Category: What I’m Reading Today

Be in the know. 16 key reads for Saturday…

  1. Data centers and gas demand make boring pipelines great again (fortune)
  2. Domestic and international demand drive natural gas production growth (eia)
  3. Hormuz Is Still in Dire Straits. 2 Oil-Services Stocks That Could Benefit. (barrons)
  4. The damage wrought on the Middle East’s oil and gas supplies (ft)
  5. Intel Stock Gains 51% in 8 Days. Why the Company Has a ‘Renewed Lease on Life.’ (barrons)
  6. Pull-Forward Demand Boosts PC Shipments Amid Memory Crunch Woes (zerohedge)
  7. TD Cowen raises Intel stock price target on server demand outlook (investing)
  8. Resale Market Suggests Brand Heat Growth for Vans, Crocs (wwd)
  9. Epic Games Pins ‘Fortnite’ Comeback on Disney Partnership (bloomberg)
  10. Goldman Traders See Record Fast-Money Heading Into US Stocks (bloomberg)
  11. Tariff Refund Tool Will Go Live on April 20, US Customs Says (bloomberg)
  12. Consumer Sentiment Hits Record Low, Michigan Survey Shows (wsj)
  13. BofA explains why Fed is likely to deliver rate cuts this year (streetinsider)
  14. After the Great EV Slowdown, High Gas Prices Are Tempting Americans Back (wsj)
  15. Oil Price Shock Drives 140% Surge In China’s EV Exports To Record High (zerohedge)
  16. Big Pharma Is Turning to China for the Newest Drug Ideas (wsj)

Be in the know. 18 key reads for Friday…

  1. China’s Alibaba shifts towards revenue over open-source AI (ft)
  2. Alibaba’s New AI Video-Generation Model Tops Global Ranking (wsj)
  3. Alibaba leads $290 million investment for building a new kind of AI model as LLM limits emerge (cnbc)
  4. Alibaba’s Qwen family captures over 50% of global open-source downloads, report finds (scmp)
  5. Alibaba cloud growth forecast to accelerate with AI push, higher service charges: analysts (scmp)
  6. The Case for Investing in Emerging Markets (wsj)
  7. Trump Once Talked Tough With China. Now He’s Playing Nice. (wsj)
  8. Intel and Google to double down on AI CPUs with expanded partnership (reuters)
  9. Intel Wins Google Promise to Keep Using Xeon in Data Centers (bloomberg)
  10. Intel Stock Notches Gains for 7th-Straight Day. Why It Hit a Nearly 5-Year High Today. (barrons)
  11. The Case for Intel Stock’s Comeback Strengthens. The Chart Tells the Story. (barrons)
  12. Wall Street’s fear gauge just flashed an unusual signal that could carry the S&P 500 to 7,400 within months (marketwatch)
  13. CTAs Set To Buy Near-Record $45BN In US Stocks Next Week (zerohedge)
  14. Dividend Stocks Won the War. Why They Could Also Win the Peace. (barrons)
  15. Retail Stock Traders Turn Into Sellers as Rally Spurs Skepticism (bloomberg)
  16. BofA’s Hartnett Sees the Surge in Commodities Lasting for Years (bloomberg)
  17. US wholesale inventories post biggest increase in 13 months (reuters)
  18. PayPal integrates payment links directly into Canva platform (investing)

Be in the know. 17 key reads for Thursday…

  1. An earnings boom is around the corner, and it could blindside the stock-market bears (marketwatch)
  2. From an Earnings Standpoint, the World Is Wonderful (zerohedge)
  3. ‘The Setup Is Asymmetric To The Upside’: Citadel Securities Positive As Market Transitions Back To Fundamentals (zerohedge)
  4. Hedge Funds Closing Stock Short Bets at Fastest Pace Since 2020 (bloomberg)
  5. Traders Pounce on the Cease-Fire, Even as Missiles Keep Flying (wsj)
  6. Disney Planning Layoffs Under New CEO Josh D’Amaro (wsj)
  7. Alibaba Stock Rises. How It’s Trying to Catch Up in the AI Race. (barrons)
  8. Alibaba creates CEO-led technology committee amid intensifying AI race (scmp)
  9. Intel’s stock soars to a five-year high. This is what’s driving its massive momentum. (marketwatch)
  10. Builder Stocks Jump on Cease-Fire. A Tough Year Could Be Turning Around. (barrons)
  11. Interest rates are headed lower — real yields suggest a half-point Fed cut is coming (marketwatch)
  12. US banks could release $320 billion in capital with new draft rules, analysts say (reuters)
  13. As millions lose weight on GLP-1s, they’re starting to turn to retailers to refresh their wardrobes (cnbc)
  14. Goldman Embraces ‘Picks and Shovels’ of AI With More Capex Ahead (bloomberg)
  15. China EV Exports Jump to Record as Iran Oil Shock Entices Buyers (bloomberg)
  16. “Investors should be encouraged” by upcoming Trump-Xi meeting, says Dalio (streetinsider)
  17. Markets Have Faced a Year of Chaos and Still Done Awfully Well (nytimes)

