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)

Be in the know. 10 key reads for Sunday…

  1. Fed’s Williams Sees Inflation Cooling, Interest Rates Falling Further (barrons)
  2. Charts that call my attention (scottgrannis)
  3. Alibaba Forms New E-Commerce Business Group to Create Synergies for Growth (alizila)
  4. Title insurance, title pirates, and a house built on someone else’s land. (npr)
  5. America’s first major immigration crackdown and the making and breaking of the West (npr)
  6. Why China’s Economy Opened Up in the 1970s (bloomberg)
  7. Amateur golfers are super bad at this—Bryson explains 4 reasons why (golfdigest)
  8. 24-Hour Stock Trading Is Coming. Don’t Lose Your Shirt. (barrons)
  9. Trump Pick for Labor Secretary Comes With Unexpected Twist: Unions Like Her. (barrons)
  10. The last time inflation was projected to get worse, this investment was popular. Why it’s ‘unloved’ now. (marketwatch)

Be in the know. 11 key reads for Saturday…

  1. Why billionaire investor Howard Marks is snapping up ‘uninvestable’ Chinese assets (businessinsider)
  2. Alibaba group restructures e-commerce operations to boost global expansion (technode)
  3. New-Vehicle Affordability Improves in October (cox)
  4. Trump Nominates Hedge Fund Chief Bessent to Lead US Treasury (bloomberg)
  5. Trump Names Fox News Contributor Nesheiwat As Surgeon General (bloomberg)
  6. Oil Was Written Off. Now It’s the Most Productive US Industry (bloomberg)
  7. Lions Gate Entertainment, Adecoagro See Activist Investor Action (barrons)
  8. Holiday Spending Looks Strong This Year. Where to Find Bargains in Retail Stocks. (barrons)
  9. Poker Helped Me Take Risks. More Women Should Try It. (wsj)
  10. What It’s Like To Ride The World’s Fastest & Most Powerful Production Jet Ski (maxim)
  11. Pininfarina Channels Batman’s Rides With ‘Dark Knight’ & ‘Gotham City’ Hypercars (maxim)

Be in the know. 15 key reads for Friday…

  1. “Sauces are vital for this cut because its flavor is lacking in comparison to my favorite, the rib-eye. Give me all the fat; even better when it’s bone-in,” Manalang said. (nypost)
  2. Trump’s Election Flips the Script on Antitrust (barrons)
  3. The DOJ-Google Fight Comes Into Focus. Why It’s Finally Hitting Alphabet’s Stock. (barrons)
  4. Brace for surprises in US bonds, dollar based on Trump’s first term: Investor (channelnewsasia)
  5. Why Elon Musk’s DOGE Effort to Cut the Federal Budget Under Trump Relies On the Supreme Court (barrons)
  6. Who Is Pam Bondi, Trump’s Pick to Replace Matt Gaetz? What to Know About the Former Florida Attorney General. (barrons)
  7. How Can Qualcomm Stock Trade More Like Nvidia? Bring AI to Phones and Cars. (barrons)
  8. Home Sales Rose in October Following Decline in Mortgage Rates (wsj)
  9. Alibaba Integrates E-Commerce Operations Into Single Business Group (wsj)
  10. Temu Owner PDD Posts Slowest Revenue Growth in More Than Two Years (wsj)
  11. Trump might name Kevin Warsh as Treasury chief then Fed chair later, report says (cnbc)
  12. Alibaba bets on retailing chief Jiang Fan to bolster e-commerce momentum (scmp)
  13. Fintech Lender Shows Improving Consumer, China Gears Up For Trade Negotiation (chinalastnight)
  14. What Elon Musk Needs From China (nytimes)
  15. Americans Say You Need $5.3 Million to Be Considered a Success (bloomberg)

Be in the know. 13 key reads for Thursday…

  1. The production and engineering costs of the new (Blackwell) chips will weigh on profit margins, and Nvidia’s sales forecast for the current period didn’t match some of Wall Street’s more optimistic projections. (bloomberg)
  2. This Crypto Entrepreneur Just Bought a Duct-Taped Banana for $6.2 Million (barrons)
  3. Alibaba Establishes E-Commerce Business Group. Why It Matters. (barrons)
  4. PDD Stock Drops. The Temu Owner Sounds Alarm Over Fierce Competition. (barrons)
  5. Musk, Ramaswamy Want Federal Workers in the Office Full Time. There’s a Hitch. (wsj)
  6. Visionary Gary Vaynerchuk reveals the big tech trends that will define the future (nypost)
  7. Here’s why Dollar Tree and Dollar General stocks have plummeted (cnbc)
  8. Chinese tech company Baidu on Thursday reported better-than-expected revenue and profit for the third quarter. (cnbc)
  9. Jobless claims drop to seven-month low as the U.S. economy plows ahead (marketwatch)
  10. There Are More Billionaires Than Ever. And They Keep Getting Richer. (barrons)
  11. Alibaba CEO highlights AI advancement at China’s internet forum (scmp)
  12. China’s second-richest man blasts Pinduoduo for hurting brands with cutthroat pricing (scmp)
  13. Kuaishou Beats On Revenue, Alibaba Issues USD Bonds To Fund Buybacks (chinalastnight)

