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Inflation Cools After Months of Stagnation (barrons )
10 Undervalued Wide-Moat Stocks (morningstar )
EU Asked Temu, Shein to Show Compliance With Services Act (bloomberg )
Nice Is Quietly Becoming the Coolest Destination on the French Riviera (wsj )
5 Stocks to Buy Before the Fed Cuts Interest Rates in 2024 (morningstar )
S. Airports Keep Setting New Daily Passenger Records. Here’s Why. (wsj )
This ‘Achingly Cool’ California Steakhouse Has Been a Hollywood Favorite Since 1967 (wsj )
Costco plans to build 800-unit apartment complex in bid to ease housing crisis (nypost )
US banks announce dividend payouts after passing Fed’s ‘stress tests’ (ft )
IMF warns US must ‘urgently’ address debt burden (ft )
10 Best Cyclical Stocks to Buy Now (morningstar )
Nike’s Biggest Drop on Record Puts Pressure on CEO Donahoe (bloomberg )
Boeing in Talks with DOJ to Resolve Charges Over Safety Lapses (bloomberg )
Why nearly half of EV owners want to switch back to gas (businessinsider )
Amazon beefs up AI development, hiring execs from startup Adept and licensing its technology (cnbc )
Opinion: Buffett partner Charlie Munger kept these rules about investing and life that you can use too (marketwatch )
Boeing Starliner crew not stranded in space, says NASA, but no date set for return (marketwatch )
Why aren’t there more Warren Buffetts? (morningstar )
Five stocks power US markets to 14% gain for first half of 2024 (ft )
The Aston Martin Valiant Is An F1 Driver’s Dream Supercar (maxim )
China Announces Key Reform Meeting, Emphasizing Party Leadership (bloomberg )
Japan Will Take Appropriate Action Against Excessive Yen Moves, Finance Minister Says (wsj )
PBOC Vows to Satisfy People’s Housing Needs As Downturn Drags On (bloomberg )
Howard Marks – Co-founder of Oaktree | Podcast | In Good Company | Norges Bank Investment Management (youtube )
Hedge Funds Have Sold Tech and Consumer Stocks, While Buying Banks and Energy, Says Goldman (barrons )
After 40 Years, a Tech Columnist Says Farewell. But First, One More Thing. (barrons )
REITs Had a Terrible First Half. It’s Time for a Turnaround. (barrons )
Larry Summers Says the Economy Looks Healthy, and AI Should Bring ‘Profound’ Change (barrons )
China’s Third Plenum Will Showcase the Country’s Contradictions (barrons )
You Might Be Buying Your House at the Top of the Market (wsj )
Amazon Takes On Chinese Rivals Temu and Shein With Plans for New Discount Service (wsj )
Nike’s Slow Recovery Is Testing Investors’ Patience (wsj )
Beijing Falls in Line With Other Top Chinese Cities to Help Home Buyers (wsj )
Trucking Experts Project Spinoff of FedEx’s Freight Business (wsj )
Ultimate Status Symbol: A $300,000, Souped Up Land Rover Defender, Warts and All (wsj )
Alibaba Cloud is set to build new facilities in Mexico, Malaysia, the Philippines, Thailand and South Korea over the next three years (scmp )
U.S. banks are in a good and resilient place, says Wells Fargo’s Mike Mayo (cnbc )
Chinese Stocks Are in a Rut. How These Policy Meetings Could Change That. (barrons )
AMZN Market Cap Pushes Further Past $2 Trillion. A Temu Move May Keep It Rising. (barrons )
Amazon Plans New Discount Service to Take On Chinese Rivals (wsj )
Boeing Said Cleared to Resume Wide-Body Jet Deliveries to China (bloomberg )
This Company Helped Bryson DeChambeau Perfect His Stroke (cheddar )
GXO | Apptronik (youtube )
Boeing Doesn’t Want to Say This About Recent Problems. But It Should. (barrons )
Micron Beats Q3 Targets, But In-Line Outlook Disappoints (investors )
Nike Is on Brink of Recovery. Today’s Earnings Are a Test. (barrons )
Bank woes in commercial real estate could ease with rate cuts, says Moody’s (marketwatch )
