Be in the know. 15 key reads for Wednesday…

  1. Forget AMD: 2 Artificial Intelligence (AI) Stocks to Buy Instead (fool)
  2. The Fed could tip the US into recession if it waits too long to cut rates, Mohamed El-Erian says (businessinsider)
  3. Hong Kong Stocks Jump on Hopes for Market-Boosting Policies (bloomberg)
  4. Hong Kong may reap bonanza as China expedites approvals for offshore IPOs (scmp)
  5. The Fed Is in Wait-and-See Mode on Rate Cuts (barrons)
  6. Inflation Drops to U.K. Target. Why BOE’s Likely to Follow Fed With Rate Freeze Anyway. (barrons)
  7. M&A Is Back. 4 Stocks That Could Be Targets. (barrons)
  8. Dell Stock Extends Rally. Wall Street Is Bullish on the AI Servers. (barrons)
  9. Nvidia’s Ascent to Most Valuable Company Echoes Dot-Com Boom (wsj)
  10. Insane six-man golf brawl breaks out during Father’s Day round (nypost)
  11. Retail sales rise by paltry 0.1% as shoppers feel pinch of high inflation (nypost)
  12. Boeing C.E.O. Apologizes for Quality and Safety Issues at Senate Hearing (nytimes)
  13. US Mortgage Rates Drop Below 7% for First Time Since March (bloomberg)
  14. China CSRC Unveils Policy Package to Shore Up Star Market (bloomberg)
  15. Woods gets special exemption into PGA Tour Signature Events (reuters)

Be in the know. 17 key reads for Tuesday…

  1. Fed needs to cut interest rates sooner rather than later (ft)
  2. BofA Poll Shows Investors Primed to Fuel Stock Rally With Cash (bloomberg)
  3. Why small caps, cyclicals are ‘an exciting opportunity’ (yahoo)
  4. Traders price in higher odds of two Fed rate cuts this year (bloomberg)
  5. Fed’s Barkin, Kugler, Goolsbee Among Those Set to Speak (barrons)
  6. Retail Sales Miss Again. Consumers Are Losing Steam. (barrons)
  7. Corporate Tax Rate Spurs Political Fight With More Than $1 Trillion at Stake (wsj)
  8. Market concentration could be a warning the rally is slowing: Carson Group’s Ryan Detrick (cnbc)
  9. A lot of the drivers for inflation are falling away, says Fundstrat’s Tom Lee (cnbc)
  10. Intel’s China arm invests in telecoms subsidiary of Apple supplier Luxshare (scmp)
  11. Hong Kong IPO market pipeline has ‘new-found positivity’ after slow first half (scmp)
  12. Midsize Companies Are Big Business for Wall Street’s Megabanks (wsj)
  13. Retail Sales Disappoint In May, April Revised Even Lower… (zerohedge)
  14. Alibaba Health resumed with a Buy at Goldman Sachs (thefly)
  15. BofA: Cash sees largest weekly inflow, money market AUM hits $6.1 trillion (streetinsider)
  16. Bank of America sees continued buyback strength (streetinsider)
  17. Citi Pitches Its Money-Moving Services Business as Central to Its Revamp (bloomberg)