Be in the know. 11 key reads for Wednesday…

  1. Can Intel Compete With Taiwan Semi? Nvidia CEO Says Test Chips ‘Look Good.’ (barrons)
  2. Intel (INTC) could build Nvidia’s (NVDA) future GPUs, CEO Huang hints again (streetinsider)
  3. China Woos Dimon, Musk as Pressure Builds on Xi to Boost Economy (bloomberg)
  4. A Cheaper Way to Bet on AI Than Investing in Nvidia (wsj)
  5. Baidu Is Setting Up a Venture-Capital Fund to Back Chinese AI: Report (barrons)
  6. China, U.S. Are Creating Market Uncertainty. Elon Musk and Jamie Dimon Speak Out. (barrons)
  7. Beijing Says Musk Opposes Decoupling of U.S., China (wsj)
  8. To Work Fewer Hours, They Put AI on the Job (wsj)
  9. Stanford Golf Star Rose Zhang Is Ready for Her Professional Debut (nytimes)
  10. Commodity Crash Signals Disinflation Is Taking Hold for Now (bloomberg)
  11. Economists Trim China Growth Forecasts, Expect Reserve Requirement Ratio Cut Sooner (bloomberg)

Be in the know. 20 key reads for Tuesday…

  1. Alibaba Stake Boosted: Hedge Fund Titans Go Shopping While Asia Peers Bow Out (yahoo)
  2. The US dollar is overbought and could weaken to recent lows as the next Fed meeting looms, strategist says (businessinsider)
  3. PayPal (PYPL) stock pops as Mizuho says pricing concerns ‘largely overblown’, buy on weakness (streetinsider)
  4. Markets are sounding alarms on China’s economy, but an analyst says Wall Street is missing the big picture (businessinsider)
  5. China calls for ‘stable’ ties with US in meeting with Elon Musk (ft)
  6. China’s disappointing rebound could bring in more stimulus, economists say (cnbc)
  7. What’s in the debt limit bill? Key provisions in the Biden-McCarthy deal to avert default (cnbc)
  8. ‘Succession’ Star Matthew Macfadyen on Shiv’s Motivations and Tom’s Future: ‘It’s Just Another Move in a Corporate Nightmare’ (variety)
  9. From McDonald’s to Morgan Stanley, UBS says these stocks are favorably positioned for AI. (marketwatch)
  10. Buy Ford Stock, Says Analyst. The Gap Is an Opportunity. (barrons)
  11. Intel inside? Chinese firm Powerleader’s ‘home-grown’ chip suspected of being a rebadged microprocessor from US giant, test results show (scmp)
  12. LLMs like ChatGPT can perform data analysis at a fraction of the human cost with comparable performance: study (scmp)
  13. This Big Tech Company Is the Latest to Double Down in the AI Race (fool)
  14. Citigroup: cheap or hopeless? (ft)
  15. Gelsinger has said he is confident Intel can deliver on his pledge to achieve five advances in chip technology within four years, and that it will be making the most advanced processors in the world within the next couple of years. (wsj)
  16. Student Loan Payments Restart Sooner in Debt-Limit Deal (bloomberg)
  17. New York’s Best Days Are Ahead, Lazard’s Ray McGuire Says (bloomberg)
  18. Succession Finale: Billionaire Family’s Dramatic Ending Leaves Lingering Questions (bloomberg)
  19. Fast Fashion’s Curious Comeback (wsj)
  20. Goldman Sachs: Buy these 51 beaten-down stocks that will outperform if the US avoids a recession (businessinsider)

Be in the know. 10 key reads for Memorial Day!

  1. Alibaba forges new pact to deepen collaboration with northern China’s Tianjin in AI, cloud computing and big data initiatives (yahoo)
  2. China’s Big Tech platforms provided lifeline for youth amid record unemployment (scmp)
  3. 3 Top Bargain Stocks Ready for a Bull Run (fool)
  4. Turkish stocks rise, lira hits fresh record low after Erdogan wins re-election (marketwatch)
  5. The AI Boom Runs on Chips, but It Can’t Get Enough (wsj)
  6. Biden, McCarthy Voice Confidence Debt Deal Will Pass in Time (bloomberg)
  7. Baidu Shares Jump as Ernie Bot Progress Rekindles AI Bets (bloomberg)
  8. ‘It’s not a bubble yet’: Wharton’s Jeremy Siegel predicts Big Tech boom fueled by A.I. (cnbc)
  9. AI means everyone can now be a programmer, Nvidia chief says (reuters)
  10. Pinduoduo Crushes Analyst Expectations, Week in Review (chinalastnight)