Category: What I’m Reading Today

Be in the know. 21 key reads for Thursday…

  1. Papa John’s Draws Fresh Takeover Interest From Qatari-Backed Fund (wsj)
  2. Alibaba AI Concerns Are Overblown. Why the Stock Could Bounce Back After Earnings. (barrons)
  3. Morgan Stanley says this China name is ’a global AI winner’ (investing)
  4. Alibaba-Backed Video AI Startup PixVerse Raises $300 Million (bloomberg)
  5. China’s AI hiring soars 12x, outpaces other ‘new-economy’ sectors (techinasia)
  6. China Pivots to Domestic Demand in New Five-Year Plan (youtube)
  7. Big Warehouses Are Back in Demand (wsj)
  8. US Starts Trade Probe Into China, EU in Trump’s Tariffs Revival (bloomberg)
  9. How Homeowners Are Turning to Adjustable-Rate Mortgages, in Charts (wsj)
  10. Trump-Backed Housing Bill Set to Pass Senate. What It Means for Blackstone, Home Building. (barrons)
  11. Iran War Is Good for America’s Natural Gas Industry (bloomberg)
  12. Natural Gas Boom Will Spur a Shortage of US Fracking Gear, Shale Boss Says (bloomberg)
  13. US to Release 172 Million Barrels of Oil for IEA Relief Plan (bloomberg)
  14. Energy Secretary Wright says U.S. ‘not ready’ to escort tankers through Strait of Hormuz yet (cnbc)
  15. Oil Surges Near $100 as IEA Slashes Crude Forecast After Iran Strikes on 3 Cargo Ships (barrons)
  16. CEOs Gain Confidence in US Economic Outlook Despite Iran War (bloomberg)
  17. US Core CPI Tumbles To Slowest In 4 Years (Before Iran-Triggered Oil Spike) (zerohedge)
  18. Foreign Stocks Are Reeling From the Iran War. Buying the Dip Could Pay Off. (barrons)
  19. United Health and 8 More Dividend Stocks to Ride Out an Oil Shock (barrons)
  20. Estée Lauder sues perfumer Jo Malone for breach of contract (ft)
  21. Baxter at Barclays Conference: Strategic Shifts Amid Challenges (investing)

Be in the know. 18 key reads for Wednesday…

  1. February Home Sales Rose After Mortgage Rates Eased (wsj)
  2. First-Time Homebuyers Return to the Market. For How Long? (barrons)
  3. Signs emerge of a thaw in the housing market (marketwatch)
  4. Weekly mortgage demand from homebuyers increased despite big interest rate volatility (cnbc)
  5. Boeing increases jet deliveries in February despite ongoing 787 seat headaches (reuters)
  6. Boeing Says Wiring Issue Will Delay Some 737 Max Deliveries (nytimes)
  7. Boeing Gets $298 Million Israel Deal for 5,000 Smart Bombs (bloomberg)
  8. IEA Proposes Largest Ever Oil Release From Strategic Reserves (wsj)
  9. G-7 Says It Supports Use of Strategic Reserves as IEA to Meet (bloomberg)
  10. Japan to Unilaterally Release Oil From Reserves, PM Says (bloomberg)
  11. $100 oil seen as ‘not particularly bad news’ for the U.S. economy (streetinsider)
  12. Exclusive: Chevron, Shell closing in on first big oil production deals in Venezuela since US captured Maduro, sources say (reuters)
  13. Alibaba, Other Chinese Stocks Jump. Beijing Export Boom Defies Trade Tensions. (barrons)
  14. Disney names Disneyland Resort President Thomas Mazloum chair of parks group (reuters)
  15. Dividend Stocks Are Getting a Boost From the HALO Trade. Can It Last? (morningstar)
  16. More pain in private credit as JPMorgan reportedly tightening lending while a $33 bln fund sees heavy redemptions (marketwatch)
  17. Dentsply at Leerink Conference: Strategic Shift to Growth (investing)
  18. PayPal at Wolfe FinTech Forum: Strategic Focus and Challenges (investing)

