Be in the know. 20 key reads for Friday…

  1. China Lifted a Ban on Group Travel. These Stocks are Set to Benefit. (barrons)
  2. Alibaba (BABA) undergoing a ‘fundamental turnaround’ says Benchmark and sees potential for 85% rally (streetinsider )
  3. China Ending Years-Long Crackdown Restores Optimism as Tech Giants Report (bloomberg)
  4. Verizon Business’s Latest Move to Build Market Share (barrons)
  5. Disappointing China Loans Is a Cry for More Easing, Analysts Say (bloomberg)
  6. The UAW Is in Talks With Detroit. How Much Car Prices Could Rise. (barrons)
  7. Ford is going all in on hybrids. Here’s why. (marketwatch)
  8. News Corp beats profit estimates as digital subscriptions rise (nypost)
  9. China Ending Years-Long Crackdown Restores Optimism as Tech Giants Report (bloomberg)
  10. Alibaba Posted ‘Solid’ Results Across the Board, UBP Says (bloomberg)
  11. Alibaba Takes a Step Toward Comeback as Growth Returns (bloomberg)
  12. I think the Fed is done hiking for this cycle, says Fundstrat’s Tom Lee (cnbc)
  13. The opportunity is there to put together a pretty inexpensive portfolio, says Oakmark’s Bill Nygren (cnbc)
  14. Amazon is well-positioned to benefit from the growing demand for artificial intelligence software. (fool)
  15. Alphabet’s $118 Billion Cash Pile Poses a New Problem (yahoo)
  16. Seth Klarman on What Makes a Value Investor and Committing ‘Sacrilege’ in New Edition of ‘Security Analysis’ (institutionalinvestor)
  17. Disney gains on plans to raise prices for streaming services; BofA positive on changes (streetinsider)
  18. Alibaba income beats estimates amid “strong business momentum” (streetinsider)
  19. The Fed ‘can take the rest of the year off’: Yardeni (marketwatch)
  20. China accuses U.S. of trying to block its development, demands that tech curbs be repealed (marketwatch)

Be in the know. 20 key reads for Thursday…

  1. Alibaba Group Announces June Quarter 2023 Results (alibabagroup)
  2. Alibaba Takes a Step Toward Comeback As Growth Finally Returns (bloomberg)
  3. New US investment curbs to have limited impact on China’s targeted tech sectors (scmp)
  4. Alibaba reports solid earnings beat, revenue rises most since Sept. 2021 (cnbc)
  5. Disney Gets Iger’s Second Show on the Road (wsj)
  6. CPI Inflation Rate Below Views, Signaling Patient Fed (investors)
  7. Disney TV Spinoff Talk in Focus. The Stock Is Rising. (barrons)
  8. The UAW Is in Talks With Detroit. How Much Car Prices Could Rise. (barrons)
  9. S. initial jobless claims rise to highest level in a month (marketwatch)
  10. The long-simmering rumor of Apple buying Disney is resurfacing as Bob Iger looks to sell assets (marketwatch)
  11. China Hawks In Congress Are Going Too Far (barrons)
  12. “Senior administration officials told reporters on Wednesday that they were considering an exemption for publicly traded Chinese securities.” (barrons)
  13. Alibaba’s Restructuring & How It Benefits Shareholders (kraneshares)
  14. US Core CPI Posts Smallest Back-to-Back Increases in Two Years (bloomberg)
  15. China Regulator to Hold Meeting With Property Firms, Financiers (bloomberg)
  16. Alibaba income beats estimates amid “strong business momentum” (streetinsider)
  17. Alibaba’s revenue growth spurts as economy recovers from pandemic slowdown (scmp)
  18. PayPal Is Crushing It. Why Isn’t the Stock Responding? (fool)
  19. *BABA 1FQ NP Up 51% YoY to RMB34.332B, Well Beyond Forecast (aastocks)
  20. We need China as much as they need us, says Lead Edge Capital’s Mitchell Green (cnbc)

“Vegas Baby, Vegas!” Stock Market (and Sentiment Results)…

This week I traveled to Las Vegas to speak at the MoneyShow “Investment Masters Symposium” along with many great speakers like Charles Payne, Tom DeMark, Tom Lee, Kenny Polcari, Keith Fitz-Gerald, Mike Lee, Mitch Roschelle, Larry Williams and more… Continue reading ““Vegas Baby, Vegas!” Stock Market (and Sentiment Results)…”

Be in the know. 16 key reads for Wednesday…

  1. Disney’s ESPN inks $2 bln deal with Penn to launch sports betting business (reuters)
  2. Reaction to China inflation data (reuters)
  3. Bank Stocks Fall After Moody’s States the Obvious. It’s Time to Buy.(barrons)
  4. Fed Officials Make Rounds as Attention Turns to September Meeting (barrons)
  5. China Slides Into Deflation as Consumer, Factory Prices Drop (bloomberg)
  6. Dell Stock Spikes on High Hopes for AI-Related Servers (barrons)
  7. Hanesbrands Draws Activist Investor Seeking to Shake Up Underwear Maker (wsj)
  8. UAW Leader Slams Jeep Maker Stellantis for ‘Lowball’ Bargaining Demands (wsj)
  9. Elon Musk Calls Cybertruck Tesla’s ‘Best Product Ever.’ Here Comes the Test.(wsj)
  10. ‘Don’t Be So Picky About a Job, China’s College Graduates Are Told (nytimes)
  11. In China, It’s Already Cheaper to Buy EVs Than Gasoline Cars (bloomberg)
  12. What the UAW Wants From Its Fight With the Big Three (bloomberg)
  13. Surveillance: Invesco’s Waldner Leans In and Buys Long-Bond Rout (bloomberg)
  14. PayPal is trying to drag its 435 million users into the $120 billion stablecoin market — here’s why (cnbc)
  15. “The CPI deflation may put more pressure on the government to consider additional fiscal stimulus to mitigate the challenge” (cnbc)
  16. Disney reportedly creating a task force to explore A.I. across all divisions (cnbc)