Tag: StockMarket

Be in the know. 15 key reads for Thursday…

  1. Intel Names Lip-Bu Tan as Chief Executive Officer (wsj)
  2. Intel CEO Signals That He’ll Stick With Contentious Foundry Plan (bloomberg)
  3. Five Things to Know About Lip-Bu Tan, Intel’s Next CEO (wsj)
  4. Alibaba revamps Quark search engine into AI super assistant as China’s tech race picks up (scmp)
  5. Boeing Stock Is Too Cheap For Citi. How Trump and a Trade War Have Left Their Mark. (barrons)
  6. Dollar General Rises With Sales Guidance Higher Than Estimates (bloomberg)
  7. AI Data Center Build-Out Raises Concerns About America’s Future Power Needs (zerohedge)
  8. Is the US housing market becoming a buyer-friendly market? (foxbusiness)
  9. Is There an Extremely Simple Fix for Affordable Housing? (bloomberg)
  10. ECB Will Be Back to 2% Target at End of Year, Nagel Tells BBC (bloomberg)
  11. Winners and losers from the Wall Street sell-off (ft)
  12. Lilo & Stitch Looks Like The Best Disney Live-Action Remake Ever (screenrant)
  13. Estée Lauder continues generative AI push with Adobe integration (marketingdive)
  14. Wholesale inflation flattens out in February in another sign of easing inflation (marketwatch)
  15. US Jobless Claims Edge Down, Remaining Near Pre-Covid Levels (bloomberg)

“Same Playbook, Different Day” Stock Market (and Sentiment Results)…

Key Market Outlook(s) and Pick(s)

On Monday, I joined Madison Mills and Brad Smith on Yahoo! Finance to discuss Mag 7, Carry Trade, Rates, JGB, International Stocks, and a lot more. Thanks to Madison, Brad, Justin Oliver, John Hyland, and Taylor Clothier for having me on:

Continue reading ““Same Playbook, Different Day” Stock Market (and Sentiment Results)…”

Be in the know. 25 key reads for Wednesday…

  1. People ‘underestimate’ the importance of Chinese President Xi’s entrepreneur meeting: Alibaba’s Tsai (cnbc)
  2. Alibaba’s Joe Tsai: Xi Jinping’s entrepreneur meeting fuels business confidence in China (scmp)
  3. China needs to unleash ‘$20 trillion’ in household savings to drive economic growth, says Alibaba chair Joe Tsai (fortune)
  4. AI agent Manus partners with Alibaba’s Qwen to develop Chinese version (scmp)
  5. Hong Kong’s Stock Market Booms With Wall Street in Turmoil (bloomberg)
  6. Alibaba Releases AI Model That Reads Emotions to Take On OpenAI (bloomberg)
  7. China’s Retail Investors Pile Into New Funds as Stocks Rally (bloomberg)
  8. Exclusive-TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say (streetinsider)
  9. Weekly mortgage demand surges 11% higher, as interest rates dropped for the sixth straight week (cnbc)
  10. Boeing’s Jet Deliveries Top Airbus for Second Straight Month (bloomberg)
  11. Fitch says Boeing made progress in resuming production post-labor strike (reuters)
  12. Kelley Blue Book Report: New-Vehicle Prices Increase Year Over Year in February, With Record EV Incentives and Booming Six-Figure Vehicle Sales (coxautomotive)
  13. US investors seek refuge in value funds (reuters)
  14. Disney announces major updates that will make fans very happy (thestreet)
  15. CMA calls for comment on GXO proposals to make Wincanton acquisition competitive (motortransport)
  16. Global EV sales soared in February, as China’s market kept its growth pace with 76% surge (scmp)
  17. Traders Ramp Up Bets on Fed Rate Cuts as Recession Angst Builds (bloomberg)
  18. REITs Are a Safe Haven in the Market Storm. What to Play Now. (barrons)
  19. Buy the U.S. Market Downturn? These Strategists Are Looking Abroad. (barrons)
  20. The Latest Overhaul of Starbucks—by the Numbers (wsj)
  21. Palantir’s Alex Karp takes on critics as he cashes in on surging shares (ft)
  22. Introducing the ‘Maleficent 7’ (ft)
  23. Magnificent 7 stocks lose $1.5T in what might be ‘textbook correction’ (nypost)
  24. The case for China (ft)
  25. US Inflation Comes In Lower Than Forecast, Offering Some Relief (bloomberg)