Here are analysts’ 20 favorite AI stocks — and they still see upside for Nvidia (marketwatch)
New York Landlord Vornado Bets $1 Billion That More Commuters Will Return (wsj)
Legendary value investor Seth Klarman says he’s looking at real estate as the next big opportunity ahead of a slowdown in the economy (businessinsider)
“A Mainland media spokesperson publicly mentioned buying Chinese stocks for the first time yesterday in an interesting move.” (chinalastnight)
Jack Ma Overshadowed Alibaba’s Historic Shakeup: Tech Daily (bloomberg)
China Needs Stimulus and Clearer Rules, Former IMF Official Says (bloomberg)
A Boeing Supplier Schedules Union Vote. The Stock Is Up. (barrons)
Powell to Speak in Europe. Inflation Is Topics 1,2, 3. (barrons)
M2 Contracted for a Sixth Straight Month. It’s a Promising Sign for Inflation. (barrons)
S. Considers New Curbs on AI Chip Exports to China (wsj)
US Mortgage Applications for Home Purchases Rise for Third Week (bloomberg)
I. is not all hype, it’s the ‘fourth industrial revolution playing out’: Dan Ives (cnbc)
These 4 indicators suggest the US is headed for the ‘promised land’ of a rolling economic expansion (businessinsider)
Jefferies Signals Green Shoots in Investment Banking Lull (wsj)
Delta Air Lines (DAL) impress at analyst day, earns new ‘top pick’ status (streetinsider)
Here’s what Wall Street’s most bullish analyst heading into the year thinks of the stock market now (marketwatch)
This Bull Market Is Just Getting Started, Traders Bet (wsj)
China Smartphone Shipments Back to Double-Digit Growth in May (bloomberg)
James Montier Explains Why Corporate Profits Keep Going Up (bloomberg)
Apple Has Finally Unveiled the Vision Pro. Here’s What It’s Launching Next (bloomberg)
Where Stock Market Is Headed After Wild First Half: Five Charts (bloomberg)
Red Sox owners buy Boston team in Tiger Woods and Rory McIlroy’s golf league (cnbc)
Forget about a housing market crash, Harvard researchers say. Here are the 4 reasons they say a repeat of the mid-2000s drop in home prices is unlikely. (businessinsider)
‘Bond King’ Jeffrey Gundlach rings the alarm on US debt – and warns higher interest rates are making it more of a burden (businessinsider)
PGA Tour rushes to contain fallout from golf tie-up with Saudi sovereign wealth fund (ft)
Boston Beer’s Twisted Tea Could Be a Summer Hit. Belly Up to the Stock Again. (barrons)
Small stocks are cheap and finally joining the market rally (cnn)
Larry Ellison Sells Oracle Stock for the First Time in 2 Years (barrons)
3M Shares Jump on Water Providers Settlement (barrons)
Apollo CEO Marc Rowan Defends Athene, Says Its Insurance Business Is ‘Poorly Understood’ (barrons)
Take It to the Bank: Why There Won’t Be Recession in 2023 (barrons)
Madrigal Pharmaceuticals and Bioventus Stock See Action From Activist Investors (barrons)
Caesars Entertainment CEO Tom Reeg Scooped Up Stock (barrons)
The Age of Oil Will Endure. These Drilling Stocks Could Be Gushers. (barrons)
The Big Read. How India is slowly moving into the American orbit (ft)
Goldman Sees Emerging Stocks Eclipsing US Market in Size by 2030 (bloomberg)
The stock market is presenting investors with another ‘buy the dip’ opportunity as sidelined cash piles up and the economy continues to expand, Fundstrat says (businessinsider)
Short sellers are betting more than $1 trillion against US stocks after big run (businessinsider)
Citadel’s Ken Griffin optimistic on growth in China (ft)
Billionaire investor Ron Baron: Growth will accelerate above 7% over the next 50 years (cnbc)
SoftBank’s Masayoshi Son Had His Cry. Now He’s in Love Again—With ChatGPT. (wsj)
One-Percenters Keep Shopping at the Dollar Store (wsj)
China Cuts Borrowing Rates Again in Bid to Juice Recovery (wsj)
Fed’s Powell Says Interest-Rate Pause Is Expected to Be Temporary (wsj)
KKR’s McVey Says Investors Too Cautious, Sees Stronger US Growth (bloomberg)
BofA client data shows biggest equity inflows since October (streetinsider)
China unveils $72 bln tax break for EVs, other green cars to spur demand (reuters)
Intel to sell 20% stake in Austrian chip company (yahoo)
Bill Gates’ venture firm, with backing from Jeff Bezos and Jack Ma, just minted a $1 billion A.I. unicorn that uses machine learning for mining rare earth metals crucial for EVs (yahoo)
China furious after Biden calls Xi a ‘dictator’ (ft)
The bull run in emerging market currencies can extend (ft)
Taobao ‘618’ Livestream Viewers Scale Up 43% (aastocks)
Eli Lilly to Buy Dice Therapeutics in $2.4 Billion Autoimmune Disease Push (barrons)
The Schork Report founder and editor Stephen Schork and Great Hill Capital Chairman Thomas Hayes discuss how China is affecting oil inventories in North America on ‘The Claman Countdown.’ (foxbusiness)
The consumer-led recession you’re worried about already ended months ago, the stock market says (marketwatch)
Xi Jinping Meets Antony Blinken as U.S., China Resume High-Level Engagement (wsj)
Daniel Wu Turned His ‘Cute Little Car’ Into a Showstopper (wsj)
Jack Ma’s Lieutenants Return to Oversee Tough Alibaba Reboot (bloomberg)
Alibaba’s Surprise Shakeup of Chairman, CEO Shows Drive to Revive Growth (bloomberg)
Hedging Failure Exposes Private Equity to Interest-Rate Surge (bloomberg)
Workers Resisting the Office Grind Are Suddenly Lonely at Home (bloomberg)
Working From Home Becomes a Once-a-Week Perk for Some Office Goers (bloomberg)
Work Shift: Why We Go to the Office Now (bloomberg)
Zhang explained that the cloud business is “now full speed ahead on its spin-off plans and we are approaching a crucial stage of the process,” and that is why he is stepping down as group CEO. (cnbc)
Futures fall as hawkish Fed, smaller China rate cut dent sentiment (streetinsider)
KKR to buy nearly $44 bln of PayPal’s buy now, pay later loans in Europe (reuters)
Intel to build $33-billion chip plant in Germany after government pledges to cover 1/3rd of cost (yahoo)
Xi sees ‘progress’ in China-US ties at meeting with Blinken (ft)
Jack Ma urges Alibaba to ‘go back to Taobao’ (scmp)
