Be in the know. 12 key reads for Wednesday…

  1. GXO Spurns Acquisition Offers as CEO Wilson Steps Down (bloomberg)
  2. Is it time to buy China? The Chart Master talks the technicals (cnbc)
  3. Intel Considers Outsiders for CEO, Including Marvell’s Head. Intel also is considering Cadence veteran Lip-Bu Tan (bloomberg)
  4. CEOs Are Getting Tossed Out at Record Pace (bloomberg)
  5. Trump Mulls Replacing Hegseth With DeSantis (wsj)
  6. Wall Street is betting on a strong US economy in 2025: Morning Brief (finance.yahoo)
  7. Private payrolls grew by 146,000 in November, less than expected, ADP says (cnbc)
  8. Alibaba to sponsor China’s Lunar New Year gala to reach thrifty consumers (scmp)
  9. Dollar Tree Stock Jumps After Earnings Beat. Now It’s Seeking a New CFO as Well as a CEO. (barrons)
  10. Intel’s Next CEO? Why Apple, TSMC, Marvell Executives Could Be in the Mix. (barrons)
  11. Breaking Down Trump’s Tariffs on China and the World, in Charts (wsj)
  12. Oz “the Wall Street Mentalist” blindly guesses 2 top stocks (cnbc)

Be in the know. 21 key reads for Tuesday…

  1. INTEL’S BOARD SHORTLISTING POTENTIAL CEO CANDIDATES, INCLUDING FORMER BOARD MEMBER LIP-BU TAN, SOURCES SAY (wikipedia)
  2. Devils dominate struggling Rangers, cruise to easy win at MSG (cbsnews)
  3. China Leaders Plan to Discuss GDP Target, Stimulus Next Week (bloomberg)
  4. Alibaba Cloud aims high in Southeast Asia with new AI partners (scmp)
  5. Long Island couple wants to ‘Make Christmas Great Again’ — with this giant 42-foot, $3K inflatable lawn Santa (nypost)
  6. A Santa Rally Could Lead to a Sober January. Be Cautious—Not Bearish. (barrons)
  7. Small-Cap Stocks Are Breaking Out. The Big Test Is Coming. (barrons)
  8. The S&P 500 Is Set for Back-to-Back 20% Gains. What History Says Happens Next. (barrons)
  9. China Bans Export of Materials Key to Making Chips. How These Stocks Reacted. (barrons)
  10. ‘Contrarians aren’t being rewarded,’ and short sellers of U.S. stocks are giving up, says Citigroup (marketwatch)
  11. This bank’s outrageous predictions include the dollar tanking (marketwatch)
  12. Trump reportedly jokes Canada could be 51st U.S. state if tariffs wreck economy (marketwatch)
  13. AI data centers need power. How long can our aging grid meet demand? (marketwatch)
  14. Yelp reveals its Best New Restaurants of 2024 — and an NYC spot topped the list (nypost)
  15. Art Cashin, Wall Street veteran for over 60 years, dead at 83: ‘True giant in our industry’ (nypost)
  16. Musk, Vivek face target-rich environment for vile federal regs and waste (nypost)
  17. Intel’s Chief Executive Is Out Amid Chipmaker’s Struggles (nytimes)
  18. Trump’s Election Powers US Business Sentiment to Multi-Year High (bloomberg)
  19. China’s AI balancing act — beating the U.S. but keeping the tech from threatening Beijing’s rule (cnbc)
  20. Intel has more than 65% of the market for traditional PCs and 85% of the server market, according to Edward Jones. (businessinsider)
  21. China Economic Work Conference Dates Announced (chinalastnight)

Be in the know. 13 key reads for Monday…

  1. Intel CEO Gelsinger Retires. The Stock Is Gaining. (barrons)
  2. ’Tis the season to go car shopping, and there’s some cheery news for buyers (marketwatch)
  3. Macau Gaming Revenue Rises 14.9% in November, Exceeds Estimate (bloomberg)
  4. Googling Is for Old People. That’s a Problem for Google. (wsj)
  5. America’s Biggest Apartment Owner Takes a Leap Into Modular Homes (wsj)
  6. ‘Moana 2’ Lifts Box Office to Thanksgiving Record With $221 Million Haul (wsj)
  7. For EV Startups, Things Are Going From Bad to Worse (wsj)
  8. Meet the Billionaires Taking Over Professional Bull Riding (wsj)
  9. Sales of Bibles Are Booming, Fueled by First-Time Buyers and New Versions (wsj)
  10. The Best TV Shows of 2024: Small-Screen Sophistication (wsj)
  11. Latest U.S. strike on China’s chips hits semiconductor toolmakers, Reuters reports (cnbc)
  12. Critics said Musk ‘overpaid’ for Twitter. Thanks to Trump and xAI, it could actually be a steal. (businessinsider)
  13. Bull market is setting up a December chase, says Carson Group’s Ryan Detrick (cnbc)

