Category: What I’m Reading Today

Be in the know. 28 key reads for Thursday…

  1. Traders Bet on More Fed Cuts With 10-Year Yield Headed Toward 4% (bloomberg)
  2. What to Know About the U.S. Trade Imbalance, in Charts (wsj)
  3. Trump’s ‘Reciprocal’ Tariff Formula Is All About Trade Deficits (bloomberg)
  4. Trump’s Tariffs Were Supposed to Boost the Dollar. Why the Opposite Happened. (wsj)
  5. 10-year Treasury yield falls to lowest level since October after Trump unveils sweeping tariffs (cnbc)
  6. Dollar Drops by Most Since 2022 as Traders Brace for More Pain (bloomberg)
  7. Will Today Go Down In History As The Beginning Of A New Era? (zerohedge)
  8. Chinese Stock Investors Flock to Hong Kong to Bargain Hunt (bloomberg)
  9. China Stocks Post Modest Losses as US Tariffs Spur Stimulus Bets (bloomberg)
  10. Alibaba Steps Up AI Game With Qwen 3, Challenging DeepSeek’s Low-Cost AI Success (yahoo)
  11. China Services Gauge Shows Acceleration in Activity Expansion (wsj)
  12. Tariff Loophole That Helped Temu, Shein Will Close May 2 (bloomberg)
  13. Xiaomi delivers record cars in March as winners emerge in China’s EV race (cnbc)
  14. Ford Motor Company will offer employee pricing to all US shoppers: ‘Handshake deal with every American’ (foxbusiness)
  15. Hyundai Motor says no plan for price hikes in US for now (reuters)
  16. Auto giants surprisingly resilient as sweeping U.S. tariffs spare Canada and Mexico for now (cnbc)
  17. Euro jumps over 2% against dollar after hefty US tariffs announced (streetinsider)
  18. Europe LNG Demand Is So Hot That Cargoes Land at Wider Discounts (bloomberg)
  19. Intel Stock Has Broken Its Winning Streak. This Could Help It Rally Again. (barrons)
  20. Intel’s new CEO Lip-Bu Tan makes his case for a revived Intel (yahoo)
  21. Boeing Has Made ‘Drastic’ Changes to Root Out Defects, CEO Says (bloomberg)
  22. Is Apple Pay really a problem for PayPal? Wall Street analyst weighs in (streetinsider)
  23. Growing Recession Worries Are Hitting Fintechs. 2 Bargain Stocks to Consider. (barrons)
  24. This Ultracheap Stock to Buy Is a Compelling Value Investment (morningstar)
  25. GXO Logistics, Inc. renews multi-year contract with Grupa Żywiec in Poland (investing)
  26. Retailers Are Dreading Tariffs. 8 Companies That Could Weather the Storm. (barrons)
  27. Want to Bring Factories Back? This Is What It Takes. (barrons)
  28. In shaky times, investors should hold their nerve (ft)

Be in the know. 22 key reads for Wednesday…

  1. U.S. auto sales up 8.8% in March as pre-tariff rush boosts new car sales (marklines)
  2. Trump Tariff Threat Mobilizes Car Shoppers (wsj)
  3. Is Trump’s Plan Working? ADP Shows Biggest Jump In US Manufacturing Jobs Since Oct 2022 (zerohedge)
  4. US construction spending beats expectations in February (reuters)
  5. US LNG exports soar in March on ramp up of Plaquemines plant (reuters)
  6. Alibaba’s Qwen3 AI model coming this month, sources say, in bid to cement industry lead (scmp)
  7. How Alibaba.com is betting on AI to transform e-commerce (scmp)
  8. Joe Tsai Is Becoming AI’s Voice of Reason (bloomberg)
  9. China’s Improving Profits May Help Soften Tariff Blow for Stocks (bloomberg)
  10. EMJ’s Eric Jackson says Alibaba is a better AI play than Nvidia right now (youtube)
  11. March Economic Data Stronger Than Expected Despite Lack of Media Coverage (chinalastnight)
  12. Intel’s new CEO is known to ‘underpromise and overdeliver.’ Can he do it again? (marketwatch)
  13. Intel analyst says this is the ‘best ever messaging’ from the new CEO, management (streetinsider)
  14. Diageo Divests From Third African Brewer in Less Than a Year (bloomberg)
  15. Boeing CEO to Tout Culture, Safety Reforms Prompted by Missteps (bloomberg)
  16. PayPal set to launch ad platform in the UK (investing)
  17. 33 Undervalued Stocks to Buy for 2025 (morningstar)
  18. How Caution and Contrarianism Paid Off for Investors During Q1 (morningstar)
  19. Investors are turning bearish on the U.S. dollar as Trump tariffs loom (cnbc)
  20. No need to wait: Goldman slashes 10-year yield forecast (marketwatch)
  21. Germany Offers the Global Economy a Glimmer of Hope (barrons)
  22. A Big Coal Plant Was Just Imploded to Make Way for an AI Data Center (wsj)