Big Banks Can Withstand Disaster Scenario, Fed Says (barrons )
First-quarter GDP grew a soft 1.4%, but the economy might have more ‘spring’ in its step (marketwatch )
LVMH’s Arnault on How He Built an Empire of Opulence (bloomberg )
Boeing Sees Fewer Fuselage Defects, Helping Lift Productivity (bloomberg )
China sets mid-July for key ‘Third Plenum’ meeting to discuss ‘deepening reform’ (cnbc )
Disney releases details about its new cruise in Singapore (cnbc )
Japanese yen hits weakest level against dollar since 1986, reigniting intervention speculation (cnbc )
Disney is about to change your theme park experience with new line-skipping passes (foxbusiness )
Alibaba taps China’s top AI start-ups to boost enterprise offerings (scmp )
Open AI’s Loss Is China AI’s Gain, Hong Kong Buyback Bonanza, Beijing Lifts Home Buying Restrictions (chinalastnight )
Fed’s Bostic still backs one rate cut this year (marketwatch )
Alibaba Stock Looks Poised for a Rally. Why China Trade Tensions Could Be a Catalyst. (barrons )
Companies slash borrowing costs on $400bn of US junk loans (ft )
Goldman Sachs bullish on China shareholder returns (streetinsider )
Why should investors consider Disney? (foxbusiness )
China’s Li Urges Stronger Employment Support for Graduates (bloomberg )
Bond Traders Boldly Bet on 300 Basis Points of Fed Cuts by March (bloomberg )
Beijing Becomes Last Mega China City to Ease Housing Rules (bloomberg )
FedEx Scores an Upgrade After Strong Earnings, ‘Surprising’ Freight Decision (barrons )
Fast-Food Chains Jacked Up Their Prices. Now They’re Trying to Win You Back With Value Menus. (barrons )
The Clock Is Ticking on Jane Fraser’s Citigroup Turnaround (wsj )
Mail-Order Drugs Were Supposed to Keep Costs Down. It’s Doing the Opposite. (wsj )
‘It’s All Happening Again.’ The Supply Chain Is Under Strain. (nytimes )
The Man Who Waited Forever to Hold the Stanley Cup (wsj )
This U.S. Team Has No Michael Phelps. Can Its Dominance in the Pool Survive? (wsj )
Radical Technology Aims to Rev Up Oceans’ Power to Cool the World (wsj )
Americans Chasing High Interest Rates Risk Falling Into a ‘Cash Trap’ (wsj )
Yen Slides to Weakest Since 1986, Raising Risk of Intervention (bloomberg )
BofA Bets Big on Steady Revenues From Transactional FX Business (bloomberg )
Wall Street Banks Accelerate Buybacks Ahead of Fed Stress Tests (bloomberg )
YouTube dominates streaming, forcing media companies to decide whether it’s friend or foe (cnbc )
Waymo opens its driverless taxi service to all in San Francisco (marketwatch )
Nvidia’s rebound from its correction only makes the stock more dangerous to buy (marketwatch )
Carnival Cruise Line’s stock soars after company swings to a profit (marketwatch )
Whirlpool Shares Surge 18% Amid Bosch Takeover Rumors (zerohedge )
How the UK election could make or break the pound’s run (reuters )
The Florida Panthers Win the Stanley Cup (wsj )
Buy Intel instead of Nvidia: Thomas Hayes (FoxBusiness )
Disney’s ‘Inside Out 2’ could be the first billion-dollar movie of 2024 (cnbc )
Boeing Makes Offer For Parts Supplier Spirit AeroSystems (investors )
Goldman Sachs bullish on China shareholder returns (streetinsider )
Investors only have eyes for tech stocks right now. Here’s what they’re missing. (marketwatch )
Something unusual is happening on Wall Street — and it likely bodes well for stocks (marketwatch )
Warren Buffett’s Candy Company Is Trying to Scoop the Competition (barrons )
New Rules for Buying a Home Are Coming. A Guide to Getting the Best Deal. (barrons )
Apple Hit by First Charges Under New European Tech Law (wsj )
The Clock Is Ticking on Jane Fraser’s Citigroup Turnaround (wsj )
Mansion Global Daily: Investors and Celebrities Are Returning to Hong Kong (wsj )