Be in the know. 17 key reads for Wednesday…

  1. Intel Partners With SpaceX, Tesla to Operate New Chip Plant (wsj)
  2. Intel Stock Jumps Following Elon Musk Chip Deal. Why the Turnaround Is Gaining Steam. (barrons)
  3. Alibaba launches data center with 10,000 of its own chips as China ramps up AI push (cnbc)
  4. Trump, Iran Agree to 2-Week Cease-Fire and Reopening Strait of Hormuz (barrons)
  5. Cease-fire means the bottom is in, declares strategist Tom Lee (marketwatch)
  6. Citadel Securities Sees Retail Exodus Setting Stage for S&P Run (bloomberg)
  7. Retail Finally Panicked… Right At The Lows (zerohedge)
  8. Emerging Market Stocks Surge Most Since 2022 After Iran Truce (bloomberg)
  9. Why the Dollar Is Set for Its Worst Day in a Year (barrons)
  10. Fed’s Williams Expects Little Change to Underlying Inflation (bloomberg)
  11. Consumer Spending Expected to Hold Up Despite the War, Rising Energy Prices (barrons)
  12. US Core Durable Goods Orders Surge For 11th Straight Month (zerohedge)
  13. Stifel reiterates Buy rating on GXO Logistics stock at $70 target (investing)
  14. Ford Asks Trump Administration for Relief as Tariffs Pummel F-150 (wsj)
  15. Warren Buffett Is Retired. His Latest Advice Couldn’t Be More Timely for Young Investors. (barrons)
  16. U.S.-China Relations Are ‘Stable’ Ahead of Summit, Trump’s Trade Chief Says (barrons)
  17. Zhipu Hikes Prices Again as China AI Monetization Wave Quickens (bloomberg)

Be in the know. 15 key reads for Tuesday…

  1. Housing market gaining momentum as spring season begins (foxbusiness)
  2. 2 Early Signs of Home Sales Look Promising. Maybe Higher Mortgage Rates Didn’t Scare Buyers After All. (barrons)
  3. Stanley Black & Decker completes $1.8B CAM business sale (investing)
  4. Retail Crowd Seen Resuming Stock-Buying Binge After Tax Deadline (bloomberg)
  5. Goldman Traders See ‘Fast-Money’ Funds Turning Into Stock Buyers (bloomberg)
  6. As stocks approach a true comeback, here’s where investors can find the richest opportunities (marketwatch)
  7. Energy Stocks Are Having a Moment That Could Last (wsj)
  8. UBS: Trump’s Historic Military Budget Request Could Boost Beaten-Down Defense Stocks (zerohedge)
  9. New Earnings Season, Same Old Players. And Momentum That Won’t Quit. (barrons)
  10. White House says increased productivity means Fed can cut rates (reuters)
  11. UK Car Sales Rise to Highest Since 2019 in Resilient Showing (bloomberg)
  12. Offbeat Wall Street research firm says it sent an analyst to Strait of Hormuz. Here’s what they learned (cnbc)
  13. Injured US Airman in Iran Used Boeing Device to Signal Rescuers (bloomberg)
  14. Estée Lauder and Puig families to discuss merger terms this week – report (investing)
  15. Medicare Insurer Payments to Rise 2.48% in 2027, Causing Stocks to Surge (wsj)

Be in the know. 10 key reads for Monday…

  1. Markets Don’t Wait: Why The Bottom Comes When Everything Still Looks Terrible (zerohedge)
  2. Hormuz Traffic Rises to Highest in Weeks (bloomberg)
  3. The risk-reward is quite good for stocks now, says Fundstrat’s Tom Lee (youtube)
  4. Morgan Stanley not expecting fresh lows in S&P 500 (investing)
  5. Pain at the Pump Should Mean Pain in the Economy, Not Higher Rates (wsj)
  6. US, Iran weigh peace plan as Trump’s ‘hell’ warning nears deadline (streetinsider)
  7. Intel Stock and Micron Climb. How Surging Chip Demand Is Set to Help Both. (barrons)
  8. Why the U.S. Spends So Much on Healthcare (wsj)
  9. Trump administration signals it will offer broad tariff refunds. That could mean millions for companies. (yahoo)
  10. China IPOs jump 56% as regulator eases restrictions to drive tech innovation (scmp)

