  13. Home Sales Are Sluggish. Buy These 2 Builder Stocks Anyway. (barrons)
  14. Intel Stock Can Gain Another 20%, Analyst Says. Here’s Why. (barrons)
  15. Chinese EV stocks jump on surging exports, hopes of domestic demand recovery (scmp)
  16. What Higher Oil Prices Mean for Nissan, EVs and Auto Demand (wsj)
  17. Why Portfolio Diversification Has Paid Off—but More Isn’t Always Better (morningstar)
  18. Fed nominee Warsh clears a hurdle to Senate hearing (cnbc)

Be in the know. 14 key reads for Monday…

  1. Intel’s $100 Billion April Rally Makes It Market’s Hottest Stock (bloomberg)
  2. Northland raises Intel price target to Street High of $92 on fab value (investing)
  3. Alibaba’s Qwen nears 1 billion downloads after new model launch (techinasia)
  4. Alibaba’s HappyHorse tops Seedance, offering glimpse into China’s race for AI talent (scmp)
  5. Morgan Stanley Says Earnings Shield S&P 500 From Iran War (bloomberg)
  6. Keep calm and carry on buying the dip, says JPMorgan (marketwatch)
  7. From panic to pricing in: Are markets past ‘peak fear and sell-off’ despite oil price surge? (cnbc)
  8. “2026 Is A Trading Environment Unlike Any Other”: Top Goldman Trader On ‘Escalator Down, Elevator Up’ Market (zerohedge)
  9. The World Wants More American Energy. 5 Pipeline Stocks That Benefit. (barrons)
  10. Trying to Make Sense of the Spring Housing Season? This Number Could Provide a Clue. (barrons)
  11. How the Federal Reserve could shrink its balance sheet (ft)
  12. Big Pharma Is Thinking Small on Deals. That’s a Boon for Biotech. (wsj)
  13. Guggenheim reiterates Buy on Pfizer stock ahead of earnings (investing)
  14. Rory McIlroy Survives a Roller Coaster to Win the Masters Again (wsj)

Be in the know. 11 key reads for Sunday…

  1. Google Just Tapped Intel for a Massive AI Infrastructure Play (inc)
  2. Corporate profits are very healthy (scottgrannis)
  3. US, Iran Fail to Reach Peace Agreement After Marathon Talks (bloomberg)
  4. A Record 34% of February Home Sellers Cut Their List Price (redfin)
  5. Papa Johns Introduces Sandwiches as it Builds New Sales Layers (qsrmagazine)
  6. India’s Big Glow-Up Is Driving a $40 Billion Beauty Boom (bloomberg)
  7. Lyme disease is spreading—a new vaccine could curb infections (scientificamerican)
  8. Hormel modernizes supply chain with AI planning platform (supplychaindive)
  9. Kelley Blue Book Report: New-Vehicle Price Increases Accelerate in March As Large Trucks and SUVs Gain Share (coxauto)
  10. Qwen Powers Next-Generation Intelligent Cockpit for FAW Hongqi (alizila)
  11. Kenya court dismisses bid to stop Diageo’s $2.3 billion sale of East African Breweries (reuters)