Be in the know. 23 key reads for Tuesday…

  1. Intel’s new chief promises ‘cultural change’ at chipmaker (ft)
  2. Intel’s New CEO Plots Turnaround; ‘We Need to Improve’ (wsj)
  3. Intel CEO Lip-Bu Tan Says Company Will Spin Off Non-Core Units (bloomberg)
  4. The Clock Is Ticking Loudly for Intel’s New Boss (wsj)
  5. Alibaba woos back DingTalk founder to lead office app’s AI push (scmp)
  6. Chinese stocks get ‘shot in the arm’ from stimulus moves, HSBC survey says (scmp)
  7. Global stocks trounced the U.S. during the first quarter. Is ‘American exceptionalism’ in trouble? (marketwatch)
  8. China Manufacturing Activity Gauge Shows Continued Expansion (wsj)
  9. Boeing stock is a new Top Pick at JPMorgan (yahoo)
  10. Boeing awarded $2.46 billion contract modification for C-17 sustainment (investing)
  11. Boeing denies fluctuations in 737 MAX jet production (reuters)
  12. Car Sales Poised for Boost as Buyers Beat Tariff Price Hikes (bloomberg)
  13. US Automakers Make Mad Dash to Persuade Trump to Temper Tariffs (bloomberg)
  14. Mizuho maintains PayPal stock Outperform rating, $96 target (investing)
  15. The 1 Scenario That Would Send the Stock Market Soaring (barrons)
  16. Energy Stocks Defy Market Turmoil in Hunt for Inflation Hedge (bloomberg)
  17. 3 Long-Term Stocks to Buy That We Still Believe In (morningstar)
  18. The 10 Best Companies to Invest in Now (morningstar)
  19. U.S. Natural Gas Gains With Help From Weather (wsj)
  20. CVS Health and Deckers Are the S&P 500’s Best and Worst for the Quarter. Here’s Why. (barrons)
  21. Meta Stock Slumps the Least in a Bad Quarter for the Mag 7. Tesla Is Set to See Its Worst First Quarter Ever. (barrons)
  22. Nasdaq 100’s Worst Quarter in Years Sealed by AI Bubble Fears (bloomberg)
  23. Palantir Stock Is Dropping. 3 Reasons It’s in the Selling Crosshairs. (barrons)

Be in the know. 16 key reads for Monday…

  1. Chinese Stocks Power Ahead of Emerging Peers Amid AI Frenzy (bloomberg)
  2. China’s factory activity growth at 1-year high, official survey shows, as stimulus measures kick in (cnbc)
  3. A Wild Quarter for U.S. Stocks Sends Investors Abroad (wsj)
  4. This Investing Trend Is Your Friend—Until It Isn’t (wsj)
  5. Consumers Are Worried About the Economy. Why It Isn’t all Gloom and Doom. (barrons)
  6. Car Shoppers Outracing Trump Tariffs Poised to Lift Auto Sales (bloomberg)
  7. The Housing Market Will Have Some Bargains This Spring (bloomberg)
  8. The M&A Boom Wall Street Wanted Is Here, if You Know Where to Look (wsj)
  9. BOC Aviation Buys 120 Single-Aisle Jets From Airbus, Boeing (bloomberg)
  10. Last Week Saw The 2nd Largest Selling Of Tech Stock By Hedge Funds In 5 Years (zerohedge)
  11. Goldman Sees More Fed Cuts This Year as Tariffs Dent Growth (bloomberg)
  12. China’s Big State Banks to Get $71.6 Billion Capital Injection (wsj)
  13. Make Europe Great Again trades are gaining traction (reuters)
  14. Alibaba.com Records Double-Digit Order Growth in the USA During March Expo (morningstar)
  15. Disney is raising the stakes with bold new menu in bid to lure more customers (nypost)
  16. Markets could have the ‘right pieces’ for a bottom this week, says Fundstrat’s Tom Lee (youtube)

