Tag: StockMarket

Be in the know. 22 key reads for Wednesday…

  1. U.S. auto sales up 8.8% in March as pre-tariff rush boosts new car sales (marklines)
  2. Trump Tariff Threat Mobilizes Car Shoppers (wsj)
  3. Is Trump’s Plan Working? ADP Shows Biggest Jump In US Manufacturing Jobs Since Oct 2022 (zerohedge)
  4. US construction spending beats expectations in February (reuters)
  5. US LNG exports soar in March on ramp up of Plaquemines plant (reuters)
  6. Alibaba’s Qwen3 AI model coming this month, sources say, in bid to cement industry lead (scmp)
  7. How Alibaba.com is betting on AI to transform e-commerce (scmp)
  8. Joe Tsai Is Becoming AI’s Voice of Reason (bloomberg)
  9. China’s Improving Profits May Help Soften Tariff Blow for Stocks (bloomberg)
  10. EMJ’s Eric Jackson says Alibaba is a better AI play than Nvidia right now (youtube)
  11. March Economic Data Stronger Than Expected Despite Lack of Media Coverage (chinalastnight)
  12. Intel’s new CEO is known to ‘underpromise and overdeliver.’ Can he do it again? (marketwatch)
  13. Intel analyst says this is the ‘best ever messaging’ from the new CEO, management (streetinsider)
  14. Diageo Divests From Third African Brewer in Less Than a Year (bloomberg)
  15. Boeing CEO to Tout Culture, Safety Reforms Prompted by Missteps (bloomberg)
  16. PayPal set to launch ad platform in the UK (investing)
  17. 33 Undervalued Stocks to Buy for 2025 (morningstar)
  18. How Caution and Contrarianism Paid Off for Investors During Q1 (morningstar)
  19. Investors are turning bearish on the U.S. dollar as Trump tariffs loom (cnbc)
  20. No need to wait: Goldman slashes 10-year yield forecast (marketwatch)
  21. Germany Offers the Global Economy a Glimmer of Hope (barrons)
  22. A Big Coal Plant Was Just Imploded to Make Way for an AI Data Center (wsj)

Be in the know. 23 key reads for Tuesday…

  1. Intel’s new chief promises ‘cultural change’ at chipmaker (ft)
  2. Intel’s New CEO Plots Turnaround; ‘We Need to Improve’ (wsj)
  3. Intel CEO Lip-Bu Tan Says Company Will Spin Off Non-Core Units (bloomberg)
  4. The Clock Is Ticking Loudly for Intel’s New Boss (wsj)
  5. Alibaba woos back DingTalk founder to lead office app’s AI push (scmp)
  6. Chinese stocks get ‘shot in the arm’ from stimulus moves, HSBC survey says (scmp)
  7. Global stocks trounced the U.S. during the first quarter. Is ‘American exceptionalism’ in trouble? (marketwatch)
  8. China Manufacturing Activity Gauge Shows Continued Expansion (wsj)
  9. Boeing stock is a new Top Pick at JPMorgan (yahoo)
  10. Boeing awarded $2.46 billion contract modification for C-17 sustainment (investing)
  11. Boeing denies fluctuations in 737 MAX jet production (reuters)
  12. Car Sales Poised for Boost as Buyers Beat Tariff Price Hikes (bloomberg)
  13. US Automakers Make Mad Dash to Persuade Trump to Temper Tariffs (bloomberg)
  14. Mizuho maintains PayPal stock Outperform rating, $96 target (investing)
  15. The 1 Scenario That Would Send the Stock Market Soaring (barrons)
  16. Energy Stocks Defy Market Turmoil in Hunt for Inflation Hedge (bloomberg)
  17. 3 Long-Term Stocks to Buy That We Still Believe In (morningstar)
  18. The 10 Best Companies to Invest in Now (morningstar)
  19. U.S. Natural Gas Gains With Help From Weather (wsj)
  20. CVS Health and Deckers Are the S&P 500’s Best and Worst for the Quarter. Here’s Why. (barrons)
  21. Meta Stock Slumps the Least in a Bad Quarter for the Mag 7. Tesla Is Set to See Its Worst First Quarter Ever. (barrons)
  22. Nasdaq 100’s Worst Quarter in Years Sealed by AI Bubble Fears (bloomberg)
  23. Palantir Stock Is Dropping. 3 Reasons It’s in the Selling Crosshairs. (barrons)