Be in the know. 14 key reads for Tuesday…

  1. The 24 Hours When Oil Markets Went Wild (wsj)
  2. Why History Says the Stock Market Can Weather $100 Oil (barrons)
  3. G-7 Ready to Release Oil Stocks If Needed But ‘Not There Yet’ (bloomberg)
  4. Trend Riders Max Out on Bullish US Oil Bets for First Time Since 2021 (bloomberg)
  5. Trump suggests Iran war nearing end (streetinsider)
  6. Baird sees buying opportunity in athletic brands amid oil price volatility (investing)
  7. Disney Is Close to Naming Mazloum Chairman of Parks Unit (bloomberg)
  8. Schwab, Disney, and 9 Other Bargains to Buy Right Now (barrons)
  9. AT&T Will Spend $250 Billion Over Five Years on Network (bloomberg)
  10. Stellantis taps Toyota, Bosch suppliers for hybrid technologies for new Jeeps (cnbc)
  11. Renault to Refresh Car Lineup in International Push (wsj)
  12. China’s Export Machine Keeps Pumping Ahead of Trump Visit (wsj)
  13. Record Net Southbound Buy, “Big Year” In US-China Relations Looms (chinalastnight)
  14. BMO reiterates Pfizer stock Outperform rating on antibody data (investing)

Be in the know. 13 key reads for Monday…

  1. G7 to discuss joint release of emergency oil reserves (ft)
  2. G-7 scrambles emergency meeting and could deploy unprecedented oil reserves as prices soar (marketwatch)
  3. Energy Secretary Says Tankers Could Start Moving Soon (nytimes)
  4. Qatar LNG Outage Erases 2026 Supply Surplus, Morgan Stanley Says (bloomberg)
  5. America’s Natural-Gas Bounty Is Cushioning U.S. Markets From Global Shocks (wsj)
  6. Mainland Investors Buy Record Hong Kong Stocks Via Trading Link (bloomberg)
  7. China Consumer Inflation Beats Expectations on Holiday Boost (wsj)
  8. China’s ‘Smart Economy’ Push Spurs Hunt for New Stock Winners (bloomberg)
  9. ‘Hoppers’ Scores Pixar’s Biggest Original Animated Opening in Years (wsj)
  10. Pfizer’s eczema drug meets main goal in mid-stage trial, plans late-stage study (reuters)
  11. Senate’s New Housing Bill Would Force Large Investors to Sell Homes (wsj)
  12. You Might Still Have a Shot at Mortgage Rates Below 6%. Timing Is Trickier Than Usual. (barrons)
  13. Tax refunds are about $775 higher this year for people claiming Trump’s new tax breaks, IRS head says (marketwatch)

Be in the know. 10 key reads for Sunday…

  1. Disney Pixar’s ‘Hoppers’ seeks to turn viral meme into box office gold (reuters)
  2. 7 Shoe Trends You’re Going to See Everywhere in Spring 2026 (gq)
  3. Back on the Market: Relistings Jump as Home Sellers Bet on Stronger Spring Market (redfin)
  4. Mortgage refinance comeback: United Wholesale Mortgage’s refi volume jumps 387% from cycle low (fastcompany)
  5. Want a 2.5% mortgage? Buy it. (npr)
  6. Q1 2026 Cox Automotive Dealer Sentiment Index: Spring Optimism Returns as Dealers Look Ahead Despite Ongoing Market Challenges (coxauto)
  7. The Estée Lauder Companies and Forest Essentials to Enter a New Chapter in Their Long-Term Partnership (esteelauder)
  8. Why this iconic scotch brand is making a whisky for bourbon drinkers (fastcompany)
  9. Why the Oil Shock Probably Won’t Derail the Economy. And One Way It Might. (wsj)
  10. China signals it wants a Trump visit despite Iran war (ft)

