Tag: StockMarket

Be in the know. 21 key reads for Tuesday…

  1. S&P 500 Has Jumped 14% Since Trump Said ‘Great Time to Buy’ (bloomberg)
  2. Bearish Stock Investors Left to Chase Rally, BofA Poll Shows (bloomberg)
  3. CTAs Now Buyers In Every Scenario As Buybacks Accelerate And Bearish Funds Capitulate (zerohedge)
  4. Short Squeeze Could Be Giving Stocks a Boost (barrons)
  5. JD.com’s Sales Rise 16% After China Stimulus Draws Shoppers Out (bloomberg)
  6. Alibaba pushes global adoption of Qwen3 AI models via more developer platforms online (scmp)
  7. China Removes Ban on Boeing Deliveries After US Trade Truce (bloomberg)
  8. Shipping demand set to explode as firms rush to exploit US-China tariff pause (scmp)
  9. Trump signals he could speak with China’s Xi by end of the week (reuters)
  10. How far is China from becoming self-sufficient in AI? (investing)
  11. Nomura Turns Bullish on China’s Stocks After Trade Truce With US (bloomberg)
  12. What the U.S.-China Trade Agreement Means for Markets (wsj)
  13. Nike and 3 More Top Stocks for the U.S.-China Tariffs Pause (barrons)
  14. Small Caps Soar on the U.S.-China Trade Deal. They Can Rally a Whole Lot More. (barrons)
  15. Goodbye, EV Tax Credit. Hello, Aid for Buyers of U.S.-Made Cars. (barrons)
  16. Traders See Fed Cutting Rates Just Twice in 2025 on Cooling Trade War (bloomberg)
  17. Trump’s Drug-Price Crackdown, Like His Trade War, Could Be More Bark Than Bite (wsj)
  18. Trump Executive Order Could Reshape How Americans Pay for Drugs. Why It Isn’t Bad for Pharma Stocks. (barrons)
  19. Boeing Stock Is Rising. Why It’s Getting a Boost From Tariff Talks Breakthrough. (barrons)
  20. NRG Buys 18 Natural-Gas Power Plants in Bet on Soaring Energy Demand (wsj)
  21. Are We Entering the Golden Age of Secondhand Shopping? (wsj)

Be in the know. 18 key reads for Monday…

  1. U.S. and China agree to slash tariffs for 90 days in major trade breakthrough (cnbc)
  2. Alibaba Stock Soars. It’s Not Just the China Trade Deal. (barrons)
  3. Surprise U.S.-China Trade Deal Gives Global Economy a Big Reprieve (wsj)
  4. ‘Decisive Moment’ in Trade Talks Puts China Rally Back on Track (bloomberg)
  5. US-China Trade Talks to Boost Sentiment in Asia, Strategists Say (bloomberg)
  6. New Alibaba method slashes costs of training AI for search by 88% (scmp)
  7. HEDGE FLOW Hedge funds re-enter Chinese equities on trade talk optimism, Morgan Stanley says (reuters)
  8. Nvidia, Intel, Marvell Stocks Jump. Why China Trade Progress Is Good for Chip Makers. (barrons)
  9. ‘Buy America’ Sweeps Across Global Markets After China-US Talk (bloomberg)
  10. Bullish Sign for S&P Flashes With More Stocks Shouldering Rally (bloomberg)
  11. The rally is real. The exposure? Still missing (zerohedge)
  12. The Ominous “Other”: Record Bearish Liquidation Is Misery For The Bears (zerohedge)
  13. Why JPMorgan says the U.S. lag vs. European stocks is just beginning (marketwatch)
  14. Investors Are Still Betting the Euro’s Rally Is in its Infancy (bloomberg)
  15. Americans Embrace Road Trips as Economic Fears Discourage Flying (bloomberg)
  16. Disney, Abu Dhabi and a growing theme park capital at ‘crossroads’ of world (cnbc)
  17. How to Think About the Stock Market When Earnings Guidance Becomes Meaningless (wsj)
  18. Spain’s unprecedented power outage sparks a blackout blame game over green energy (cnbc)

Be in the know. 14 key reads for Mother’s Day…

  1. Trump Touts “Great Progress” In China Tariff Talks, Suggests “Total Reset” On The Table (zerohedge)
  2. Stakes Rise as U.S. and China Open Second Day of Trade Talks (wsj)
  3. AI will be the mainstay of Alibaba’s business in next 3-5 years, chairman Joe Tsai says (scmp)
  4. Why the World Keeps Getting Shocked by China’s Technological Progress (bloomberg)
  5. China’s May Day holiday travel rebounds with surge in domestic, inbound, and outbound activity (technode)
  6. Donald Trump is right to ditch Joe Biden’s chip-export rules (economist)
  7. Huawei and other Chinese chip firms are catching up fast (economist)
  8. Why Warren Buffett matters beyond Wall Street (npr)
  9. Warren Buffett has created a $348bn question for his successor (economist)
  10. America’s Largest Grid Operator Warns Of Summer Power Shortages (zerohedge)
  11. Two online retailers think they have the key to beating tariffs (yahoo)
  12. Buy the dip: the trend that keeps stocks from crashing (economist)
  13. Why The Classic Ferrari 275 Is More Coveted Than Ever (maxim)
  14. 5 collector cars to put into your garage this week (classicdriver)