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)

“The Enablers” Stock Market (and Sentiment Results)…

Key Market Outlook(s) and Pick(s)

On Wednesday, I joined Brian Sozzi, Brooke DiPalma, and Ines Ferre on Yahoo! Finance to discuss markets, the economy, outlook, $AAP, $XRAY, $HRL, $PFE, and a lot more. Thanks to Justin Oliver, Brian, Brooke, and Ines for having me on:

Continue reading ““The Enablers” Stock Market (and Sentiment Results)…”

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)