Be in the know. 20 key reads for Saturday…

  1. Nvidia Stock Stumbles (barrons)
  2. Wharton’s Jeremy Siegel: Expect the Fed to move to a ‘two-cut camp’ with one more good CPI reading (cnbc)
  3. Starbucks Will Get a Jolt. Its Stock Is a Buy. (barrons)
  4. Penn Could Be Bought. Wall Street Doesn’t Agree on What It Means for the Stock. (barrons)
  5. CarMax Stock Rises After Earnings Dip. There’s a Used-Car Shortage. (barrons)
  6. Nike Stock Is a Buy. The ‘Last Bad’ Earnings Report Is Coming, Says Analyst. (barrons)
  7. Larry Culp Saved GE. Now He’s Aiming to Transform the Aerospace Industry. (barrons)
  8. Alphabet Stands to Win From Tesla’s Robotaxi Day (barrons)
  9. Why Home-Builder Stocks Can Continue Their Bull Run (barrons)
  10. Robber Baron Retreats: Homes of Storied Business Titans Now Make for Luxurious Stays (barrons)
  11. Koch family’s 15% stake in Nets (buying from Joe Tsai) values struggling NBA franchise at $3.8 billion: source (nypost)
  12. The Big Read. Can Nvidia stay at the heart of the new AI economy? (ft)
  13. Odd Lots: Why Tom Lee Thinks We Could See S&P 15,000 by 2030 (bloomberg)
  14. 2028 L.A. Olympics unveil venue plan: Swimming in SoFi, softball in Oklahoma City (nytimes)
  15. Bullish bets on top stocks like Nvidia surged to a record high this week (marketwatch)
  16. Fed’s Kashkari sees some signs of ‘some softening’ in the economy (marketwatch)
  17. Partnership Lessons from Buffett-Munger (bloomberg)
  18. The Best Cyclical Stocks to Buy (morningstar)
  19. Nvidia Sheds $220 Billion After Short Run as Top Stock (bloomberg)
  20. It’s Time to Be Bullish on Britain (bloomberg)

Be in the know. 25 key reads for Friday…

  1. What Small-Cap Stocks Need to Finally Join the Market Rally (barrons)
  2. Where Will Intel Stock Be in 3 Years? (fool)
  3. U.S. and China hold first informal nuclear talks in five years (reuters)
  4. As Nvidia Soars, History Advises Caution. (barrons)
  5. FedEx Stock Has Delivered Disappointment. Next Week’s Earnings Could Change That. (barrons)
  6. Gilead’s Twice-Yearly Shot Prevents HIV. Where the Stock Is Headed. (barrons)
  7. 2025 McLaren Artura Spider: An Unobnoxious Supercar (wsj)
  8. Nvidia’s Success Is the Stock Market’s Problem (wsj)
  9. New Home Construction Slows as Mortgage Rates Remain High (nytimes)
  10. Elon Musk Wants You to Have More Babies (bloomberg)
  11. US business activity inches up in June; price pressures abating (reuters)
  12. Chart Master: Is a REIT revival incoming? (cnbc)
  13. Bugatti Unveils V-16 Hybrid Supercar ‘Tourbillon’ (bloomberg)
  14. US Services Activity Expands by Most in More Than Two Years (bloomberg)
  15. Boeing-Spirit Aero Deal Nears Close as Airbus Talks Advance (bloomberg)
  16. Odd Lots: John Arnold on Why It’s Hard To Build Things (bloomberg)
  17. How YouTube Became Must Watch TV (bloomberg)
  18. Nike Stock Can Just Do It. It’s Time to Buy. (barrons)
  19. VF Stock Keeps Sliding. CEO Bracken Darrell Just Bought $1 Million of Shares. (barrons)
  20. Chances of ‘no landing’ grows by the day: Bank of America (streetinsider)
  21. Wells Fargo tells its clients to reduce exposure to ‘overvalued’ tech stocks (streetinsider)
  22. Amazon stock target lifted at Baird on revised margin outlook (streetinsider)
  23. China talks up support for IPOs. Investors are watching the speed of approval (cnbc)
  24. Leading economic index falls again, but it’s not signaling recession (marketwatch)
  25. Hertz upsizes junk-bond offering to $1 billion as it pushes ahead with fleet refresh (marketwatch)