Be in the know. 22 key reads for Saturday…

  1. Ozempic Fear in Food and Drink Stocks Has ‘Gone Overboard,’ RBC Says (bloomberg)
  2. Charles Schwab Has Had a Terrible Year. The Surprising Reason the Brokerage King Won’t Be Dethroned. (barrons)
  3. Big-Name Stock Spinoffs Are Going Mainstream. Here’s Why. (barrons)
  4. How Intel’s New Spinoff Could Help It Take On Nvidia (barrons)
  5. Amazon Stock Could Climb More Than 35%, Wedbush Says (barrons)
  6. UAW Holds Off on Expanding Strike. Still No End In Sight. (barrons)
  7. How to Play Beaten-Up Bank Stocks (barrons)
  8. Are the 7 Big Tech Stocks Overvalued? Here’s One Way to Tell. (barrons)
  9. Frontier Stock Has an Activist Investor. It’s a Positive Catalyst. (barrons)
  10. VF Stock Leads the S&P 500. An Activist Investor Is Making Moves. (barrons)
  11. Carnival Stock Has Slipped From Summer Highs. A Director Bought the Dip. (barrons)
  12. UAW reports progress in talks with GM, Stellantis but wants more (nypost)
  13. Biden Says Hamas Attack Was to Halt Israel-Saudi Arabia Thaw (bloomberg)
  14. How a Vegas Whale, and Many More, Tap Billions Meant for US Housing (bloomberg)
  15. Don’t give up on the 60:40 portfolio now — it has been a good insurance policy in an unpredictable stock market (marketwatch)
  16. It turns out Disney’s ESPN isn’t eroding. But here comes the hard part. (marketwatch)
  17. Bloomberg’s Masters in Business LIVE: Barry Ritholtz w/ AQR’s Cliff Asness (bloomberg)
  18. Carl Icahn sues Illumina board for violating ‘fiduciary duties’ (reuters)
  19. Jeffrey Gundlach & Maria Bartiromo – Rainbow Room, NYC Highlights (DoubleLine)
  20. Trading Stocks Loses Its Thrill: ‘I Would Get Burned’ (wsj)
  21. 4 investing principles of Seth Klarman (mint)
  22. Why Foodies Are Flocking To This Luxe Maine Inn (maxim)