Stephen A. Smith Is the Face of ESPN. How Much Is That Worth? (wsj )
China’s Rich Spend Millions on Shanghai Property (bloomberg )
Tech giants bet next-generation optical networks will reduce AI’s climate impact, aid 6G transition (cnbc )
Hedge Funds Bullish on the UK With Post-Election Calm in Sight (bloomberg )
Boeing stock: These are 4 major catalysts to watch (streetinsider )
Yellen tells YF she expects inflation to soon return to Fed’s target (finance.yahoo )
Fed’s Goolsbee lays out dovish case for potential rate cuts and flags ‘a couple of warning signs’ on economy (marketwatch )
Chicago Fed President Austan Goolsbee: Slowing inflation data would open the door to easier policy (cnbc )
Tech Collision: Hedge Funds Selling and Retail Buying (zerohedge )
Chinese e-commerce sales up 14% for 618 shopping festival, report says (scmp )
Chinese banks could improve their bottom lines with AI adoption, experts say (scmp )
The Fed Has Avoided a Recession. But Some Have Been Left Behind. (barrons )
Why more homeowners are dropping their insurance (usatoday )
AI Is Already Wreaking Havoc on Global Power Systems (bloomberg )
Chances of ‘no landing’ grows by the day: Bank of America (streetinsider )
BREAKING: UPS sells Coyote to RXO (finance.yahoo )
Humanoid robot with highest operational time in tests by US logistics giant (interestingengineering )
Odd Lots: Why Tom Lee Thinks We Could See S&P 15,000 by 2030 (bloomberg )
Nvidia Insiders Cash In on Rally as Share Sales Top $700 Million (bloomberg )
Nvidia CEO Jensen Huang Sold $95 Million of Stock. Other Chip CEOs Are Selling. (barrons )
Protesters Disrupted a PGA Tournament. It Didn’t Stop Scottie Scheffler. (wsj )
Intel’s Gaudi 3 will cost half the price of Nvidia’s H100 (tomshardware )
Taobao and Tmall’s 2024 6.18 Campaign Scores Brand, Loyalty Program Wins (alizila )
Global Investors Turn Cautious on Once Favorite Japanese Stocks (bloomberg )
I Can’t Believe This Wild Stanley Cup Final. What the Heck Is Going On? (wsj )
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 )
57 Sandwiches That Define New York City (nytimes )
The Semiconductors Have Topped; Look Elsewhere For Opportunities (stockcharts )
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 )
The New York Power Lunch Is Back (robbreport )
The Inside Story Of Bugatti’s Greatest Hypercar Yet: The $4 Million, V16-Powered Tourbillon (maxim )
The New American Mall (theatlantic )
What It Really Takes to Build an AI Datacenter (bloomberg )
Boeing could evade criminal charges for violating a settlement linked to fatal crashes (fastcompany )
Here’s how to hit the power draw that helped Bryson DeChambeau win the U.S. Open (golfdigest )
Japan’s Retail Investors Eye Risky Wagers on Yen Intervention (bloomberg )
Nvidia Stock Stumbles (barrons )
Wharton’s Jeremy Siegel: Expect the Fed to move to a ‘two-cut camp’ with one more good CPI reading (cnbc )
Starbucks Will Get a Jolt. Its Stock Is a Buy. (barrons )
Penn Could Be Bought. Wall Street Doesn’t Agree on What It Means for the Stock. (barrons )
CarMax Stock Rises After Earnings Dip. There’s a Used-Car Shortage. (barrons )
Nike Stock Is a Buy. The ‘Last Bad’ Earnings Report Is Coming, Says Analyst. (barrons )
Larry Culp Saved GE. Now He’s Aiming to Transform the Aerospace Industry. (barrons )
Alphabet Stands to Win From Tesla’s Robotaxi Day (barrons )
Why Home-Builder Stocks Can Continue Their Bull Run (barrons )
Robber Baron Retreats: Homes of Storied Business Titans Now Make for Luxurious Stays (barrons )
Koch family’s 15% stake in Nets (buying from Joe Tsai) values struggling NBA franchise at $3.8 billion: source (nypost )
The Big Read. Can Nvidia stay at the heart of the new AI economy? (ft )
