Be in the know. 18 key reads for Friday…

  1. VF Corporation Appoints Sun Choe (from lululemon) as Global Brand President, Vans® (vfc)
  2. The FAA Has a Boeing Update. It’s Good News. (barrons)
  3. New York Fed’s Williams Sees 2% Inflation in 2025, Soft Landing Ahead (barrons)
  4. Nvidia Stock Drops. CEO Jensen Huang Heads to Taiwan. (barrons)
  5. US Is Slowing AI Chip Exports to Middle East by Nvidia, AMD (bloomberg)
  6. What’s a Carry Trade Again? And When Is It Not a Moneymaker? (bloomberg)
  7. What Are Block Trades? Why Are They in the Spotlight? (bloomberg)
  8. Tokyo Inflation Picks Up, Keeping BOJ on Track for Rate Hike (bloomberg)
  9. Warning Signals Are Flashing for Homeowners in Texas and Florida (bloomberg)
  10. US Malls Avoid Death Spiral With Help of Japanese Video Arcades (bloomberg)
  11. SpaceX Weighs Plan to Sell Shares at $200 Billion Valuation (bloomberg)
  12. 3 signs the housing market’s affordability recession is finally ending (businessinsider)
  13. Ads will help Amazon’s retail margins hit new highs: BofA (streetinsider)
  14. 10 Life Lessons From Warren Buffett Everyone in Their 20s Should Hear (247wallst)
  15. Warren Buffett Says He Knows In ‘5 Minutes’ If An Investment Is Worth It (yahoo)
  16. Alibaba e-commerce unit’s latest executive reshuffle sees veterans retire as younger leaders take over (scmp)
  17. Semiconductor International Corporation Rallies on 3 Nanometer Chip News (chinalastnight)
  18. BABA-SW Plans to Pay Div. for FY24 in Jul (aastocks)

Be in the know. 17 key reads for Thursday…

  1. PayPal’s stock packs nearly 50% upside, a renewed bull says. Here’s why. (marketwatch)
  2. ‘Father of emerging markets’ Mark Mobius turns bullish on China stock as property measures restore confidence (scmp)
  3. Container throughput at China’s ports up 9 pct in January-April (cn)
  4. IMF ups China’s 2024 GDP growth forecast to 5 pct (cn)
  5. The Rise in Consumers’ Late Debt Payments Is Slowing Down (wsj)
  6. This Record Stock Market Is Riding on Questionable AI Assumptions (wsj)
  7. You Can Thank Private Equity for That Enormous Doctor’s Bill (wsj)
  8. Money Supply Rose for the First Time in More Than a Year. What That Signals for the Economy. (barrons)
  9. Warren Buffett Is a Big Fan of Shareholder Equity. 10 Companies With the Most. (barrons)
  10. The S&P 500 may be overbought, but most of its stocks are not (marketwatch)
  11. Blackstone executive says commercial real estate is bottoming (marketwatch)
  12. The South Park jinx could be coming for high-flying weight-loss stocks (businessinsider)
  13. US Pending Home Sales Plunged To Record Lows In April As Rates Rose (zerohedge)
  14. Richard Li States Strong Confidence in HK Economy (aastocks)
  15. High Interest Rates Are Working, Fed’s Williams Says (bloomberg)
  16. Fed’s Williams expects inflation to cool in the second half of the year (marketwatch)
  17. Alibaba expands AI portfolio with US$27 million start-up investment (scmp)