Be in the know. 15 key reads for Easter…

  1. How Disney Imagineers are using AI and robotics to reshape the company’s theme parks (fastcompany)
  2. How Disney Imagineering Has Increased Its Pace of Innovation by Thinking Like a Startup (inc)
  3. The Typical U.S. Home Is 44 Years Old—And Needs Tons of Work (wsj)
  4. The Great Housing Mismatch: Empty Nesters Own 28% of the Nation’s Large Homes, Millennial Families Own 16% (redfin)
  5. PayPal board lures ex-Square executive (paymentsdive)
  6. Intel’s Panther Lake Chip is Seriously Impressive. It’s Time to Buy the Stock (yahoo)
  7. China’s AI chatbots are advanced and versatile — and begging for more users (npr)
  8. Alibaba Unveils Qwen3.6-Plus to Advance the Agentic AI (alizila)
  9. 400% gains for AI stocks help drive Hong Kong IPOs to 5-year high (ft)
  10. The Impressively Resilient US Markets (bloomberg)
  11. No Fooling, Could We Go Into a Bear Market? (carsongroup)
  12. Jobs growth remains modest (scottgrannis)
  13. HORMUZ TRACKER: Weekly Transits Reach Highest Since War Began (bloomberg)
  14. Q1 2026 Dividends: Highest Quarterly Hike Percentage Since 2019 (seeitmarket)
  15. Diageo names John O’Keeffe as North America CEO (thespiritsbusiness)

Be in the know. 10 key reads for Saturday…

  1. The Iran War Is Making the American Economy More Dominant Than Ever (wsj)
  2. This Oil Shock Is So Big It Is Fueling a Turnaround in Energy Stocks (wsj)
  3. US Doubles Hormuz Guarantees to $40 Billion With New Partners (bloomberg)
  4. Fed still likely to cut rates in 2026 despite oil shock, Morgan Stanley says (yahoo)
  5. When Everything Feels Out Of Control, Value Investing Doesn’t (forbes)
  6. Why the stock market has struggled without Big Tech’s leadership (marketwatch)
  7. Tech Volatility May Just Be Getting Started. What Jittery Investors Can Do Right Now. (barrons)
  8. Thank You, Seniors. Healthcare Spending Is Pumping Up Economic and Job Growth. (barrons)
  9. Trump Seeks $1.5 Trillion for Military, the Largest Request in Modern History (wsj)
  10. From ‘Headline Fatigue’ To ‘Hope’: Goldman Strategists Tilt “Cautiously Optimistic’ (zerohedge)

Be in the know. 14 key reads for Good Friday…

  1. Hedge Funds Bail From Global Stocks at Fastest Pace in 13 Years (bloomberg)
  2. This Oil Surge Won’t Last. The Stock Market’s Bargains Won’t Either. (barrons)
  3. Markets are too aggressive on Fed hikes, Goldman says (streetinsider)
  4. Intel’s stock has been climbing — and this could be its next big catalyst (marketwatch)
  5. Intel Stock Rises as Big Tech Stumbles. What’s Driving the Gain. (barrons)
  6. Papa Johns debuts bold menu changes to win back customers (thestreet)
  7. Papa John’s rolls out carryout rewards as gas prices rise across US (usatoday)
  8. Toyota bets big on EVs and US manufacturing as tariff costs mount (yahoo)
  9. Cheap Chinese Cars Are Waiting on Detroit’s Doorstep (bloomberg)
  10. Chinese chip firms hit record high revenue driven by the AI boom and U.S. curbs (cnbc)
  11. Chinese traders shrug off volatility to buy Hong Kong stocks for third straight month (scmp)
  12. Chinese AI giants pivot toward proprietary models to drive revenue, performance (scmp)
  13. The Wealthy Investors That Powered Private Credit Are Rushing for the Exits (wsj)
  14. Top market researcher Ed Yardeni says the market bottom is in (youtube)

Be in the know. 16 key reads for Thursday…

  1. Intel to Buy Apollo’s Stake in Joint Ireland Chip Manufacturing Facility for $14.2 Billion (wsj)
  2. Intel Stock Gains After Buying Back Stake in Fab. Why the Market Is Excited. (barrons)
  3. Boeing Shares Soar On US Deal To Triple Patriot Seeker Output (bloomberg)
  4. GE, Boeing, and 3 More Aerospace and Defense Stocks to Buy (barrons)
  5. Arms makers eye windfall as war drains stockpiles (ft)
  6. Estée Lauder, Puig Advance Talks to Combine in Mostly Stock Deal (bloomberg)
  7. Pfizer’s RSV Shot to Be Offered to 3 Million More in England (bloomberg)
  8. Why 2026 Is Biotech’s Comeback Year (barrons)
  9. Alibaba Unveils Third Closed-Source AI Model in Focus on Profit (bloomberg)
  10. China EV makers surge back in March as subsidies and financing spur demand (scmp)
  11. Automakers betting on new EVs — despite sales downturn: ‘Market is going to come back’ (nypost)
  12. Mercedes-Benz to pour $4B into Alabama plant as Trump tariffs reshape US auto strategy (foxbusiness)
  13. US Manufacturing Expands Most Since 2022, Input Costs Jump (bloomberg)
  14. Americans Kept Spending in February as Retail Sales Beat Expectations (barrons)
  15. Is there a bargain to be had with Disney stock? This analyst thinks so. (marketwatch)
  16. GXO Expands with Pandora in North America (gxo)