Be in the know. 15 key reads for Sunday…

  1. Confidence surges among small business owners (cnbc)
  2. Online shoppers set Thanksgiving Day spending record after big discounts (cnn)
  3. Global natural gas market may experience a tighter supply-demand balance this winter (eia)
  4. Who Is Scott Bessent? Wall Street Is Delighted by Trump’s Treasury Pick (inc)
  5. Tim Barry Is Out As CEO Of Walgreens Clinic Partner VillageMD (forbes)
  6. Target Is in Trouble. How it Could Turn Business Around. (barrons)
  7. Trump Tax Cuts 2.0: How They Will Affect You (barrons)
  8. Nuclear Energy Wins New Fans—Even in New York State (barrons)
  9. Where to Look for Undervalued Technology Stocks (barrons)
  10. What Trump’s Immigration Plans Mean for America’s Job Growth (wsj)
  11. A Simpler Citigroup Begins to Take Shape (wsj)
  12. Mexico’s President Says She’s Sure Country Can Avoid US Tariffs (bloomberg)
  13. Trudeau, Trump Discuss Trade, Border at Crucial Mar-a-Lago Meeting (bloomberg)
  14. What the Top 1% Really Pays the IRS. They kick in 40.4% of income taxes, nearly double their income share. (wsj)
  15. Zelenskiy Open to Cease-Fire If NATO Protects Unoccupied Areas (bloomberg)

Be in the know. 10 key reads for Saturday…

  1. China Factory Activity Grows for Second Month (tradingeconomics)
  2. Australia bans most users under 16 from social media (usatoday)
  3. ‘Moana 2’-led Thanksgiving box office could be best in post-pandemic era (cnbc)
  4. MDB Capital president and chief marketing strategist Lou Basenese joins ‘Cavuto: Coast to Coast’ to discuss Disney’s recent turnaround. (foxbusiness)
  5. Stimulus Bets Drive Chinese Stocks Higher Before Key Meeting (bloomberg)
  6. Elon Musk: the ‘wild card’ in Trump’s dealings with China (ft)
  7. ‘I wouldn’t be too worried about the next 12 months’, says Fundstrat’s Tom Lee (cnbc)
  8. Don’t Rule Out a Santa Claus Rally, Despite the Market’s Impressive Gains (BARRONS)
  9. How Elon Musk, Donald Trump And DOGE Will Take On The Federal Government, And What It Means For The S&P 500 (investors)
  10. Trump has been secretly communicating with ‘man crush’ Jamie Dimon about White House agenda for months: sources (nypost)

Be in the know. 13 key reads for Friday…

  1. Jack Ma returns to Alibaba campus in sign of support (scmp)
  2. Netflix Soared As Disney Sank. But Are The Tides About To Turn? (investor)
  3. Musk’s Team of Budget-Slashing MAGA Billionaires Takes Shape (bloomberg)
  4. Dollar Heads for Worst Week Since August (bloomberg)
  5. Boeing’s New CEO Clips Corporate Jet Trips in Show of Restraint (bloomberg)
  6. 10-year Treasury yield slides to lowest point since October on holiday-shortened trading day (cnbc)
  7. US Chip Equipment Makers Rise Amid Reports of “Watered-Down” China Curbs (zerohedge)
  8. Wynn Resorts Stock Is Rising. Here’s What We Know. (barrons)
  9. Japanese yen hits six-week high after hot inflation reading drives rate increase bets (marketwatch)
  10. Wall Street’s Response to More Tariffs: Been There, Done That (wsj)
  11. It’s Disney’s Biggest Surprise Hit—8 Years After Its Release (wsj)
  12. Disney’s doubling down on cruises — and Wall Street is on board (yahoo)
  13. The Big Read. Elon Musk: the ‘wild card’ in Trump’s dealings with China (ft)

Be in the know. 12 key reads for Thanksgiving!

