Be in the know. 25 key reads for Tuesday…

  1. Goldman Sachs says China stocks may rise by 40% on market reforms as UBS goes overweight on mainland, Hong Kong shares
  2. Hong Kong stocks surge most in 3 weeks as China’s support pledge lifts the mood (scmp)
  3. Citi Strategists Say Buy the Dip in Stocks on Solid Earnings (bloomberg)
  4. GM Raises Profit Outlook After Strong First-Quarter Earnings (wsj)
  5. Triumphant homeowners who spent millions on houses reveal how they took on squatters — and won (nypost)
  6. Billionaire’s new building to soar over Midtown for one very specific reason (nypost)
  7. JPMorgan warns stock market sell-off has ‘further to go’ (yahoo)
  8. PepsiCo’s first-quarter results beat as international demand drives growth (yahoo)
  9. How US shale keeps sheltering America from the next oil price surge (ft)
  10. Generative A.I. Arrives in the Gene Editing World of CRISPR (nytimes)
  11. Goldman’s Rubner Says the Pullback in US Stocks Is Not Over Yet (bloomberg)
  12. Apple’s China iPhone Sales Dive 19% in Worst Quarter Since 2020 (bloomberg)
  13. The UK Housing Market Has Turned a Corner (bloomberg)
  14. Google search boss warns employees of ‘new operating reality,’ urges them to speed up (cnbc)
  15. Goldman says we’re still in phase 1 of AI’s stock-market takeover. Here’s how they expect phases 2 through 4 to play out. (businessinsider)
  16. Goldman Sachs: These 30 stocks are primed to outperform in a strong economy since they’re investing heavily in future growth opportunities like artificial intelligence (businessinsider)
  17. Goldman Sachs: These 30 stocks are primed to outperform in a strong economy since they’re investing heavily in future growth opportunities like artificial intelligence (businessinsider)
  18. Goldman hasn’t given up on the stock-market rally, but is starting to get nervous (marketwatch)
  19. Why you shouldn’t be too quick to dump your stocks just yet (marketwatch)
  20. History says stock-market dips caused by geopolitical turmoil ‘should be bought, not sold’: BofA strategists (marketwatch)
  21. Boeing Slows Production of Its 787 Jet. Relax, It’s Not a Quality Problem. (barrons)
  22. Ford Doesn’t Have a Ferrari Division, but Ford Pro Could Be a Stock Catalyst (barrons)
  23. Ford Stock Soared Today for 1 Big Reason and 3 Smaller Ones (barrons)
  24. China Technology’s Outperformance vs. US Tech Since February Widens (chinalastnight)
  25. Big Tech Faces Earnings Test After Market Rout (wsj)

Be in the know. 12 key reads for Monday…

  1. Strategists Split on US Profit Outlook as Stocks Pull Back (bloomberg)
  2. Strong Earnings Will Give S&P 500 a Boost (bloomberg)
  3. Nike Shifts Course as Innovation Stalls and Rivals Gain Ground (wsj)
  4. The Golfer Who Can’t Stop Winning (wsj)
  5. Making a splash Top women’s golfer celebrates historic run with epic cannonball (nypost)
  6. How NYC’s reclusive retail kingpin sold billions in buildings to Gucci, Prada in mere days (nypost)
  7. Alphabet’s Cash Boom Is Raising Dividend Hopes on Wall Street (bloomberg)
  8. 5 reasons why the stock market’s multi-week sell-off will end soon, according to a Wall Street bull (businessinsider)
  9. Mega-cap tech earnings kick off this week. Here’s what Wall Street is looking out for. (businessinsider)
  10. Car dealers throw cold water on electric vehicles versus gas options: ‘I wouldn’t feel safe’ (foxbusiness)
  11. Hong Kong stocks soar after China’s market regulator support pledge (scmp)
  12. EU approves new antibiotic to tackle rise of superbugs (ft)

Be in the know. 25 key reads for Sunday…

  1. This chart shows why the stock-market rally should broaden out later this year (marketwatch)
  2. 30 Big Ideas from Seth Klarman’s Margin of Safety (Special Report) (niveshak)
  3. Belated March CPI analysis (scottgrannis)
  4. Higher Interest Rates Have Done Their Work. Start the Cuts. (barrons)
  5. S. natural gas trade will continue to grow with the startup of new LNG export projects (eis)
  6. House Passes Bill Banning TikTok Unless Chinese Owner Divests. Aid to Ukraine and Israel Is Approved. (barrons)
  7. Nvidia’s stock plunge leads ‘Magnificent Seven’ to historic weekly market-cap loss (marketwatch)
  8. Apple Has Been Left Behind in the AI Rally. Why It Might One Day Still Be the Big Winner (marketwatch)
  9. MasterCraft Boat, SentinelOne, and More Stocks See Action From Activist Investors (barrons)
  10. Alphabet, United Airlines, GE Vernova, and More Stocks Set to Climb (barrons)
  11. The Secret Retreats That Have CEOs, VIPs and Billionaires Jockeying for Invites (wsj)
  12. Wall Street Has Abandoned Wall Street (wsj)
  13. He Loves Speed, Hates Bureaucracy and Told Ferrari: Go Faster (wsj)
  14. These Home Sellers Are Done Waiting for the Fed to Lower Rates (wsj)
  15. Fed’s Preferred Inflation Gauge Is Set to Back Rate-Cut Patience (bloomberg)
  16. Tesla Cuts US Prices by $2,000 as Sales Slow, Inventories Swell (bloomberg)
  17. Reed Hastings shares the 3-word tactic that helped make Netflix a $240 billion company—it’s called ‘farming for dissent’ (cnbc)
  18. Report: Thanks to AI, China’s Data Centers Will Drink More Water Than All of South Korea by 2030 (futurism)
  19. Florida Is Not So Cheap Compared With New York These Days (bloomberg)
  20. Semiconductors (SMH) Could Be Rolling Over At Key Fibonacci Level, Says Joe Friday (kimblechartingsolutions)
  21. A contrarian take on the US inflation freakout (ft)
  22. A Legacy Structure Turns Cars Into Sculptures (forbes)
  23. Meet The Skydiving Billionaire With Sky-High Returns (forbes)
  24. 3 Easy Steps That Will Make You the Most Interesting Person in a Conversation (inc)
  25. T&C Hotel Awards 2024: The Best New Hotels on the Planet (townandcountrymag)