Be in the know. 15 key reads for Sunday…

  1. Intel’s Gaudi 3 will cost half the price of Nvidia’s H100 (tomshardware)
  2. Taobao and Tmall’s 2024 6.18 Campaign Scores Brand, Loyalty Program Wins (alizila)
  3. Global Investors Turn Cautious on Once Favorite Japanese Stocks (bloomberg)
  4. I Can’t Believe This Wild Stanley Cup Final. What the Heck Is Going On? (wsj)
  5. Even without access to high end semiconductors, there is evidence that China was able to approximate high end semiconductor performance through very aggressive use of low end semiconductors. Hence AI has ended up boosting the demand for all semiconductors. This would explain the phenomenal performance of Philadelphia Semiconductor Index. The embargo is creating demand across the entire semi spectrum. (zerohedge)
  6. 57 Sandwiches That Define New York City (nytimes)
  7. The Semiconductors Have Topped; Look Elsewhere For Opportunities (stockcharts)
  8. Mizuho recently upgraded PayPal’s stock from a neutral rating to a buy, with senior analyst Dan Dolev estimating that PayPal will eventually be able to charge 0.70% of each transaction for Fastlane and that the product will add $1 to $1.5 billion to its annual $14 billion in gross profits over the next 18 months or so. (forbes)
  9. The New York Power Lunch Is Back (robbreport)
  10. The Inside Story Of Bugatti’s Greatest Hypercar Yet: The $4 Million, V16-Powered Tourbillon (maxim)
  11. The New American Mall (theatlantic)
  12. What It Really Takes to Build an AI Datacenter (bloomberg)
  13. Boeing could evade criminal charges for violating a settlement linked to fatal crashes (fastcompany)
  14. Here’s how to hit the power draw that helped Bryson DeChambeau win the U.S. Open (golfdigest)
  15. Japan’s Retail Investors Eye Risky Wagers on Yen Intervention (bloomberg)