Be in the know. 27 key reads for Wednesday…

  1. China Premier Meets Major Internet Companies, Vows More Support (bloomberg)
  2. China’s powerful economy planner praises Alibaba, Tencent, Meituan (scmp)
  3. Pressure Builds On China To Open Easing Floodgates Further (zerohedge)
  4. China Loan Growth Picks Up After Rate Cut (bloomberg)
  5. China’s Huawei poised to overcome US ban with return of 5G phones, research firms say (reuters)
  6. Alibaba hiring seed-breeding scientists amid growing appetite for food security (scmp)
  7. Inflation Eased to 3% Last Month (wsj)
  8. Gilead Just Bought $30 Million More of 2 Biotech Stocks (barrons)
  9. How a Houston Oilman Confounded Climate Activists and Made Billions (wsj)
  10. Why High Car Costs Aren’t Scaring Off Buyers (barrons)
  11. 3 Rules for Buying Bank Stocks (barrons)
  12. This small-cap stock index achieves first ‘golden cross’ in almost half a year, pointing to potential rally (marketwatch)
  13. New Instant-Payment System (FedNOW), not so “New” (barrons)
  14. ‘Mission: Impossible—Dead Reckoning Part One’ Review: Real Tom Cruise, AI Enemy (wsj)
  15. The AI Boom Is Here. The Cloud May Not Be Ready. (wsj)
  16. Shopify Fuels Meeting Purge By Shaming Employees With Cost Calculator (bloomberg)
  17. Golf Courses, Wave Pools and Gucci: Sao Paulo’s ‘Greenwich’ Has it All (bloomberg)
  18. Why Private Equity Is Chasing Plumbers and Lumber Yards (bloomberg)
  19. China Regulator Asked Banks to Respond to Bearish Goldman Report (bloomberg)
  20. Don’t stress about recession with inflation cooling and the job market booming, Nobel economist Paul Krugman says (businessinsider)
  21. Tech stocks will rally as much as 15% more as “the AI revolution is here”, Wedbush analyst Dan Ives says (businessinsider)
  22. Morgan Stanley: These 37 stocks are the emerging leaders of the global AI arms race, and will see double the profit growth of the broader market over the next 3 years (businessinsider)
  23. Buffett Buys One Of Only Seven US LNG Export Terminals In $3.3 Billion Deal (zerohedge)
  24. Strategists Say Sell The AI Rally Now – Buy 5 Goldman Sachs Conviction List Top Picks With Massive Upside Potential (247wallst)
  25. Analysis: Yellen raised China’s hopes for tariff cut; U.S. politics will crush them (reuters)
  26. A.I. is having a 1995 moment, says Wedbush’s Dan Ives (cnbc)
  27. We’ve only seen the beginning of Moderna’s story, says Goldman Sachs’ Salveen Richter (cnbc)

Be in the know. 25 key reads for Tuesday…

  1. China Signals More Economic Aid After Property Debt Relief (bloomberg)
  2. Chinese Embrace Summer Holiday Flying for First Time in Years (bloomberg)
  3. 3M Stock Gets an Upgrade. Finally, There Are Positive Catalysts. (barrons)
  4. China’s Xi Calls for Greater Economic Opening in Charm Offensive (bloomberg)
  5. Why Big Tech Is Getting Hit by Nasdaq 100 Rebalance (barrons)
  6. How this Amazon Prime Day Could Be Huge for the Stock (barrons)
  7. Walmart Is Quietly Growing Into a Retail Tech Titan (barrons)
  8. Amazon Stock Is a Buy Into Earnings. That’s Only Half the Story. (barrons)
  9. Howard Marks says he’s made five great market calls in his career. Here’s how he did it. (marketwatch)
  10. Alibaba, JD.Com, and Other China Stocks Rebound on Hopes the Tech Crackdown Is Over (barrons)
  11. These companies have beaten the Rule of 40 year after year (marketwatch)
  12. Disney’s stock is slumping, but one analyst sees a silver lining (marketwatch)
  13. Starbucks and Booking Are Possible Outperformers From the Nasdaq 100 Rebalance (barrons)
  14. Prime Day for Stocks? Disney, Moderna and 13 More That Look Like Bargains. (barrons)
  15. Used-Car Prices Drop by a Record. (barrons)
  16. 10 Stocks Will Make You 30% Richer Than Others In A Year, Analysts (investors)
  17. JPMorgan, Wells Fargo Near Buy Points With Q2 Earnings Fuse Lit (investors)
  18. Stock Market Bottoms Look A Lot Alike; Here’s How To Identify One (investors)
  19. Warren Buffett Bets On LNG, Despite Low Gas Prices, With This $3 Billion Deal (investors)
  20. There are 5 big reasons experts are worried about a recession – but there’s a bullish response to all of them (businessinsider)
  21. Manhattan Luxury Real-Estate Market Heats Up (wsj)
  22. Citi expects Intel (INTC) to beat Q2 guidance (streetinsider)
  23. 3M shares gain after Bank of America upgrades rating (streetinsider)
  24. Amazon (AMZN) ‘risk/reward still favorable on the print,’ added to Wells Fargo Signature Picks (streetinsider)
  25. Hedge funds slash bets on US stocks after rally and pivot to Europe (ft)