Be in the know. 15 key reads for Wednesday…

  1. Advance Auto’s stock rises after upbeat guidance for 2024 (marketwatch)
  2. Food Stocks Are Super Cheap, and Could Rally (barrons)
  3. eBay Stock Rallies as Earnings and Guidance Top Estimates (barrons)
  4. This AI Stock Looks Like a Real Bubble. How to Profit When Super Micro Pops. (barrons)
  5. Apple Killed Its Car Project. Tesla’s Stock Barely Budged. (barrons)
  6. Shutdown Fears Fade After White House Meeting (wsj)
  7. The Gigantic Rookie Bringing Fighting Back to Hockey (wsj)
  8. Disney Creates $8.5 Billion Streaming Alliance in India (bloomberg)
  9. How Much Wealth You Need to Join the Richest 1% Around the World (bloomberg)
  10. S. economy’s growth rate in the fourth quarter downgraded to 3.2%, GDP report shows (marketwatch)
  11. BofA expects ‘strong refresh cycle’ for iPhone in coming years (streetinsider)
  12. China props up renminbi ahead of leadership summit in March (ft)
  13. Alphabet would be dramatically higher if it was willing to embrace efficiency, says Jim Cramer (cnbc)
  14. The global cutting cycle is here, says Goldman Sachs’ Alexandra Wilson-Elizondo (cnbc)
  15. Gross Domestic Product, Fourth Quarter and Year 2023 (Second Estimate) (bea)

Be in the know. 12 key reads for Tuesday…

  1. Opinion: Expect this ‘Roaring 2020s’ market to keep stocks up and bring inflation down (marketwatch)
  2. China’s State-Backed Funds Have Bought $57 Billion of Stocks, UBS Says (bloomberg)
  3. Are We in a Productivity Boom? For Clues, Look to 1994. (nytimes)
  4. This Steakhouse Stock Is a Rare Find. It’s Primed for Gains. (barrons)
  5. Norwegian Cruise Stock Is Sailing Higher After Earnings. Demand Is at Record Levels. (barrons)
  6. Whirlpool Seeks to Boost Returns, Maintain 6.5% Dividend (barrons)
  7. Investors Flock Back to Biotech After a Long, Cold Spell (wsj)
  8. Fed Rate Cuts Are Likely to Be Slow — But Not Necessarily Steady (bloomberg)
  9. Office Tower Deal for $1 Reveals Anxiety Among Longtime Buyers (bloomberg)
  10. Alibaba’s $1B Bet on AI Start-Up Moonshot Marks Major Push into Generative Tech (benzinga)
  11. *G Sachs: BABA-SW Re-igniting E-commerce & Cloud Growth, Aiming Stable Profits & Shareholder Returns (aastocks)
  12. LNG Demand Will Surge 50% in Next Decade, Woodside CEO Says (bloomberg)

Be in the know. 17 key reads for Monday…

  1. After doubts about Alibaba’s future, co-founder Joe Tsai says: ‘We’re back’ (cnbc)
  2. Alibaba chairman Joe Tsai says e-commerce giant is set to bounce back: CNBC (scmp)
  3. Geoff Seeley Joins PayPal as Chief Marketing Officer (paypal)
  4. Investors Flock Back to Biotech After A Long, Cold Spell (wsj)
  5. China de-linking talk is overdone and it’s still key to the global economy, Asian Development Bank says (cnbc)
  6. US Chamber Chief Visits China in Sign of Warming Business Ties (bloomberg)
  7. Jack Ma’s Ant Group piles into fight with Citadel for Credit Suisse’s Chinese business: report (marketwatch)
  8. New Cars Are Becoming More Affordable. That’s Good for Buyers and Auto Stocks. (barrons)
  9. China Is Stockpiling for the Next Phase of the Chip Wars (wsj)
  10. Beijing Needs A Second Act After Rebound In Stocks (zerohedge)
  11. CEOs showing big interest in AI, former AOL CEO says (foxbusiness)
  12. German pharma group finds no unexpected side effects during trial, including at higher doses (ft)
  13. Weight-Loss Drugs Have One Big Problem. These Drugmakers Are Taking It On. (investors)
  14. GM returns to France with fully-electric Cadillac Lyriq (reuters)
  15. China State Firm Sells Bonds to Help Fund LGFV in Rare Move (bloomberg)
  16. China Protest Watcher Says Police Questioning His X Followers (bloomberg)
  17. Opinion: 9 stock tips hiding in Warren Buffett’s latest letter to Berkshire shareholders (marketwatch)