Be in the know. 17 key reads for Saturday…

  1. Boeing Close to 500-Jet Order With Trump-Xi Summit (bloomberg)
  2. Boeing Stock Jumps. It’s China, Again. (barrons)
  3. Jefferies reiterates Boeing stock buy rating on China order talks (investing)
  4. Trump says defense firms to quadruple production of advanced weapons (investing)
  5. Pixar Needs Its Next Hit Franchise. Can Its Reluctant Leader Deliver? (wsj)
  6. Oracle and OpenAI scrap deal to expand flagship Texas data centre (ft)
  7. Winter Storm Fern cast a chill on retail sales, but spending slump is unlikely to last (marketwatch)
  8. Tax Refunds and ‘Aggressive’ Discounting Boosts Sneaker Sales in February (wwd)
  9. US customs agency expects tariff refund system to be ready in 45 days (reuters)
  10. U.S. Loses 92,000 Jobs in Widespread and Unexpected Downturn (wsj)
  11. The Fed Will Cut Rates This Spring if Job Weakness Continues (barrons)
  12. Fed Governor Miran says job losses in February add to the case for more interest rate cuts (cnbc)
  13. Fed’s Bowman Says Labor Market May Need More Support (bloomberg)
  14. The LNG Trade Has Gone Wild. What to Expect Next. (barrons)
  15. Oil surges 35% this week for biggest gain in futures trading history dating back to 1983 (cnbc)
  16. US agency to create $20bn reinsurance facility for Gulf shipping (ft)
  17. Chinese Stocks May Be Bottoming. Alibaba and NetEase Look Attractive. (barrons)

Be in the know. 16 key reads for Friday…

  1. WTI crude tops $86, hits highest level since April 2024, Brent crude breaks above $89 a barrel (cnbc)
  2. Oil Prices Head For Biggest Weekly Gains in 4 Years Amid Fresh Iran Fears (barrons)
  3. Qatar warns war will force Gulf to stop energy exports ‘within days’ (ft)
  4. Fed’s Waller Doesn’t See Sustained Inflation from Iran War (bloomberg)
  5. Tariffs Are Lower and Businesses Are Racing to Take Advantage (wsj)
  6. GXO Appoints Mark Suchinski as Chief Financial Officer (gxo)
  7. China approves Pfizer GLP-1 drug for weight loss (reuters)
  8. Pfizer Secures China Nod for Obesity Drug as Generics Loom (bloomberg)
  9. Health Care Has Become the Lifeblood of the Labor Market (nytimes)
  10. “The inflection supports our call for decade-high US Industrial growth into 2H’26 & 2027” (zerohedge)
  11. Home sellers are relisting properties at the fastest pace in a decade (cnbc)
  12. Big Tech Stocks Were Expensive. Then the Market Turned on AI (bloomberg)
  13. China’s Annual Economic Plan Highlights Tech Push, Market Stability (bloomberg)
  14. Alibaba sets up new task force, led by CEO Eddie Wu, to focus on AI model development (scmp)
  15. How to Invest Like Warren Buffett (morningstar)
  16. Bernstein initiates Crown Castle stock coverage with outperform rating (investing)

Be in the know. 19 key reads for Thursday…

  1. Disney launches its Adventure cruise ship — a new foothold in Southeast Asia (cnbc)
  2. Intel CFO Says Server Demand Still Strong Amid Supply Shortage (bloomberg)
  3. Intel CEO Tan reconsidering fate of chipmaker’s new manufacturing tech, CFO says (reuters)
  4. Intel at Morgan Stanley Conference: Strategic Shifts and Challenges (investing)
  5. Alibaba recruits Google DeepMind contributor to join Qwen AI team, sources say (scmp)
  6. Alibaba forms task force to boost AI development after Qwen chief’s exit (reuters)
  7. China Commits to Ending Deflation in 2026 With Strongest Vow Yet (bloomberg)
  8. China cuts growth target to between 4.5 and 5% (ft)
  9. Investors Aren’t Giving Up on Emerging Markets Yet, BofA Says (bloomberg)
  10. Generac and EPC Power to Deploy Fully Integrated Energy Solutions for Data Center Applications (generac)
  11. With Qatar’s Gas Shut Off, Western Energy Giants See a Big Payday (nytimes)
  12. Economy gained strength in February despite Winter Storm Fern. ISM survey hits 3½-year high. (marketwatch)
  13. Why Iran war oil price shock won’t stop Fed pick Kevin Warsh from cutting interest rates (cnbc)
  14. Fed’s Miran says rate cuts still appropriate despite Middle East war (streetinsider)
  15. Fed’s Beige Book Sees a Stable Economy Still Facing Challenges (wsj)
  16. Trade Court Paves Way for Broad Tariff Refunds (barrons)
  17. How the Mag 7 Became the Lag 7—and What’s Ahead for the Stocks (barrons)
  18. Money Funds Rise to Record $8.27 Trillion in Dash for Cash (bloomberg)
  19. “The Bear Camp Has Become Too Popular”: Citadel’s Rubner Turns Bullish, Gives 10 Reasons Why (zerohedge)