Be in the know. 17 key reads for Sunday…

  1. How Diageo CEO Debra Crew’s time in military intelligence shaped her leadership style at the Johnnie Walker and Guinness maker (fortune)
  2. How Disney creates a ‘Disney Bubble’ around its theme parks (fastcompany)
  3. BofA maintains Walt Disney stock Buy rating, $140 target (investing)
  4. Ducks Team Up with Vans for Exclusive Player-Designed Sneakers on Sale Sunday, March 30 (nhl)
  5. Ducks and Vans Join Forces for Special Shoes Collaboration (thehockeynews)
  6. Can foreign investors learn to love China again? (economist)
  7. Tmall Doubles Down on Brand Growth with Expanded Resources (alizila)
  8. How PayPal, Sam’s Club, and Nordstrom Plan to Grow Their Ad Businesses (adweek)
  9. Altra President Jen McLaren Shares Go-Forward Plan (shopeatsurf)
  10. Advance Auto Parts to open 30 new stores in 2025; 100 through 2027 (foxbusiness)
  11. Used Cars Love Tariffs. So Do Auto Parts Stocks. (ibd)
  12. The AI Data-Center Boom Is Coming to America’s Heartland (wsj)
  13. Homebuilder inventory hits 2009 levels: These are the housing markets where you can find deals (fastcompany)
  14. Europe’s Stock Surge Outpaces Wall Street in Historic Run (bloomberg)
  15. Maserati Just Unveiled a Program That Lets You Design Your Own One-of-a-Kind Sports Car (robbreport)
  16. Aston Martin’s Vanquish Volante Is The World’s Fastest Front Engine Convertible (maxim)
  17. 8 simple tips for improving your golf game (golf)

Be in the know. 16 key reads for Saturday…

  1. Car Buyers Who Fear Tariff Price Hikes Are Rushing to Dealers (bloomberg)
  2. Selling Your House This Spring? You Might Need to Cut the Price (wsj)
  3. AI Agents Are a Moment of Truth for Tech (wsj)
  4. Americans Feel Bad About the Economy. Whether They Act on It Is What Really Matters. (wsj)
  5. How the Reversal of the ‘American Exceptionalism’ Trade Is Rippling Around the Globe (wsj)
  6. Forget the Mag 7. The ‘Terrific 10’ Are the Tech Bet for 2025. (barrons)
  7. Intel Board Members Leaving as Chipmaker Looks to Add Expertise (bloomberg)
  8. Intel Received $1.9 Billion From Final Close of SK Hynix Deal (barrons)
  9. Exclusive: Buyout, aerospace firms close in on $8 billion-plus Boeing navigation unit, sources say (reuters)
  10. Wall Street Analysts Adore Amazon, Microsoft, and Nvidia. Here’s Why That’s Problematic. (barrons)
  11. Disney Stock Is Under Pressure. Why Wall Street Is Singing Hakuna Matata. (barrons)
  12. Can ESPN and Major League Baseball Still Play Ball? (vanityfair)
  13. The United States remained the world’s largest liquefied natural gas exporter in 2024 (eia.gov)
  14. Xi Jinping pitches China to global CEOs as protector of trade (ft)
  15. US car tariffs help Chinese EVs to race ahead (ft)
  16. Nvidia Stock Falls. It Has Problems at Home and Abroad. (barrons)

