Be in the know. 20 key reads for Wednesday…

  1. New U.S. Coronavirus Cases Slip to Lowest Since Late June (Wall Street Journal)
  2. A Third of People Tested in Bronx Have Coronavirus Antibodies (Wall Street Journal)
  3. 8 Restaurant Stocks That Are Worth the Risk (Barron’s)
  4. Former GE CEO Jeff Immelt Buys Up Bloom Energy Stock (Barron’s)
  5. Fund managers are more optimistic on stocks than any time since the pandemic began (MarketWatch)
  6. U.S. tells universities to shed China share holdings ahead of potential delisting: report (MarketWatch)
  7. The Next Stimulus Bill Still Hasn’t Arrived. Why the Market Doesn’t Care (Barron’s)
  8. Fund Managers Believe This Is a Whole New Cycle (Institutional Investor)
  9. Oracle’s Ellison steps out of character with approach for TikTok (Financial Times)
  10. Investors increasingly unsettled by ‘overvalued’ markets (Financial Times)
  11. 4 Top Companies Benefit From More Americans Driving on Vacation This Summer (24/7 Wall Street)
  12. Warren Buffett’s $113 billion Apple stake and $147 billion cash pile now account for over half of Berkshire Hathaway’s entire market value (Business Insider)
  13. The narrative driving markets is about to get challenged on Wednesday ⁠— here’s why (MarketWatch)
  14. Target reports a monster quarter — profits jump 80%, same-store sales set record (CNBC)
  15. Jim Cramer: A U.S. dollar rally might be in the cards, according to the charts (CNBC)
  16. Democrats, GOP Probe for a Path Forward on Stimulus Talks (Bloomberg)
  17. Trump Team Sees Path to Pared-Down $500 Billion Stimulus Deal (Bloomberg)
  18. Walmart Flexes Its Scale to Power Through Pandemic (Wall Street Journal)
  19. Simon, the Biggest U.S. Mall Owner, Shows Two Sides: Innovator and Traditionalist (Wall Street Journal)
  20. The ‘Everything Bubble’ Isn’t Everything, and Maybe Not Even a Bubble (Wall Street Journal)