  1. Stimulus Rumors As Insurance Companies Told To Buy Stocks (chinalastnight)
  2. Inside Canada Goose’s High-Fashion Migration (gq)
  3. Haider Ackermann Releases His First ‘Snow Goose by Canada Goose’ Capsule Collection (businesswire)
  4. Ferrari’s $4 Million Car Will Supercharge the Stock. The Auto Maker Is Leading the Luxury Pack. (barrons)
  5. How Warren Buffett Will Give Away $150 Billion. Will His Kids Be Able to Finish the Job? (barrons)
  6. Carl Icahn Is Buying Up Stock in This Fertilizer Producer. It’s All About Trump 2.0. (barrons)
  7. Yield on 10-year Treasury ends at lowest in a month despite rebound in Fed’s preferred inflation gauge (marketwatch)
  8. Treasury Yields Have Dipped. It Isn’t Too Late to Buy Bonds. (barrons)
  9. China Is Bombarding Tech Talent With Job Offers. The West Is Freaking Out. (wsj)
  10. Trump says Mexico’s president has ‘agreed to stop’ migrants crossing into US through her country (nypost)
  11. US Preps China Chip Curbs That Stop Short of Early Proposals (bloomberg)
  12. China needs US$1.4 trillion to boost consumption as trade war 2.0 looms (scmp)

Be in the know. 10 key reads for Wednesday…

  1. Intel Receives $7.9 Billion in Chips Act Funding, but Says It Won’t Take Federal Loans (barrons)
  2. China’s central bank to cut reserve ratio again to add liquidity, aid growth: analysts (scmp)
  3. Republicans praise Trump tariff threat as smart ‘negotiating strategy’ as he looks to tackle fentanyl, border crises (nypost)
  4. The AI Race Is Entering a New Stage. Nvidia Won’t Be the Only Winner This Time. The inference focus has big implications for Nvidia. While training is uniquely suited to the company’s GPUs, inference might be more readily handled by AI processors from Nvidia peers like Advanced Micro Devices AMD and Intel INTC, by custom chips from Amazon, or by a range of chip start-ups. (barrons)
  5. Fed Minutes Show Greater Confidence About Jobs as Policymakers Weigh Rate Cuts (barrons)
  6. Israel Approves Cease-Fire With Lebanon Aimed at Ending Hezbollah Conflict (wsj)
  7. Target’s Slide From Cheap Chic to Dull Chore (wsj)
  8. Office Conversions Find New Life After Property Values Plunge (wsj)
  9. Donald Trump selects Kevin Hassett to lead National Economic Council (cnbc)
  10. Warren Buffett suggests all parents do one thing before they die, whether they have ‘modest or staggering wealth’ (cnbc)

Be in the know. 15 key reads for Tuesday…

  1. How I learned to stop worrying about the national debt – even though it’s $35 trillion (nypost)
  2. Apple may have an AI trick up its sleeve, says this VC investor (marketwatch)
  3. Trump’s Treasury pick is Scott Bessent. He’s said it’s absurd to fear ‘Trump-flation.’ (marketwatch)
  4. Opinion: Qualcomm is moving fast to boost growth and trim its dependence on Apple (marketwatch)
  5. How Trump’s Tariffs on China Changed U.S. Trade, in Charts (wsj)
  6. Emerging-Markets Stocks Have Rarely Been So Hated. It’s Time to Buy (wsj)
  7. AI’s Future and Nvidia’s Fortunes Ride on the Race to Pack More Chips Into One Place (wsj)
  8. China Looks to Musk as Conduit to Trump, Seeking to Ward Off Harsh Policies (wsj)
  9. Emerging-Markets Stocks Have Rarely Been So Hated. It’s Time to Buy (wsj)
  10. The Many Ways WSJ Readers Use AI in Their Everyday Lives (wsj)
  11. Scott Bessent Sees a Coming ‘Global Economic Reordering.’ He Wants to Be Part of It. (wsj)
  12. For $55 Million: a Ferrari-Inspired Mansion for Car Lovers Only (wsj)
  13. Republicans Ponder: What if the Trump Tax Cuts Cost Nothing? (nytimes)
  14. Biotechs test IPO market despite concerns over Kennedy’s health role (ft)
  15. Big Food’s RFK Selloff Looks Overdone, but the Industry Has Other Problems Too (wsj)

Be in the know. 11 key reads for Monday…

  1. Bond Market Halts Brutal Run as Buyers Pounce on 4.5% Yields (bloomberg)
  2. Dollar’s Sizzling Rally Cools as Bessent Nominated for Treasury (bloomberg)
  3. How Tim Cook Cracked the Code on Working With Trump (wsj)
  4. How Markets Have Responded to Deficits, in Charts (wsj)
  5. Ozempic Could Crush the Junk Food Industry. But It Is Fighting Back. (nytimes)
  6. Stocks, Bonds Rise as Traders Embrace Bessent: Markets Wrap (bloomberg)
  7. Chinese Exports to Hit Record This Year Before Second Trump Term (bloomberg)
  8. Dollar’s Year-End Strength to Give Way to Murky 2025 (bloomberg)
  9. Trump Plans To Use Impoundment To Cut Spending – What Is It? (zerohedge)
  10. Fed’s preferred inflation gauge highlights holiday-shortened trading week: What to know this week (yahoo)
  11. Chinese firms likely to boost M&A activity in response to Trump threats: analysts (scmp)