- Alibaba’s cloud unit now serves 80% of Chinese tech companies (scmp)
- Great 8 minute interview from the new CEO of VF Corp Bracken Darrell. His last “turnaround” was $LOGI – that he took from ~$5 to ~$130 (26 bagger). How he’s going to turn around VF Corp: (cnbc)
- China’s Alibaba launches upgrade AI model to challenge Microsoft, Amazon (cnbc)
- China’s Factory Activity Shrinks, Fueling Calls for More Support (bloomberg)
- China Home Sales Decline Slows in October Amid Policy Support (bloomberg)
- Stellantis Sees a Smaller Hit From UAW Strike Than Ford and GM (barrons)
- GM, UAW Reach Labor Deal. It’s the Last of the Detroit Three. (barrons)
- Here are 5 reasons why U.S. stocks will likely rally into the end of 2023, says one Wall Street veteran (marketwatch)
- Manhattan’s stalled office leasing market poised for late-year boom (nypost)
- Is It Time to Give Candy Corn the Respect It Deserves? (nytimes)
- Xi Urges China Women’s Group to Cultivate ‘Childbirth Culture’ (bloomberg)
- Ravaged Florida Town Becomes a Magnet for Risk-Taking Homebuyers (bloomberg)
- How This Year’s Hottest Investment Could End Up Costing You (wsj)
- The Fed Can Wait (wsj)
- Japan’s Seven-Year Experiment in Extreme Interest-Rate Control Is Coming to an End (wsj)
- OpenAI Locks Largest Office Deal In San Fran In Years After CEO Says “Remote Work Over” (zerohedge)
- The “Good Stuff” Outperforms, Biden-Xi Summit Odds Increase (chinalastnight)