Be in the know. 17 key reads for Wednesday…

  1. These Diversification Strategies Are Winning in 2026 (morningstar)
  2. Weekly mortgage demand surged 11% higher last week, as rates sat near 4-year low (cnbc)
  3. Fed’s Williams Says Cooling Inflation Could Allow for Future Rate Cuts (wsj)
  4. Homeowners Stay Put for 12 Years, Stifling the US Housing Market (bloomberg)
  5. Visualizing Data Center Power Surge Before White House Meets With Big Tech (zerohedge)
  6. Big Tech’s Deals for AI Data-Center Power Present Accounting Questions (wsj)
  7. Why American Frackers Aren’t Rushing to Pump More Oil (wsj)
  8. Intel Names Barratt as Its Next Chairman, Replacing Frank Yeary (bloomberg)
  9. China Signals Stability in US Ties Before Xi-Trump Summit (bloomberg)
  10. What to Watch as China Leaders Hash Out Plan for Economic Growth (bloomberg)
  11. Alibaba AI Whiz Who Warned of US-China Tech Gap Steps Down (bloomberg)
  12. Bessent says global 15% tariff starts this week, move back to prior rates within 5 months (cnbc)
  13. Volvo Car to Increase Production of New Electric SUV to Meet Strong Demand (wsj)
  14. Blackstone’s Gray: Market ‘noise’ fueled record redemptions from world’s largest private credit fund (cnbc)
  15. Etsy at Morgan Stanley Conference: Growth and Innovation (investing)
  16. Disney secures new $5.25 billion short-term credit line (reuters)
  17. Top SMID Cap Stocks for Dividend Growth and Free Cash Flow (investing)

Be in the know. 20 key reads for Tuesday…

  1. PMI Rises in February, Marking Second Month of U.S. Manufacturing Growth (barrons)
  2. Construction Spending On Data Centers, Factories, Powerplants, And Office Buildings: Boom, Bust, And In Between (zerohedge)
  3. US housing supply gap widens further in 2025, Realtor.com says (reuters)
  4. Stanley Black & Decker to slash 300 jobs, close factory in its Connecticut hometown (nypost)
  5. A Market Frenzy Is Lurking Beneath Those Calm Stock Indexes (wsj)
  6. Big Tech’s Largest Underperformance Since Mid-2024 (zerohedge)
  7. Three Sectors to Buy as the S&P 500 Trades Sideways (barrons)
  8. What intense competition for car sales means for buyers in 2026 (usatoday)
  9. US LNG producers rush to seize on surging gas prices triggered by Iran conflict (ft)
  10. Oil Prices Top $80 a Barrel. But Natural Gas Is a Big Problem for Markets. (barrons)
  11. The Case for Buying the Dip as Mideast Conflict Widens (barrons)
  12. Unflappable Wall Street Bulls Stick to Calls for 2026 Rally (bloomberg)
  13. Howard Marks Says Don’t Let Emotions Cloud Judgment on War (bloomberg)
  14. Largest Amount of Put Protection Ever (zerohedge)
  15. Xi Eyes Consumers to Lead New Era for China’s Unbalanced Economy (bloomberg)
  16. US, China Trade Chiefs to Meet Mid-March Before Trump-Xi Summit (bloomberg)
  17. China Traders Stick With Hong Kong Stocks as ETF Inflows Surge (bloomberg)
  18. Blackstone flagship private credit fund hit with wave of redemptions (ft)
  19. Disney at Morgan Stanley Conference: Strategic Growth and Innovation (investing)
  20. Pfizer at TD Cowen Conference: Strategic Growth Post-COVID (investing)