Be in the know. 23 key reads for Friday…

  1. Alibaba has staged a quiet $100 billion rally — AI and Jack Ma’s return are at the heart of it (cnbc)
  2. Alibaba (BABA) PT Raised to $170 at Mizuho, ‘Top Pick in Asia Internet’ (streetinsider)
  3. Alibaba launches AI model that can process images and video on phones and laptops (scmp)
  4. Apple Needs a Boost in China. Alibaba Might Have the Key. (barrons)
  5. Xi Jinping Meets Global Business Leaders Amid Trade Tensions (nytimes)
  6. Europe’s Industrial Outlook Buoyed by Defense Drive (wsj)
  7. UK Retail Sales Rise Again as Consumers Enjoy Higher Incomes (bloomberg)
  8. Trump Turmoil Has Macron Eyeing Euro Challenge to Dollar (bloomberg)
  9. What Trump’s Auto Tariffs Mean for Car Buyers and Automakers (wsj)
  10. Why AutoZone and Other Car- Part Stocks Are Gaining on Trump Tariffs (barrons)
  11. Toyota February Global Sales Rise as Japan Shipments Surge (bloomberg)
  12. Intel’s New CEO Vows to Compete with Nvidia’s Best AI Server (barrons)
  13. Three Intel board members to retire in latest shakeup amid turnaround (reuters)
  14. Etsy-eBay combination would make sense, could be worth $85/share, says Piper (thefly)
  15. US gas players refocus on Haynesville basin, buoyed by Trump LNG plans (reuters)
  16. The Best Basic Materials Stocks to Buy (morningstar)
  17. US pending home sales rebound in February (reuters)
  18. Poor consumer sentiment is still just talk (ft)
  19. Core inflation in February hits 2.8%, hotter than expected; spending increases 0.4% (cnbc) 
  20. The Last Time Investors Really Got Excited for Tech Infrastructure (bloomberg)
  21. Is Ozempic Really the Reason Americans Are Snacking Less? (wsj)
  22. Lululemon Stock Falls as Financial Guidance Disappoints. Consumers Are Cautious, CEO Says. (barrons)
  23. Nvidia Stock Drops. Why the Chip Maker Can’t Find Its Footing. (barrons)

Be in the know. 24 key reads for Thursday…

  1. Intel CEO Lip Bu Tan Completes $25 Million Stock Buy (barrons)
  2. Former Intel CEO Pat Gelsinger Makes a Few More Long-Shot Bets (wsj)
  3. TSMC’s $100bn pledge to Trump will not revive US chipmaking, says ex-Intel chief (ft)
  4. Alibaba Shows Off New AI Model After Warning U.S. Big Tech. It Looks Made for Apple. (barrons)
  5. Xiaomi Stock and the Rest of China’s ‘Terrific 10’ Are the Tech Bet for 2025 (barrons)
  6. China Raises Record $200 Billion From Bonds in Stimulus Signal (bloomberg)
  7. Chinese consumer companies signal spending is picking up again (cnbc)
  8. Alibaba launches new open-source AI model for ‘cost-effective AI agents’ (cnbc)
  9. Vice Premier Promotes Internet Companies (chinalastnight)
  10. US Economy Grew 2.4% Last Quarter, Faster Than Previous Estimate (bloomberg)
  11. Bank of America mortgage applications jumped 80% in Q1, executive says (reuters)
  12. Trump announces 25% auto tariffs. What it means for your next car purchase (usatoday)
  13. Asian, European Auto Stocks Fall After Trump Pledge to Impose 25% Tariffs on Imported Vehicles (wsj)
  14. Don’t Blame Trump for All of the Stock Market’s Problems (wsj)
  15. Bankers Were Dreaming of M&A Riches Under Trump. It Hasn’t Worked Out, Yet (bloomberg)
  16. U.S. Stocks Will Lag for Some Time. Here’s the Good News. (barrons)
  17. Hedge Funds Scoop Up Cyclical Stocks as Tariff Fears Swirl (bloomberg)
  18. Economic Growth Now Depends on Electricity, Not Oil (wsj)
  19. An Unusually Active Hurricane Season Is in Store for the Atlantic (bloomberg)
  20. Boeing Stock Could Gain From the Navy’s New Fighter Jet. How to Value the Decision. (barrons)
  21. Boeing-Lockheed’s Vulcan Approved for US Defense Launches (bloomberg)
  22. Why Brad Jacobs Is Spending $11 Billion on a Roofing Supply Business (bloomberg)
  23. Nvidia Stock Slumps. Everything Goes Wrong Everywhere, All at Once. (barrons)
  24. AI stocks weak on word Microsoft drops data center leases in U.S. and Europe (streetinsider)

