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)