Be in the know. 15 key reads for Wednesday…

  1. Here are analysts’ 20 favorite AI stocks — and they still see upside for Nvidia (marketwatch)
  2. New York Landlord Vornado Bets $1 Billion That More Commuters Will Return (wsj)
  3. Legendary value investor Seth Klarman says he’s looking at real estate as the next big opportunity ahead of a slowdown in the economy (businessinsider)
  4. “A Mainland media spokesperson publicly mentioned buying Chinese stocks for the first time yesterday in an interesting move.” (chinalastnight)
  5. Jack Ma Overshadowed Alibaba’s Historic Shakeup: Tech Daily (bloomberg)
  6. China Needs Stimulus and Clearer Rules, Former IMF Official Says (bloomberg)
  7. A Boeing Supplier Schedules Union Vote. The Stock Is Up. (barrons)
  8. Powell to Speak in Europe. Inflation Is Topics 1,2, 3. (barrons)
  9. M2 Contracted for a Sixth Straight Month. It’s a Promising Sign for Inflation. (barrons)
  10. S. Considers New Curbs on AI Chip Exports to China (wsj)
  11. US Mortgage Applications for Home Purchases Rise for Third Week (bloomberg)
  12. I. is not all hype, it’s the ‘fourth industrial revolution playing out’: Dan Ives (cnbc)
  13. These 4 indicators suggest the US is headed for the ‘promised land’ of a rolling economic expansion (businessinsider)
  14. Jefferies Signals Green Shoots in Investment Banking Lull (wsj)
  15. Delta Air Lines (DAL) impress at analyst day, earns new ‘top pick’ status (streetinsider)

Be in the know. 12 key reads for Tuesday…

  1. SL Green Realty shares surge after selling half of NYC building at $2 billion valuation (reuters)
  2. SL Green sells off 245 Park stake in breakthrough for office market (therealdeal)
  3. Amazon Stock Can Climb 20%. It Isn’t Just AI. (barrons)
  4. Pickleball Injuries May Cost Americans Nearly $400 Million This Year, According to UBS (bloomberg)
  5. Jesse Watters to Fill Tucker Carlson’s Old Slot as Fox Shuffles Prime-Time Lineup (nytimes)
  6. PacWest stock surges on new optimism about troubled regional banks (yahoo)
  7. Car prices aren’t going down. Automakers are just finally building something other than expensive trucks. (businessinsider)
  8. Biden announces $42 billion high-speed internet initiative (cnbc)
  9. The stock market is headed for a big first-half gain. What history says that means for the rest of 2023. (marketwatch)
  10. The economy was supposed to cave in by now. It hasn’t — and GDP is set to rise again. (marketwatch)
  11. Warren Buffett and Charlie Munger Might Disagree on EVs. (barrons)
  12. Two Famous New York Hotels Plan Their Comebacks (wsj)

Be in the know. 10 key reads for Monday…

  1. Here’s what Wall Street’s most bullish analyst heading into the year thinks of the stock market now (marketwatch)
  2. This Bull Market Is Just Getting Started, Traders Bet (wsj)
  3. China Smartphone Shipments Back to Double-Digit Growth in May (bloomberg)
  4. James Montier Explains Why Corporate Profits Keep Going Up (bloomberg)
  5. Apple Has Finally Unveiled the Vision Pro. Here’s What It’s Launching Next (bloomberg)
  6. Where Stock Market Is Headed After Wild First Half: Five Charts (bloomberg)
  7. Red Sox owners buy Boston team in Tiger Woods and Rory McIlroy’s golf league (cnbc)
  8. Forget about a housing market crash, Harvard researchers say. Here are the 4 reasons they say a repeat of the mid-2000s drop in home prices is unlikely. (businessinsider)
  9. ‘Bond King’ Jeffrey Gundlach rings the alarm on US debt – and warns higher interest rates are making it more of a burden (businessinsider)
  10. PGA Tour rushes to contain fallout from golf tie-up with Saudi sovereign wealth fund (ft)

Be in the know. 15 key reads for Sunday…

  1. Why Economies Haven’t Slowed More Since Central Banks Hit Brakes (wsj)
  2. The Ultra-Secret Underwater Spy System That Might Have Heard the Titan Implode (wsj)
  3. Pill Versions of Ozempic-Like Drugs Are Coming (wsj)
  4. Junk-Bond Sales Are Up as Firms Submit to Tougher Terms (wsj)
  5. Truce staves off fears of civil war, but insurrection remains gravest threat yet to Putin’s rule (wsj)
  6. Mastering Your Mental Images Can Make Your Day (wsj)
  7. Prigozhin ‘Exiled’ To Belarus In Exchange For Peace, Criminal Charges Dropped: What Was This All About? (zerohedge)
  8. Elon Musk Gives a Blunt Piece of Advice to Vladimir Putin (thestreet)
  9. Small Caps Have Lagged; Here Are 10 Morningstar Picks With Potential (thestreet)
  10. Citi will hold employees ‘accountable’ for office attendance (reuters)
  11. 10 Beaten Down Stocks Billionaires Are Loading Up On (insidermonkey)
  12. The 11 Best Steakhouses in the World, According to Michelin (robbreport)
  13. Senior TSMC execs to meet with Alibaba, Biren, and other key China customers (technode)
  14. Expect Changes in Russia As Response to Wagner Rebellion (cfr)
  15. Steve Eisman Talks Banks, AI and His Next Big Bet (bloomberg)