Be in the know. 28 key reads for Wednesday…

  1. Federal Land Can Be Home Sweet Home (wsj)
  2. A Solution to the Housing Shortage (cityjournal)
  3. Trump Moves Forward With Plans To Use Federal Land To Build Affordable Housing (realtor)
  4. HUD Secretary Scott Turner and DOI Secretary Doug Burgum Announce Joint Task Force To Use Federal Lands for Affordable Housing (hud.gov)
  5. Weekly mortgage demand from homebuyers is strongest in nearly two months (cnbc)
  6. Home buyers could see more deals on new homes as builders worry about a pullback (marketwatch)
  7. US New-Home Sales Rise Slightly Following Weather-Related Plunge (bloomberg)
  8. China Stocks Getting Back Into Investors’ Good Books (wsj)
  9. ‘China is back’ with stock appetite at post-2021 high, Morgan Stanley raises targets (scmp)
  10. China seen leading in chipmaking investment again in 2025, SEMI group says (reuters)
  11. China Floods the World With AI Models After DeepSeek Success (bloomberg)
  12. China Will Ramp Up Stimulus If Growth Falters, PBOC Adviser Says (bloomberg)
  13. Alibaba Teams Up With BMW to Develop AI for Cars in China (bloomberg)
  14. Alibaba, Ant partner with home province Zhejiang to support China’s AI drive (scmp)
  15. U.S. Adds Export Restrictions to More Chinese Tech Firms Over Security Concerns (nytimes)
  16. Nvidia Stock Stutters. Fears China Could Tighten AI Chip Controls Intensify. (barrons)
  17. Nvidia’s China sales face threat from Beijing’s environmental curbs (ft)
  18. Three Energy Charts Suggest China’s Demand Recovery Underway (zerohedge)
  19. Are There Now Real Alternatives To The US Equity Market? (zerohedge)
  20. Dollar Suffers Its Worst Month Since 2023 as Bullish Bets Recede (bloomberg)
  21. U.S. Faces Uphill Task to Refill Natural Gas Storage for Next Winter (wsj)
  22. Shell Wants to Be a Natural Gas Behemoth. Oil’s Growth Is Ending. (barrons)
  23. Boeing production of Patriot component hits record (reuters)
  24. Bring on the F-47 Fighter Jet (wsj)
  25. Exclusive: Advance Auto Parts completes mass closures, plans to open over 100 new stores (usatoday)
  26. 10 Cheap Wide-Moat Stocks for 2025 (morningstar)
  27. Dollar Tree Loss Widens, Confirms Sale of Family Dollar Business (wsj)
  28. Mobileye Stock Gains. Why a New Deal Has Shares Soaring. (barrons)

Be in the know. 18 key reads for Tuesday…

  1. Boeing Goes for Two Defense Wins in a Row With Navy Jet Fighter (barrons)
  2. Alibaba Stock Gains. Its AI Chips Could Be Gaining Traction in China. (barrons)
  3. Boeing Gets Lifeline in Pentagon Deal to Build Most Expensive Jet Fighter Ever (wsj)
  4. China Adviser Urges Boosting Consumption to 70% of GDP by 2035 (bloomberg)
  5. Alibaba says to restart hiring, sees signs of start of AI bubble in the US (reuters)
  6. Crown Castle Fires CEO After Selling Business Segments (wsj)
  7. Retailers Bulk Up Inventories to Blunt Tariff Impact (wsj)
  8. What Covid’s One-Hit Wonders Should Have Taught Us (wsj)
  9. Home Prices Likely Kept Climbing in January. Why a Slowdown Is Coming. (barrons)
  10. Housing Hopes! Goldman Sees Incremental Confidence From Prospective Buyers (zerohedge)
  11. Rising Temperatures Drive Surge in Energy Demand, IEA Says (wsj)
  12. German Business Confidence Climbs After Lawmakers Unlock Spending Increase (wsj)
  13. Tariffs Might Be Lighter Than Expected. It’s a Relief for Markets. (barrons)
  14. China explores services subsidy to boost weak domestic demand (ft)
  15. Chinese AI start-ups overhaul business models after DeepSeek’s success (ft)
  16. American CEOs Visit Beijing, Investors Ask: 5 BYDs or 1 Tesla? (chinalastnight)
  17. China’s commerce minister meets with Boeing Global president (reuters)
  18. Smithfield Foods expects growth in sales, profit on strong packaged meats demand (reuters)