Be in the know. 7 key reads for Sunday…

  1. White House, Republicans Reach Deal to Avert US Default (bloomberg)
  2. Why UK Value Stocks Are Still the Trade of the Decade (bloomberg)
  3. 5 Very Well Known Buy-Rated Stocks Under $10 Could Explode Higher This Summer (247wallst)
  4. ‘Rich People Don’t Use Napkin Rings’: How ‘Succession,’ ‘Billions’ and Other Helipad Dramas Get the Details Just Right (robbreport)
  5. New Photos Suggest the Tesla Cybertruck’s Interior Is as Minimalist as the Exterior (robbreport)
  6. What Needs to Happen for the Renminbi to Seriously Compete With the Dollar (bloomberg)
  7. It’s a 2% growth world (scottgrannis)

Be in the know. 17 key reads for Saturday…

  1. Alibaba Options Traders Bet On Stock Jumping This Much By July Expiration (benzinga)
  2. Amazon May Catch Up on the AI Stock Surge, Analysts Say (barrons)
  3. What Costco’s Baskets Reveal About Consumer Finances (wsj)
  4. Paramount pops after Buffett’s favorite banker makes ‘interesting’ bet in media giant’s biggest shareholder (cnbc)
  5. New LBO Playbook Emerges at Goldman Leveraged Finance Conference (bloomberg)
  6. GM Chief Financial Officer Paul Jacobson Scoops Up Shares (barrons)
  7. Drugmakers Released a Ton of New Cancer Treatment Data. The Biggest Developments. (barrons)
  8. The Nasdaq Has Been Crushing The Dow. Can It Last? (barrons)
  9. The Market Shrugs off Doomsday Scenarios. It Just Might Be Right. (barrons)
  10. Biden Says a Deal Over Debt Ceiling Is ‘Very Close’ (wsj)
  11. US debt ceiling deadline pushed back as talks continue (ft)
  12. AI Is Becoming the Stock Market’s Answer to Everything (bloomberg)
  13. Golfing and Boating Defy the Covid Boom and Bust (bloomberg)
  14. Ford’s EV charging deal with Tesla puts pressure on GM, other rival automakers (cnbc)
  15. Consumer Reports ranks buy now, pay later apps: Which came out on top? (usatoday)
  16. 7 Undervalued Biotech Stocks (morningstar)
  17. Our Ultimate Stock-Pickers’ Top 10 High-Conviction and New-Money Purchases (morningstar)

Be in the know. 21 key reads for Friday…

  1. Commerce Secretary Gina Raimondo and her Chinese counterpart held a pivotal meeting on U.S.-China ties. “Both sides described the meeting in positive terms and noted the importance of keeping communication channels open.” (wsj)
  2. ‘Candid talks’: China and US trade officials vow to step up communication to manage tensions (scmp)
  3. China, Once Pioneer of Zero Covid, Shrugs Off Looming Wave. “Restaurants, train stations, concert venues and soccer stadiums are teeming.” (wsj)
  4. Why Disney’s ‘inevitable’ move to stand-alone ESPN streaming service would bring ‘little risk, ample reward’ (marketwatch)
  5. Dollar set for third week of gains as US debt talks loom large (streetinsider)
  6. Fade The Rally, The Dollar’s Destiny Is Lower (zerohedge)
  7. Moderna says looking for opportunities in China after registering legal entity (reuters)
  8. Global money market funds attract heavy inflows as US debt ceiling looms (reuters)
  9. Shanghai gears up for post-Covid tourism boom as Disneyland raises ticket prices (scmp)
  10. Baidu will ‘very soon’ officially launch generative AI model, says CEO (yahoo)
  11. This Week in China: Nothing Is Good Enough for Impatient Market (bloomberg)
  12. It Has Been an Ugly Year for Estée Lauder Stock. Better Times Are Coming. (barrons)
  13. Ford EVs Can Use Tesla’s Supercharger Network (barrons)
  14. Amazon Was the Rare AI and Cloud Play Left Out of the Nvidia Bump. Here’s Why. (barrons)
  15. The real reason sunshine makes you happy: The benefits of vitamin D may surprise you (marketwatch)
  16. This Is What The Debt Ceiling Deal Will Look Like And Why It May Be Announced As Soon As Friday (zerohedge)
  17. China, Pushing Ukraine Cease-Fire, Gets Cool Reception in Europe (wsj)
  18. Chip Companies, Wary of Break With China, Seek Looser Limits on Federal Cash Companies warn that regulations undermine U.S. attempt to revive semiconductor industry (wsj)
  19. Economists Trim China Growth Forecasts, Expect Reserve Requirement Ratio Cut Sooner (bloomberg)
  20. Disney still has plans to spend billions in Florida despite its battle with DeSantis (cnbc)
  21. A Cheaper Way to Bet on AI Than Investing in Nvidia (wsj)

Be in the know. 17 key reads for Thursday…

  1. Fitch Warns on U.S. Rating (barrons)
  2. McCarthy Says Issues Remain in Debt Talks, All Won’t Be Happy (bloomberg)
  3. It Has Been an Ugly Year for Estée Lauder Stock. Better Times Are Coming. (barrons)
  4. Ford Stock Is Upgraded. (barrons)
  5. Debt-Ceiling Fight Comes Down to Spending: Freeze or Cut? (wsj)
  6. Invesco QQQ ETF jumps toward 13-month high, as Nvidia shares soar toward best gain in 7 years (marketwatch)
  7. Microsoft’s Nadella: AI is taking the computer age from ‘the bicycle to the steam engine’ (marketwatch)
  8. ‘There is no other China, there is only one China’: Nvidia CEO warns of ‘enormous damage’ if China chip war escalates. (marketwatch)
  9. U.S. and China See Fragile Opportunity to Repair Ties (wsj)
  10. Fed Officials Were Divided Over June Rate Pause. Several policy makers thought further hikes ‘may not be necessary’ (wsj)
  11. Half-Empty a Year Ago, Cruises Are Now Packed Like Sardines (wsj)
  12. Share Buybacks Continue at Torrid Pace While Investors Sit on Sidelines (wsj)
  13. America’s Math Coach Is Teaching Fifth-Graders to Outsmart AI (wsj)
  14. Reid Hoffman Is on a Mission: To Show A.I. Can Improve Humanity (nytimes)
  15. “Selling The Rips”: Retail Investors Capitulate Just As Stocks Break Out To New 2023 Highs (zerohedge)
  16. China Equity Rout Deepens as Traders Rush to Sell Before Holiday (yahoo)
  17. Meituan & NetEase Beat, Debt Ceiling, US Dollar Weigh On Risk Assets (chinalastnight)