Odd Lots: Why Tom Lee Thinks We Could See S&P 15,000 by 2030 (bloomberg )
2028 L.A. Olympics unveil venue plan: Swimming in SoFi, softball in Oklahoma City (nytimes )
Bullish bets on top stocks like Nvidia surged to a record high this week (marketwatch )
Fed’s Kashkari sees some signs of ‘some softening’ in the economy (marketwatch )
Partnership Lessons from Buffett-Munger (bloomberg )
The Best Cyclical Stocks to Buy (morningstar )
Nvidia Sheds $220 Billion After Short Run as Top Stock (bloomberg )
It’s Time to Be Bullish on Britain (bloomberg )
What Small-Cap Stocks Need to Finally Join the Market Rally (barrons )
Where Will Intel Stock Be in 3 Years? (fool )
U.S. and China hold first informal nuclear talks in five years (reuters )
As Nvidia Soars, History Advises Caution. (barrons )
FedEx Stock Has Delivered Disappointment. Next Week’s Earnings Could Change That. (barrons )
Gilead’s Twice-Yearly Shot Prevents HIV. Where the Stock Is Headed. (barrons )
2025 McLaren Artura Spider: An Unobnoxious Supercar (wsj )
Nvidia’s Success Is the Stock Market’s Problem (wsj )
New Home Construction Slows as Mortgage Rates Remain High (nytimes )
Elon Musk Wants You to Have More Babies (bloomberg )
US business activity inches up in June; price pressures abating (reuters )
Chart Master: Is a REIT revival incoming? (cnbc )
Bugatti Unveils V-16 Hybrid Supercar ‘Tourbillon’ (bloomberg )
US Services Activity Expands by Most in More Than Two Years (bloomberg )
Boeing-Spirit Aero Deal Nears Close as Airbus Talks Advance (bloomberg )
Odd Lots: John Arnold on Why It’s Hard To Build Things (bloomberg )
How YouTube Became Must Watch TV (bloomberg )
Nike Stock Can Just Do It. It’s Time to Buy. (barrons )
VF Stock Keeps Sliding. CEO Bracken Darrell Just Bought $1 Million of Shares. (barrons )
Chances of ‘no landing’ grows by the day: Bank of America (streetinsider )
Wells Fargo tells its clients to reduce exposure to ‘overvalued’ tech stocks (streetinsider )
Amazon stock target lifted at Baird on revised margin outlook (streetinsider )
China talks up support for IPOs. Investors are watching the speed of approval (cnbc )
Leading economic index falls again, but it’s not signaling recession (marketwatch )
Hertz upsizes junk-bond offering to $1 billion as it pushes ahead with fleet refresh (marketwatch )
JPMorgan Analyst Known for Bearish Call Touts China Tech Stocks (bloomberg )
‘Sellers Are Entering the Market’ With S&P Faltering Beyond Tech (bloomberg )
Swiss National Bank presses ahead as rate cutting front-runner (reuters )
Opinion: Why AMD, Intel, Qualcomm and other PC giants need Apple’s AI effort to succeed (marketwatch )
This indicator suggests unloved small-cap stocks may be poised for a turnaround (marketwatch )
Nvidia’s Ascent to Most Valuable Company Has Echoes of Dot-Com Boom (wsj )
Inside Citigroup’s Most Mysterious Business (wsj )
Tiger Woods’ son Charlie 15, to play in first USGA event after winning qualifier (nypost )
Treasuries Are a Whisker Away From Erasing This Year’s Loss (bloomberg )
US Initial Jobless Claims Lingered Near 10-Month High Last Week (bloomberg )
Fed’s Kaskhari sees some signs of ‘some softening’ in the economy (marketwatch )
Xi’s Mystery PBOC Plans Surface With Biggest Shift in Years (bloomberg )
EU imposes sanctions on Russian LNG (ft )
This Undervalued Stock Could Join Nvidia in the $3 Trillion Club (fool )
Is This Amazon’s Next $100 Billion Opportunity? (fool )
America’s ‘cardboard-box recession’ is finally over, BofA says (businessinsider )
2 states where home prices are falling because there are too many houses and not enough buyers (businessinsider )
US Housing Starts & Building Permits Plunge To COVID Lockdown Lows (zerohedge )
