Tag: StockMarket

Be in the know. 18 key reads for Wednesday…

  1. Boeing CEO Sees Company Reaching Key 737 Milestone This Year (bloomberg)
  2. If you liked deepseek you’re going to LOVE Alibaba’s Qwen 2.5-Max, the #1 performing AI globally. (Alibaba)
  3. Boeing’s Rosy Outlook Negates the Need for a Fire Sale (bloomberg)
  4. U.S. manufacturers show signs of recovery from 2-year slump. (marketwatch)
  5. GM sees fatter profits ahead on strength of gas-powered SUVs and electric cars (marketwatch)
  6. DeepSeek Challenges Everyone’s Assumptions About AI Costs (bloomberg)
  7. Billionaire Castel to Acquire Diageo’s Unit And Expand in Ghana (bloomberg)
  8. US Consumer Confidence Drops to Four-Month Low on Job Market (bloomberg)
  9. Billionaire Beal’s Bank Scored Record Year After Tapping the Fed (bloomberg)
  10. GM Earnings Beat Expectations. Why the Stock Is Getting Crushed. (barrons)
  11. Boeing Confirms Its Bad Earnings. Why the Stock Is Higher. (barrons)
  12. Bets on Bigger Treasuries Rally Are Booming Before Fed Decision (bloomberg)
  13. New US Transportation Chief Orders Fuel Economy Rule Rewrite (bloomberg)
  14. Fed’s Balance-Sheet Plans Mystify Wall Street as Officials Meet (bloomberg)
  15. Yahoo’s big bet (businessinsider)
  16. Boeing CEO: Don’t expect a major restructuring, but maybe a ‘pruning’ (marketwatch)
  17. Wall Street’s AI ‘bubble’ echoes dotcom excesses, Ray Dalio warns (ft)
  18. Wynn looks to Vegas to help revamp Macau’s US$28 billion casino economy (scmp)

Be in the know. 23 key reads for Tuesday…

  1. PBOC Injects Record Liquidity Using Its New Tool, Delays RRR Cut (bloomberg)
  2. China stocks set for US$236 billion influx from state-owned investors: UBS (scmp)
  3. China’s Great Coupon Handout Puts Band-Aid on Weak Consumption (bloomberg)
  4. Nvidia Slashes $600B in Market Cap. It’s the Biggest Loss in a Single Day. (barrons)
  5. Tech stocks plunge as Wall Street fears stretched valuations. Will value stocks win? (marketwatch)
  6. What Is DeepSeek? Everything to Know About China’s ChatGPT Rival and Why It Might Mean the End of the AI Trade. (barrons)
  7. Rare China Support Shows Vanke May Be Too Big to Fail (bloomberg)
  8. Estée Lauder Reviews Brands Amid Management Change (The Lauder family owns about 38% of Estée Lauder’s total common stock and about 86% of the voting power) (bloomberg)
  9. Young Americans Are Drinking Less—But Can It Last? (bloomberg)
  10. What is DeepSeek and why is it disrupting the AI sector? (reuters)
  11. DeepSeek FAQ (stratechery)
  12. Boeing may soon sell some of its businesses. That could finally boost the stock. (marketwatch)
  13. Trump Says Colombia Will Accept Deportees, Ending Tariff Standoff (wsj)
  14. DeepSeek Undercuts Belief That Chip-Hungry U.S. Players Will Win AI Race (wsj)
  15. A Chinese A.I. Company Rattles the Tech World (nytimes)
  16. AI-Fueled Stock Rally Dealt $1 Trillion Blow by Chinese Upstart (bloomberg)
  17. BOJ Watchers Think Next Interest Rate Hike Will Be in Six Months (bloomberg)
  18. Yuan Investors on Edge as China’s Holiday May Spur Swings (bloomberg)
  19. Beacon Roofing CEO describes dealings with QXO as takeover bid heats up (cnbc)
  20. Chinese tech stocks gain as Hong Kong index bucks trend (ft)
  21. DeepSeek changes rules of AI’s great game (ft)
  22. Starbucks cracks down on freeloaders to reverse sales decline (ft)
  23. Beijing unveils US$7.2 billion injection of insurer capital for stocks (scmp)

Be in the know. 15 key reads for Monday…

  1. China Boosts Index Investments in Latest Bid to Revive Market (bloomberg)
  2. Building-Products Distributor QXO Launching Hostile Bid for Beacon (wsj)
  3. Why America is in an alcohol recession (thehustle)
  4. Chinese AI applications now have bigger aims — they’re looking beyond chatbots (cnbc)
  5. China’s central bank conducts 14-day reverse repos ‘to inject liquidity into the market and boost confidence’ (globaltimes)
  6. Tom Brady and His Watch Are Both Modern Sports Icons (gq)
  7. Lamborghini Revuelto vs. McLaren 750S: Which Supercar Is Best? — Performance Car of the Year 2025 (roadandtrack)
  8. The BoJ’s Dangerous Confidence (gavekal)
  9. Bryson DeChambeau’s LIV Golf wealth fueling ‘mega-project’ (golf)
  10. ‘I got better at life’: Why Joel Dahmen trained with a Navy Seal (golf)
  11. Diageo Doesn’t Intend to Sell Guinness, Moet Hennessy Stake (bloomberg)
  12. Trump vs Powell: Who will drive the stock market as the Fed holds its first meeting of the year? (marketwatch)
  13. This Wegovy user spent $5,000 on a new wardrobe after losing 80 pounds — and she’s not alone (marketwatch)
  14. This Trend Could Spell Trouble for Bank Stocks (barrons)
  15. Germany’s Economic Model Is Broken, and No One Has a Plan B (wsj)

Be in the know. 13 key reads for Sunday…

  1. So Much for Tariffs? Businesses Could Avoid Paying $250 Billion in Levies, Goldman Sachs Says. (barrons)
  2. Investors Bet Trump Will Make Europe Investable Again (wsj)
  3. Trump Tries to Forge ‘Golden Age’ Economy of Self-Reliance and Defiance (wsj)
  4. Business elites truly believe Trump could be on the verge of solving one of the world’s most difficult problems: The Ukraine War (com)
  5. The podcast bros who helped put Trump back in the White House (ft)
  6. ‘Leveraged to the hilt’: PE-backed firms hit by wave of bankruptcies (ft)
  7. How Canada Goose went from making Antarctic outerwear to selling luxury status symbols, and where it goes from here (businessinsider)
  8. 10 Best Cheap Stocks to Buy Under $10 (morningstar)
  9. The Cheat Sheet on Trump’s First Week (nytimes)
  10. 2021-2024 Textbook 4-Year Cycle in The Books (jeffhirsch)
  11. Javier Milei’s free-market shock therapy to transform Argentina’s economy gets huge endorsement as sudden growth rebound seen (fortune)
  12. How (un)popular is China’s Communist Party? (economist)
  13. The 18 Best New Supercars of 2025 (robbreport)