Be in the know. 18 key reads for Thursday…

  1. Intel CEO Lip-Bu Tan has a long track record in the chip industry. Now he needs a big customer (cnbc)
  2. Nvidia CEO Warns That Chinese AI Rivals Are Now ‘Formidable’ (bloomberg)
  3. Toyota Sales Hit Second Monthly High on US Tariff Rush (bloomberg)
  4. General Motors CEO Defends Trump Auto Tariffs (wsj)
  5. Federal trade court strikes down Trump’s reciprocal tariffs (cnbc)
  6. Buying the stock market dip hasn’t paid off this much in 30 years (yahoo)
  7. The Best Energy Stocks to Buy Now (morningstar)
  8. How a Shortage of Transformers Threatens Electricity Supply (bloomberg)
  9. Boeing aims to certify 737 MAX variants by year-end, CEO tells Aviation Week (reuters)
  10. US suspends engine sales to Chinese planemaker COMAC, New York Times reports (reuters)
  11. “Race To The Bottom”: BYD Price Slashing To Prompt Chinese EV Consolidation (zerohedge)
  12. Record Foreign Demand For Blowout 5Y Treasury Auction (zerohedge)
  13. Will Tariffs Bring Manufacturing Back? BofA Says It’s Too Late. (barrons)
  14. Americans’ Finances Remain Solid. It’s the Job Market. (barrons)
  15. European stocks to scale new heights in 2026, trade tensions temper loftier hopes (reuters)
  16. This market wants to go higher, Carson Group’s Ryan Detrick (youtube)
  17. Hormel Foods tightens annual profit forecast amid weak retail demand (reuters)
  18. Citi’s Fraser Says Clarity From Trump Would Unleash IPO Markets (bloomberg)

“Cleanup to Comeback” Stock Market (and Sentiment Results)…

Key Market Outlook(s) and Pick(s)

A couple weeks ago, I joined Jared Blikre and Sydnee Fried on Yahoo! Finance “Stocks in Translation” to discuss markets, moats, housing, picks, and more. Thanks to Jared, Sydnee, and Taylor (Smith) Clothier for having me on:

Watch full show in HD directly on Yahoo! Finance

Continue reading ““Cleanup to Comeback” Stock Market (and Sentiment Results)…”