Be in the know. 15 key reads for Wednesday…

  1. Wall Street Is Too Pumped About Trump to Worry About His Policies (bloomberg)
  2. DOJ Will Push Google to Sell Chrome to Break Search Monopoly (bloomberg)
  3. A Better Way to Pay for Extending the Trump Tax Cuts (bloomberg)
  4. Shoppers Are Ditching Classic Brands They Once Loved (bloomberg)
  5. The Most Exciting New Golf Courses to Play in 2025 (bloomberg)
  6. Nvidia must show Blackwell chip can drive growth in earnings report (cnbc)
  7. Although about 4% of the current public float is held by mainland China investors, 15% of the trading volume in the past few months has come from these investors, proving that dual primary listing in Hong Kong can generate immense liquidity. (aastocks)
  8. Markets look to Howard Lutnick, other Trump economic picks for signals on tariffs (yahoo)
  9. Trump picking Warsh for Treasury would empower a critic of both the Fed and tariffs (marketwatch)
  10. Alibaba’s Connect link shows Hong Kong’s strength, access to mainland funds (scmp)
  11. Boeing to lay off roughly 2,200 workers days before Christmas (foxbusiness)
  12. Overheating issue could delay NVIDIA’s new Blackwell AI servers – The Information (streetinsider)
  13. Nvidia’s Blackwell revenue in focus as sales growth slows (streetinsider)
  14. Walmart Says Holiday Shopping Is Off to a Strong Start (wsj)
  15. Meet the Man Who Made a Fortune Bringing Brands Back to Life (wsj)

Be int he know. 12 key reads for Wednesday…

  1. Building-Products Distributor QXO Makes Bid for Beacon Roofing (wsj)
  2. Car-Loan Delinquencies Aren’t Scaring Off Wall Street (wsj)
  3. Walmart Boosts Outlook as Consumers Search for Value (bloomberg)
  4. Markets will rally into year-end and potentially be strong next year too: Defiance ETFs’ Jablonski (cnbc)
  5. Trump Picks Brendan Carr as FCC Chair. He Vows to Challenge a Big Tech Cartel. (wsj)
  6. CVS Adds to Board in Deal With Glenview (wsj)
  7. Traders Are Making Bullish Bets on Nvidia Ahead of Earnings (wsj)
  8. Bond Yields Are Falling as Nuclear Tensions Rise (barrons)
  9. Goldman channels ‘Art of the Deal’ as it targets 6,500 for S&P 500 next year (marketwatch)
  10. Bob Iger’s Disney, entertainment firms resume X advertising after yearlong Elon Musk feud (nypost)
  11. Why Oil Companies Are Walking Back From Green Energy (nytimes)
  12. Slash First, Fix Later: How Elon Musk Cuts Costs (nytimes)

Be in the know. 30 key reads for Monday…

  1. Alibaba Delivers Solid Q2 Results with Expanding User Base and Accelerated Cloud Growth (alizila)
  2. AliViews: Eddie Wu on Alibaba’s Q2 Earnings (alizila)
  3. Do I actually need electrolytes to stay hydrated? (vox)
  4. Richard Clarida on What Comes Next for the Federal Reserve (bloomberg)
  5. Meet Old Barnwell, a strategic new design with unlimited options (golf)
  6. Even Enzo Ferrari would have loved this beautiful Brit! (classicdriver)
  7. These are the 7 most beautiful cars of all time. Do you agree? (classicdriver)
  8. Trump Treasury Cabinet Pick in Flux as Jockeying Slows Selection (bloomberg)
  9. FedEx’s CEO Is Charting His Own Path—in the Smith Family’s Shadow (bloomberg)
  10. Xi’s Olive Branch to Trump Comes With Warning on China Red Lines (bloomberg)
  11. Chinese Stocks Rebound on Guidelines to Boost Shareholder Value (bloomberg)
  12. Alibaba Earnings Deep Dive, Tepper & Burry Maintain China Positions, Week in Review (chinalastnight)
  13. Exclusive | China is ‘very much’ investible, offers unique diversification: Bridgewater (scmp)
  14. Medicaid fuels US coverage of Novo, Lilly weight-loss drugs (reuters)
  15. Trump’s win boosts hope that TikTok will be saved from a US ban (scmp)
  16. Chinese banks surge on CSRC guideline urging more shareholder returns (scmp)
  17. Alibaba to sell bonds to repay debt, fund buy-back amid low rates (scmp)
  18. Nvidia Customers Worry About Snag With New AI Chip Servers (theinformation)
  19. New Nvidia AI chips overheating in servers, the Information reports (reuters)
  20. Powell Says Fed May Slow Rate Cuts. Don’t Panic. (barrons)
  21. 3 Million Jobs: The Federal Workforce, in Charts (wsj)
  22. A Powerful AI Breakthrough Is About to Transform the World (wsj)
  23. Three Mile Island restart could mark a turning point for nuclear energy as Big Tech influence grows (cnbc)
  24. Morgan Stanley finally turns bullish on U.S. stocks as it says the S&P 500 could jump as high as 7,400 (marketwatch)
  25. Opinion: Biotech-stock investing has one tough test for success — and it’s about to get easier (marketwatch)
  26. Investors should start diversifying their portfolios, Goldman Sachs says (marketwatch)
  27. How Trump’s return to the White House could impact the auto industry (foxbusiness)
  28. BABA-W’s Xianyu Seizes 600M+ Registered Users w/ ~30% Annual Growth Rate (aastocks)
  29. Citi Slightly Trims BABA-W (09988.HK) TP to $132, Rates Buy (aastocks)
  30. There are ‘no natural sellers’ in stocks: BlackRock’s Rick Rieder (yahoo)